KATHY VINCENT
Financial planning
Targeting new demographics and trends as well as centralising technology solutions is on the cards for platforms over the next few years, according to some of the largest...
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. ...
Expert Analysis
As the medium between the client and the adviser, writes Kathy Vincent, it is imperative for platforms to respond to technological changes and adapt to their needs....
People & Products
Kieran Varcoe has taken the role, commencing in mid-February....
People & Products
The Financial Services Council has appointed BT’s Kathy Vincent, to its board, with her background in product, portfolio strategy, and marketing contributing to her selec...
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
John Shuttleworth has resigned as general manager – platforms and investments at BT Financial Group, ending 14 years at the company....
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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...