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

Search Results

Showing 1 - 10 of 184 results for "BT Wrap"

BT names distribution lead

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... was previously the head of account management for nearly five years and prior to that was regional manager, distributing BT Wrap and Asgard platforms across Queensland. He has been at BT for more than 14 years and in the past worked in sales roles at ...

Boutique appoints head of distribution

JAMIE WILLIAMSON  |  TUESDAY, 9 MAY 2023
... portfolios, including through a recent partnership with Colonial First State's FirstChoice. Its solutions are also available on BT Wrap, Netwealth and HUB24.

MSC Trustees appointed by Alceon

CHLOE WALKER  |  TUESDAY, 26 JUL 2022
... Partners. The two funds comprise funds under management of $660 million and are available on a variety of platforms including BT Wrap, Asgard and Netwealth. The Alceon Australian Property Fund has operated since 2011 and comprises a hybrid portfolio ...

That's a wrap for the BT Wrap

CASSANDRA BALDINI  |  MONDAY, 4 JUL 2022
... the user interface won't be available, but there will be a grace period." There's about 25 years of history on the BT wrap platform, he points out, including statements, cash flow and transactions. Despite BT Wrap no longer servicing clients, funds ...

Managed account market reaches $175bn

CHLOE WALKER  |  FRIDAY, 27 MAY 2022
... Information executive director 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 ...

Geoff Lloyd to chair DASH

JAMIE WILLIAMSON  |  WEDNESDAY, 11 MAY 2022
... growth. He brings an extensive knowledge of platforms, corporate structuring and advice having led Asgard, AdvisorNetGain, BT Wrap, Perpetual and MLC." "He is also highly respected by dealer groups and financial planners and led many advice businesses." ...

BT Panorama sees SMSF growth

CHLOE WALKER  |  WEDNESDAY, 20 APR 2022
... BlackRock and Russell Investments. Demand for managed accounts is also being driven by advice practices that had used BT Wrap primarily as their main platform and are moving their clients' funds across to managed accounts on the BT Panorama platform. ...

Managed accounts demand surges: BTFG

KARREN VERGARA  |  TUESDAY, 15 FEB 2022
... advisers are looking for such solutions. "Also driving the demand for managed accounts are advice practices that had used BT Wrap primarily as their main platform and have since taken the opportunity to implement managed accounts for the first time for ...

Copia hires from BT

ANNABELLE DICKSON  |  WEDNESDAY, 6 OCT 2021
... distribution manager for Queensland. Greg Black spent around 15 years at BT in distribution roles including state manager at BT Wrap and national manager, network development manager - BT Group Licensees. Black was previously a financial adviser at Davidson ...

Carolyn Colley joins Milford board

ELIZABETH MCARTHUR  |  THURSDAY, 30 SEP 2021
... head of personal banking at Macquarie Group, chief operating officer of wealth management at St. George Bank, head of BT Wrap at BT Financial Group and head of retirement product operations at Bankers Trust Company. She is also an independent non-executive ...
PREVIOUS
NEXT

Editor's Choice

Funds SA appoints chief investment officer

ANDREW MCKEAN
Funds SA has appointed a new chief investment officer, who will join from Hostplus, to commence in February 2025.

Australian Retirement Trust appoints new chief risk officer

ANDREW MCKEAN
Australian Retirement Trust (ART) has appointed a new chief risk officer that's set to start in March 2025.

UniSuper has 'some work to get on with' on cyber front: Chair

JAMIE WILLIAMSON
UniSuper's leadership team has touched on how the fund is strengthening its operations following the extensive system outage in May this year.

Super framework, SMSFs conducive to financial abuse: Inquiry

KARREN VERGARA
Lax superannuation laws make it too easy for perpetrators of domestic violence to access victims' retirement savings, while the current framework for self-managed super funds (SMSFs) enables financial abuse to flourish, a parliamentary inquiry found.

Videos

Brought to you by
MORE VIDEOS

Products

Financial Standard Guide To Series

'Guide To' Series

Pocket investment guides featuring adviser case studies and a glossary.
MORE INFO
Financial Standard Publisher's Forum

Publisher's Forum

Investing trends and strategies from the industry’s thought leaders.
MORE INFO
Financial Standard Product Showcases

Product Showcases

Putting the spotlight on investment products that matter.
MORE INFO

Expert Feed

Industry Events

MORE INDUSTRY EVENTS
DEC
10

Webinar - 2024: The year in wealth management 

FEB
18

Chief Economists Forum 

FEB
20

Chief Economists Forum 

MAR
11

Advisers Big Day Out - Perth 

MAR
12

Advisers Big Day Out - Adelaide 

Featured Profile

MORE PROFILES
Kellie Wood

Kellie Wood

HEAD OF FIXED INCOME
SCHRODER INVESTMENT MANAGEMENT AUSTRALIA LIMITED
Schroders Australia's Kellie Wood talks about winning a lot, so much so that it's become a well-intentioned joke with her co-workers - but it's this ambitious attitude that spurs her on every day. Eliza Bavin writes.
READ MORE
The Financial Standard podcast
Tune in each week as we discuss the latest developments in Australia's wealth management industry.
Financial Standard podcast
Spotify
Apple Podcasts
Amazon Music
YouTube
Follow Financial Standard on Facebook
Follow Financial Standard on Twitter
Follow Financial Standard on LinkedIn
Follow Financial Standard on Instagram
ISS - Institutional Shareholder Services, © Copyright 2024, All Rights Reserved
MarketSage  -  MarketPulse  -  MarketPro  -  MarketReach