BT PANORAMA

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....

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Features

With the Australian wealth management platform industry surpassing $1 trillion in assets under administration, Liam Cormican unpacks the factors leading to growth....

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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....

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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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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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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....

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MARKET INSIGHTS

JOHN GILLIES

SO NOW YOU ARE NOT ONLY A FUND MANAGER BUT A MIND READER AS WELL ? (Where it should have considered the orders were man...

5 hours 18 minutes ago
Nathan Baker

That's great. If any loss had occurred and clients eventually sue, that will probably occur after the PI has lapsed. Adv...

5 hours 45 minutes ago
Mark Marshall

It is about time that commentary put forward by the Financial Services industry's middleman is supported with hard facts...

22 hours 7 minutes ago

ASIC has cancelled the AFS licence of a Sydney wealth firm, the fifth Sydney firm to see a cancellation since the start of the year....

2 weeks ago

A former financial adviser has been banned by ASIC from providing financial services for inappropriate advice, among multiple breaches....

4 weeks 1 day ago

More than 20 winners from the funds management industry have been crowned at this year’s awards....

1 week ago