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

Search Results

Showing 1 - 10 of 100+ results for "BT Wrap"

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 ...

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
... its wrap clients over to the Panorama platform. The move added another 150,000 accounts $56.6 billion to Panorama from BT Wrap. "Having both a digital and a conventional way of doing business is very important to any business as part of a well thought ...

Platform FUM grows

ANNABELLE DICKSON  |  FRIDAY, 16 JUL 2021
... 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 $100 billion.

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 ...

Milford lowers fees

ELIZABETH MCARTHUR  |  THURSDAY, 1 JUL 2021
... 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 team hiring ...

Adviser numbers at five-year low

KARREN VERGARA  |  FRIDAY, 23 APR 2021
... 10,072 advisers with an 11% market share. AMP Flexible Lifetime (6876), Perpetual WealthFocus (5992), Asgard (5477) and BT Wrap (5208) make up the top five most-used platforms. Outside of the major platforms, Netwealth owns the biggest market share at ...
PREVIOUS
NEXT