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Showing 21 - 30 of 129 results for "BT Panorama"

BT names platform strategy lead

CHLOE WALKER  |  MONDAY, 14 AUG 2023
... 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 ...

Westpac plans aggressive platforms play

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... 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 Asset Management ceases direct distribution

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... Advance AM had about $44 billion in funds under management, including superannuation products and several products on BT Panorama.

BT upgrades platform functionality

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
... 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 ...

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 ...