Shape of advice

The next step in investment implementation


Listen Later

The way advisers implement their investment recommendations has evolved significantly, most notably in terms of how this process is integrated into businesses as well as the sophistication of outcomes for clients. Investment implementation has fast tracked business efficiency and continuity, it has brought about cost savings and it has been responsible for creating a new institutional-style wholesale and researcher consultant function. This episode considers movements in investment implementation and where the trend is likely to take the advice industry.
...more
View all episodesView all episodes
Download on the App Store

Shape of adviceBy Professional Planner


More shows like Shape of advice

View all
Economist Podcasts by The Economist

Economist Podcasts

4,170 Listeners

NAB Morning Call by Phil Dobbie

NAB Morning Call

18 Listeners

The Diary Of A CEO with Steven Bartlett by DOAC

The Diary Of A CEO with Steven Bartlett

8,748 Listeners

Buy Hold Sell, by Livewire Markets by Livewire Markets

Buy Hold Sell, by Livewire Markets

3 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

32 Listeners

15 Minutes with the Boss by The Australian Financial Review

15 Minutes with the Boss

11 Listeners

Chanticleer by Australian Financial Review

Chanticleer

20 Listeners

The Fin by Australian Financial Review

The Fin

25 Listeners