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Showing 61 - 70 of 152 results for "Panorama"

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 ...

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 ...