The ifa Show

The forthcoming annual renewals legislation is causing a lot of headaches for advisers in working out how they can provide ongoing service to clients without having to drastically raise advice fees. In this episode of The ifa Show, host Sarah Kendell speaks to Perth adviser Paul Stephan, who recently overhauled his fee structure to provide more flexibility to clients around when and how they seek...

With the government resuming its focus on the legislative response to the royal commission, 2021 promises to be a busy year for advisers from a regulation and compliance perspective. In this episode of The ifa Show, host Sarah Kendell is joined by BT head of financial literacy and advocacy Bryan Ashenden to discuss adviser regulatory priorities in the new year.  Bryan touches on what's next as FAS...

2020 was a rocky year for practice valuations, with AMP's landmark decision to revalue its BOLR terms having a butterfly effect through the market while thousands of advisers exited the industry. In this episode of The ifa Show, Forte Asset Solutions founder and managing director Steve Prendeville discusses how advisers have reformed their businesses in the face of the transition to annual renewal...

While enjoyable in a personal sense, the festive season is always a difficult one when it comes to getting clients to stay on track financially. In this episode of The ifa Show, Financial Advice Matters managing director Darren Smith and advice development manager Francis Rigby join host Sarah Kendell to discuss how their clients are facing a particularly challenging Christmas break this year foll...

Joe Biden's election as president of the United States is set to have significant implications for the ESG investing sector in 2021. In this episode of The ifa Show, Russell Investments' James Harwood outlines what a Biden presidency will mean for markets as the COVID pandemic continues to evolve in the new year. James also discusses how client and adviser demand for ESG investment offerings has r...

Over the course of 2020, advisers have had to pivot from preparing for the regulatory response to the royal commission, to taking their businesses wholly online and holding clients' hands through the worst economic crisis in recent memory. In this episode of The ifa Show, Iress manager – practice development team, Kelli Willmer, discusses some of the lessons that have been learned by the advice pr...

The value of advice is often difficult for financial planners to articulate to clients, but new research has quantified the average amount clients could earn per year by engaging an adviser. In this episode of the ifa Show, host Sarah Kendell is joined by Russell Investments head of wholesale partnerships Neil Rogan to discuss the fund manager's report on both the tangible and intangible aspects o...

Many IFA practices struggle with obtaining the efficiency gains necessary to get sufficient scale and profitability in their business. In this episode of The ifa Show, Iress manager - practice solutions team, Kelli Willmer, shares her top tips for advice businesses looking to scale up, whether through acquiring a new practice or client book or expanding staff numbers. Kelli talks through some of t...

In the last IFA Excellence Awards finalist showcase before this year's awards, host Sarah Kendell is joined by Capital Group managing director of financial intermediaries Jorden Brown, as well as finalists for Dealer Group of the Year, Cobalt Advisers' Conaill Keniry and Lifespan Financial Planning's Michael Gershkov. Conaill and Michael discuss the concerns many advisers often have with the tradi...

For better or worse, 2020 has been an unforgettable year in global equity markets, which has forced both fund managers and advisers to look at new ways of doing things. In this episode of the IFA Show, host Sarah Kendell is joined by Francyne Mu, portfolio manager and research analyst from Franklin Templeton's global equity team, to discuss the key investment themes that will play out in the globa...

In the first ifa Excellence Awards finalist showcase for 2020, host Sarah Kendell is joined by First Sentier Investors' Angela Vincent as well as finalists for Investment Adviser of the Year James Weir and Chris Smith. James and Chris discuss how they got into investment advice and the challenges involved in getting clients to "stay the course" during 2020's market volatility. Our panel of guests...

Regulatory change is pushing advisers to include more flexibility and engagement in the way they service clients. In this episode of the ifa show, Midwinter head of product Ivan Gower and head of distribution Andrew Whelan look behind the 'buzz word' of goals-based advice to discover how advisers are tying their conversations with clients more closely to their short and long-term goals and how tec...

Now more than ever, advice practices need to have a clear understanding of the ideal client experience they want to create across every aspect of their business. In this episode of the ifa show, Iress manager – practice solutions and IFA specialist Kelli Wilmer shares the top tips she and her team employ when it comes to helping IFAs define ideal clients and generate new business leads as well as...

The current crisis has provided a much needed boost to demand for advice, but many consumers are still wary about which practitioners they can trust and how much it will cost.   In this episode of the ifa Show, host Sarah Kendell is joined by Sunsuper head of advice and retirement Anne Fuchs, to discuss the industry fund's latest research on consumer preferences around advice and what trends it po...

After appearing at the Adviser Innovation Summit 2020, Talking Money's Melissa Meagher delves into the specifics of money coaching and how planners can offer this as a complement to their existing services on this episode of the ifa Show. Melissa shares some of the specifics around her offering when it comes to licensing, education and pricing. She also touches on what types of clients are best su...

In spite of pandemic-induced job and income losses, the mortgage market has been experiencing a surprising boom thanks to record low interest rates and flat property prices. In this episode of The ifa Show, host Sarah Kendell is joined by Anthony Landahl, the managing director of Equilibria Finance, to discuss what he's been seeing in the lending market over the last few months, how advisers can h...

Some advisers are managing to turn the coronavirus crisis into an opportunity to improve their business models. Kim Payne, managing director of 9rock Consulting, joins host Sarah Kendell in this episode of The ifa Show for a timely discussion about how advisers can create profitable new service offerings by adapting to changing industry trends. Kim outlines the changes advisers can make to increas...

Manager - practice solutions team at Iress, Kelli Willmer, specialises in helping SME advice practices develop efficient and effective business processes in order to save both time and money. In this episode of The ifa Show, Kelli joins host Sarah Kendell to deep-dive into some of the biggest challenges faced by small-to-medium sized advice practices and how COVID-19 has affected this sector of th...

According to the director of Synchron, Don Trapnell, the life insurance industry has truly stepped up to the mark since the pandemic began in order to meet the needs of both advisers and consumers in this challenging time. Don joins host Sarah Kendell on this episode of The ifa Show to discuss the options available to life insurance clients experiencing financial hardship, the impacts of the coron...

As the EOFY approaches, advisers are facing the new challenge of providing guidance to their clients around incorporating pandemic-triggered measures into their financial decisions. In this episode of The ifa Show, host Sarah Kendell is joined by Michael Hutton, personal wealth management partner at HLB Mann Judd, to break down the key issues that are affecting his clients in the lead up to tax ti...

After appearing as a panellist on ifa's recent live webcast, Bryan Ashenden, head of financial literacy and advocacy at BT Financial, delves into the finer details of the FASEA standards with host Sarah Kendell on this episode of The ifa Show. Bryan shares the key concerns he's hearing from advisers regarding sitting the exam remotely and which standards advisers are finding most challenging at th...

On this episode of the ifa Show, host Sarah Kendell is joined by  Iress ' manager-practice solutions team  Kelli Willmer , to discuss how adviser use of technology has rapidly evolved as the COVID-19 crisis has taken hold. Kelli discusses some of the misconceptions advisers might have had around clients and technology prior to the crisis, and how practices have adapted to the challenge of keeping...

In April, Momentum Intelligence conducted a major survey to understand how the coronavirus pandemic has been affecting the nation's professional services across seven different industries. The head of strategy at Momentum Intelligence, Michael Johnson, joins host Sarah Kendell on this episode of The ifa Show to analyse the findings of the MyBusiness COVID-19 Sentiment Survey , revealing how advise...

On this episode of The ifa Show, host Sarah Kendell is joined by Australian Unity Advice's executive general manager, Matt Brown, to discuss the impact of the government's relief measures on advisers in the wake of the coronavirus crisis. Matt shares his insight on how useful the changed SOA requirements are for advisers, whether advisers should be prepared for the FASEA exam compliance deadline t...

With all face-to-face FASEA exam sessions replaced with online exams as a result of COVID-19 and the bill to extend the 1 January 2021 compliance deadline in limbo, many advisers are expressing concerns about passing the test in time. On this episode of The ifa Show, host Sarah Kendell is joined by Joel Ronchi, principal consultant of myIntegrity in Practice, a training organisation that specialis...