Events and Webinars
Upcoming webinars:
Register for our next webinar:
Wednesday 20 November 2024 – 12:00pm AEDT
Episode 115 | Frequently asked and most interesting tech hotline questions #2
This session will analyse several case studies across a broad range of topics that are based on technical hotline enquiries we have received during the 2nd half of 2024.
Stay up to date
- BT's technical team address regulatory topics and more.
- Check out our on demand BT Panorama training videos.
- Read our latest whitepaper; Managed accounts: insights from financial advice principals
- Download our digital marketing guide for financial advisers
- EOFY tips for Panorama and Asgard
- Insights on Quality of Advice Review
CPD Accredited Webinars
Are you looking for CPD points? Access a range of webinars to stay on top of your professional development, also for ASIC and Legislated CPD areas, learn more.
Join us as we speak with inspiring and diverse leaders within the Australian Advice industry. Listen in as we examine how we can encourage future leaders and continue to see the financial advice industry thrive. Be inspired as experts reflect on what the future of financial advice could be.
Introducing our new thought leadership series, Diversify. This series aims to empower Australian financial advisers with practical insights into private markets. In our inaugural podcast, we sit down with Cameron Joyce, Head of Research Insights at Preqin, to discuss key trends in private wealth.
Keeping your clients engaged is made easy with our ‘BT Financial Fundamentals’ series containing twelve easy-to-understand, client-focused guides and templates to help them navigate through the world of finance.
Lean Six Sigma whitepaper: insights to help enhance the performance of an advice business
The issues facing advice firms have been covered extensively in the past couple of years, all boiling down to a need for increased efficiency to maintain profitability. To achieve this, businesses will need to streamline and innovate. Knowing which issues are causing inefficiencies and the specific pain points is key to making meaningful progress.
Whitepaper: how have other practices implemented managed accounts?
Download our new discussion paper ‘Managed accounts: insights from financial advice principals’ where advice principals reveal their real-world experience with the managed account model and how to discuss the benefits for your clients and business. View all managed account resources.
Whitepaper: Embracing digital technology for better client engagement
Whitepaper: Five to thrive
Whitepaper: Lessons from the UK advice market
In October 2023, BT hosted Australian financial advisers on a study tour of the United Kingdom. The five-day trip included meetings with a range of advisers, investors and industry bodies. This whitepaper dives into the key themes that emerged from the trip. Download the whitepaper or visit the BT UK Study Tour webpage.
The Quality of Advice Review has changed the landscape for financial advisers in Australia.
In this section, our technical team explores the latest updates and implications. Whether you’re looking for a clear understanding of regulatory changes, strategies for compliance or insights into how they affect your business, you’ll find helpful resources here.