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Scale by independence: The Koda Capital model | Professional Planner

Koda Capital s Paul Heath As the CEO and co-founder of wholesale advice outfit Koda Capital, Paul Heath always had a “well-formed” views about the firm he wanted to create. Independence and client centricity were at the heart of the vision he shared with co-founder Steve Tucker. But while the two concepts are “fantastic marketing terms”, Heath had another use for them. “Independence actually allows us to run a really scalable model,” Heath said at the recent Professional Planner Best Practice Forum. “If you remove the conflicts of interest and hire really good people who want to do the right thing, it’s actually hard for them to do anything other than the right thing.”

New south walesTahn sharpePaul heathSteve tuckerPlanner best practice forumKoda capitalProfessional planner best practiceAdvanced diplomaபுதியது தெற்கு வேல்ஸ்பால் ஹீத்ஸ்டீவ் டக்கர்திட்டமிடுபவர் சிறந்தது ப்ர்யாக்டீஸ் மன்றம்கோடா மூலதனம்

Managed accounts to follow customisation trend: Blackrock

The domestic managed account market will evolve towards customisation in the same way that the market in the US has according to Blackrock head of model portfolio solutions, Josh Persky. Speaking at Professional Planner‘s Best Practice Forum recently, Persky said the trend to customisation is highly likely to “break out” at both a product and service level if it follows the same pattern as that reported by the Blackrock team in North America. On a product level, he explained, the development will lead to managed accounts being tailored much more acutely to the particular needs of the individual. “We’re talking hyper personalization, very much moving from a one size fits all to a one size fits one,” Persky said.

United statesNew south walesSouth australiaTahn sharpeJosh perskyPlanner best practice forumProfessional plannerBest practice forumAdvanced diplomaஒன்றுபட்டது மாநிலங்களில்புதியது தெற்கு வேல்ஸ்கருப்பு பாறைதெற்கு ஆஸ்திரேலியாதிட்டமிடுபவர் சிறந்தது ப்ர்யாக்டீஸ் மன்றம்ப்ரொஃபெஶநல் திட்டமிடுபவர்சிறந்தது ப்ர்யாக்டீஸ் மன்றம்

Data and integration the next wave of platform evolution: BT

Data and integration the next wave of platform evolution: BT
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Planner best practice forumProfessional plannerBest practice forumதிட்டமிடுபவர் சிறந்தது ப்ர்யாக்டீஸ் மன்றம்ப்ரொஃபெஶநல் திட்டமிடுபவர்சிறந்தது ப்ர்யாக்டீஸ் மன்றம்

ASIC explains three drivers for adviser levy increase

Professional Planner editor Matt Smith speaks with ASIC s Leah Sciacca ASIC has defended the 30 per cent projected adviser levy increase, with acting senior executive leader for financial advisers Leah Sciacca detailing some of the enforcement, surveillance and project work behind the costings at the Professional Planner Best Practice Forum Tuesday afternoon. The projected increase in the levy was top of the agenda for the session, with Sciacca saying the regulator “recognises, obviously” that the $3,138 estimate of the graduated component is an increase on the actual $2,426 charged last year. Sciacca – herself is a former financial adviser who has been at ASIC for 11 years but only in her current role “for a few weeks” – said she could understand, “from an adviser’s perspective” how they would feel seeing the cost increase, “particularly if they feel as though there’s no regulatory efforts directed specifically towards them”.

New south walesLeah sciaccaTahn sharpeAssociation of financial advisers phil andersonPlanner best practice forumFinancial planning associationProfessional planner best practice forum tuesdayUnmet advice needsDante de goriFinancial advisers phil andersonAdvanced diplomaபுதியது தெற்கு வேல்ஸ்லியா சியாக்காதிட்டமிடுபவர் சிறந்தது ப்ர்யாக்டீஸ் மன்றம்நிதி திட்டமிடல் சங்கம்தாந்தே டி கொரி

Tarnished, but iconic: AMP Advice looks to the future

New AMP managing director of advice Matt Lawler is under no illusion about the problems AMP has had, still has, and needs to work through. But the group has a special and historic place in the Australian advice landscape, he believes, and with the right direction it can once again be an industry leader again, even standing “shoulder to shoulder” with other licensee owners in lobbying policymakers and regulators for appropriate industry settings. “One of the reasons why I took this role is AMP is one of the only remaining iconic brands when it comes to advice,” Lawler said on Tuesday morning during a panel session at

New south walesMatt lawlerTahn sharpeScott hartleyPlanner best practice forumProfessional plannerBest practiceMonday lawlerYellow brock roadAdvanced diplomaபுதியது தெற்கு வேல்ஸ்மேட் சட்டத்தரணிஸ்காட் ஹார்ட்லிதிட்டமிடுபவர் சிறந்தது ப்ர்யாக்டீஸ் மன்றம்ப்ரொஃபெஶநல் திட்டமிடுபவர்சிறந்தது ப்ர்யாக்டீஸ்