Humans of advice: morale, supply & succession

The advice industry is at a critical point in its journey towards professionalism. The wealth management exit, education standards and convoluted compliance all make offering advice more complicated than ever before. This session considers the undersupply challenge and how to make the work more rewarding and appealing to both new entrants and fatigued incumbents. SPEAKERS: Dante De Gori, chief executive, Financial Planning Association, Australia Jeffrey Scott, head of advice strategy, MetLife MODERATOR: Colin Tate, chief executive, Conexus FinancialVIEW ROB’S PRESENTATION SLIDES HERE

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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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