Upcoming webinars

Thursday 21 March 2024 – 12:00pm AEDT

BT & Philo present: SMA / MDA / IMA – the key differences you should know

Today, managed accounts represent a large portion of industry fund flows, but many practitioners would struggle to explain the differences between these three structures.

If you’re not clear on the strengths and weakness of each it could mean that your practice and clients are missing out.

For this webinar we’ll be joined by Brett Sanders, Chief Executive, and James Freeman, Head of Investments at Philo Capital Advisers to discuss the key considerations and misconceptions of these different structures.

Register now

Tuesday 26 March 2024 – 12:00pm AEDT

BT Adviser Forum webinar – Best Interest Beyond Price

BT welcomes you the second part of this webinar series to explore some considerations advisers need to make when taking on a client, and what matters most beyond price factors.

In this session we will cover:

Best interest duty beyond price – A closer look with Tonya Ripley, Key Accounts, BT
The BT Technical Team’s view – Bryan Ashenden, BT Technical Team, BT

There will be a chance to submit questions during the session.

Register now

Take the next steps

  • Explore BT Panorama
    Increase efficiency and client value with online consent, our award winning mobile app and more.

View all webinars via the CPD points table >