by Jake Moeller.
In this podcast, Richard Byrnes, founder and principal of Australian-based financial planning company, RBA Financial Group, discusses issues facing the Australian financial planning industry.
Richard shares his views on the Australian mutual funds industry, outlines how he selects mutual funds for his client base and reveals some of his preferred fund groups. He also discusses how he manages his clients’ investment expectations, the increasing importance of ethical considerations in investing, and provides his assessment for the future of financial planning in Australia.
Richard also shares his views on the current Royal Commission in Financial Services, outlining some of its potential compliance implications for financial planning firms.
|00:30||Provide us with an outline your business|
|01:35||What’s your view on the Australian mutual funds market?|
|02:30||What are some of your preferred fund groups?|
|05:00||How to you manage client expectations in a volatile market?|
|05:45||How important are ethical considerations for your clients?|
|07:38||On compliance obligations and the Royal Commission in Financial Services|
|09:21||What’s the outlook for the Australian financial planning industry?|
Richard is chatting with Jake Moeller, Head of Lipper UK and Ireland Research, at Refinitiv in Melbourne, Australia on May 16, 2018.
About Richard Byrnes
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