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Matthew Walker

Matthew Walker

Matthew Walker is the Managing Director of Dynamic Asset, a managed Goals Based Investing service. He is also Chairman of the Association of Goals Based Advice, the peak industry body​ for Goals Based Investing businesses. Matthew holds a Bachelor of Commerce with a double major in Economics and Finance from the University of NSW and a Diploma of Financial Planning from Deakin University.

Recent Posts

Accelerate advice business with outsourced paraplanning

It has become significantly more challenging to sustain and grow a profitable financial advice business. It boils down to a battle of administration versus efficiency. Scalability is now the holy grail for financial advisers.

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The case for Dynamic asset allocation is undeniable

Rising inflation, tightening interest rates and market volatility are firmly established trends for 2022. It’s a state of play that puts the active asset allocation front and centre.

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Financial adviser profitability: The fundamentals of success

Falling profitability 

The profitability of the average financial advice business has declined and is under pressure. But there are answers to the challenge available to every willing adviser. While the traditional model is under threat, the required changes may not be as significant as you suspect. 

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Advisers: What to do about the bubble trouble?

The renowned value investor and GMO co-founder, Jeremy Grantham, has stated that the US market is now in the fourth superbubble of the last hundred years.

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Allan Gray adds Dynamic Asset Portfolios to Solutions platform

Allan Gray has added Dynamic Asset Managed Account Portfolios to its Solutions Platform, encompassing Allan Gray Superannuation, Retirement (pension) and Investments (IDPS).

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Managed accounts solutions are not all the same for financial advisers

The two significant trends in contemporary financial advice are active portfolio management and Managed Accounts. While the client and business drivers are independent, both innovations are transforming financial advisory practices.

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How financial advisers can align portfolio management with investor goals

The transfer of governing powers from FASEA to ASIC, including the wind-up of FASEA from 1 January 2022, places increased demands on Financial Advisers.

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The cost and risk of delayed portfolio optimisation

HUB24 has recently published a paper, produced in partnership with Milliman. The paper talks to the subject: Measuring the cost of delay, which we have referenced here.

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Why Investors Value Goals Driven Portfolio Management

Financial advisers regularly undertake an exploration of client goals to gain a better understanding of their clients. However, the targeting of specific financial goals in portfolio management is still not commonplace. The reliance on risk profile, in effect, dislocates client goals from Portfolio Management and makes it harder for investor clients to understand the value of financial advice.

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HUB24 add Dynamic Asset Portfolios to Platform

Market leading investment and superannuation platform  HUB24 has added Dynamic Asset Managed Account portfolios to its platform IDPS Choice menu.

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