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Articles by Matt Rady
Farewell Asgard: 40 years of innovation and adviser partnership
With the successful migration of Asgard accounts to BT Panorama now completed, I’ve been reflecting on what Asgard has meant to advisers, their clients, and to the evolution of platform investing in this country. This isn’t just a technology change – it’s the end of an era, and a moment to recognise the people and the progress that defined it.
Are you competent enough to run your own licence? Asking for a friend
ASIC cancelled the Australian financial services license of Starfish Financial Services last week, citing “organisational incompetence” as one of the reasons. I know a thing or two about organisational incompetence – I’ve been practicing it for a fair part of my career. Often ASIC’s announcements on bannings, suspensions and fines are a bit ho-hum.
He said, she said: Where are the file notes?
Whether you like him or not, Charlie Teo is a skilled neurosurgeon. But for a range of reasons, he’s found himself in court defending allegations brought against him by the families of former patients. Reading the coverage of the proceedings, a lot of focus was placed on what Teo says he did or didn’t say to his patients and their families.
Reducing data intake is not a viable risk mitigation strategy
Gathering personal information and asking probing, exploratory questions are fundamental to being a financial adviser. Indeed, in most professions, personal data is essential for understanding a client/patient’s circumstances, needs and goals. But if that information is not recorded, stored and, ultimately, destroyed properly, businesses and their customers are exposed to significant risk.
Differences over Levy's proposals shouldn't ignore the big picture vision of reform
For too long, there have been too many barriers – real or perceived – for many Australians to seek the financial advice they need. It’s too costly, difficult, protracted, or perhaps there’s a lack of trust in the process. Advice is the foundation block to help people build a better financial future.
Retirees let down by lack of protection from investment markets
Greater return certainty would help retirees feel more confident to draw down on their savings. By Matt Rady, CEO Allianz Retire+ Few investment metaphors are as misleading as the retirement “nest egg”. Too many retirees believe their savings are fragile and to be preserved at all costs when in fact the purpose of them is to use them to provide an income in retirement. .
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