In the How Investing is Evolving podcast, we discuss regulatory and consumer trends to help those responsible for their firm's investment propositions to create what best works for both their clients, and their business.
Episode 10 - How Investment Management is Evolving
In this month’s episode of How Investing Is Evolving Stuart sits down with Martin Franc, CEO of Invesco Australia. Martin brings a wealth of knowledge to the podcast this month, and they discuss how past initiatives and events have brought the industry to where it is, and more significantly, Stuart garners Martin's perspective on how investment management is likely to evolve moving forward. With wide ranging discussion on topics across fiduciary duty, skills, culture, regulatory, and the ever changing social and governance environments operated in today, if you’re after some insights from one of the industry leaders, this podcast is for you.
Resources: The Fearless Organisation - Amy Edmondson. https://www.booktopia.com.au/the-fearless-organization-amy-c-edmondson/book/9781119477242.html
10 Jul 2022
Episode 9 - The Reality of Portfolio Operations At Scale
Have you ever wondered what the difference is between the investment operations of running big funds vs running investment portfolios for 100,000+ of different clients?
In this episode of How Investing is Evolving I sit down with Graham Lennon who has over two decades in running fund and investment operations for some of the biggest funds in the world. Graham was generous sharing his observations, insights and touch on some of the key points that differentiate fund operations from client centric portfolio operations. If you're at a point in your evolving of your investment proposition when you start to think through the detail, this podcast is a must for you.
13 Jun 2022
Episode 8 - Guiding Techniques
As many of us know, investing rarely stands alone. It's usually part of somebody's financial plan or financial journey. In this episode Stuart sits down Paul Feeney, founder of Otivo where they discuss the evolving process of financial advice, financial coaching and the personal financial journey. Paul has invested a fair amount of his life helping Australians understand their financial lives and guiding on where they may end up with investing.
So if you if you want to get a perspective of what are some of our latest contemporary techniques for helping people on their financial journey, this is a podcast for you.
Paul has also kindly offered a voucher for introduction to Otivo for listeners of this podcast. To redeem, please use the discount code HIEPODCAST to receive 20% off the subscription price.
10 May 2022
Episode 7 - Turning the Tables
In this month's episode of the How Investing Is Evolving podcast, we turn the tables and have business coach and entrepreneur Mark Falzon interviews Stuart Holdsworth. Stuart shares his perspective gained over the past 30 years on the evolution of society and the wealth management industry, and why the recognition of individual customer value is so important for professional investment firms. They delve deeply into why a sustainable customer value proposition is so important moving forward for business success. It’s a totally different perspective of Stuart and his insights that he uses to determine how investing is evolving. If you’d like to hear more, tune in to this months “How Investing Is Evolving” podcast.
3 Apr 2022
Episode 6 - From Alpha to Alignment with Andrew Doherty
In this episode of How Investing is Evolving Stuart sits down with Andrew Doherty of AssureInvest who shares how investment consultants can boost the capabilities of investment advisory firms to help them deliver excellent investment services true to what they believe, without the overhead of an investment research team. If you want to understand how investment consultants are evolving in line with how advisers are evolving to help their clients with their investments, this is a podcast for you.
16 Mar 2022
Episode 5 - Tomorrow's Super with Wes Hall
On this episode of How Investing Is Evolving, Stuart sits down with Wes Hall, founder, and CEO of TOMORROW Super to discuss the evolution of retirement savings in Australia. In Australia, the retirement savings pool is approximately $3 trillion in a system we call superannuation. It's undergone substantial change over the past three decades from a regulatory perspective, but one of the most topical items to come out of various reviews and commissions is about member engagement with their retirement investment. Historically, people in the 20 and 30s who think it is so far away that they don’t pay it any attention. But recently there has been a shift. My guest Wes Hall brings an abundance of experience in the institutional and platform and technology market and outlines his vision and the innovation he is seeing in this area, particularly with investments. If you're really trying to understand more about how superannuation and retirement savings can evolve in the future. This is a podcast for you
6 Feb 2022
Episode 4 - Going Independent with David Leon
On this episode of How Investing Is Evolving, Stuart sits down with David Leon one of the founders of Stellan Capital to talk about the journey of going independent and bringing customer centric service models to the business of financial advice, and the implications of regulatory changes brought forward by the Hayne Royal Commission in Australia.
David talks through the opportunities for entrepreneurial thinking, his experiences first-hand in his move from a major global brand private banking institution to his own firm.
He discusses the trends and investment propositions that are important to their clients at Stellan, through to the firms' culture and what he considers the key factors for success.
If you want insights from someone who is now navigating the business of investment advice independently, this episode is for you.
5 Jan 2022
Episode 3 - The Human Side of Supporting On-Line Investing with Arnie Selvarajah
On this episode of How Investing is Evolving Stuart sits down with Arnie Selvarajah the CEO of Bell Direct to discuss online broking and why the team at Bell Direct are witnessing in the attitude of current investors and how he steers his team to support them in todays markets conditions.
25 Nov 2021
Episode 2 - What is Value in the Eyes of The Consumer with Jonathan Coles
One of the things that is very common when putting together investment propositions is the definition of value in an industry that delivers a lot of intangibles. What is value in investments? What do people assess apart from price when reviewing competing investment propositions? Stuart discusses this and more with Jonathan Coles an expert in consumer brand and marketing on the next episode of How Investing is Evolving.
2 Nov 2021
Episode 1 - From Product Distribution to Customer Success with Rich Arnold
Stuarts first guest is the exceptionally informative Rich Arnold. Rich brings 40 years strategic, corporate and M&A experience in the wealth management industry in both Australia and USA and shares his wisdom on the growth of the wealth management industry into what it is today.
INVESTED: Changing Forever The Ways Americans Invest by Charles Schwab
26 Oct 2021
Welcome to How Investing is Evolving podcast
As a provider of investment solutions, it's really common for you to want to deliver an investment proposition that you are proud of, with satisfied clients and is good for your business. The problem is that to achieve that level of client satisfaction often involves personalising the experience to each and every client, which is often complex, difficult, laborious and operationally challenging.
Delivering personalised experiences can be frustrating, time consuming and expensive and if not done well, and can make you feel like you're delivering poor service, losing money or putting the business at risk.
The podcast is for anyone who is responsible for investment propositions, or those who are seeking to formulate and articulate the value of an investment proposition to their clients and business stakeholders.
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