Information for advice professionals only.

Webinars

Register for our next webinar, Is it back to the future for advice? on 1 March or view all webinars.

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 .

View all webinars .

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.

View all podcasts .

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.

16 Feb 2023
The pandemic has emphasised the importance of advisers offering digital servicing to clients. Many financial planners have risen to the challenge and embraced digital tools.
16 Jun 2021
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.
20 Apr 2021
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.

A digital marketing guide for financial advisers

Throughout the guide you'll find practical resources and tools to help you make your day-to-day digital marketing activities more efficient, learn more.

02 Mar 2023
The Morning Report provides a concise summary of economic and financial market developments over the previous 24 hours.
13 Feb 2023
The monthly market and economic chart pack from BT’s Investment Solution team provides a comprehensive illustration of economic and financial market performance.
13 Feb 2023
The Asset Class Performance report illustrates 30 years of market returns, identifying key market events and how each asset class has performed.
13 Feb 2023
View US S&P 500 and Australian All Ords Bull & Bear Markets by month.

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