16 Dec 2019

What advisers are looking for in platforms

Phil Kewin, CEO, AFA

The platform sector has matured significantly over the past 10 years and in many cases now supports advisers in everyday business. But is there mor....

12 Dec 2019

How super can be used to engage with clients

Phil Kewin, CEO, AFA

With so many Australians either averse to or ignorant of financial advice, how can the advice industry – currently struggling under the weight of....

14 Dec 2019

Rebuilding personal and general advice from the ground up

Geoff Lloyd, CEO, MLC Wealth

With financial advice becoming more difficult (and more expensive) to provide than ever before, Geoff Lloyd makes the case for a complete overhaul ....

12 Dec 2019

The way forward for an advice industry in turmoil

Geoff Lloyd, CEO, MLC Wealth

Given his position at MLC, Geoff Lloyd is intimately familiar with the current challenges facing Australian wealth management. But in this video, h....

19 Nov 2019

The dangers of the retail vs. industry fund debate

Geoff Lloyd, CEO, MLC Wealth

What’s being lost in the tribal arguments between retail and industry super funds? As Geoff Lloyd discusses with Bryce Doherty at UBS Asset Manag....

21 Nov 2019

Why compliance is slowing down innovation

Sally Loane, chief executive, Financial Services Council

In this episode of Future Talk,  Sally Loane sits down with UBS Asset Management's Bryce Doherty to discuss the impact of technology to adviser's ....

Load more

Latest Courses /

TL

Building a better business model for financial advice

In a time of sweeping regulatory change and the entrance and availability of new disruptive technologies, the financial advice is arguably at a precipice - the question is, how do you take the leap? In this series, we talk to four industry experts about how advisers can streamline their business, improve their margins and better articulate their value proposition.

MM

Austock Life: Imputation Bond

The Austock Life Imputation Bond Money Masters course with Richard Atkinson explores the varied roles an imputation bond can play and how these can....

view lesson

TL

SMSF insights with Bryce Doherty

Choice and control are the two main drivers compelling Australians to set up their own self-managed superannuation fund....

view lesson

MM

Allan Gray Australia: Australia Equity Fund

The Allan Gray Australia Equity Fund with Richard Whiteoak explores the principles behind a contrarian investment philosophy and how Allan Gray uti....

view lesson

MM

Perpetual: Diversified Real Return Fund

The Perpetual Diversified Real Return Fund is designed to target a level of return while minimising risk, through utilising a multi-asset approach,....

view lesson

WordPress Lightbox Plugin