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Home>Events>Advice Practitioner Summit>2021 Advice Practitioner Summit>

2021 Advice Practitioner Summit

On Practice

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.
Tahn SharpeAugust 4, 2021
2021 Advice Practitioner Summit

Managed accounts to follow customisation trend: Blackrock

Tahn SharpeAugust 4, 2021
Technology

Data and integration the next wave of platform evolution: BT

Tahn SharpeAugust 3, 2021
Featured Homepage Posts

The 4 ‘system changes’ defining the business of advice

Tahn SharpeAugust 2, 2021
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On Practice

85pc of advice clients mispriced: Peloton Partners

Tahn SharpeJuly 29, 2021
Industry
1

De Gori: Advice ‘absolutely’ has a supply issue

Tahn SharpeJuly 28, 2021
Industry

Tarnished, but iconic: AMP Advice looks to the future

Tahn SharpeJuly 27, 2021
Industry

Up to 2,000,000 ‘unassigned’ clients after bank exits: CoreData

Tahn SharpeJuly 27, 2021
2021 Advice Practitioner Summit

Stephen Scheeler: Big tech is coming to eat your lunch

Claudia GuestJuly 26, 2021
2021 Advice Practitioner Summit

Leah Sciacca: Changes ahead: the ASIC perspective

Claudia GuestJuly 26, 2021
2021 Advice Practitioner Summit

Humans of advice: morale, supply & succession

Claudia GuestJuly 26, 2021
2021 Advice Practitioner Summit

Paul Heath: Fireside chat: Koda Capital and its future

Claudia GuestJuly 26, 2021
2021 Advice Practitioner Summit

Thriving in times of change

Claudia GuestJuly 26, 2021
2021 Advice Practitioner Summit

Efficiency, scale & options: managed accounts in 2021

Claudia GuestJuly 26, 2021
2021 Advice Practitioner Summit

Fintech is the answer, but what is the question?

Claudia GuestJuly 26, 2021
2021 Advice Practitioner Summit

Retirement advice: the great untapped opportunity

Claudia GuestJuly 26, 2021
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Media

Video

Tariffs, trade wars and reverse globalisation

Video

US exceptionalism and AI demand

Video

Keep calm and diversify

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