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BT WRAP
Features
What was traditionally the domain of institutional investors is now becoming accessible to retail investors thanks to lower fees and availability on platforms, writes Lau...
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. ...
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
Financial advisers are likely to find themselves with fewer choices of investment platforms as the sector appears to be on the brink of a further round of consolidation....
Funds management
The Aoris International fund has been added to BT’s Wrap and Panorama platforms....
Funds management
DNR Capital has announced that its Australian Emerging Companies Fund has been added to six new platforms....
People & Products
MFS Investment Management’s MFS Prudent Capital Trust fund is now available on the BT Wrap platform to retail investors....
Funds management
RARE Infrastructure has announced that its Infrastructure Income Fund will be now available on a number of retail investment platforms, with BT Wrap being the most recent...
People & Products
The Vertium Equity Income Fund has been added to BT Wrap. ...
Funds management
The Altrinsic Global Equities Fund has been added as an investment option on the BT Wrap platform....
People & Products
Insight Investment’s Insight Diversified Inflation Plus Fund has been added to BT Wrap and Panorama....
Funds management
CFM’s Institutional Systematic Diversified Trust has been added to the Macquarie and BT Wrap platforms....
Features
Mike Taylor writes that astute riding of the regulatory cycle combined with an acute understanding of adviser needs has helped reshape the Australian platform market....
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MARKET INSIGHTS
Podcast
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...