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Showing 41 - 50 of 152 results for "Panorama"

BT Panorama sees SMSF growth

CHLOE WALKER  |  WEDNESDAY, 20 APR 2022
BT has seen the SMSF funds under administration on its Panorama platform soar. According to its latest update, SMSF FUA on the platform sits at $26 billion as of March end. It's more than doubled year on year, having sat at $11.93 billion in March 2021. ...

BT adds to platform business leadership

JAMIE WILLIAMSON  |  TUESDAY, 29 MAR 2022
... track record in putting advisers and their clients first and I look forward to her passion and commitment in helping BT Panorama to become the undisputed platform of choice in Australia," Vincent said. "Kathryn is a well-regarded and highly disciplined ...

McLaren to leave BT

JAMIE WILLIAMSON  |  THURSDAY, 24 MAR 2022
... for a dedicated Sustainable Investment Option approved product list, as well as developing and managing support for BT Panorama Managed Portfolios." "Marnie has been a committed and passionate leader and we thank Marnie for her contribution to BT and ...

AMP hands down tech mandate

KARREN VERGARA  |  THURSDAY, 10 MAR 2022
... advisers. At the end of 2021, there were 2145 advisers using the platform. North sits behind Colonial First State (3119), BT Panorama (2535) and Perpetual WealthFocus (2271).

Netwealth tops platform ratings

CHLOE WALKER  |  MONDAY, 21 FEB 2022
... overall platform functionality with an overall score of 91.5%. HUB24 scored 91.1%. The report also listed Praemium, BT Panorama and Mason Stevens as the remaining top five full-function platforms. All platforms reviewed in both the 2020 and 2021 reports ...

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... advisers' appetite for managed accounts solutions boomed in the December 2021 quarter, according to BT Financial Group. BT Panorama's surge in managed accounts funds under management to $10.4 billion, a 68% jump year on year, is testament to advisers' ...

CFS awards platform technology mandate

KARREN VERGARA  |  THURSDAY, 3 FEB 2022
... that CFS continues to be the dominant platform provider, both for aligned and non-aligned advisers, followed by BT's Panorama and Asgard, Macquarie Wrap, Perpetual's WealthFocus, and AMP's North. CFS Super chief executive Kelly Power said: "While we ...

The future is bright for BT: Rady

JAMIE WILLIAMSON  |  FRIDAY, 28 JAN 2022
... executive Matt Rady said the group hasn't seen a reduction in its number of users despite falling adviser numbers and BT Panorama's extended outage in 2021. According to the ASIC Financial Adviser Register, there's about 18,000 financial advisers registered ...

BT identifies Panorama outage cause

ELIZABETH MCARTHUR  |  MONDAY, 25 OCT 2021
... platform being down for a week, with new chief executive Matt Rady making assurances for the future. Disruption to BT Panorama started on Monday, August 2 and full service was not restored until Sunday, August 8. In BT's quarterly update, Rady acknowledged ...

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
... of the way in which advice is implemented." Around 48 companies submitted their data to the census, including AMP, BT Panorama, HUB24, Implemented Portfolios, IOOF, Macquarie Group, Mason Stevens and Praemium. Praemium chief distribution officer Martin ...