Is technology a threat to advice? (Ep.1)
Senator Andrew Bragg and Bryce Doherty discuss politics and his role as a chair on a committee regarding Fintech delving into Australia’s competitive position.
The long kiss goodnight for grandfathering (Ep.2)
Senator Andrew Bragg discusses the increasing cost of delivering advice and the decision to push through the Royal Commission implementation to help restore community confidence.
The great super contributions debate. Where do you stand? (Ep.3)
Bryce Doherty discusses with Senator Andrew Bragg about the evolution of superannuation and people who are on less than $50,000 could have the option to opt in and opt out.
Is the super industry working for itself or its members? (Ep.4)
Senator Andrew Bragg discusses the need in a cultural shift around how Australian’s perceive technology and why the government has a long way to go in areas compared to other markets.
The most partisan policy in Australia (Ep.1)
Bryce Doherty speaks to Sally Loane, CEO of the FSC about how she believes politics has become more polarised and its impact on financial services and superannuation.
Why it costs so much to advise a client in today’s climate (Ep.2)
Sally Loane discusses the immense changes the industry has faced and despite this, research reveals there's still a great deal of trust in financial advisers.
Why the tinkering with super isn’t over yet (Ep.3)
Sally Loane discusses with Bryce Doherty that although superannuation has developed significantly, there are still a lot of reforms that we need to achieve with superannuation.
Why compliance is slowing down innovation (Ep.4)
Sally Loane shares how technology is enabling better engagement for consumers with their superannuation is a hot topic
Where next for a post-NAB MLC? (Ep.1)
Geoff Lloyd talks about what’s in store for MLC following the NAB de-merger and how the company is navigating a post-Royal Commission financial services sector.
The dangers of the retail vs. industry fund debate (Ep.2)
What’s being lost in the tribal arguments between retail and industry super funds? Geoff Lloyd at MLC discusses, quite a bit – and it may be obfuscating far more important concerns.
Rebuilding personal and general advice from the ground up (Ep.3)
With financial advice becoming more difficult and expensive to provide, Geoff Lloyd makes the case for a complete overhaul of the regulatory framework underpinning it.
The way forward for an advice industry in turmoil (Ep.4)
Geoff Lloyd is familiar with the current challenges facing Australian wealth management. In this video, he explores the ways in which the industry can move past these difficult times.
How many years will it take for advice to recover? (Ep.1)
Phil Kewin discusses the detrimental effects recent regulatory reforms – FASEA, and how long he predicts it will take for the industry to put itself back together.
The benefits of advice associations joining forces (Ep.2)
Phil Kewin explores how different industry stakeholders can work together to achieve common goals, using Labor’s recent controversial franking credits proposal as an example.
How super can be used to engage with clients (Ep.3)
With so many Australians either averse to or ignorant of financial advice, how can the advice industry reach them?
What advisers are looking for in platforms (Ep.4)
The platform sector has matured significantly over the past 10 years and in many cases now supports advisers in everyday business. Phil Kewin explores what advisers are looking for.