Search ResultsShowing 11 - 20 of 60 results for "BT Panorama"
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 ...
BT launches new managed accounts offerings
HARRISON WORLEY  |  MONDAY, 21 JAN 2019
... flagship platform, and said further additions will soon follow. Six active diversified managed portfolios have landed on BT Panorama's full and compact menus, offering clients different risk profiles and no portfolio level investment management fees. ...
Royal Commission hits Westpac cash earnings
JAMIE WILLIAMSON  |  MONDAY, 5 NOV 2018
... margin compression from price reductions and lower revenue from its financial advice business, BTFG said. Meanwhile, BT Panorama continued to grow with the number of registered investors doubling to more than 23,000 on the prior corresponding period. ...
Advisers choose their own journey on BT hub
DARREN SNYDER  |  FRIDAY, 2 NOV 2018
... follows the launch of BT Open in July, which included pricing changes across investment platforms and the launch of BT Panorama Compact. BT Open Services is open to all advisers and licensees irrespective of whether they have a relationship with BT platforms. ...
Bennelong boutique hires analyst
KANIKA SOOD  |  WEDNESDAY, 24 OCT 2018
... The fund has 'recommended' rating from Lonsec, 'approved' from Zenith and 'superior' from SQM. It was just added to BT Panorama and BT Wrap, and is also on Hub24, Macquarie Wrap, Netwealth and Powerwrap. "The fund aims to generate a real total return ...
Challenger expands distribution reach
KARREN VERGARA  |  WEDNESDAY, 24 OCT 2018
... annuities will launch on the netwealth platform. It follows an announcement in August that saw products made available on BT Panorama. Challenger also plans to distribute its annuities on HUB24. The move comes off the back of strong sales growth in annuities. ...
BT launches new corporate super solution
JAMIE WILLIAMSON  |  WEDNESDAY, 5 SEP 2018
BT has launched a new corporate superannuation product, leveraging the digital capabilities of BT Panorama. BT Super will provide members with access to 44 investment options, including lifestage, diversified, passive, sustainable and specialist funds. ...
Limited MDA deadline closes in
KARREN VERGARA  |  WEDNESDAY, 8 AUG 2018
... platform providers that can make the ROA process efficient and the advice process more automated, he said, adding BT Panorama for example, offers such options. They could also go wholesale only, but that's not available to many advisers, Potter s ...
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 ...
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