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.
