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Showing 11 - 20 of 115 results for "BT Panorama"

BT names distribution lead

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... Midwinter, Mariner Financial and AXA. Brown is now responsible for overseeing a distribution team of 70 and growing BT Panorama. He also focuses on supporting advisers by way of helping provide practice development, and regulatory and technical education ...

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... respectively, gained about $350 million for the group. Funds under management for the managed accounts channel on BT Panorama jumped 26% year on year to $13.7 billon. FUA on BT Panorama of $102.1 billion, however, was down 3% year on year. Westpac's ...

Uptick in adviser numbers: Research

KARREN VERGARA  |  WEDNESDAY, 3 MAY 2023
... advisers. Together, they hold 14% of the market. The platform most frequently used by advisers are Colonial First Choice, BT Panorama and Macquarie Warp, Perpetual WealthFocus, North and Asgard.

BT to wind up Retirement Wrap

JAMIE WILLIAMSON  |  FRIDAY, 24 MAR 2023
... held on the Panorama or Asgard platforms. Now, BT is going to close the Retirement Wrap super fund which underpins BT Panorama Super. Effective April, all BT Panorama Super members will be transferred to Asgard Independence Plan Division Two. The merger ...

HUB24 tops platform rankings

CASSANDRA BALDINI  |  MONDAY, 27 FEB 2023
... out Netwealth, which came in at 90.7%. The report further revealed Praemium took third place with a score of 89.9%, BT Panorama followed scoring 84.7% and Mason Stevens claimed fifth place with a score of 83.3%. "All platforms have particularly sharpened ...

Westpac updates on strategic priorities

CASSANDRA BALDINI  |  MONDAY, 7 NOV 2022
... business to TAL, and also offloaded its superannuation division to Mercer. In relation to the long-awaited sale of BT Panorama, Westpac said it is reviewing its options. The bank is also focused on geographic simplification, consolidating its Asian operations ...

BT Panorama introduces robotic admin feature

CHLOE WALKER  |  TUESDAY, 13 SEP 2022
Enabling advisers and support staff to track the status of transactions via the platform's user interface, BT Panorama's new Robotic Integrated Technology Administration (RITA) platform has been launched. RITA is a fast automated service request tracker ...

Chant West launches platform rankings

CASSANDRA BALDINI  |  TUESDAY, 30 AUG 2022
... Chant West has already rated five of the market's key platform providers. AMP's MyNorth, Netwealth Accelerator and BT Panorama all received five apples, while Colonial First State FirstWrap Plus and Macquarie Consolidator II received four apples. "We ...

Managed account market reaches $175bn

CHLOE WALKER  |  FRIDAY, 27 MAY 2022
... Alex Dunnin said. "Much of the managed account growth, however, was due to the migration of the BT Wrap platform onto BT Panorama in 2021. "Furthermore, managed accounts' share in the wrap platform segment has ballooned from 10% to 85% between December ...

Westpac offloads BT super funds to Mercer

JAMIE WILLIAMSON  |  THURSDAY, 26 MAY 2022
... billion in funds under management, managing several of the BT Super investment options and a number of products on BT Panorama. The net effect of both transactions is expected to be an after-tax gain of $225 million, Westpac said. This follows Westpac ...