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Lipper Alpha Insight - Fund Manager Chat

Jul 26, 2018

In this podcast, Richard Byrnes, founder and principal of Australian-based financial planning company, RBA Financial Group, discusses issues facing the Australian financial planning industry.

Richard shares his views on the Australian mutual funds industry, outlines how he selects mutual funds for his client base and reveals some of his preferred fund groups. He also discusses how he manages his clients' investment expectations, the increasing importance of ethical considerations in investing, and provides his assessment for the future of financial planning in Australia.

He also discusses the current Royal Commission in Financial Services and outlines some of its potential compliance implications for financial planning firms.

Running Order

Run Time Topic
00:30 Provide us with an outline your business
01:35 What's your view on the Australian mutual funds market?
02:30 What are some of your preferred fund groups?
05:00 How to you manage client expectations in a volatile market?
05:45 How important are ethical considerations for your clients?
07:38 On compliance obligations and the Royal Commission in Financial Services
09:21 What's the outlook for the Australian financial planning industry?


Richard is chatting with Jake Moeller, Head of Lipper UK and Ireland Research, at Thomson Reuters in Melbourne, Australia on May 16, 2018.

About Richard Byrnes

Richard Byrnes is an experienced financial planner who has been looking after his clients in rural Victoria and Melbourne for over 40 years.  Over that time, he has built a successful business - Rba Financial Group - which prides itself on its relationships with clients, their families and local communities.

Richard provides advice on investment, superannuation, retirement income and insurance.  He has researched and identified fund managers who share his philosophy of protecting clients' capital in falling markets, while still providing reasonable growth over the long term and he recommends investments to clients with this philosophy in mind.


Thomson Reuters Lipper delivers data on more than 265,000 collective investments in 61 countries. Find out more.

This material is provided for as market commentary and for educational purposes only and does not constitute investment research or advice. Thomson Reuters cannot be held responsible for any direct or incidental loss resulting from applying any of the information provided in this publication or from any other source mentioned. Please consult with a qualified professional for financial advice.