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Showing 1 - 10 of 78 results for "BT Panorama"

Principal Real Estate wins SMA mandate

ANNABELLE DICKSON  |  MONDAY, 7 JUN 2021
... currently over $1 billion of funds under management. It has been designed for the CoreSeries Portfolios available on BT Panorama. The Principal Global Real Estate Securities strategy aims to outperform the FTSE EPRA Nareit Developed (Net) Index. It focuses ...

Last day to vote in MAX Awards

ELIZABETH MCARTHUR  |  FRIDAY, 28 MAY 2021
... everything Schroder Investment Management - PAYS ETF DIGITAL PLATFORM OF THE YEAR Link Group - Virtual Meeting BT - BT Panorama Frontier Advisors - Partners Platform Aware Super - Aware Super app CommSec - CommSec App relaunch DISTRIBUTION TEAM OF THE ...

MAX finalists named, voting open

JAMIE WILLIAMSON  |  FRIDAY, 7 MAY 2021
... everything Schroder Investment Management - PAYS ETF DIGITAL PLATFORM OF THE YEAR Link Group - Virtual Meeting BT - BT Panorama Frontier Advisors - Partners Platform Aware Super - Aware Super app CommSec - CommSec App relaunch DISTRIBUTION TEAM OF THE ...

Praemium expands distribution footprint

KARREN VERGARA  |  TUESDAY, 6 APR 2021
... Trends' latest platform survey found HUB24 ranked first for its functionality, followed by Netwealth, Praemium, BT Panorama and Macquarie Wrap.

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 ...

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 ...

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 ...
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