Advice in Australia: Models in motion

Where we’ve come from, where we are now and where we’re heading. This episode considers the external and internal impacts that have combined to deliver the local wealth management industry to where it is today and what recent events might tell us about the future direction. The conversation reflects on the Hayne royal commission, looks at Covid19 as a catalyst for change and considers advice in the context of a post product distribution and new revenue fee model world.

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.