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Showing 71 - 80 of 135 results for "Panorama"

Smaller platforms continue to excel

HARRISON WORLEY  |  WEDNESDAY, 13 MAR 2019
... 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 ...

Class makes managed accounts play

JAMIE WILLIAMSON  |  TUESDAY, 5 MAR 2019
... 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. ...

Colonial First State hires retail sales head

KANIKA SOOD  |  THURSDAY, 28 FEB 2019
... 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 ...

BT launches new managed accounts offerings

HARRISON WORLEY  |  MONDAY, 21 JAN 2019
... 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. ...

Long-serving platform expert jumps ship

JAMIE WILLIAMSON  |  TUESDAY, 18 DEC 2018
... across to the business development team responsible for Zurich's wrap platform. "Great to join BT and be part of the Panorama growth journey and success," La Macchia said in a LinkedIn post. "I am grateful to the team [at MGP] for the opportunities and ...

Royal Commission hits Westpac cash earnings

JAMIE WILLIAMSON  |  MONDAY, 5 NOV 2018
... 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. ...

Advisers choose their own journey on BT hub

DARREN SNYDER  |  FRIDAY, 2 NOV 2018
... 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. ...

Bennelong boutique hires analyst

KANIKA SOOD  |  WEDNESDAY, 24 OCT 2018
... The fund has 'recommended' rating from Lonsec, 'approved' from Zenith and 'superior' from SQM. It was just added to BT Panorama and BT Wrap, and is also on Hub24, Macquarie Wrap, Netwealth and Powerwrap. "The fund aims to generate a real total return ...

Challenger expands distribution reach

KARREN VERGARA  |  WEDNESDAY, 24 OCT 2018
... annuities will launch on the netwealth platform. It follows an announcement in August that saw products made available on BT Panorama. Challenger also plans to distribute its annuities on HUB24. The move comes off the back of strong sales growth in annuities. ...

BTFG to boost managed account capability

JAMIE WILLIAMSON  |  WEDNESDAY, 3 OCT 2018
... months to June, BTFG recorded 250% growth in funds under administration on its managed account solutions available via Panorama. Its number of active clients has also increased by 195%, the group said. This was due, in part, to the launch of seven new ...