Future Talk /

Future Talk - the future of financial services

Bryce Doherty, managing director, UBS Asset Management

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. 

 
16 Dec 2019

What advisers are looking for in platforms

Phil Kewin, CEO, AFA

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.

12 Dec 2019

How super can be used to engage with clients

Phil Kewin, CEO, AFA

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.

14 Dec 2019

Rebuilding personal and general advice from the ground up

Geoff Lloyd, CEO, MLC Wealth

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?

12 Dec 2019

The way forward for an advice industry in turmoil

Geoff Lloyd, CEO, MLC Wealth

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.

19 Nov 2019

The dangers of the retail vs. industry fund debate

Geoff Lloyd, CEO, MLC Wealth

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.

 

 

21 Nov 2019

Why compliance is slowing down innovation

Sally Loane, chief executive, Financial Services Council

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. 

Top Course /

Finding returns in the new investor reality

In this Secrets of the Money Masters CPD course, we meet Kate and Greg - a married couple looking for answers on how to reach their retirement goals. They have a good understanding of what they need, but are unsure about the steps they need to put in place to achieve it. In this new economic environment, especially post-COVID-19, how will they need to adapt their strategy?

Navigating modern family life

In this Secrets of the Money Masters CPD course, we meet Nina - a professional photographer who's just sold the family home following a difficult divorce. With four children to think about and an income stream that isn't guaranteed, what are the steps Nina needs to take to ensure she's financially secure?

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How to live for today without costing tomorrow

In this Secrets of the Money Masters CPD course, we talk to Kate and Tony - successful property investors who have already overcome serious challenges in life. But with the average Australian set to outlive their money by 11 years, and the COVID-19 pandemic throwing the world economy into chaos, how well-prepared are they for retirement?

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After Hours - the CTOs of Super

After Hours Season 5 - CTOs of Super explores the technology underpinning Australia’s superannuation system and how it’s being used to increase efficiency and deepen member engagement. On the flipside, the series also shines a light on how those technologies can be (and have been) exploited by criminals, and what the super sector can do about it.

view lesson

After Hours - the CTOs of Super

After Hours Season 5 - CTOs of Super explores the technology underpinning Australia’s superannuation system and how it’s being used to increase efficiency and deepen member engagement. On the flipside, the series also shines a light on how those technologies can be (and have been) exploited by criminals, and what the super sector can do about it.

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12 Dec 2019

The way forward for an advice industry in turmoil

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.