Financial advisers are becoming less loyal to particular investment platforms as they look to navigate tougher times and the COVID-19 pandemic....
The latest Investment Trends research suggests the days of the big banks dominating and leading the platform space have come to an end....
Publicly-listed platform provider Netwealth has continued to assert its leadership – this time in terms of digital wealth applications....
DNR Capital has announced that its Australian Emerging Companies Fund has been added to six new platforms....
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...
The Alphinity Global Equity Fund has been added to BT’s Panorama platform and is now available on the four platforms....
BT Panorama has seen funds under administration pass $20 billion, boosted by transfers from customers new to BT....
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...
Philo Capital Advisers has launched a managed discretionary account service designed for Melbourne-based advisory business Strategic Wealth. ...
Financial advisers have rated BT Panorama as the number one investment platform when it comes to online business management features, Investment Trends’ Platform Competit...
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. ...
BT has launched six active diversified managed portfolios on its core platform, BT Panorama. ...
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...
The firm has delivered cash earnings of $786 million for fiscal 2018, steady on the prior year’s earnings of $782 million....
As BT pushes for its platforms to remain appealing to planners, the firm has launched a dedicated adviser hub, BT Open Services....
The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...
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...