The ifa Show

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...

Before we kick off a new year of podcasts, we're running you through the biggest episodes of 2021! Host Maja Garaca Djurdjevic is again joined by fellow presenter Neil Griffiths to talk about the five most-listened-to podcasts of last year. Topics that most caught listeners' ears in 2021 included what the financial adviser of 2025 will look like, single-adviser practices and what's next for AMP ad...

On the final episode of the ifa Show for 2021, host Maja Garaca Djurdjevic is joined by fellow presenter of the podcast, Neil Griffiths, to talk about the year that was on the ifa website. Maja and Neil go through the top five most-read stories on the website this year, including articles that look at adviser numbers, the FASEA exam and ASIC regulations. As well as looking at the stories, Maja and...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Alison Dellow to chat about the importance of client engagement. With the pandemic putting a temporary pause to face-to-face meetings, advisers were forced to turn to technology to facilitate their client meetings. In this podcast, Alison Dellow from Hewison Private Wealth talks about the power of technology and how it has a...

On a very special episode of the ifa show, host Neil Griffiths is joined by Greg Cook of Eureka Whittaker Macnaught and Mia Johnson of Keyman Financial Services to talk all things FASEA. With responsibilities to be wound up at the end of the year, this episode looks at FASEA's work and exams through Greg, who has been in the industry for 30 years, and Mia, who is midway through her professional ye...

On a new episode of the ifa Show, host Maja Garaca Djurdjevic is joined by the managing director of HUB24, Andrew Alcock. Andrew joined the podcast to talk about the role platforms are expected to play in helping reduce the time and cost it takes to implement advice. Andrew also touched on the power of technology, detailing why he believes technology is key to servicing the growing pool of Aussies...

On a new episode of the ifa Show, host  Maja Garaca Djurdjevic is joined by Adele Martin, multi-award-winning certified financial planner and the founder of the Savings Squad Podcast and My Money Buddy. Adele joined the podcast to talk about the largest handover of wealth in history and what advisers must do to engage this new, hip and technologically savvy audience of Millennials. Adele talks abo...

On a new episode of the ifa Show, host  Neil  Griffiths is joined by Altius Asset Management CIO Bill Bovingdon. Bill joined the podcast to discuss why ESG is essential for risk management and how bonds are advantageous for responsible investors. As well as discussing Altius' Green Bond Fund, Bill explained why demand and interest are rapidly growing in the sustainable investing space and that in...

In a new episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Charter Hall direct chief executive Steven Bennett to discuss the benefits of investing in commercial property. Overseeing more than $8 billion of assets on behalf of self-managed super funds, Steven knows a thing or two about the cruciality of a diversified portfolio, one that taps into the benefits of commercial property...

On a new episode of the ifa Show, host Maja Garaca Djurdjevic is joined by special guest and executive director of the Association of Independently Owned Financial Professionals, Peter Johnston. Ahead of his appearance at the ifa Future Forum, Peter joins Maja to give a sneak peek into the topics he'll be discussing next Wednesday (17 November). Peter talks about some of the most burning issues in...

On a new episode of the ifa show, host Neil Griffiths is joined by special guest and head of asset manager Milford's Australian business, Kristine Brooks. Neil and Kristine look at the Australian markets over the last 12-18 months and what's to come as the country emerges from the COVID-19 pandemic. "It's been an incredible period," Kristine said. "I think if you had have asked me at the start of...