The ifa Show

ClearView managing director Simon Swanson joins this week's ifa Show podcast. After issuing its Quality of Advice Review (QAR) submission to Treasury this month, Mr Swanson joined host Neil Griffiths to talk about what he believes is the biggest issue in advice today – the simplification process. "The analogy I'd draw, is actually going to see a doctor, right? You go to see a doctor. The doctor sa...

On a new episode of the ifa Show, host Neil Griffiths is joined by Shane Bell, cyber partner at specialist advisory and restructuring firm, McGrathNicol. Shane joined the podcast to discuss the recent landmark ruling, in which the Federal Court found that local firm RI Advice breached its licence obligations by failing to have adequate risk management systems to manage its cyber security risks, an...

This week's episode of the ifa Show podcast sees host Maja Garaca Djurdjevic joined by Steven Bennett, Direct CEO at Charter Hall. Mr Bennett joined Maja to talk about the importance of a well-diversified portfolio and the benefits of including commercial property. "Property brings something to a lot of portfolios that's really beneficial," said Mr Bennett. "It's less volatile. "Unlisted property...

On a new episode of the ifa Show, host Neil Griffiths is joined by executive director of the Association of Independently Owned Financial Professionals (AIOFP), Peter Johnston. Peter joined the podcast to talk about the federal election aftermath, what the change of government will mean for the advice industry, and what the priorities are. "Well, the first thing that needs to be fixed is this clif...

This week's episode of the ifa Show podcast sees host Neil Griffiths joined Scott Miller, CEO and co-founder of financial advice disruptor, Asendium. On this episode, Scott discusses why the advice industry is on the precipice of even more change after the impacts of the COVID-19 pandemic and with a predicted exodus of advisers by 2026. "But there's also going to be a great opportunity," Scott sai...

Integrated Portfolio Solutions COO Nigel Singh joined host Neil Griffiths on a new episode of the ifa Show. On this episode, Neil and Nigel discussed the technology trends that could drive the industry forward over the next five to 10 years, including the rise of crypto-assets. "There's going to be some advisers that feel comfortable giving advice about it. There's going to be some advisers that d...

On a new episode of the ifa Show, host Neil Griffiths is joined by co-founder of financial planning software company, Plutosoft, Vincent Holland. Vincent joined the podcast to discuss the importance of running an efficient and profitable financial planning business and how businesses are tracking in 2022. "Look, rightly or wrongly that the compliance framework is what it is, others will judge whet...

On a new episode of the ifa Show, host Neil Griffiths is joined by DASH CEO, Andrew Whelan. The head of the advice software and platform solutions provider joined the podcast to discuss the company's recent rebrand from WealthO2, its recent merger with Roar Software and what that means for its role in the advice industry. "I don't think there is a world out there and a version of this world where...

This week's ifa Show podcast is joined by special guest and head of advice sales at Midwinter, Stacey Cowan. Stacey sat down with show host, Neil Griffiths, to discuss the large amount of movement and change in the advice industry in recent years, particularly following the Royal Commission and throughout the COVID-19 pandemic. Rather than looking at it through the lens of the global great resigna...

On this week's ifa Show, host Neil Griffiths is joined by MetLife Australia's head of customer strategy and propositions, Matt Lippiatt. On this episode, Matt and Neil discussed how Australian financial advisers can use health services to grow their businesses and how that has changed in recent years. "I know of some businesses out there…  who have been on this journey for a number of years. And f...

On a new episode of the ifa Show podcast, host Neil Griffiths is joined by FinClear CEO David Ferrall and general manager, Dean Jagger. On this episode, David and Dean react to the announcement of the clearing, settlement and wealth management technology and service provider's new digital facility, FCX, and the future of investing and what that looks like for financial advisers. In particular, the...

On this episode, the Australian fintech provider sat down with host Neil Griffiths ahead of his appearance at the 2022 Adviser Innovation Summit events in June to talk advisers coming out of the pandemic and why the goals discussion is so important. "The industry's come a long way in the last decade or so, especially in the area of goals and how goals fit into the advice process, because really yo...

On a new episode of the ifa Show, the creators of a  new survey looking at the mental and emotional health of financial advisers  in Australia join the show. Philippa Hunt, director of Artemis Investments, and Steve Prendeville, founder and director of Forte Asset Management, sit down with host Neil Griffiths to discuss the new survey and what inspired them to put it together. "What are we trying...

On this week's ifa Show podcast, David Carney – CEO of local outsourcing company Virtual Business Partners – joins host Neil Griffiths. On this episode, David and Neil discuss the declining number of advisers in Australia, which is predicted to reach 13,000 by the end of 2023. David shares his thoughts on the matter and what the industry can be doing to not only curb the trend, but also attract ne...

Host Neil Griffiths is joined by Synchron's new general manager – compliance, Phil Osborne. On this episode, Phil discusses the current state of compliance and regulation in the advice industry and what needs to be done to improve it by government, the regulators and the industry. Phil also addressed the contentious topic of education standards in the sector and what that could mean for advisers p...

On a special episode of the ifa Show, host Phil Tarrant is joined by MAJGEN (Ret'd) Marcus Thompson, former head of the Department of Defence's Information Warfare Division. Following Prime Minister Scott Morrison and the Australian Cyber Security Centre's (ACSC) warning to Australian organisations that malicious activity may have local ramifications on the back of Russian-linked cyber attacks on...

On a new episode of the ifa Show, host Neil Griffiths is joined by award-winning financial adviser and the founder and CEO of WOW Women's Group, Tracey Sofra. To coincide with International Women's Day this week, Neil sat down with Tracey to discuss the state of gender equality in the Australian advice industry, how far it's come and how much more it's got to go. "We're around the 15 to 20 per cen...

On a new episode of the ifa Show, host Neil Griffiths chats with the Financial Planning Association (FPA) CEO Sarah Abood. After taking over from former CEO Dante De Gori late last year, Ms Abood sat down to discuss a number of current issues in the advice sector, including compliance and regulation and heated debate about the current education requirements. "What's missing for me in a lot of the...

In this exclusive podcast, shadow financial services minister and shadow assistant treasurer, Stephen Jones MP, joins Momentum Media's editor of mortgages Annie Kane to chat through the ALP's assessment of the financial services industry. Mr Jones dissects the government's treatment of advisers and outlines Labor's plans to revamp education requirements. Tune in to find out: Why fixing the advice...

Helen Baker – financial adviser and founder of Australia-wide service On Your Own Two Feet – joins this week's episode of the ifa Show. Helen joined the podcast with host Neil Griffiths to discuss the vastly different advice strategies when working with retirees and Millennials and the biggest challenges and opportunities that brings for financial advisers. On the episode, Helen also discusses cha...

On a new episode of the ifa Show, BT's head of managed accounts Zac Leman and head of platforms Chris Mather joined host Neil Griffiths to talk about the rise of MAs. Zac and Chris discuss how managed accounts have gone from a niche to mainstream offer for advisers over the past 20 years and why the pandemic has accelerated its importance. "They're becoming the go-to solution for many advisers and...

On a new episode of the ifa Show, host Neil Griffiths is joined by Asia-Pacific chief executive of digital advice provider Ignition, Craig Keary. On this episode, Craig discusses the importance of digital advice, how much the COVID-19 pandemic has accelerated its adoption and why it will change the future of the industry. "The impact on this is going to be long-lasting. So I think we've got to be...

On a new episode of the ifa Show, host Neil Griffiths is joined by Challenger Limited's Luke Cheetham. As general manager retail distribution for the company, Luke jumped on the podcast to discuss the incoming retirement income covenant - which will require funds to have a retirement strategy in place for its members – set to come into effect on 1 July 2022. Luke discusses the industry reaction to...

On a new episode of the ifa Show, host Neil Griffiths is joined by The Advisers Association's chief executive, Neil Macdonald. Neil joined this week's podcast to discuss two opinion pieces he wrote published on ifa in-depth, regarding why there could be a "mass exodus" of advisers if  the current requirement for existing advisers with no degree to have an approved qualification by 1 January 2026 i...

As more people return to work for 2022, a new episode of the ifa Show looks at what's in store this year! Host Maja Garaca Djurdjevic is joined by fellow presenter  Neil Griffiths who recently sat down with some advisers and industry figures such as Lifespan Financial Planning chief executive Eugene Ardino and Women Talking Finance's Karen Eley to discuss their hopes for the sector in 2022. "We're...