Information for advice professionals only.

Upcoming webinars:

Register for our next webinar:
Wednesday 6 December 2023 – 12:00pm AEDT
Episode 90 | Business Insurance
Business insurance helps minimise disruptions to the operation of a business upon the death or disablement of a key person or business owner.
This session will be CPD accredited. 

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.

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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.

Keeping your clients engaged is important but can be time consuming. Save time by using our ‘BT Financial Fundamentals’ series containing easy-to-understand, client-focused guides and templates to help your clients navigate through the world of finance.

Compliance and regulations, rising cost bases, deteriorating economic conditions and finding and recruiting staff are the major challenges for financial advisers in Australia, according to advisers who participated in the 2023 survey.

View all webinars.

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.

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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.

16 Feb 2023
The pandemic has emphasised the importance of advisers offering digital servicing to clients. Many financial planners have risen to the challenge and embraced digital tools.
21 Aug 2023
Kamal Sarma, an expert in the field of resilience and a former monk, shares five simple but powerful strategies to help advisers build resilience to business and personal stress.
15 Mar 2023
In October 2022, BT hosted ten successful financial advisers on a study tour of the United States. The 2022 BT USA Study Tour revealed many insights into financial planning in the US and Australia, as they met with senior leaders of the US industry and compared notes.

A digital marketing guide for financial advisers

Throughout the guide you'll find practical resources and tools to help you make your day-to-day digital marketing activities more efficient, learn more.