26 March 2020 15:00
In this episode Alex Proimos chats with Veronica Klaus, general manager, investment consulting at Lonsec, about a range of topics including the advice gap, allocations for retirement, liquidity in private assets and income strategies for retirees.
Participant: Veronica Klaus, general manager, investment consulting, Lonsec
Facilitator: Alex Proimos, head of institutional content, Investment Magazine
The additional consumer protections provided by a prudential regulator ultimately convinced Minister for Financial Services Daniel Mulino that he could go ahead with a restricted form of the new class of adviser proposals contained in the Delivering Better Financial Outcomes reforms. At the Conexus 2026 Retirement Leaders Summit on Wednesday, Mulino said his thinking had been reshaped by the collapse of the Shield and First Guardian managed investment schemes.
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We acknowledge the Traditional Custodians of this land upon which Conexus Financial sits, the Cadigal of the Eora Nation. We recognise their continuing connection and unique cultural and spiritual relationships to the land, waters and community. We pay our deepest respects to them and their culture, and to Elders both past and present.
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