The Professional Planner 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.
Prominent licensee heads have stood up for the licensee/authorised representative model and have asked potentially displaced advisers to consider carefully whether they’re cut out for operating their own Australian financial services licence.
Getting financial product design right is not easy and has not always been done well by institutions, Peter Labrie, head of Colonial First State’s investment, managed accounts and product strategy, has told an audience of researchers.
After failing to find an answer from the regulators, or the “gatekeepers”, on what an investment committee should look like, Annika Bradley took the question back to first principles and figured it out on her own.
