The latest issue of Financial Standard now available as an e-newspaper
|Search Results||Showing 1 - 10 of 68 results for "BT Panorama"|
|... along with anyone who held BT Super for Life, BT Super for Life Westpac Group, BT SuperWrap, BT SuperWrap Essentials, BT Panorama Super or BT Superannuation Invest Fund plans between 2014 and 2020. Also asked to join the class action by Shine are CommInsure ...|
|... The report found Netwealth continues to lead the platform pack, followed by HUB24 in second spot. CFS First Choice, BT Panorama and Macquarie Wrap also make the top five. In terms of advice software, AdviserLogic took out the top gong for the fifth consecutive ...|
|... options to meet their needs." In addition to HUB24, SSGA's ETF model portfolios are also available on Praemium and BT Panorama.|
|... managed accounts continues to climb. All State Street risk-based ETF model portfolios are now accessible through BT Panorama, as State Street's asset management aims to expand the availability of its products to Australian financial advisers. Additionally ...|
|... give me an edge and make it easier for me to deliver results for my clients." Davis uses wealth management platform BT Panorama and Macquarie Wrap to manage his client's portfolios, Xero for accounting, Xplan for client CRM, and video-conferencing ...|
|... flagship platform. Lonsec has partnered with BTFG to make its listed and retirement managed portfolios available on BT Panorama. Lonsec said BT Panorama users will now have access to all three of Lonsec's managed portfolios, with the multi-asset managed ...|
|... managed accounts functionality and retirement calculators." It named the top five platforms as Netwealth, HUB24, BT Panorama, Praemium and OneVue. Investment Trends awarded Macquarie Wrap the 'best new functionality award', for its digital portfolio ...|
|... products are either managed accounts of offer model portfolios. The fastest growing are Pursuit Focus Allocated Pension, BT Panorama Super, AMP Super Directions Personal, MLC MasterKey Business Super and HUB24 Invest. When it comes to managed discretionary ...|
|... 15 years with BTFG, ultimately heading up its platform and investment division consisting of BT Wrap, Asgard and BT Panorama. "Spitfire has an incredible opportunity. The Australia financial services market is being redefinbed as banks and institutional ...|
|... fund is now on eight retail investment platforms, with BT Wrap being the latest addition. It is also available on BT Panorama, Asgard, Xplore Wealth, HUB24, Netwealth, Powerwrap, and Praemium. As at 30 June 2019 units in the RARE Infrastructure Fund ...|
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A former financial adviser and licensee director has been sentenced to six years' imprisonment for misappropriating close to $2 million for his own use.
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Pinnacle Investment Management's 16 affiliates tallied up only $3 billion in net inflows in FY20 as institutional allocators deferred mandate decisions in COVID-19 but the firm managed to grow NPAT by 5.6% to $32.2 million.
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ASX-listed trading platform SelfWealth has renewed its clearing, settlement and execution (CS&E) mandate with retail broker OpenMarkets, in a move that it says demonstrates the two fintech's shared objective of disrupting the status quo.
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The self-managed super fund administration and software provider has appointed two new technology leads, set to help Class continue to grow and innovate.
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