Search Results | Showing 51 - 60 of 137 results for %22BT Panorama%22 |
| | ... 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 ... |
| | | ... 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 ... |
| | | ... 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 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 ... |
| | | ... 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 ... |
| | | ... 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 ... |
| | | ... options to meet their needs." In addition to HUB24, SSGA's ETF model portfolios are also available on Praemium and BT Panorama. |
| | | ... 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. ... |
| | | ... give me an edge and make it easier for me to deliver results for my clients." Davis uses wealth management platform BT Panorama and Macquarie Wrap to manage his client's portfolios, Xero for accounting, Xplan for client CRM, and video-conferencing ... |
| | | ... flagship platform. Lonsec has partnered with BTFG to make its listed and retirement managed portfolios available on BT Panorama. Lonsec said BT Panorama users will now have access to all three of Lonsec's managed portfolios, with the multi-asset managed ... |
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