BT PANORAMA

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....

Funds management

DNR Capital has announced that its Australian Emerging Companies Fund has been added to six new platforms....

Financial planning

The Westpac full-year result has starkly revealed the multi-million dollar reasons the big banking group chose to substantially exit wealth management, with BT Panorama a...

Funds management

The Alphinity Global Equity Fund has been added to BT’s Panorama platform and is now available on the four platforms....

People & Products

BT Panorama has seen funds under administration pass $20 billion, boosted by transfers from customers new to BT....

Financial planning

Netwealth has again emerged as the preferred platform for financial planners, but the latest Investment Trends research has also pointed to a consolidating platform marke...

Financial planning

Philo Capital Advisers has launched a managed discretionary account service designed for Melbourne-based advisory business Strategic Wealth. ...

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...

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. ...

People & Products

BT has launched six active diversified managed portfolios on its core platform, BT Panorama. ...

People & Products

Almost six months after BT Financial Group revamped its pricing structure for BT Panorama, the company has announced that the platform has reached $13 billion in funds un...

Financial planning

The firm has delivered cash earnings of $786 million for fiscal 2018, steady on the prior year’s earnings of $782 million....

People & Products

As BT pushes for its platforms to remain appealing to planners, the firm has launched a dedicated adviser hub, BT Open Services....

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