Powered by
MOMENTUM
MEDIA
POWERED BY MOMENTUM MEDIA
BT PANORAMA
Financial planning
BT has shared the key trends in the managed account space which are expected to continue in 2023....
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....
Never miss the latest news and developments in wealth management industry
MARKET INSIGHTS
Podcast
Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...
It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...
So we are now underwriting criminal scams?...