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Showing 1 - 10 of 135 results for %22Panorama%22

Managed account FUM closes in on $200bn milestone

JAMIE WILLIAMSON  |  TUESDAY, 12 MAR 2024
... diversified portfolios more effectively." The data was collected from 46 large and smaller organisations, including BT Panorama, Clime Asset Management, DASH, Elston, HUB24, Insignia Financial, Macquarie, and Praemium.

Investment Trends ranks top five platforms

ANDREW MCKEAN  |  THURSDAY, 15 FEB 2024
... In the report's analysis of platform developments aimed at supporting the provision of advice to clients, Praemium, BT Panorama, and Mason Stevens were also recognised for superior platform functionality. However, the report underscored that all platforms ...

What you read in 2023

JAMIE WILLIAMSON  |  FRIDAY, 15 DEC 2023
... business for transfer to Mercer, it made the call to wind up the long-standing Retirement Wrap fund that underpinned BT Panorama Super. It followed the second annual Your Future, Your Super performance test in which Retirement Wrap's Westpac Group ...

Westpac reports $7.2bn profit

KARREN VERGARA  |  MONDAY, 6 NOV 2023
... their spending elsewhere," Westpac chief executive Peter King said. The Specialist Businesses Division, which operates BT Panorama, Westpac Pacific, margin lending, and retail auto finance, contributed $605 million in profit. Since its formation in May ...

BT names platform strategy lead

CHLOE WALKER  |  MONDAY, 14 AUG 2023
... Australian Retirement Trust's chief retirement officer. According to BT, Brinckley was instrumental in the development of BT Panorama and the foundation delivery of its managed account offering. Over the following decade, he played a key role in delivering ...

Westpac plans aggressive platforms play

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... he said. About half of the country's financial advisers currently use BT's platforms, which currently comprise Panorama and Asgard eWRAP. By market share, Plan For Life puts BT at the top with 17.1% as at December 2022. Rady said he believes ...

Advance Asset Management ceases direct distribution

JAMIE WILLIAMSON  |  WEDNESDAY, 21 JUN 2023
... Advance AM had about $44 billion in funds under management, including superannuation products and several products on BT Panorama.

BT upgrades platform functionality

KARREN VERGARA  |  WEDNESDAY, 31 MAY 2023
BT is updating features of its Panorama platform that include improvements to reporting and document-tracking features. The reporting feature introduced last October 2022 will now allow financial advisers generate the same set of reports for potentially ...

BT names distribution lead

KARREN VERGARA  |  TUESDAY, 23 MAY 2023
... Midwinter, Mariner Financial and AXA. Brown is now responsible for overseeing a distribution team of 70 and growing BT Panorama. He also focuses on supporting advisers by way of helping provide practice development, and regulatory and technical education ...

Mercer scoops up third BT business unit

KARREN VERGARA  |  MONDAY, 8 MAY 2023
... respectively, gained about $350 million for the group. Funds under management for the managed accounts channel on BT Panorama jumped 26% year on year to $13.7 billon. FUA on BT Panorama of $102.1 billion, however, was down 3% year on year. Westpac's ...
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