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 /

What you need to know when starting an advice 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. 

Future Talk Season 2 Part 2

The second part of the Future Talk Season 2 CPD course sees Bryce Doherty interview industry leaders about the political landscape surrounding financial services. Occurring in the midst of COVID-19, the series aims to address how Australia’s changing economic circumstances are impacting the financial services industry, what the future holds for financial advice and whether there are better ways to serve the public and keep them engaged.

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Future Talk Season 2 Part 1

Future Talk Season 2 sees Bryce Doherty interview industry leaders about the political landscape surrounding financial services. Occurring in the midst of COVID-19, the series aims to address how Australia’s changing economic circumstances are impacting the financial services industry, what the future holds for financial advice and whether there are better ways to serve the public and keep them engaged.

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Future Talk Part 2

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. 

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Future Talk

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. 

view lesson

21 Nov 2019

Why the tinkering with super isn’t over yet

In this episode of Future Talk, Sally Loane sits down with UBS Asset Management's Bryce Doherty to discuss the upcoming proposed changes to the super system - and why we need some of them.