Search Results | Showing 61 - 70 of 115 results for "BT Panorama" |
| | ... marketing, including stints at Telstra and HSBC. There was more to come for BTFG though, with its flagship wealth platform BT Panorama scoring Fintech Platform of the Year while the group took out the coveted Financial Literacy Campaign of the Year. ... |
| | | Spitfire has acquired a financial adviser platform with $2 billion in funds under management. It also appointed its inaugural chief executive and a chief product officer from BT Financial Group. Spitfire completed the acquisition of platform and wrap ... |
| | | ... Melbourne-based advisory. Strategic Wealth linked with Philo Capital Advisers to implement an MDA service featuring BT Panorama, investment consulting from JANA and Antares as the direct equity model manager. Strategic Wealth managing director Peter ... |
| | | ... $20 million. Total costs associated with restructuring the wealth business was $190 million. On a brighter note, the BT Panorama platform recorded a 38% jump in funds to $17 billion. However, this was dampened by lower platform margins as a result of ... |
| | | ... seems to be shrinking, with Investment Trends noting the gap between first and second had been narrowed. Meanwhile, BT Panorama - debuting in the report - grabbed third spot, and was recognised for its online business management prowess, ranking first ... |
| | | ... Capital Advisers, Class will provide software to support the company's offering, including services to licensees using BT Panorama. The investment is via convertible notes which are expected to convert into equity based on a growth-related valuation. ... |
| | | ... adviser distribution platform where he led a national sales team of more than 45 people and the distribution efforts for BT Panorama. In his new job, he will report to Colonial First State's general manager distribution Peter Chun. "I am pleased to announce ... |
| | | ... flagship platform, and said further additions will soon follow. Six active diversified managed portfolios have landed on BT Panorama's full and compact menus, offering clients different risk profiles and no portfolio level investment management fees. ... |
| | | ... margin compression from price reductions and lower revenue from its financial advice business, BTFG said. Meanwhile, BT Panorama continued to grow with the number of registered investors doubling to more than 23,000 on the prior corresponding period. ... |
| | | ... follows the launch of BT Open in July, which included pricing changes across investment platforms and the launch of BT Panorama Compact. BT Open Services is open to all advisers and licensees irrespective of whether they have a relationship with BT platforms. ... |
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