Search Results | Showing 21 - 30 of 129 results for "BT Panorama" |
| | | ... Australian Retirement Trust's chief retirement officer. According to BT, Brinckley was instrumental in the development of BT Panorama and the foundation delivery of its managed account offering. Over the following decade, he played a key role in delivering ... |
| | | | ... Panorama, with the aim to enable greater efficiency in advisers' practices. Among other things, this included the BT Panorama Online Service Request Tracker, major upgrades to its app, and the introduction of the Blue chatbot. Rady says a major pillar ... |
| | | | ... Advance AM had about $44 billion in funds under management, including superannuation products and several products on BT Panorama. |
| | | | ... BT chief customer services officer Georgina Croft said. "BT is also focused on enhancing the security features on BT Panorama, to manage risks related to the increasing cybercrime rate in Australia," she said. A recent upgrade enabled support teams to ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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. |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
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