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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.” ....

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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. ....

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Data and integration the next wave of platform evolution: BT

Data and integration the next wave of platform evolution: BT
professionalplanner.com.au - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from professionalplanner.com.au Daily Mail and Mail on Sunday newspapers.

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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”. ....

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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 ....

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