The Conexus Institute executive director David Bell along with financial adviser and former Financial Planning Association chair Marisa Broome discuss advocating for policy solutions in financial advice and superannuation.

Vanguard Australia head of multi-asset Matt Cho, Evidentia Group chief investment strategist Nathan Lim and Apt Wealth Partners CIO Sarah Gonzalez discuss the core purpose of the satellite sleeve, how to maintain strong governance, and how asset consultants determine when it’s time to replace a manager.

AZ NGA co-founder and group CEO Paul Barrett discusses how he saw advice being at the front of the financial services value chain in an era when commissions were still common, how a blend of capital is essential to AZ NGA’s operations, and what happens when the private equity shot clock ends.

Vanguard Australia head of financial adviser services Rachel White, Family Wealth Advisory founder Michael Bova and Aequitas Investment Partners joint chief investment officer Rowan Stewart discuss the whether lower-cost active options deliver value for money.

In this episode of the Shape of Advice podcast, Compensation Scheme of Last Resort chief executive David Berry and Professional Planner editor Chris Dastoor discuss the work going on to make the scheme sustainable as anticipated remediation grows into the hundreds of millions.

In the first episode of the new season of the Professional Planner Shape of Advice podcast, Vanguard Australia managing director Daniel Shrimski says financial advice, financial literacy and tax incentives outside of super are the hallmarks of a world-class retail investing system.

Zurich Australia head of adviser channel Kieran Forde and Hayes & Co director and financial adviser Katherine Hayes join Professional Planner editor Chris Dastoor to discuss the current landscape and future outlook of Australia's life insurance advice sector.

EWL managing partner Craig Emanuel and Colonial First State group executive for distribution Bryce Quirk join Professional Planner editor Chris Dastoor to discuss how to build a successful advice practice from the ground up and the qualities a good adviser needs. 

Coalition Senator and compulsory superannuation critic Andrew Bragg joins Investment Magazine editor Simon Hoyle to discuss everything from the party’s super for housing policy, governance issues at Cbus, to financial advice reform.

CFS executive director for managed accounts Francy Taylor and IMAP chair Toby Potter join Professional Planner editor Chris Dastoor to discuss one of the biggest efficiency gainers for advice practices– managed accounts – and how it has grown to $100 billion industry.

AMP group executive for advice Matt Lawler and Rhombus Advisory CEO Darren Whereat join Conexus Financial editor-at-large Simon Hoyle to discuss the evolution of their licensees as both groups transition from institutional ownership to becoming standalone professional service partners, and how this benefits clients as well as their advisers.

Colonial First State CEO, superannuation, Kelly Power and Financial Services Council CEO Blake Briggs talk to Conexus Financial editor-in-chief Aleks Vickovich about the road to completing advice reform, after the first tranche of legislation was plagued by ferocious debate and a series of drafting errors.