The latest issue of Financial Standard now available as an e-newspaper
|Showing 1 - 10 of 100+ results for "BT Wrap"|
|... 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 ...|
|... 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 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 ...|
|... 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 ...|
|... 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 ...|
|... connection with financial advisors and dealer groups," Quek said. Prime Value funds are available via platforms including BT Wrap, Netwealth, HUB24, and Powerwrap.|
|... BT she helped lead the technology strategy and IT program execution for BTFG's platforms and operations businesses, BT Wrap and Asgard. She also helped direct the IT program delivery for BTFG's Panorama. NAB group executive for technology and ...|
|... operations Kathy Vincent said. "This is a key role in helping to lead BT's transformation agenda as we migrate clients from BT Wrap (over $55bn FUA) to one of Australia's contemporary and fastest-growing platforms BT Panorama (over $36bn FUA)." ...|
|... estimated the average adviser uses about five different platforms. Five platforms had 5-6% market share. This includes BT Wrap (5122 advisers and 5.7% market share), North (5019 advisers and 5.5% market share), AMP Flexible Super (4919 advisers and 5.4% ...|
|... Shuttleworth spent almost 15 years with BTFG, ultimately heading up its platform and investment division consisting of BT Wrap, Asgard and BT Panorama. "Spitfire has an incredible opportunity. The Australia financial services market is being redefinbed ...|
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MFS Investment Management is searching for a new head of retail sales for its local business, as the incumbent heads to London for a new role.
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A former Regal Funds Management portfolio manager has been banned for five years after he manipulated the share price of Clearview Wealth.
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With more research identifying the pressure put on employees by the pandemic and lockdowns, wealth technology firm Class is offering employees extra days off.
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Prudential regulator APRA plans to go ahead with mandating independent certifications within group insurance as recommended by the financial services Royal Commission.
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