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Wednesday 8 May 2024 – 12:00pm AEST
Episode 100 | Getting it 100% right
In this, our 100th episode of the BT Academy Technical webinar series, we explore the ethical question of whether it's possible to get it 100% right, all of the time. It may be what we strive for, but what gets in the way? What clouds ethical decision making? These issues will be explored through the use of hypothetical case studies.
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.
On Tuesday 14 May 2024, Treasurer Jim Chalmers will announce the 2024-25 Federal Budget.
To understand what the announcements mean for advice professionals and their clients, join us for a live Federal Budget debriefing by Bryan Ashenden, BT’s Head of Financial Literacy and Advocacy, at 9am or 12pm (Sydney time) Wednesday, 15 May 2024.
Save the links below to access our expert analysis from 9am (Sydney time) Wednesday, 15 May 2024.
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.
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.
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.
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.