Driving Better Portfolio Transparency: The New World of Fishbowl Investing
Michael Heine, Managing Director, netwealth
* Running a sustainable business model after a Perfect Storm (GFC, FOFA, disruptive technologies)
* Reworking advice business models to pre-empt prescriptive regulatory reforms, including FOFA
* How the Global Financial Crisis fast-tracked investor need for better transparency and lower fees
* How The Rise of the Self-Directed Investing Market, including SMSFs, will drive better managed accounts products and services