It was always going to be interesting to sit down with FPA chief executive Dante De Gori and Dr. Mark Brimble of Griffith University to talk about the future of our industry. It was also the perfect fit for our new mini-series, Thought Leaders with Dr. Mark Brimble.
Many of the world’s leading investors will tell you that nothing is more important to long-term investment success than a clear investment philosophy. Financial adviser Matthew Walker breaks down the two mainstream investment approaches and discusses ways you can help your clients to understand investment philosophy.
In this series, Sam Hallinan of Nikko Asset Management examines the trends and events set to impact investing in 2018 and beyond. Sam explores the effect of a growing middle class in China, value investing in developed markets, and the role of advisers in helping their clients to achieve success over time. This Market Update will help you to better understand the Asian story and the impact this is already having on your clients’ investments.
With over 20 years’ investment industry experience, Bryce Doherty currently heads up UBS Asset Management in Australia, managing a team of 65 employees locally, and $48 billion of invested assets in Australia. With investment offerings spanning domestic and global equities, cash and fixed income, multi-asset and exchange traded funds (ETF), the fund manager has solidified itself as one of the largest global asset management businesses in the Australian market.
With our series wrapping up over the weekend, it’s more than satisfying to know we reached well over 3 million people through their television sets or online. The message to Australians via our celebrity investor Blair McDonough was twofold: that a property strategy is not enough, and that a long-term financial plan is essential in achieving the financial and life outcomes you want.
Are your clients part of the 81 per cent of Australians who will fall short of being able to comfortably retire?
It was not a hard decision to support the Association of Goals Based Advice (AGBA) for their upcoming conference. In particular, it was not difficult to agree to celebrate the financial advisers who have excelled in the process of goals-based advice, writes Vanessa Stoykov.
Passion is contagious and FPA chief executive Dante De Gori has bags of it: for the industry, for advisers, and for getting the sector closer to being a well-respected, self-regulated and highly professional one.
The onboarding of new staff members and best interest duty are currently key areas of interest for ASIC. As Dante explains, advisers need to be aware of their obligations in order to ensure compliance as the responsibility for this ultimately rests with the individual.
The announcement of the Financial Adviser Standards and Ethics Authority signals the dawn of a new era for the industry. As exhausting as change can be, the establishment of this board now means that advisers can move forward with confidence in their profession, writes Vanessa.
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