|Search Results||Showing 11 - 20 of 60 results for "BT Panorama"|
|... 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. ...|
|... 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 ...|
|... 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. ...|
|... 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. ...|
|... 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. ...|
|... 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 ...|
|... 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 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. ...|
|... 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 ...|
|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 ...|
Australia's largest superannuation funds and wealth companies have largely cut back on their advertising spends over the past five years, documents from the Standing Committee on Economics show.
The former head of advice of the $57 billion superannuation fund has launched a new advisory aimed at working with super funds and dealer groups to develop better models of delivering advice.
For the first time, climate crisis and environmental degradation have taken out the top five spots in a list ranking the risks most likely to impact the world over the coming decade.
Powerwrap has signed an agreement in what could be its second-biggest client after Escala Partners and a new line of business for the platform.
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