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BT PANORAMA
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....
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. ...
MARKET INSIGHTS
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Podcast
My view is that after 2026 there will be quite a bit less than 10,000 'advisers' (investment advisers) and less than 100...
Dugald makes a great point that not everyone's definition of green is the same and gives a good example. Funds have bee...
How did they get the AFSL in the first place? Given the green light by ASIC. This is terrible example of ASIC's incompet...