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BT PANORAMA
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....
People & Products
BT Panorama has seen funds under administration pass $20 billion, boosted by transfers from customers new to BT....
Financial planning
Netwealth has again emerged as the preferred platform for financial planners, but the latest Investment Trends research has also pointed to a consolidating platform marke...
Financial planning
Philo Capital Advisers has launched a managed discretionary account service designed for Melbourne-based advisory business Strategic Wealth. ...
People & Products
Financial advisers have rated BT Panorama as the number one investment platform when it comes to online business management features, Investment Trends’ Platform Competit...
Funds management
BT Panorama is set to surpass $15 billion in funds under administration with a 75 per cent increase in net flows after introducing open platform pricing. ...
People & Products
BT has launched six active diversified managed portfolios on its core platform, BT Panorama. ...
People & Products
Almost six months after BT Financial Group revamped its pricing structure for BT Panorama, the company has announced that the platform has reached $13 billion in funds un...
Financial planning
The firm has delivered cash earnings of $786 million for fiscal 2018, steady on the prior year’s earnings of $782 million....
People & Products
As BT pushes for its platforms to remain appealing to planners, the firm has launched a dedicated adviser hub, BT Open Services....
People & Products
Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst after the manager’s Global Real Estate Fund became available on the BT Pa...
Funds management
BT Panorama has added the ARCO Absolute Return Fund to the platform, providing more advisers and clients with access to the manager’s 10-year track record....
People & Products
BT’s flagship BT Panorama platform has expanded with the addition of Challenger annuities and CMA Saver. ...
Features
While the Royal Commission is expected to generate significant change in the financial planning industry, Mike Taylor writes that the major platform providers believe tec...
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MARKET INSIGHTS
Podcast
So we are now underwriting criminal scams?...
Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...
Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...