BT Academy

BT Academy podcasts provide you and your practice access to a snapshot of changes in the Australian and global economy,financial markets and technical knowledge. The podcasts are for adviser use only. They must not be made available to any person and any information in them must not be communicated to any person without the prior written consent of BT, part of the Westpac Banking Corporation. The views expressed in this webinar are those of the presenters alone unless otherwise quote, and do not reflect the views of policy of any company in the Westpac Group. The Westpac Group accepts no responsibility for the accuracy or completeness of, nor does it endorse any such opinions. To the maximum extent permitted by law, we intend by this notice to exclude liability for these opinions. The information in this podcast is provided solely as general information and it should not be considered a comprehensive statement on any matter or relied upon as such. The information provided is factual only and does not constitute financial product advice. Before acting on it, you should seek independent advice about its appropriateness to your or your clients objectives, financial situation and needs. Any projections in this webinar are predictive in character. Whilst we have used every effort to ensure that any assumptions on which any projections are based are reasonable, any projections may be affected by inaccurate assumptions or may not take into account known or unknown risks and uncertainties. The results actually achieved may differ materially from any projections herein. Past performance is not a reliable indicator of future performance. The podcast recordings are being shared with the prior written consent of our participants.

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Avsnitt(210)

Podcast - The types of impact investing and how they became investable

Advisers Karen McLeod and Chris Lang chat with Portfolio Manager Hari Balkrishna about what areas clients can invest in through impact, how they have become investable and which clients resonate with ...

11 Sep 202433min

Podcast - Impact within an investment philosophy and underlying process

So how do you integrate impact investing into an investment philosophy and reporting for clients? Expert advisers Karen McLeod, Ethical Investment Advisers and James Baird, JustInvest share their tips...

11 Sep 202437min

Podcast - Having better client conversations on impact investing

Need some tips on having better impact conversations? Specialist advisers Justin Medcalf and Tim Fitzpatrick discuss strategies for engaging clients in impact investing discussions and understanding t...

11 Sep 202439min

Podcast - Resetting language and perceptions on impact

Hear from the experts, Karen McLeod, Ethical Investment Advisers and Hari Balkrishna, T. Rowe Price, the key differences between impact, ESG and other ethical investing terms. And why impact stands ou...

11 Sep 202429min

Techknow - Questions from the recent BT Academy Webinar ‘More age-old old age questions

Following on from a recent webinar on residential aged care, in this week's podcast we look at three questions that advisers asked during the session. Disclaimer: The podcasts are for adviser use on...

6 Sep 202412min

Techknow - OFA changes – a win for flexibility

With the recent passage of the Delivering Better Financial Outcomes Bill, the Ongoing Fee Arrangement landscape is due to change early next year. The passage of this Bill gives legs to the first tranc...

20 Aug 202416min

Techknow - Has QAR tranche 1 been an unqualified success?

The first tranche of reforms from the Quality of Advice Review has passed through Parliament, received Royal Assent, and is now law. But has it been an unqualified success? Perhaps it depends upon you...

9 Aug 20248min

HerAdvice: Episode 8 - Betsy Westcott

In this episode, Betsy Westcott, Financial Wellness Coach joins BT's Rachael Dickinson to consider the changing face of wealth in Australia. Recently, JBWere published a report entitled ‘The Growth ...

31 Juli 202427min