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    BT & BlackRock - Engaging the next generation of advised clients

    Webinar

    Information for advice professionals only.

    According to the Productivity Commission's report on wealth transfers, the total value of inheritances passed onto the next generation is projected to increase nearly fourfold between 2020 and 2050^, thus representing a significant opportunity and continued need for financial advice in Australia.

    This webinar is designed to cover the three key areas to help you better understand and service the next generation of advised clients:

    1. Demographics and Generational Change - How do Gen X and Millennials differ to their parents when it comes to making investment decisions?

    2. Practice Management - What are the critical attributes needed to successfully set your business up to service the next generation of advised clients?

    3. Portfolio Construction & ESG - What are some of the key portfolio construction considerations advisers should be thinking about?

    Join us in our discussions with James Kingston, BlackRock's Head of Product, Practice and Investment Solutions, on engaging the next generation of advised clients.

    ^Australian Government Productivity Commission - Wealth Transfers and their Economic Effects, Nov 2021

    CPD Accredited - Watch now

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    24 May 2023

    Reflecting on Budget 2023 (& EOFY)

    Having had time to reflect on the 2023 Federal Budget, now might be just the right time to assess the changes you need to make to your clients existing strategies. Join me as we work through the key issues for the remainder of the financial year, and reflect on how you could optimise your clients 2024 FY by taking proactive action today.
    Webinar
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    10 May 2023

    Federal Budget 2023

    This webinar outlines how and where you can establish a Cash Investment Strategy for your clients, along with further related reporting and how it interacts with other Panorama functionality.

    Webinar
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    27 Apr 2023

    Cyber Security & Financial Crime

    We invite you to register for a webinar to discuss the importance of cyber security within your business. Fraud is seen in many different forms with varying levels of complexity, and it can be difficult to know exactly what to look out for. This webinar will outline measures you can take to avoid fraud-related financial crime so you can protect your information and that of your clients.
    Webinar




    The views expressed in this webinars are those of the presenters alone unless otherwise quoted, and do not reflect the views or policy of any company in the Westpac Group. The webinar is for adviser use only. They must not be made available to any retail client and any information in them must not be communicated to any retail client or attributed to any entity in the Westpac Group. The information in these webinars is provided solely as general information. The webinar recordings are being shared with the prior written consent of our industry partners.