Speakers:
Leo Barry, portfolio manager, Fairview Equity Partners
Felicity Thomas, senior wealth adviser, Shaw and Partners
John Woods, portfolio manager, MLC
Moderator: Laurence Parker-Brown, institutional content producer, Conexus Financial
Speakers:
Leo Barry, portfolio manager, Fairview Equity Partners
Felicity Thomas, senior wealth adviser, Shaw and Partners
John Woods, portfolio manager, MLC
Moderator: Laurence Parker-Brown, institutional content producer, Conexus Financial
Advice and wealth management firms worldwide are undertaking a great “investment menu clean-up”, driven by M&A, a desire for stronger investment conviction and lower client fees and, in Australia, renewed regulatory scrutiny of product failures.
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