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BT PANORAMA
Financial planning
BT Panorama has recorded the second highest quarter net inflows of $2.44 billion for the June quarter since the platform’s launch. ...
Financial planning
The migration of accounts from BT Wrap to BT Panorama has transitioned over 150,000 accounts and over $56.6 billion in funds under administration....
Financial planning
Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...
Funds management
Westpac’s first-half results announcement has confirmed the brands still under consideration for sale as part of the big banking group’s Portfolio Simplification strategy...
Funds management
DNR Capital Australian Equities Income fund has been added to BT Panorama’s superannuation and investment menus....
Funds management
Over 38,000 BT Wrap customer accounts have been transferred to BT Panorama, with another $42 billion expected to be added by the middle of the year....
Funds management
The Australian Microcap fund has been added to the BT Panorama and BT Wrap platforms....
People & Products
Kieran Varcoe has taken the role, commencing in mid-February....
Financial planning
Lifespan Financial Planning has launched 30 model portfolios on the BT Panorama platform....
Financial planning
Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....
Financial planning
The latest Investment Trends research suggests the days of the big banks dominating and leading the platform space have come to an end....
Tech
Publicly-listed platform provider Netwealth has continued to assert its leadership – this time in terms of digital wealth applications....
Funds management
DNR Capital has announced that its Australian Emerging Companies Fund has been added to six new platforms....
Financial planning
The Westpac full-year result has starkly revealed the multi-million dollar reasons the big banking group chose to substantially exit wealth management, with BT Panorama a...
Funds management
The Alphinity Global Equity Fund has been added to BT’s Panorama platform and is now available on the four platforms....
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MARKET INSIGHTS
Podcast
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....
It’s astonishing to see the FAAA now pushing for more advisers by courting "career changers" and international recruits,...