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Showing 1 - 10 of 16 results for "Panorama platform"

BT Panorama down for a week

ELIZABETH MCARTHUR  |  MONDAY, 9 AUG 2021
... intention to place the trades and when." Just last month, BT finished migrating all 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 ...

Financial advice drags BTFG results

KARREN VERGARA  |  MONDAY, 6 MAY 2019
... million. Total costs associated with restructuring the wealth business was $190 million. On a brighter note, the BT Panorama platform recorded a 38% jump in funds to $17 billion. However, this was dampened by lower platform margins as a result of repricing ...

BT overhauls life cover limits and definitions

JAMIE WILLIAMSON  |  WEDNESDAY, 29 AUG 2018
... customer-initiated changes. Separately, BT Financial Group announced it has added Challenger annuities to its Panorama platform. The group has also introduced a new BT Cash Management Account Saver with no transaction or administration fees, also available ...

IPS triples funds under administration

HARRISON WORLEY  |  MONDAY, 21 MAY 2018
... new clients and referral partners like accountants." The news comes after BTFG announced last week that its BT Panorama platform passed $10 billion in FUA, representing growth of 113.4% between March 2017 and December 2017.

BTFG reports first half earnings growth

HARRISON WORLEY  |  MONDAY, 7 MAY 2018
... a funds increase of 40% on the first half of 2017. "This half we saw very strong growth on our innovative BT Panorama platform which grew funds around 40% following the completion of the full advised offer in March 2017. We anticipate continued strong ...

BTFG platform and investment expert resigns

KARREN VERGARA  |  TUESDAY, 17 APR 2018
... senior management team and responsible for leading the platforms business, which includes Asgard, BT Wrap and the Panorama platform. She will also oversee BT's specialist investment services, including the life stage funds that sit within products such ...

Power to join Colonial First State

EMMA RAPAPORT  |  THURSDAY, 21 DEC 2017
BT Financial Group's Kelly Power will move into a new role at Colonial First State. Currently serving as head of platforms, Power - whose resignation from BT was first reported by Financial Standard on Tuesday - will join the wealth management group ...

BTFG head of platforms to depart

JAMIE WILLIAMSON  |  TUESDAY, 19 DEC 2017
BT Financial Group's head of platforms is leaving the business. A spokesperson for the group confirmed the resignation of Kelly Power, wishing her the best of luck in her next chapter. "We thank Kelly for the outstanding contribution she has made to ...

Westpac Group results solid despite challenges

JAMIE WILLIAMSON  |  MONDAY, 6 NOV 2017
... welcomed a solid full-year result for the group, driven in part by the $4 billion added to BT Financial Group's Panorama platform. Westpac reported a statutory net profit of $7.9 billion - up 7% year on year - and cash earnings of more than $8 billion ...

BT Financial Group expands SMSF capability

JAMIE WILLIAMSON  |  MONDAY, 30 OCT 2017
BT Financial Group is enhancing its Panorama platform's SMSF solution through a partnership with a leading software provider. By partnering with BGL Corporate Solutions, accountants and advisers now have access to two way data feeds from BT Panorama ...
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