Picking up from episode 35, Kendall Flutey, Co-Founder and CEO of Banqer, now shares how experiential learning with Banqer Primary has expanded to high school children, giving them the chance to increase their financial literacy and capability that translates into real life. She describes how Banqer has helped to uplift the financial capability of parents, teachers and kids&nbsp;by engaging them on the financial education journey of their children, and relates how the principles of financial literacy amongst children can be expanded to adults. Kendall discusses the exciting potential for AI to lend itself to personalised learning pathways and what Banqer is doing to help prepare students for their careers and financial future in an uncertain world ahead. Finally, she chats through the challenges and key learnings along their growth trajectory and the healthy tension between profit and purpose on their journey to becoming a social enterprise for-profit. To learn more and refer a teacher, visit Banqer.co/netwealth

Ep 78: Empowering students for their financial future - Kendall Flutey

In this episode, Matt jumps into the hot seat to be interviewed by Peita Diamantidis on the Ensombl AdviceTech podcast. They discuss how advisers are using technology to differentiate their offering and build their client value proposition.  Matt shares the efficiencies of managed accounts during turbulent markets, integrating ESG into the offering, cyber-security considerations for firms, and how Artificial Intelligence is being used to provide insights, manage back-office administration and deepen client relationships. He also chats through the continuously evolving client expectations of technology and how Netwealth is providing technology and services to help advisers meet these expectations.  Listen to more Ensombl AdviceTech episodes:

Ep 79: Evolving the client value proposition with technology – Matt Heine

Hear Dr. Micheal Kollo as he discusses his journey from a PhD in finance to becoming a quantitative manager, using algorithms to forecast markets. Michael uncovers how AI now translates complex financial data into intuitive client reports. He takes a deep dive into the intricacies of tools like ChatGPT and how financial advisers can harness its potential without compromising sensitive data. Kollo throws light on groundbreaking plugins, their pros, pitfalls, and the steps for crafting effective AI prompts. Finally, he presents a glimpse into the future of SOAs and ROAs, where automation meets human intuition and shares his vision on how AI adoption could redefine and personalise financial education.  To hear Dr. Micheal Kollo live in-person&nbsp;.

Ep 80: Harnessing the power of AI in the advice industry - Dr. Michael Kollo

Listen to Blake Briggs as he shares his diverse career journey through industrial advocacy, superannuation policy and finally to financial services and the FSC. Blake relays the skills, governance processes and overarching consumer lens that assist in creating a unified strong voice for the financial industry through the FSC. He explains how the FSC is engaging a cross-section of licensees, advisers and associations to achieve successful regulatory frameworks and create a healthy sector. Blake outlines that diversity of product options to aid retirement planning will be a big focus for the FSC over the next 12 months and how removing red tape could enable the introduction of overseas technology solutions to deliver advice in new and innovative ways. &nbsp;Lastly, Blake explains the issues around moving clients from old legacy systems to new products and foreshadows a groundswell of consumer concern around failed products in the coming months for advisers to be aware of.

Ep 81: Raising the voice of the financial sector - Blake Briggs

Hear Marcus&nbsp;Price, CEO and Managing Director, Iress as he  shares his background in banking to building PEXA and what drew him to the investment side of financial services with Iress.  Marcus discusses the industry step change he accelerated with data and automation in banking decisions as well as bringing the digitisation of property settlements through PEXA (Property Exchange Australia) to fruition. He expands on the hallmarks of change management, his eye-opening first few days at Iress and the inspiration he draws from other companies. Marcus chats through the applications for AI as a tool to provide actionable insights and the need for tech toolkits for people in financial services.&nbsp; He finally shares his concerns over cybersecurity with old tech stacks, the role of communities, and where he sees Iress heading in the next few years.

Ep 83: Ringing in the changes for the financial industry - Marcus Price

Founded in 1999, Netwealth was established to provide astute investors and wealth professionals with a better way to invest, protect and manage their current and future wealth. As a business, Netwealth seeks to enable, educate and inspire Australians to see wealth differently and to discover a brighter future.
 
Netwealth offers a range of innovative portfolio administration, superannuation, retirement, investment and managed account solutions to investors and non-institutional intermediaries including financial advisers, private client and high net worth firms.

Netwealth Investments Limited