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Financial planning
Big four bank Westpac is seeking to expand the BT Panorama investment offering through strategic alliances as well as launching a low-cost offering....
Financial planning
Funds under administration on the BT Panorama platform have passed $120 billion in the last six months as it progresses its migration of Asgard into the platform....
Financial planning
The big four bank is set to see $40 million per annum in cost savings as it continues to migrate customers from its Asgard wealth platform to BT Panorama by FY26....
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....
People & Products
The investment manager has successfully transitioned BT’s Private Portfolio Management arm to Mercer from Westpac Group and announced its new name....
People & Products
Gai McGrath, chair of BT Funds Management, has been appointed non-executive director at Insignia Financial and is expected to commence in the first quarter of 2024....
People & Products
Having stepped down from Challenger, Steven Gregg has appointed to the board of Westpac as chairman-elect....
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...
Funds management
The corporate regulator has commenced civil penalty proceedings against Westpac for failing to respond to 229 customer hardship notices within the required time limit....
People & Products
As Westpac retains the BT platform business, a senior member of staff has returned to the firm after departing last year to lead its platform strategy....
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
Big four bank Westpac has concluded its competitive search for a buyer of the BT platform business....
Funds management
EXCLUSIVE Popular ETFs could soon come under ASIC’s radar as major ESG funds hold stocks that leading investment managers believe are far from ethical....
Financial planning
There is an estimated $3.7 trillion opportunity for the big four banks to return to wealth management and with the Quality of Advice Review focusing on digital advice, th...
People & Products
The former policy and advocacy head at the FPA has announced he will be joining the Council of Australian Life Insurers' executive team....
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MARKET INSIGHTS
Podcast
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...