In a special Thought Leaders miniseries as part of No More Practice’s mission to make the pension irrelevant, we sit down with Dr. Mark Brimble and financial services industry leaders to talk about the first hurdle everyone needs to get over to achieve financial security, how the financial planning industry is lifting its game to deliver better advice, and what we can all learn from families who openly discuss money matters.
Only two out of 10 people in Australia are receiving financial advice. This highlights the need for change, especially in an age where the age pension simply can't provide a comfortable retirement. Dante De Gori and Dr. Mark Brimble discuss this issue and the future of advice for Australia
The financial services industry is no stranger to scandal, and this has lead to vast reforms across the sector. Progress has been made, but it has come time to tackle what Dr. Mark Brimble and Dante De Gori see as the industry's greatest challenge, restoring the reputation of financial services in the eyes of the public.
There have been significant changes and reform within the financial services industry, and currently advisers are facing changes to education standards. In this episode of Thought Leaders with Dr. Mark Brimble, we sit down with the head of the FPA, Dante De Gori, and discuss the need for education standards and his mission to bring more advice to more Australians.
In this episode, Marianne Perkovic of CBA Private explains why talking about your finances around the dinner table and how an inheritance can set you up for life, or be squandered.
In this Thought Leaders with Dr. Mark Brimble episode, we sit down with Marianne Perkovic of CBA and examine the issues around transferring wealth generationally.
Overcoming the “money taboo” is the first step towards achieving financial security. In the first part of a special Thought Leaders miniseries, Griffith University Professor of Finance Dr Mark Brimble explains the money mistakes we all commonly make, and what we can do to avoid making them in future. The answer is surprisingly simple, and it’s something we can all do.
In this Thought Leaders Series, Platinum Asset Management portfolio manager Bianca Ogden discusses why healthcare is becoming such an exciting sector to invest in, touching on the new technologies and distribution methods being deployed and how certain traditional elements of healthcare are being disrupted.
An accident can have devastating consequences for clients, both physically and emotionally. In this AIA Australia claimant story, we meet Phil who after suffering from a knee injury that resulted in twelve operations left him unable to work.
An illness can have devastating consequences for clients. In this AIA Australia claimant story, we meet Ingrid who after receiving the devastating news that she had cancer, needed to be able to focus physically and emotionally on getting the best treatment for her recovery. Thanks to her adviser and her Crisis Recovery and Income Protection Insurance she was able to.
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.
The economic weight of the world is shifting. 10 years ago, emerging markets made up about 30% of the world’s GDP, now it’s almost half. UBS Asset Management’s Geoffrey Wong makes the case for emerging market opportunities for growth investors.