The ifa Show

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...

Faced with the challenge of engaging with a new generation of clients, head of partnerships at Advice Intelligence Fraser Jack tackled the issue head-on - by starting his very own podcast. Fraser joins host Sarah Kendell on this episode of The ifa Show to share why he finds this such an effective tool for communicating with prospective and current clients, how he's grown his listenership, and what...

On this episode of The ifa Show, CEO of the Financial Planning Association (FPA) Dante De Gori provides his take on navigating the current climate as a financial adviser. Dante joins host Sarah Kendell to reveal what the FPA is doing to support advisers through this uncertain time, whether changes to rules around opt-in arrangements need to be applied, and which bodies should be addressing the iss...

According to Martin Heffron, executive director of Heffron SMSF Solutions, the root cause of Australia's retirement income system's constant state of complexity and change is that it has no clearly established purpose. On this episode of The ifa Show, Martin joins host Sarah Kendell to discuss what can be expected from the government's review into the system, the benefits of establishing a clear v...

Daniel Brammall considers the imminently legislated recommendations following the financial services royal commission as an opportunity for advisers to transition their business to true independence. The president of the Profession of Independent Financial Advisers joins host Sarah Kendell on this episode of The ifa Show. Daniel delves into the Hayne report recommendations expected to come into fo...

In this episode of The ifa Show, host James Mitchell is joined by Kelli Willmer, manager of the practice solutions team at Iress, to discuss the importance of best practice guidance around technology for IFAs. Kelli explains why businesses need support to maximise the efficiency of their implemented software systems, how Iress tailors software solutions according to individual practice requirement...

Understanding risk is a critical factor in assessing whether an asset is suitable for a client's portfolio and is a core component of Philip Ryan's fund management philosophy. Philip is the managing director of Trilogy Funds and joins host James Mitchell on this episode of The ifa Show to share how he got started in financial services, what differentiates his business from other players in the pro...

In this episode of The ifa Show, CEO of Hamilton Wealth Management, Will Hamilton, joins host James Mitchell to explore the adversities that are currently being experienced in the financial advice sector. Will suggests how the industry can provide education around the value of financial advisers, why the domestic funds management industry needs to become more competitive, and what more can be done...

FInClear's head of equity finance Alev Dover sits down with ifa editor James Mitchell to discuss why the launch of Australia's first HIN-based securities borrowing and lending platform. In an environment of low rates and slower growth, investors are searching far and wide for returns and a positive yield. Ms Dover explains how wholesale investors can put their money to work by lending out their st...

In this episode of The ifa Show, FinClear director Tony Lynch discusses the ins and outs of setting up your own practice. From the business planning stages to finding a niche, this episode covers the fears and doubts that all new business owners must go through on the road to success. Starting a financial services business can be a complicated and confusing process. Advisers need to make important...

In this episode of the ifa show, MLC General manager of distribution Geoff Rogers joins host James Mitchell to discuss the changes in the financial advice processes. Geoff discusses the opportunities MLC sees for financial advice in Australia, his thoughts on how financial advisers will integrate changes on the back of the royal commission and the understanding from clients around the difference b...