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...
BT Panorama has recorded the second highest quarter net inflows of $2.44 billion for the June quarter since the platform’s launch. ...
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....
Kieran Varcoe has taken the role, commencing in mid-February....
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...
Financial advisers have rated BT Panorama as the number one investment platform when it comes to online business management features, Investment Trends’ Platform Competit...
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. ...
John Shuttleworth has resigned as general manager – platforms and investments at BT Financial Group, ending 14 years at the company....
trustees are already requesting such confirmations when advisory fees (even via fixed term agreements) are deducted from...
CSLR should be broken down into 2 sub sectors, one for product manufacturers and one for financial advisers. Product ma...
We must stand up and show our opposition to both the ASIC Levy and CSLR as they both contribute to the high cost of advi...