Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 1 - 10 of 85 results for "BT Panorama"

Managed accounts surpass $100bn

ANNABELLE DICKSON  |  WEDNESDAY, 15 SEP 2021
... of the way in which advice is implemented." Around 48 companies submitted their data to the census, including AMP, BT Panorama, HUB24, Implemented Portfolios, IOOF, Macquarie Group, Mason Stevens and Praemium. Praemium chief distribution officer Martin ...

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
... the country, was down all last week - leaving advisers frustrated and clients unable to move money. Disruption to BT Panorama started on Monday August 2 and full service was not restored until Sunday August 8. BT apologised on social media and posted ...

Centrepoint names chief executive

KARREN VERGARA  |  WEDNESDAY, 4 AUG 2021
... Shuttleworth held several managerial roles at BT between 2004 and 2018, leading the development of BT Super for Life and BT Panorama. He was with the firm as general manager of platforms and investments until October 2018. One year later, he went on ...

Platform FUM grows

ANNABELLE DICKSON  |  FRIDAY, 16 JUL 2021
... in FUA, up from $41.8 billion in March and a 49.6% increase to the previous corresponding period. Further to this, BT Panorama recently announced it completed the migration of its BT Wrap clients, bringing its total funds under administration to over ...

BT Panorama completes migration

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
BT Panorama has completed the migration of its BT Wrap clients, bringing its total funds under administration to over $100 billion. The final tranche of nearly 50,000 accounts worth over $15 billion in funds under administration have migrated to BT ...

Adviser platform satisfaction slips

ANNABELLE DICKSON  |  WEDNESDAY, 7 JUL 2021
... out the top-rated platform by overall satisfaction at 80% followed by HUB24 (78%). Rounding out the top five were BT Panorama (75%), CFS FirstChoice (73%), Macquarie Wrap (73%). "The challenging business conditions brought by the pandemic has undoubtedly ...

Milford lowers fees

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
... predominately Australian equities, complemented by some exposure to international equities and cash. It is available on BT Panorama, BT Wrap, HUB24, IOOF, Macquarie Wrap, mFund, Netwealth, PowerWrap and Praemium. In May, Milford bolstered its distribution ...

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 ...
PAGE:
1
PREVIOUS
NEXT