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.
This course will give you insights into:
The most partisan policy in Australia
Bryce Doherty at UBS Asset Management speaks to Sally Loane, CEO of the Financial Services Council (FSC) about her previous work as a political journalist, how she believes politics has become more polarised and its impact on financial services and superannuation.
01.Why it costs so much to advise a client in today’s climate
In this episode, Sally Loane discusses the immense changes the industry has faced and despite this, research undertaken by the FSC revealed that for there is still a great deal of trust in financial advisers. Sally Loane shares her passion for Australian’s need of advice, but how the added complexity, and hurdles with compliance mean the cost of advice is only increasing.
02.Why the tinkering with super isn’t over yet
We are arguably at a point where we need to be thinking about using superannuation to really reduce the burden on taxpayers with the government funded pension. In this video, Sally Loane discusses with Bryce Doherty that although superannuation had developed significantly, there are still a lot of reforms that we need to achieve.
03.Why compliance is slowing down innovation
How technology is enabling better engagement for consumers with their superannuation is a hot topic. Sally Loane shares how there continues to be innovations in digital tools, there’s still some way to go for financial services to improve efficiencies around the big barriers to entry and compliance costs, and people’s engagement with their super.
04.Is technology a threat to advice?
Senator Andrew Bragg, who formerly worked in the financial services industry sits down with Bryce Doherty and discusses all things politics and his role as a chair on a committee around Fintech delving into Australia’s competitive position.
05.The long kiss goodnight for grandfathering
In this episode, Senator Andrew Bragg discusses how the decision to push through the Royal Commission implementation quickly was important to help start to restore community confidence. Andrew and Bryce also discuss the increasing cost of delivering advice, and Andrew’s firm believes in the value of advice and it being affordable, but also the challenges that inevitably come with it.
06.The great super contributions debate. Where do you stand?
In this episode, Bryce Doherty discusses with Senator Andrew Bragg about the evolution of superannuation, the Productivity Commission, and the question of if people who are on a wage below $50,000 should have the option to opt in and opt out.
07.Is the super industry working for itself or its members?
Senator Andrew Bragg discusses the need in a cultural shift around how Australian’s perceive technology, and it being seen as a threat to people’s jobs. He also shares his thoughts on why the government has a long way to go in areas compared to other markets.
08.Test yourself /
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, you will see Vanessa Stoykov, Jenny Josling and Jason Ciccalollo (Orbis Investments) interview CIOs Suzanne Branton at CareSuper, Damian Graham at First State Super and Michael Block at Australian Catholic Super on where they see investment opportunities, governance, how they value advice and supporting their members.
In this CPD course, you will see Vanessa Stoykov, Jenny Josling and Jason Ciccalollo (Orbis Investments) interview CIOs Sam Sicilia at Hostplus, Ian Patrick at Sunsuper and Kristian Fok at CBUS on their investment strategy, how they value advice, and member engagement and returns.
In this CPD course, Pina Sciarrone from AIA Australia sits down with Kris Mason from MBS Insurance to explore the key things you need to know about the benefits of a risk only business and how scale can work to your advantage.
In this CPD course, Pina Sciarrone from AIA Australia sits down with Dan Blatch from IMFG - Corporate Wealth Solutions, to explore the key things you need to know about setting up the structure of a successful business.
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.
This CPD course, featuring Olympic gold medallist and swimming record-breaker Michael Klim, explores the reasons for the life insurance gap in Australia and the triggers that can lead to a conversation about income protection.
This CPD course, featuring Wallabies star Bernard Foley, explores why clients may have regrets about their position on the property ladder and how to educate them about the cyclicality of certain investments.
Nadun was a doctor who emigrated to Australia with his family. He's young, successful, healthy and passionate about his work - which is why it took everyone by surprise when he had a stroke. But thanks to his financial adviser and the insurance arrangements they made together, he was able to get back to what he does best.
Emerging markets, by their very nature, are characterised by incredibly diverse investment opportunities. And while there are certainly pockets of volatility, Geoffrey Wong explains how a disciplined approach can yield strong risk-adjusted returns.
This CPD course, featuring AFL star Jude Bolton, explores how clients find themselves saddled with unnecessary debt, and how advisers can help them get rid of it.
As we’re moving into a projected “Asian Century,” it helps, as investors, to have a deeper understanding of the region than before. Part of that may involve redefining our traditional definitions of “emerging markets” as well as developing keen insights in the opportunities presented by an emerging Asian consumer class.
Despite being an exceptional athlete, Madi's still concerned about paying rent and one day buying a property. It's time she got the lessons she needs to help her reach those goals.
In this series, Projit Chatterjee of UBS Asset Management explains some of the key reasons why investors should be looking to emerging markets for future growth. It’s not just about finding a bargain; it’s understanding the underlying factors that make EM a convincing long-haul proposition.
Pasquale had a young family, a successful pharmacy business and a commitment to good health. Then he had a heart attack. It was completely unexpected and, were it not for his crisis recovery insurance, his medical problem would have been compounded by financial ones. In this series, we look at how insurance helped him not only get back on his feet but also look at making some changes in his life.
Despite living in an age where we’re absolutely deluged with information, it’s becoming increasingly difficult to separate the signal from the noise. This is especially true in investing, where markets can be influenced by something so small as an errant Tweet. In this Market Update series, Platinum CEO Andrew Clifford explores where the true opportunities are hiding.
An accident or illness can have devastating consequences for clients and that’s before financial considerations are even taken into account. When Carla's daughter was diagnosed with leukaemia she never imagined how much her adviser and AIA insurance would be able to provide the support she needed. Due to having family income protection insurance Carla was able to be there for her child when she needed her most.
In a time of sweeping regulatory change and the entrance and availability of new disruptive technologies, the financial advice is arguably at a precipice - the question is, how do you take the leap? In this series, we talk to four industry experts about how advisers can streamline their business, improve their margins and better articulate their value proposition.
Asia has changed massively over the last few decades, and in ways that the West aren’t seeing. In markets where each person having two smartphones is the new norm, or where domestic brands are beating international giants, how do you invest where the only constant is change?
As the backbone of our daily lives – from the bridges we cross to the electricity we use – infrastructure requires constant upkeep, upgrades and reinvestment. In this Market Update episode, Jeremy Anagnos of CBRE Clarion Securities examines how this basic principle, in addition to new types of emerging infrastructure, underscores an attractive investment opportunity.
A life-threatening accident revealed a disease that would last him the rest of his days, and Craig found himself unable to continue work as a surgeon in Australia, let alone overseas for our armed forces. The latest in our Insurance Masters series is a story of renewed purpose and highlights the role financial advice plays in changing lives.
Recognising the common practices of the ‘Big Four’ banks, and Australians’ fascination with real estate and minerals, the BlackRock Concentrated Industrial Share Fund aims to provide an extensive portfolio for the average Australian retail investor to help diversify their investments.
No More Practice Education Pty Ltd
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