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Search ResultsShowing 1 - 10 of 71 results for "BT Panorama"
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 ...
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 ...
Advisers switch platforms amid pandemic
ALLY SELBY  |  TUESDAY, 7 JUL 2020
... 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 ...
SSGA model portfolios land on HUB24
HARRISON WORLEY  |  WEDNESDAY, 17 JUN 2020
... options to meet their needs." In addition to HUB24, SSGA's ETF model portfolios are also available on Praemium and BT Panorama.
State Street model portfolios land on BT Panorama
HARRISON WORLEY  |  TUESDAY, 28 APR 2020
... 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. ...
Isolated advisers enter the digital age
ALLY SELBY  |  THURSDAY, 9 APR 2020
... 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 ...
Product provider partners with BTFG
ELIZA BAVIN  |  TUESDAY, 31 MAR 2020
... 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 ...
Netwealth leads the platform pack
ALLY SELBY  |  TUESDAY, 18 FEB 2020
... 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 ...
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