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.

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.

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.&nbsp;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.&nbsp;

Leveraging the satellite component of a portfolio

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.

Business

Technology

Management

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.

Share Leveraging the satellite component of a portfolio

Sign up to save your podcasts

Leveraging the satellite component of a portfolio

Leveraging the satellite component of a portfolio

More shows like Shape of advice

Economist Podcasts

NAB Morning Call

The Diary Of A CEO with Steven Bartlett

Buy Hold Sell, by Livewire Markets

The Money Café with Alan Kohler

15 Minutes with the Boss

Chanticleer

The Fin