BT PANORAMA

Features

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

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....

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...

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....

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MARKET INSIGHTS

So we are now underwriting criminal scams?...

4 months 3 weeks ago

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

5 months ago

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

7 months ago

Commonwealth Bank has formally dropped to zero advisers following LGT Crestone’s acquisition of its advice arm – some six years on from the Hayne royal commission. ...

3 weeks 5 days ago

The FSCP has issued a written direction to an adviser who charged clients “extraordinary fees” for inappropriate and conflicted advice, as well as encouraged them to swit...

1 week 1 day ago

ASIC has cancelled the AFSL of an advice firm associated with Shield and First Guardian collapses, and permanently banned its responsible manager. ...

2 weeks 4 days ago