Industry leaders, platform heads to tackle in-house conflicts

— 1 minute read

Platform providers, advice groups and aligned wealth managers are set to share their views on whether in-house conflicts can be managed effectively.

Managing conflicts is a major concern for Australia’s wealth management industry. After Hayne decided not to dismantle vertically integrated models, the onus is now on every operator within the sector to consider what conflicts exists in their business and if these can be managed appropriately. 

At Investor Daily’s 19th annual Wraps, Platforms and Masterfunds Conference in the Hunter Valley this year, these issues will be discussed in-depth by two opposing teams of industry leaders. Back by popular demand is the event’s “Great Debate”, hosted by The Fold Legal senior associate Simon Carrodus. This controversial session will see industry thought leaders participate in a battle of ideas about the potential advantages, disadvantages, conflicts and risks of co-ownership of product and advice. Will this structure be a part of the future of financial advice or is it destined for the dustbin of history?


This year’s agenda covers the key themes playing out in the industry and some of the broader issues impacting the future of financial services in Australia. 

Delegates will hear an in-depth political update from a leading economist, who will address the Morrison government’s victory in the federal election and what this means for investors. 

The event will be held at the award-winning Château Élan at The Vintage Hunter Valley, Australia’s finest luxury golf, spa and conference resort. 

Located in the heart of the Hunter Valley wine country, the beautiful location offers luxury hotel-style accommodation as well as six conference and event venues, all in the heart of wine country.

Don’t miss out on the premier conference on the financial services calendar! Places are strictly limited – secure your early bird ticket today. 



Industry leaders, platform heads to tackle in-house conflicts
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James Mitchell

James Mitchell

James Mitchell is the editor of the Wealth and Wellness suite of platforms at Momentum Media including Investor Daily, ifa, Fintech Business, Adviser Innovation and Wellness Daily.

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