Prime Creative Media

The ifa Show

The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector.www.ifa.com.au

No dejes de visitar la web del podcast y apoyar a su creador: www.ifa.com.au

Autor

Prime Creative Media

Categoría

Business

Web del podcast

www.ifa.com.au

Último episodio

28 de oct. de 2026

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Episodios

FPA chair addresses member criticism 23.02.2018

In this special edition of The ifa Show, Aleks Vickovich gives Financial Planning Association chair Neil Kendall an opportunity to respond to some of the most commonly heard member concerns around the mandatory standards regime and the FPA's role in the new era.

The 'Four Seasons' approach to client service 20.02.2018

Named Thought Leader of the Year at the ifa Excellence Awards 2017, Hamilton Wealth Management principal Will Hamilton is passionate about client service and the value of advice. He dropped by The ifa Show studio to chat about his firm's value proposition and to weigh in on some of the big debates of the day such as education, independence and asset management fees.

How a migrant from Africa built a $21 billion FUA empire 19.01.2018

Joe Duran arrived in the US from Zimbabwe with just $200 to his name and now sits at the helm of a registered investment advisor (RIA) firm with $21 billion in funds under advice. In this special edition of The ifa Show, the California-based United Capital CEO sits down with Aleks Vickovich at AMP's Sydney headquarters to offer his secrets to growth for independent advice providers. www.ifa.com.au

Royal commission, regulation and the regions 14.12.2017

In the aftermath of the announcement of a royal commission into banking, superannuation and financial services, Senator John 'Wacka' Williams speaks exclusively to The ifa Show from his Parliament House office after a seven-year campaign for the inquiry, revealing what he wants to see in the terms of reference and the impact on consumers in the city and the bush.

The art of adviser storytelling 28.11.2017

ifa assembles a range of communications experts and practising advisers to talk value propositions and kickstarting a content strategy. Richard Dunkerley from Zurich, Naomi Christopher from Midwinter, consultant Jenny Pearse and award-winning advisers Ben Nash and Peita Diamantidis drop by the studio to chat about how advisers can better tell their story. Brought to you by Zurich Financial Service...

'Independence and Innovation' live @ IFA-CON 19.09.2017

This special episode of The ifa Show features a rapid-fire discussion live from Australia's first IFA Convention. Featuring four very different perspectives – a technology provider, a practising adviser, a licensee/industry executive and a journalist – this roundtable centres on two twin themes that both Netwealth and ifa are passionate about: independence and innovation. Brought to you by Netweal...

Trump, Wall Street and America's IFA revolution 31.08.2017

In May 2016 ifa first reported that New York-based Focus Financial Partners was entering Australia via acquisition of Melbourne boutique MW Lomax. Armed with a war chest and a hunger for more Aussie advice M&A, the move reflected some important trends in the wealth management markets of both countries. In this special episode of The ifa Show, Focus principal Molly Bennard speaks to Aleks Vickovich...

How RegTech will impact financial advice 10.08.2017

RegTech is the latest buzzword making waves in global financial services, and with adviser compliance burdens through the roof, this may be a positive outcome. Former AFA policy chief and RegTech entrepreneur Samantha Clarke joins The ifa Show to talk about the landscape for tech solutions to compliance problems. We also speak to Glenn Boyce of IRESS about Xplan Prime and the outlook for scaled ad...

Foreign ownership of financial services 06.07.2017

On the sidelines of the AIOFP conference in Tokyo, Japan, M&A consultant Steve Prendeville joins The ifa Show to chat about the increasing influence of foreign buyers in Australian financial services. We discuss some major recent deals, ones on the horizon and the impact for advisers and licensees. We also speak with Malcolm Whitten of Nikko Asset Management about the strategy behind the Nikko AM...

Reflections on FOFA and fintech 13.04.2017

Former Labor MP Bernie Ripoll, the man behind the Rudd-Gillard government's Future of Financial Advice reforms, joins The ifa Show to reflect on his time in politics and the debates still raging in financial services. We also speak to Laird Abernethy from Colonial First State about the company's push into managed accounts. http://www.ifa.com.au

Changing of the guard at the AFA 27.03.2017

In his first week in the job, freshly appointed CEO of the Association of Financial Advisers and former Zurich exec Philip Kewin drops by to discuss his views on the Life Insurance Framework, mandatory professional standards, internal tensions and the road ahead for the AFA. We also chat to Vanguard's Jeff Johnson on the rise of active ETFs and recap some of the year's trending news items. http://...

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