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...
DNR Capital Australian Equities Income fund has been added to BT Panorama’s superannuation and investment menus....
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....
The Australian Microcap fund has been added to the BT Panorama and BT Wrap platforms....
Kieran Varcoe has taken the role, commencing in mid-February....
Lifespan Financial Planning has launched 30 model portfolios on the BT Panorama platform....
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. ...
Just 15 per cent of advisers said they may exit the industry over the next few years, Thats about 2,300 advisers! if ...
I think Mr. Toohey's conclusions and extrapolations are "currently" merging on the typical SMSF issue of "....prone to ...
What happened to the 700,000 million of MLC if $1.2 Billion was migrated to Expand but Expand had only 512 Million in in...