Search Results | Showing 101 - 110 of 149 results for "Panorama" |
| | | ... 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 ... |
| | | | ... 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. |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... leading the platforms business, Power was responsible for the management and strategic direction of the Asgard, BT Wrap and Panorama platforms. In October, BTFG consolidated its financial advice and private wealth divisions, removing the general manager ... |
| | | | ... leading the platforms business, she was responsible for the management and strategic direction of the Asgard, BT Wrap and Panorama platforms. Prior to the head of platforms role, Power held various product roles with BT and MLC. In October, BTFG consolidated ... |
| | | | ... MasterKey Pension Fundamentals Perpetual WealthFocus Pension Plan SMSF Administrator of the Year AMP SMSF Solutions BT Panorama Heffron SuperGuardian Asset Consultant of the Year Frontier Advisors JANA Investment Advisors Mercer Willis Towers Watson ... |
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