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.
Succession planning is a challenge for any business, but the stakes are higher when you're managing almost $30 billion in assets. As legendary investor Kerr Neilson steps down as CEO of Platinum Asset Management, we sat down in an exclusive interview with fellow co-founder and new CEO, Andrew Clifford, and talked about how one of Australia's largest asset management firms handles succession.
As an asset class, fixed income is often overlooked in favour of newer and more dynamic investment strategies, however, at a time when we’re expecting to feel the result of quantitative tightening around the globe, and volatility and uncertainty are returning to markets, perhaps predictability and stability of returns are just what’s needed. In this Market Update, Anne Anderson of UBS Asset Management makes a case for fixed income, how it’s being used by younger investors to realise their goals, and why it’s needed now more than ever.
The MFS Global Equity Trust uses a unique management style with the aim to outperform the MSCI World Index and present growth at reasonable prices. The trust's truly long-term investment horizon and the investment analysts it has positioned globally result in a unique strategy which attracts long-term investors seeking lower volatility over a market cycle.
Rising stock prices may entice investors, but Platinum Asset Management believes the price must match the opportunity. In this series, Douglas Isles, investment specialist (retail) for Platinum Asset Management, explains how the group exploits change, fear and excitement in order to secure long-term growth for clients.