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BT PANORAMA
Financial planning
With multiple funds seeing assets frozen, three platforms have shared with Money Management how they guard against holding a troubled product and how much responsibility ...
Financial planning
BT’s latest research has identified the top 10 most important attributes for financial advisers when selecting a platform provider....
Financial planning
BT is offering its first private markets managed account on the BT Panorama platform as interest in alternatives grow among high-net-worth investors. ...
Financial planning
BT has appointed a new chief product officer to replace Kathy Vincent as the company moves towards becoming a “simpler and stronger business”....
People & Products
Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies. ...
Financial planning
Platforms are pivoting to take on the role formerly held by large licensees in providing adviser education, according to platform specialist Recep Peker, as well as impro...
People & Products
The Westpac-owned platform has announced a range of new efficiencies through a new brand campaign to better serve clients and financial advisers....
Financial planning
The decision by Westpac to retain the BT Panorama platform should be welcomed by the industry, according to platform researcher Recep Peker, as a way of intensifying plat...
People & Products
HUB24 and BT Panorama have announced new features to their respective platforms in a step towards supporting client engagement and efficiencies, and driving down adviser ...
Financial planning
BT chief executive, Matt Rady, has shared with Money Management what the firm plans to do with its platform business after it concluded its sale process this week....
People & Products
Acting platforms distribution head, Jason Brown, has been formally tapped to lead BT Panorama’s 70-person strong distribution team. ...
Financial planning
BT has shared the key trends in the managed account space which are expected to continue in 2023....
Features
With the Australian wealth management platform industry surpassing $1 trillion in assets under administration, Liam Cormican unpacks the factors leading to growth....
Financial planning
BT has seen strong growth in its managed account solutions, particularly in the sustainability space, as it sets the goal to be the leader in the platform market....
Funds management
The big four bank expects its remediation program related to financial advice is “largely finalised” although it has provision to pay out a further $1.14b in total remedi...
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MARKET INSIGHTS
Podcast
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...
This verdict highlights something deeply wrong and rotten at the heart of the FSCP. We are witnessing a heavy-handed, op...
Interesting. Would be good to know the details of the StrategyOne deal....