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....
Who get's the $10M? Where does the money go?? Might it end up in the CSLR to financially assist duped investors??? ...
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...