KATHY VINCENT

Financial planning

Targeting new demographics and trends as well as centralising technology solutions is on the cards for platforms over the next few years, according to some of the largest...

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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. ...

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Expert Analysis

As the medium between the client and the adviser, writes Kathy Vincent, it is imperative for platforms to respond to technological changes and adapt to their needs....

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People & Products

Kieran Varcoe has taken the role, commencing in mid-February....

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People & Products

The Financial Services Council has appointed BT’s Kathy Vincent, to its board, with her background in product, portfolio strategy, and marketing contributing to her selec...

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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...

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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. ...

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People & Products

John Shuttleworth has resigned as general manager – platforms and investments at BT Financial Group, ending 14 years at the company....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

2 months ago

Glad to see the back of you Steve. You made financial more expensive, not more affordable as you claim, and presided ...

2 months ago

Completely agree Peter. The definition of 'significant change is circumstances relevant to the scope of the advice' is s...

4 months ago

Entireti has unveiled the new name for the AMP financial advice businesses that it acquired last year....

4 weeks 1 day ago

A Sydney financial adviser has been permanently banned from providing any financial services, with the regulator deriding his “lack of integrity, trustworthiness and prof...

3 weeks ago

Minister for Financial Services, Stephen Jones, has provided further information about the second tranche of the Delivering Better Financial Outcomes (DBFO) reforms....

1 week 5 days ago