BT managed accounts Webinar 1: Benefits for practices, licensees and clients
The invest to grow strategy shows how investing in equities can be an effective long-term investment. The strategy considers the differences between SMAs and IMAs from a client perspective, and outlines the benefits of using a BT Managed Account.
Almost a third of an Australian financial planner’s time is spend on compliance and administration, compared to a global average of less than 20% highlighting the need for advisers to find more efficient ways of operating.
Clients who are currently using geared investments, or who are interested in them, could benefit from a borrow to grow strategy. BT offers a number of loan options to service this strategy such as a BT Margin Loan or Westpac Instalment Warrants.