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Showing 101 - 110 of 152 results for "Panorama"

BTFG flags platform overhaul

HARRISON WORLEY  |  MONDAY, 23 JUL 2018
BT Financial Group is introducing a new fee structure for BT Panorama and offering a compact version of the platform. It is also releasing an online adviser services hub later this year. BTFG announced a raft of changes to its platform offering today ...

Deductible super contributions front of mind: BTFG

HARRISON WORLEY  |  FRIDAY, 20 JUL 2018
... historically being available only to those who were self-employed." Separately, BT added digital consent functionality to its BT Panorama investment platform, allowing advisers to request client approval either through SMS or BT Panorama's online message ...

Wealth fintech partners with Milliman

KANIKA SOOD  |  WEDNESDAY, 27 JUN 2018
... Ignition Wealth appointed Alan Quinlan as its Ireland chief executive. Last year, Ignition Wealth also struck a deal with BT Panorama. Ignition Wealth operates as software as a service (SaaS). The funds are held by clients like banks, insurance companies ...

Industry leaders in sales and marketing recognised at MAX Awards

STAFF WRITER  |  FRIDAY, 15 JUN 2018
... prestigious 'Sales Executive of the Year' award. Michelle Harris from Fidelity won 'Marketer of the Year'. BT Panorama clinched the highly-contested category 'Advertising Campaign of the Year' while Zurich - Life Risk & Investments ...

IPS triples funds under administration

HARRISON WORLEY  |  MONDAY, 21 MAY 2018
... engage new clients and referral partners like accountants." The news comes after BTFG announced last week that its BT Panorama platform passed $10 billion in FUA, representing growth of 113.4% between March 2017 and December 2017.

Advisers struggling with SMSF diversification

JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... diversification. A further 49% said the same in mapping the potential risks of inadequate diversification. Separately, BT Panorama recently surpassed $10 billion in funds under administration, with its FUA growing 113.4% between March 2017 and December ...

BTFG reports first half earnings growth

HARRISON WORLEY  |  MONDAY, 7 MAY 2018
... and its share of the life insurance market (40bps). BTFG chief executive Brad Cooper outlined the significance of BT Panorama, after the platform reported a funds increase of 40% on the first half of 2017. "This half we saw very strong growth on our ...

BTFG platform and investment expert resigns

KARREN VERGARA  |  TUESDAY, 17 APR 2018
... manage their super alongside everyday online banking. More recently he helped drive the development and delivery of BT Panorama, which has grown from $1 billion to more than $9 billion in FUA, Cooper added. In his stead, Kathy Vincent takes on the role ...

IOOF licensee launches MDA solution

JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
... Lonsdale Financial Group has launched Managed Portfolio Service on the Asset Administrator platform, its white label of BT Panorama. The solution is designed specifically to assist advisers in efficiently delivering flexible, quality portfolio construction ...

Future Fund manager joins Fidante

ALEX BURKE  |  TUESDAY, 30 JAN 2018
... Fidante announced that one of its boutiques, Ardea Investment Management, has had its Real Outcome Fund added to the BT Panorama, BT Wrap and BT SuperWrap platforms. Ardea is a specialist fixed income manager focusing on local and international government ...