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BT Academy
Stay current and get access to events, articles, news, trends and practice insights to help realise new opportunities.
In this session we are going to review a number of new and ongoing technical issues to keep you up to date with the most recent Covid changes, Centrelink consideration, and Super legislation as we close in on the end of calendar year 2021.
The pace of change within the advice industry has never been more rapid and the next few years will provide unprecedented potential for practice growth despite the known challenges in the environment.
In this episode of Invest Talk we discuss the Liquid Alternatives asset class and the role it plays in portfolio construction. Tim Mugglestone is joined by Eu Joe Chan – Portfolio Manager in BT’s Income and Alternatives Team. Tim and Eu Joe look at how the asset class has changed over the past decade and its importance as a diversifying element within modern portfolios.
The advice gap, impact of regulation, intergenerational transfer of wealth and the role of new technologies were just some of the main themes explored during the UK Study Tour. This paper unpacks some of the ideas and themes that were addressed.
Licensing choices are critical for any financial planning business. This guide explores some of the key issues to consider in taking on an AFSL, plus we take a look at some of the practical implications in terms of time, costs and other resource requirements.
Discover what is impacting the future of US advisory services and learn more about the significant shifts in the advice industry. Download the BT’s Whitepaper.
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.
The last Venice Biennale was inauspiciously titled ‘May You Live in Interesting Times’. The expression evoked the idea of challenging or even ‘menacing’ times. By the time the Biennale ended in November 2019, a pandemic was almost upon us.
In this episode of Invest Talk we discuss the Liquid Alternatives asset class and the role it plays in portfolio construction. Tim Mugglestone is joined by Eu Joe Chan – Portfolio Manager in BT’s Income and Alternatives Team. Tim and Eu Joe look at how the asset class has changed over the past decade and its importance as a diversifying element within modern portfolios.