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|Search Results||Showing 1 - 10 of 69 results for "BT Panorama"|
|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 ...|
|... tools, managed accounts functionality and retirement calculators." It named the top five platforms as Netwealth, HUB24, BT Panorama, Praemium and OneVue. Investment Trends awarded Macquarie Wrap the 'best new functionality award', for its digital portfolio ...|
|... products are either managed accounts of offer model portfolios. The fastest growing are Pursuit Focus Allocated Pension, BT Panorama Super, AMP Super Directions Personal, MLC MasterKey Business Super and HUB24 Invest. When it comes to managed discretionary ...|
|... almost 15 years with BTFG, ultimately heading up its platform and investment division consisting of BT Wrap, Asgard and BT Panorama. "Spitfire has an incredible opportunity. The Australia financial services market is being redefinbed as banks and institutional ...|
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Allowing more members in SMSFs is unlikely to spur their establishment rates, according to a submission by University of Sydney's Susan Thorp.
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One of Japan's largest providers of shareholder services has admitted to a major operational blunder, after it failed to count 3.4 million postal votes for nearly 1000 companies ahead of their annual general meetings.
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BetaShares' Nasdaq 100 ETF exceeded $1 billion in assets under management at the end of August, a net increase of more than $500 million since the outset of the year.
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Robeco announced it will now exclude investments in thermal coal, oil sands and Arctic drilling from all its mutual funds.
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