Managed portfolio implementation within the BT Panorama platform is part of a broader shift in the scope and delivery of investment advice, according to a number of senior stakeholders in the sector. BT Financial Group announced the first stage of its Panorama roll out on Wednesday. Having invested $500 million in the new platform, the
Professional Planner is the leading voice for financial planners where they can learn about industry standards, get news, information, debate and develop new ideas.
We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
Advice