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Showing 1 - 10 of 97 results for "BT Panorama"

Managed account market reaches $175bn

CHLOE WALKER  |  FRIDAY, 27 MAY 2022
... Alex Dunnin said. "Much of the managed account growth, however, was due to the migration of the BT Wrap platform onto BT Panorama in 2021. "Furthermore, managed accounts' share in the wrap platform segment has ballooned from 10% to 85% between December ...

Westpac offloads BT super funds to Mercer

JAMIE WILLIAMSON  |  THURSDAY, 26 MAY 2022
... billion in funds under management, managing several of the BT Super investment options and a number of products on BT Panorama. The net effect of both transactions is expected to be an after-tax gain of $225 million, Westpac said. This follows Westpac ...

Russell Investments launches ESG managed portfolios

JAMIE WILLIAMSON  |  TUESDAY, 10 MAY 2022
... of investor risk appetites by employing a multi-asset managed portfolio structure. The portfolios are available on BT Panorama.

Westpac giving away BT super business

ELIZABETH MCARTHUR  |  FRIDAY, 22 APR 2022
... that the write-downs are in preparation for exiting super. Westpac also continues to prepare its platform business, BT Panorama, for sale. However, it updated the market that the bank intends to retain its share broking and margin lending businesses ...

BT Panorama sees SMSF growth

CHLOE WALKER  |  WEDNESDAY, 20 APR 2022
... more than doubled year on year, having sat at $11.93 billion in March 2021. The number of financial advisers using BT Panorama's digital consent increased over five times in the quarter compared to the prior corresponding period, with 59% of advisers ...

BT adds to platform business leadership

JAMIE WILLIAMSON  |  TUESDAY, 29 MAR 2022
... track record in putting advisers and their clients first and I look forward to her passion and commitment in helping BT Panorama to become the undisputed platform of choice in Australia," Vincent said. "Kathryn is a well-regarded and highly disciplined ...

McLaren to leave BT

JAMIE WILLIAMSON  |  THURSDAY, 24 MAR 2022
... for a dedicated Sustainable Investment Option approved product list, as well as developing and managing support for BT Panorama Managed Portfolios." "Marnie has been a committed and passionate leader and we thank Marnie for her contribution to BT and ...

AMP hands down tech mandate

KARREN VERGARA  |  THURSDAY, 10 MAR 2022
... advisers. At the end of 2021, there were 2145 advisers using the platform. North sits behind Colonial First State (3119), BT Panorama (2535) and Perpetual WealthFocus (2271).

Netwealth tops platform ratings

CHLOE WALKER  |  MONDAY, 21 FEB 2022
... overall platform functionality with an overall score of 91.5%. HUB24 scored 91.1%. The report also listed Praemium, BT Panorama and Mason Stevens as the remaining top five full-function platforms. All platforms reviewed in both the 2020 and 2021 reports ...

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... advisers' appetite for managed accounts solutions boomed in the December 2021 quarter, according to BT Financial Group. BT Panorama's surge in managed accounts funds under management to $10.4 billion, a 68% jump year on year, is testament to advisers' ...
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