Search Results | Showing 41 - 50 of 150 results for "Panorama" |
| | | ... 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 ... |
| | | | ... 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). |
| | | | ... 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 ... |
| | | | ... 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' ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... the country, was down all last week - leaving advisers frustrated and clients unable to move money. Disruption to BT Panorama started on Monday August 2 and full service was not restored until Sunday August 8. BT apologised on social media and posted ... |
| | | | ... Shuttleworth held several managerial roles at BT between 2004 and 2018, leading the development of BT Super for Life and BT Panorama. He was with the firm as general manager of platforms and investments until October 2018. One year later, he went on ... |
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