Events and Webinars
Upcoming webinars:
Register for our next webinar:
11 September 2024 – 12:00pm AEST
Episode 110 | Has recent regulatory change been an unqualified success
Perhaps it’s too early to say, but we have now seen the first tranche of Quality of Advice Review recommendations legislated.
25 September 2024 – 12:00pm AEST
Ep 111 | Home Care
Older Australians generally want to live independently at home for as long as possible. As people get older they may find they need a bit of help to enable them to do so.
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.
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.
Treasurer Jim Chalmers announced the 2024-25 Federal Budget on Tuesday, 14 May 2024.
Access our Federal Budget hubs below for insights from our Technical team to understand the announcements and what they mean for you and your clients.
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
Lessons from the BT US study tour
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.