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Showing 51 - 60 of 139 results for "Panorama"

Rest GM to head BT platforms

ELIZABETH MCARTHUR  |  THURSDAY, 4 FEB 2021
... migrate clients from BT Wrap (over $55bn FUA) to one of Australia's contemporary and fastest-growing platforms BT Panorama (over $36bn FUA)." The first tranche of migrations took place late in 2020, and further tranches are set to commence early ...

The platforms with the most advisers

KANIKA SOOD  |  TUESDAY, 3 NOV 2020
... market share), Macquarie Wrap (4709 advisers and 5.2% market share) and IOOF (4539 advisers and 5% market share). BT Panorama was used by an estimated 3332 advisers giving it 3.7% share.

Westpac profits down on AUSTRAC fine

ANNABELLE DICKSON  |  MONDAY, 2 NOV 2020
... Westpac Pacific recorded $11 million cash profit down $58 million over the year. Westpac recorded positive results for BT Panorama with funds under advice up 34% to over $31 billion and number of investors increased 51% to over 67,000. Furthermore, the ...

ING announces head of wealth, chief executive

ANNABELLE DICKSON  |  FRIDAY, 30 OCT 2020
... to this she led the platforms businesses and products management. Throughout her tenure at BT, Kotsopoulos was head of Panorama product management and implementation and national manager of cash and investments, having joined the company as a part-time ...

BT head of platforms departs

JAMIE WILLIAMSON  |  WEDNESDAY, 7 OCT 2020
... part-time employee in 2006 and worked her way up through a number of roles, including Wrap product manager and head of Panorama management and implementation. BT head of investment product solutions Rodney Greenhalgh has been appointed to the role in ...

Lifespan adds MDAs to BT Panorama

KANIKA SOOD  |  TUESDAY, 22 SEP 2020
Lifespan Financial Planning has launched 30 managed discretionary account model portfolios on BT Panorama. The portfolios will be available to Lifespan's advisers who use BT Panorama. Lifespan has over 250 advisers, the company said. The offering includes ...

AMP, BT and CBA to face class action

ELIZABETH MCARTHUR  |  FRIDAY, 31 JUL 2020
... along with anyone who held BT Super for Life, BT Super for Life Westpac Group, BT SuperWrap, BT SuperWrap Essentials, BT Panorama Super or BT Superannuation Invest Fund plans between 2014 and 2020. Also asked to join the class action by Shine are CommInsure ...

Advisers switch platforms amid pandemic

ALLY SELBY  |  TUESDAY, 7 JUL 2020
... The report found Netwealth continues to lead the platform pack, followed by HUB24 in second spot. CFS First Choice, BT Panorama and Macquarie Wrap also make the top five. In terms of advice software, AdviserLogic took out the top gong for the fifth consecutive ...

SSGA model portfolios land on HUB24

HARRISON WORLEY  |  WEDNESDAY, 17 JUN 2020
... options to meet their needs." In addition to HUB24, SSGA's ETF model portfolios are also available on Praemium and BT Panorama.

State Street model portfolios land on BT Panorama

HARRISON WORLEY  |  TUESDAY, 28 APR 2020
... of managed accounts continues to climb. All State Street risk-based ETF model portfolios are now accessible through BT Panorama, as State Street's asset management aims to expand the availability of its products to Australian financial advisers. ...