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Showing 41 - 50 of 139 results for "Panorama"

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
BT Panorama has completed the migration of its BT Wrap clients, bringing its total funds under administration to over $100 billion. The final tranche of nearly 50,000 accounts worth over $15 billion in funds under administration have migrated to BT ...

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... out the top-rated platform by overall satisfaction at 80% followed by HUB24 (78%). Rounding out the top five were BT Panorama (75%), CFS FirstChoice (73%), Macquarie Wrap (73%). "The challenging business conditions brought by the pandemic has undoubtedly ...

Milford lowers fees

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
... predominately Australian equities, complemented by some exposure to international equities and cash. It is available on BT Panorama, BT Wrap, HUB24, IOOF, Macquarie Wrap, mFund, Netwealth, PowerWrap and Praemium. In May, Milford bolstered its distribution ...

Principal Real Estate wins SMA mandate

ANNABELLE DICKSON  |  MONDAY, 7 JUN 2021
... currently over $1 billion of funds under management. It has been designed for the CoreSeries Portfolios available on BT Panorama. The Principal Global Real Estate Securities strategy aims to outperform the FTSE EPRA Nareit Developed (Net) Index. It focuses ...

Last day to vote in MAX Awards

ELIZABETH MCARTHUR  |  FRIDAY, 28 MAY 2021
... everything Schroder Investment Management - PAYS ETF DIGITAL PLATFORM OF THE YEAR Link Group - Virtual Meeting BT - BT Panorama Frontier Advisors - Partners Platform Aware Super - Aware Super app CommSec - CommSec App relaunch DISTRIBUTION TEAM OF THE ...

MAX finalists named, voting open

JAMIE WILLIAMSON  |  FRIDAY, 7 MAY 2021
... everything Schroder Investment Management - PAYS ETF DIGITAL PLATFORM OF THE YEAR Link Group - Virtual Meeting BT - BT Panorama Frontier Advisors - Partners Platform Aware Super - Aware Super app CommSec - CommSec App relaunch DISTRIBUTION TEAM OF THE ...

Praemium expands distribution footprint

KARREN VERGARA  |  TUESDAY, 6 APR 2021
... Trends' latest platform survey found HUB24 ranked first for its functionality, followed by Netwealth, Praemium, BT Panorama and Macquarie Wrap.

HUB24, Netwealth top platform rankings

JAMIE WILLIAMSON  |  MONDAY, 22 FEB 2021
... Investment Trends' associate research director King Loong Choi said. Rounding out the top five are Praemium (84.8%), BT Panorama (82.4%) and Macquarie Wrap (76.5%). The research house said it was clear this year that platforms are responding to the needs ...

Invest Blue offers managed account solution

ELIZA BAVIN  |  MONDAY, 15 FEB 2021
Cornerstone portfolios will be made available on BT Panorama for Invest Blue clients. Invest Blue has partnered with BT, in conjunction with Ironbark and Russell Investment Management, to develop a managed account solution for the advice firm's client ...

NAB hires new executive

ELIZA BAVIN  |  WEDNESDAY, 10 FEB 2021
... platforms and operations businesses, BT Wrap and Asgard. She also helped direct the IT program delivery for BTFG's Panorama. NAB group executive for technology and enterprise operations, Patrick Wright said he was delighted to welcome Cammaroto to ...