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Search ResultsShowing 31 - 40 of 68 results for "BT Panorama"
Industry leaders in sales and marketing recognised at MAX Awards
STAFF WRITER  |  FRIDAY, 15 JUN 2018
... prestigious 'Sales Executive of the Year' award. Michelle Harris from Fidelity won 'Marketer of the Year' . BT Panorama clinched the highly-contested category 'Advertising Campaign of the Year' while Zurich - Life Risk & Investments ...
IPS triples funds under administration
HARRISON WORLEY  |  MONDAY, 21 MAY 2018
... engage new clients and referral partners like accountants." The news comes after BTFG announced last week that its BT Panorama platform passed $10 billion in FUA , representing growth of 113.4% between March 2017 and December 2017.
Advisers struggling with SMSF diversification
JAMIE WILLIAMSON  |  FRIDAY, 18 MAY 2018
... diversification. A further 49% said the same in mapping the potential risks of inadequate diversification. Separately, BT Panorama recently surpassed $10 billion in funds under administration, with its FUA growing 113.4% between March 2017 and December ...
BTFG reports first half earnings growth
HARRISON WORLEY  |  MONDAY, 7 MAY 2018
... and its share of the life insurance market (40bps). BTFG chief executive Brad Cooper outlined the significance of BT Panorama, after the platform reported a funds increase of 40% on the first half of 2017. "This half we saw very strong growth on our ...
BTFG platform and investment expert resigns
KARREN VERGARA  |  TUESDAY, 17 APR 2018
... manage their super alongside everyday online banking. More recently he helped drive the development and delivery of BT Panorama, which has grown from $1 billion to more than $9 billion in FUA, Cooper added. In his stead, Kathy Vincent takes on the role ...
IOOF licensee launches MDA solution
JAMIE WILLIAMSON  |  MONDAY, 26 FEB 2018
... Lonsdale Financial Group has launched Managed Portfolio Service on the Asset Administrator platform, its white label of BT Panorama. The solution is designed specifically to assist advisers in efficiently delivering flexible, quality portfolio construction ...
Future Fund manager joins Fidante
ALEX BURKE  |  TUESDAY, 30 JAN 2018
... Fidante announced that one of its boutiques, Ardea Investment Management, has had its Real Outcome Fund added to the BT Panorama, BT Wrap and BT SuperWrap platforms. Ardea is a specialist fixed income manager focusing on local and international government ...
SelectingSuper winners crowned
EMMA RAPAPORT  |  THURSDAY, 16 NOV 2017
... MasterKey Pension Fundamentals Perpetual WealthFocus Pension Plan SMSF Administrator of the Year AMP SMSF Solutions BT Panorama Heffron SuperGuardian Asset Consultant of the Year Frontier Advisors JANA Investment Advisors Mercer Willis Towers Watson ...
BGL enhances life insurance solution
KARREN VERGARA  |  MONDAY, 6 NOV 2017
... its Panorama SMSF solutions by partnering with BGL , providing accountants and advisers a two-way data feed from BT Panorama to Simple Fund 360. Simple Fund 360 also integrated with Xero Practice Manager in September to enable changes to client details ...
BT Financial Group expands SMSF capability
JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
... provider. By partnering with BGL Corporate Solutions, accountants and advisers now have access to two way data feeds from BT Panorama to BGL's Simple Fund 360. This provides a shared, automated daily update of investment data, data entry and processing ...
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