Matt Lawler: Resetting and moving forward

Advice executives discuss the challenges of resetting following the Hayne Royal Commission, consider the pathways to new models and discuss a new future for advice at scale. SPEAKERS: Matt Lawler, managing director of advice, AMP Australia MODERATOR: Matthew Smith, director of retail content, Conexus Financial

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Scale by independence: The Koda Capital model

Scale by independence: The Koda Capital model

“I stopped counting my direct reports at 35,” Paul Heath says. In a revealing fireside discussion, the Koda Capital co-founder and CEO explains the group’s remarkably flat structure, its unconventional scale game and why he and Steve Tucker are giving away half the firm’s equity.

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