Episode

Advice in Australia: models in motion

Where we’ve come from, where we are now and where we’re heading. This episode considers the external and internal impacts that have combined to deliver the local wealth management industry to where it is today and what recent events might tell us about the future direction. The conversation reflects on the Hayne royal commission, looks […]

Episode

Not the same as it used to be: the purpose of platforms

Administration platforms have been a constant in wealth management and continue to evolve alongside advisers and their practices. As the industry chips away at its product distribution mould and progresses its professional status, platforms have needed to evolve too. This episode considers the integration between platform and advice business, it pulls back the curtain on [...]
Episode

Reimagining the value chain

It takes a village to support advisers in delivering a service and outcomes that meets clients’ needs in a cost effective way. This episode describes the financial advice value chain, how its composition has morphed over the years and where currently advisers, product and service providers fit. Participants: • Mat Walker, chief financial officer, Praemium [...]
Episode

Taking on technology

In this digital age, businesses of all sizes will thrive or whiter based on how they incorporate technology. While advisers may not have necessarily been at the forefront of technology adoption in the past, so much has changed in the composition and purpose of advice practices in recent years, from revenue models, to how advisers [...]
Episode

Zen and the art of advice

Before moving forward, it’s important for advisers and business owners to first step back and consider what they stand for. With so much change in policy and regulation, business models, professional standards and technology in recent years, this episode aims to help advisers detangle their thinking, drawing on practical and philosophical guidance to prepare for [...]
Episode

The next step in investment implementation

The way advisers implement their investment recommendations has evolved significantly, most notably in terms of how this process is integrated into businesses as well as the sophistication of outcomes for clients. Investment implementation has fast tracked business efficiency and continuity, it has brought about cost savings and it has been responsible for creating a new [...]