Influential leaders take stock post-Royal Commission: the chaos, the turmoil and the road to a better future. Join Bryce Doherty, CEO at UBS Asset Management in our latest series Future Talk where he sits down with industry leaders Senator Andrew Bragg, Sally Loane, CEO at the FSC, Geoff Lloyd, CEO at MLC Wealth and Phil Kewin, CEO at the AFA for candid conversations discussing change, market evolution and strategy.
The platform sector has matured significantly over the past 10 years and in many cases now supports advisers in everyday business. But is there more to be done? AFA CEO Phil Kewin explores what advisers are looking for.
With so many Australians either averse to or ignorant of financial advice, how can the advice industry – currently struggling under the weight of the Royal Commission and recent reforms – reach them? In this video, AFA CEO Phil Kewin explores one potential avenue.
With financial advice becoming more difficult (and more expensive) to provide than ever before, Geoff Lloyd makes the case for a complete overhaul of the regulatory framework underpinning it. Is it time for a change – or has advice been tinkered with enough?
Given his position at MLC, Geoff Lloyd is intimately familiar with the current challenges facing Australian wealth management. But in this video, he explores the ways in which the industry can move past these difficult times.
What’s being lost in the tribal arguments between retail and industry super funds? As Geoff Lloyd discusses with Bryce Doherty at UBS Asset Management, quite a bit.
In this episode of Future Talk, Sally Loane sits down with UBS Asset Management's Bryce Doherty to discuss the impact of technology to adviser's businesses.
In this CPD course, Pina Sciarrone from AIA Australia sits down with Jessica Brady from Fox & Hare - Financial Advice to explore the key things you need to know when starting a new advice business, and how the Royal Commission and legislative changes have impacted the way they work with clients.
In this CPD course, you will watch candid chats with leaders on the future of the financial services industry. This program is where industry leaders discuss change, market evolution and strategy – focusing on politics, advice, superannuation and platforms.
In this CPD course, watch candid conversations with leaders on the future of the financial services industry. This program is where industry leaders discuss change, market evolution and strategy – focusing on politics, advice, technology and superannuation.
In this CPD course, watch candid conversations Bryce Doherty, CEO at UBS Asset Management has with Senator Andrew Bragg, and Sally Loane at the FSC on the future of the financial services industry.
In this course, you'll get actionable insights into the 6 big questions facing Australian institutional investors today. As with nearly $2.9 trillion in assets, the super sector is now larger than the entire Australian equity market - and it's valuable for advisers to see how these large investors are allocating their funds, as they're in a position to influence how people manager their money into retirement.