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 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.
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.
No More Practice Education Pty Ltd
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E. support@nomorepractice.com.au
P. 1300 790 235
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Dec 06
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