BT PANORAMA

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....

People & Products

Quay Global Investors has appointed Gavin Truong to the newly created role of investment analyst after the manager’s Global Real Estate Fund became available on the BT Pa...

Funds management

BT Panorama has added the ARCO Absolute Return Fund to the platform, providing more advisers and clients with access to the manager’s 10-year track record....

People & Products

BT’s flagship BT Panorama platform has expanded with the addition of Challenger annuities and CMA Saver. ...

sub-bgsidebar subscription

Never miss the latest news and developments in wealth management industry

MARKET INSIGHTS

So we are now underwriting criminal scams?...

5 months 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 1 week 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 5 days ago

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

3 weeks 1 day ago

ASIC has confirmed the industry funding levy for the 2024–25 financial year, and how much licensees can expect to pay....

2 days 18 hours ago