Smith is head of content and managing editor of Professional Planner and Investment Magazine. He is an experienced financial journalist, editor and multimedia producer who has held senior editorial positions both in mainstream press and trade media. He has also worked with large finance and investment companies, both in-house and as a consultant, devising media-style digital content strategies. His knowledge and contacts, both in Australia and overseas, including in the US, bring to intermediary and end-investor audiences an institution-level understanding of financial markets, regulation, advice and business structures. Smith will be leveraging his digital media experience to engage, educate and inform Conexus audiences.
The future of the licensee model is as a flexible service provider with access to technology and capital able to partner with advice practices at different stages of their professional lifecycles in addition to offering licensing, Easton's new MD Nathan Jacobson says.
Matthew SmithMay 10, 2021
The streamlining of IOOF's advice business is a strategic response to an era-defining transformation of the advice industry designed to deliver a step-change in quality and affordability, while conflicts associated with subsidisations from other parts of the business are removed, the group's CEO has said.
Matthew SmithApril 29, 2021
The sale of Suncorp’s remaining wealth business was the outcome of a strategic review which began last February last year and continues the Queensland financial institution's wealth exit which began in 2015 with the sale of its financial planning business.
Matthew SmithApril 28, 2021
Licensees were given responsibility to monitor advisers’ adherence to the statutory Code of Ethics while ASIC has regulatory oversight which applies to all registered financial advisers giving advice to retail clients from January 1, 2020.
Matthew SmithMarch 11, 2021
Income protection, cash flow management and portfolio diversification are important areas this emerging segment of client which has the highest household income of any other group wants advice on, a new study shows.
Matthew SmithMarch 4, 2021
The influential policy specialist has called for the Financial System Reform Act to be completely rewritten, noting that legislation has not kept up with technology and changes in thinking, particularly among the next generation of clients, during a panel discussion at the SMSF Association national conference.
Matthew SmithFebruary 18, 2021