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Search ResultsShowing 11 - 20 of 68 results for "BT Panorama"
BT Panorama boosts functionality
ELIZABETH MCARTHUR  |  WEDNESDAY, 17 JUL 2019
BT Panorama has exceeded $20 billion in funds under administration and boosted platform functionality. In July 2018, BT introduced simple open platform pricing for BT Panorama and since then the platform has enjoyed 78% growth, BT Financial Group said. ...
Charter Hall industrial fund scores top Lonsec rating
HARRISON WORLEY  |  TUESDAY, 9 JUL 2019
... 33%." The fund is open for investment through a minimum investment of $20,000 on a range of platforms, including BT Panorama, Macquarie, Netwealth and HUB24.
Advice affordability a growing concern
HARRISON WORLEY  |  FRIDAY, 28 JUN 2019
... platform listing their satisfaction as very good. HUB24 sits in second at 43%, with Asgard eWRAP, CFS First Choice and BT Panorama rounding out the top five. AdviserLogic ranked as the top planning software for the fourth year in-a-row, ahead of XPLAN ...
MAX awards recognise industry excellence
HARRISON WORLEY  |  FRIDAY, 14 JUN 2019
... marketing, including stints at Telstra and HSBC. There was more to come for BTFG though, with its flagship wealth platform BT Panorama scoring Fintech Platform of the Year while the group took out the coveted Financial Literacy Campaign of the Year . ...
Spitfire acquires adviser platform, names chief
ELIZABETH MCARTHUR, KARREN VERGARA  |  MONDAY, 3 JUN 2019
Spitfire has acquired a financial adviser platform with $2 billion in funds under management. It also appointed its inaugural chief executive and a chief product officer from BT Financial Group. Spitfire completed the acquisition of platform and wrap ...
Melbourne advisory launches MDA
HARRISON WORLEY  |  THURSDAY, 30 MAY 2019
... Melbourne-based advisory. Strategic Wealth linked with Philo Capital Advisers to implement an MDA service featuring BT Panorama, investment consulting from JANA and Antares as the direct equity model manager. Strategic Wealth managing director Peter ...
Financial advice drags BTFG results
KARREN VERGARA  |  MONDAY, 6 MAY 2019
... million. Total costs associated with restructuring the wealth business was $190 million. On a brighter note, the BT Panorama platform recorded a 38% jump in funds to $17 billion. However, this was dampened by lower platform margins as a result of repricing ...
Smaller platforms continue to excel
HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... seems to be shrinking, with Investment Trends noting the gap between first and second had been narrowed. Meanwhile, BT Panorama - debuting in the report - grabbed third spot, and was recognised for its online business management prowess, ranking first ...
Class makes managed accounts play
JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... Capital Advisers, Class will provide software to support the company's offering, including services to licensees using BT Panorama. The investment is via convertible notes which are expected to convert into equity based on a growth-related valuation. ...
Colonial First State hires retail sales head
KANIKA SOOD  |  THURSDAY, 28 FEB 2019
... distribution platform where he led a national sales team of more than 45 people and the distribution efforts for BT Panorama. In his new job, he will report to Colonial First State's general manager distribution Peter Chun . "I am pleased to announce ...
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