MARKET UPDATE

Are We Entering a New Age of Accountability?

Jenny Josling. managing director Orbis Investments (Australia)

The financial services industry is no stranger to scandal, yet despite years of regulation and reform there are still high levels of consumer dissatisfaction. Orbis Investments believes a misalignment of incentives is at the root of this problem, and the industry is taking some steps to address this. In this video, Jenny examines how incentives, regulation and compliance are impacting both advisers and investors, and asks if we’re entering a new age of accountability.

What you'll learn /

The Orbis Investments 2018 Outlook Market Update course with Jenny Josling will give you insights into:

How adviser incentives and alignments are impacting the industry and end investors
Whether credit cards still have a role to play in our society
Why the internet and an oversupply of information can lead to poor investment decisions
Her approach for addressing gender and culture imbalances in financial institutions

About the expert /

Jenny Josling /

managing director Orbis Investments (Australia)


Jenny Josling’s a woman who thrives on challenge: making a name for herself in the traditionally male-dominated world of financial services, combining motherhood and her role as the managing director of Orbis Investments, and the immense task of bridging the knowledge gap between investment firms and everyday investors; she takes it all in her stride.

  • Knowledge AreaGENERIC KNOWLEDGE
  • TypeMARKET UPDATE
  • PriceFREE
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Outline of the course /

Are We Entering a New Age of Accountability?

The financial services industry is no stranger to scandal, yet despite years of regulation and reform there are still high levels of consumer dissatisfaction. Orbis Investments believes a misalignment of incentives is at the root of this problem, and the industry is taking some steps to address this. In this video, Jenny examines how incentives, regulation and compliance are impacting both advisers and investors, and asks if we’re entering a new age of accountability.

Find out more

01.

Have We Reached the Tipping Point for Australian Investors?

Clients are better educated than ever before, with more information available to them at the touch of a button, however advisers still have a key role to play in helping them understand their own needs and behaviours. Managing Director for Orbis Investments (Australia), Jenny Josling, believes the onus is on the industry to provide transparent, useful information to clients and to ensure there is an alignment between clients’ individual needs and the advisers’ capabilities.

Find out more

02.

The Intergenerational Conversation: How Vital is it?

In an age where it’s now easier to access financial products and information than ever before, investors are more likely to make short-term decisions against their best interests. On top of this, there seems to be a reluctance to discuss wealth and money across generations which is leading to a loss of financial literacy and a need to re-learn some basic financial truths and lessons. Jenny Josling, Managing Director, Orbis Investments (Australia), examines how intergenerational conversations add value to investors’ knowledge and long-term investment outcomes, and explains how credit cards are causing more harm than good.

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03.

Why Financial Services Needs Positive Structuring

Our society has made massive leaps forward in terms of gender equality, but there’s still a way to go in the financial services sector. Jenny Josling, Managing Director of Orbis Investments (Australia), shares her perspective how to move forward, how she uses positive structuring to get the best from her employees, and how quotas could help.

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04.

Test yourself /