The role of advisers in investment committees should be clearly defined and kept to a minimum, a discussion panel at Professional Planner’s Research Forum in Sydney has said.
The Professional Planner | Portfolio Construction Forum Researcher Forum is a full-day event designed specifically for senior research professionals.
The forum focused on issues related to the generation and delivery of research and research-related materials to clients. It was conducted under the Chatham House Rules to enable robust and open conversations among all participants.
An opportunity to share the concerns and needs of the community we serveAnnick DonatChief executive, Madison Financial Group
(and subsequently the clients they serve).
Chatham house rules allowing senior heads to speak freely was very beneficialTodd WaltersPrincipal, member education, Portfolio Construction Forum
It was great listening to the differing views on Goals based verses Objectives based investing along with catching up with members of the industry that I had not had the opportunity to meet for a good while.Graham FoxPrincipal consultant, chief executive, financial adviser, FOX Wealth Management
Hearing how other researchers are tackling the same issues we all face was very beneficial.Leanne MiltonHead of advice research, channel strategy and services, AMP Financial Planning
Inefficiency and red tape are holding planners back from providing optimal outcomes for their clients. The biggest barriers to efficacy are bloated approved product lists (APLs) and a convoluted regulatory…
The research community needs to be proactive in weeding out products that don’t meet clients’ needs to prevent another crisis, a forum has heard.