Retirement advice: the great untapped opportunity

While the financial services system has been focused on accumulating and growing assets, it’s largely kept strategies and discussions specifically pertinent to retirees at bay. On the eve of new rules and focus on retirees by the superannuation industry, this session explores the tools and strategies it takes to be a retirement consultant. SPEAKERS: David Bell, executive director, The Conexus Institute Elizabeth Hughes, director, WealthSpring Financial Paddy McCrudden, head of retirement solutions and data science, Magellan Financial MODERATOR: Colin Tate, chief executive, Conexus Financial

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Asset exposure in retirement – upside and risk Investing in retirement – July 2021

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The prevailing conditions of low returns on cash and sovereign fixed income mean that clients will need new portfolios into retirement.

How effective do you believe the Retirement Income Covenant will be in leading to better retirement outcomes for superannuation members?

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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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