BT PANORAMA

Financial planning

BT has appointed a new chief product officer to replace Kathy Vincent as the company moves towards becoming a “simpler and stronger business”....

People & Products

Queensland-based advice firm Provident Advisory has launched a range of managed accounts on BT Panorama as it seeks to achieve greater efficiencies. ...

Financial planning

Platforms are pivoting to take on the role formerly held by large licensees in providing adviser education, according to platform specialist Recep Peker, as well as impro...

People & Products

The Westpac-owned platform has announced a range of new efficiencies through a new brand campaign to better serve clients and financial advisers....

Financial planning

The decision by Westpac to retain the BT Panorama platform should be welcomed by the industry, according to platform researcher Recep Peker, as a way of intensifying plat...

People & Products

HUB24 and BT Panorama have announced new features to their respective platforms in a step towards supporting client engagement and efficiencies, and driving down adviser ...

Financial planning

BT chief executive, Matt Rady, has shared with Money Management what the firm plans to do with its platform business after it concluded its sale process this week....

People & Products

Acting platforms distribution head, Jason Brown, has been formally tapped to lead BT Panorama’s 70-person strong distribution team. ...

Financial planning

BT has shared the key trends in the managed account space which are expected to continue in 2023....

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Features

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

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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....

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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...

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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. ...

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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....

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Financial planning

Adviser-facing support services should be a focus area for platform improvement, according to Investment Trends. ...

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Squeaky'21

My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...

4 days 4 hours ago
Jason Warlond

Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...

4 days 5 hours ago
Jasmin Jakupovic

How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...

5 days 4 hours ago

AustralianSuper and Australian Retirement Trust have posted the financial results for the 2022–23 financial year for their combined 5.3 million members....

9 months 1 week ago

A $34 billion fund has come out on top with a 13.3 per cent return in the last 12 months, beating out mega funds like Australian Retirement Trust and Aware Super. ...

8 months 4 weeks ago

The verdict in the class action case against AMP Financial Planning has been delivered in the Federal Court by Justice Moshinsky....

9 months 1 week ago