The Investment Conflicts Financial Advisers Do Not See with Michael Badenhorst

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Investment industry conflicts are not always easy to see, but they can influence product selection, portfolio construction, fees, and client outcomes.

In this episode of PROpulsion LIVE, Michael Badenhorst joins us to explore independence across the investment management industry. We discuss the conflicts that can arise between platforms, investment managers, discretionary fund managers, shareholders, advisers, and clients.

The one big question we ask is:

How can financial advisers identify and manage investment industry conflicts before those conflicts affect client outcomes?

Michael Badenhorst is the Chief Investment Officer of Independent Investment Solutions. He has extensive experience in multi-asset investment research, manager selection, portfolio construction, and performance measurement. He is also responsible for the business and investment strategy of Independent Investment Solutions.

During the conversation, we explore:

What independence means in investment management
Where conflicts arise across the investment value chain
How shareholder and commercial pressure can influence decisions
The direct and indirect costs of conflicted arrangements
Whether disclosure is enough to protect clients
The implications for Treating Customers Fairly
Questions advisers should ask investment providers
Practical steps advisers can take to review their investment proposition

This episode is for financial advisers, planners, firm owners, investment professionals, and anyone responsible for selecting investment solutions for clients.

PROpulsion LIVE helps financial planning professionals move from knowing to doing by turning industry insight into practical action.

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#FinancialPlanning #InvestmentManagement #FinancialAdvisers