Information for advice professionals only.

Important notice: From January 2025, we are making a change to our BT Technical Services team hotline and support email services. This service will be available to BT Panorama advisers and their support staff only. To contact us, email technical@btfinancialgroup.com or login to the BT Panorama mobile app to call.

Events and Webinars

Upcoming webinars:

Register for our next webinar:
Wednesday 04 December 2024 – 12:00pm AEDT

Episode 116 | Australia’s economy, geopolitics and US fiscal uncertainty

Donald Trump’s re-election to the US Presidency and a Republican majority in Congress opens the door to significant economic reform.

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.

HerAdvice

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.

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.

View all podcasts.

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.

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.