Shape of advice

In this episode of the Shape of Advice podcast, Professional Planner editor Chris Dastoor is joined by Vanguard Australia head of multi-asset Matt Cho, Evidentia Group chief investment strategist Nathan Lim, and Apt Wealth Partners CIO Sarah Gonzalez. 

The panel discusses the core purpose of the satellite sleeve, how to maintain strong governance, and how asset consultants determine when it’s time to replace a manager. 

What is Shape of advice?

The great transformation of Australia's financial advice industry from predominantly bank-owned to a more fragmented mix of independently licensed and like-minded collective tie-ups has occurred swiftly during the past year and a half, with the impact of these changes on business partnerships continuing to play out.

This new podcast series, created and produced by Professional Planner, is a conversational-style exploration of the advice landscape that draws on industry thought-leaders, experts and practitioners who are forging ahead with new partnerships, augmenting business models and adapting to new technologies.