Wealth Management Podcast Network

In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic welcomes a seasoned fund manager at Dexus Core Infrastructure Fund, John Julian, for an in-depth discussion on the nuances and potential of infrastructure investments. Infrastructure, as Julian elucidates, encompasses a broad array of assets essential for economic growth and societal function. In the current climate of uncer...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tony Negline, superannuation and financial services leader at Chartered Accountants ANZ, to discuss some of the alternatives to the $3 million super tax. Mr Negline explains CA ANZ's range of position on division 296, detailing a range of alternatives that it has proposed to the government, and whether there is...

In this episode of Relative Return, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more. Taylor, a key figure in the opposition, shared his views on a range of issues from the government's handling of the Quality of Advice Review (QAR) to the challenges facing the...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Estelle Parker, the co-CEO of the Responsible Investment Association Australasia (RIAA), to discuss the upcoming RIAA conference and how financial advisers can improve their skills in responsible investment. Parker breaks down the areas of focus for the conference and the broader role of the RIAA in shaping investment practi...

In the latest episode of InvestorDaily Uncut, we delve into the burgeoning world of private credit, a sector that has captured the attention of investors globally. Gerard Hargraves, the head of real estate lending, fixed income at Challenger Investment Management, joins us to shed light on the intricacies of private credit, its growth and challenges. Hargraves, with a rich background spanning almo...

In this episode of Relative Return, host Laura Dew speaks with Andrew Mitchell, director and senior portfolio manager at Ophir Asset Management, about why he loves working in fund management and the lessons he's learnt in a decade of running a firm. Listen as they discuss: His previous career at the Treasury. The challenging divide between running a business and managing portfolios. The importance...

In this episode of the InvestorDaily Uncut podcast, host Maja Garaca Djurdjevic is joined by Mark Power, head of income credit at Qualitas, to delve into the rapid expansion of the real estate private credit market. Power's extensive experience in real estate finance sheds light on the evolving landscape of private real estate credit. The pair explore the regulatory changes post-Global Financial C...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Michael Wilczynski, co-owner of SMSF Property Valuations, to discuss the ins and outs of getting a property valuation that SMSF members can rely on. Wilczynski explains why this process is vital, especially given the complexities involved in valuing unique properties or those with limited comparable market sales, and how his fi...

In this episode of Relative Return, host Laura Dew speaks with Blackwattle Investment Partners managing director and chief investment officer, Michael Skinner, about setting up an asset manager and what he looks for in an investment team. Listen as they discuss: The preparations and planning before the launch of Blackwattle. Why the firm wanted to launch multiple funds. What he has learnt in the f...

In this special episode of Relative Return, Momentum Media's Phil Tarrant and Jordan Coleman discuss the publishing house's expansion into greater coverage of the wealth management space. Listen as they discuss: The evolving financial services landscape since the Hayne royal commission. Strategic acquisitions and developments to help the space. Money Management's fund performance coverage via Inve...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the first bill coming out of the Quality of Advice Review and the advice profession becoming a hot-button political issue. With concerns swirling around the timeline for implementation, the Coalition has come out swinging, calling the drafting of the bill an "embarrassing blunder". Howev...

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Riley James, founder and chief executive of fintech SuperAPI, about creating a superannuation ecosystem and potential changes from the Quality of Advice Review. Listen as they discuss: The gap in the market for a technology ecosystem within superannuation.     Working together with super funds and employers to create a smo...

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with founder and director of Forte Asset Solutions, Steve Prendeville, to dissect what makes a successful advice business in 2024. Ahead of his appearance at the Adviser Innovation Summit 2024, Prendeville discusses the evolving advice landscape, touching on the challenges and opportunities that lie ahead. Listen as he di...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Eleece Quilliam, client development manager at  Macquarie's Banking and Financial Services group, to discuss the key learnings for advisers from the Macquarie Virtual Adviser Network Global Innovation Program. Quilliam shares insights and practical recommendations from some of the most innovative firms in the US financial servi...

In this episode, host Laura Dew speaks with Phillip Hudak, co-portfolio manager of the Australian Small Companies Fund at Maple Brown-Abbott, about the allure of Australian small caps and how the current market environment presents a "compelling opportunity" reminiscent of the post-Global Financial Crisis period. Listen as they discuss: How inefficiencies and information advantages present in smal...

In the latest episode of the ifa Show, host Keith Ford sits down with Nathan Fradley, who has recently launched a standalone advice business to focus on complex cases that require specialist attention. Fradley explains why he decided to leave his previous role and the provision of ongoing advice in favour of working with financial advisers and their clients in a way that is modelled on how a barri...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Stuart Wilton, co-head – unlisted funds at Centuria, to discuss commercial property investments. Wilton explains the benefits of including commercial property investments within an SMSF portfolio, as well as some of the barriers that need to be considered when investing in the asset class. Listen as they discuss: Some of the re...

In this episode, host Laura Dew speaks with Chris Brycki, founder and CEO of Stockspot, about the rise of fintech, robo-advice, and the importance of financial education. Listen as they discuss: Australia's understanding and uptake of online investing. How the firm conducts its asset allocation and stock selection. Behavioural biases among consumers. The impact of rising interest rates on investin...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Phil Anderson to discuss the industry's concerns regarding the latest CSLR levy, emphasising the unexpected scale of the levy and its focus on covering legacy issues. Anderson, who is the general manager of policy advocacy and standards at the Financial Advice Association Australia (FAAA), highlights the unexpected scale of...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Arthur Naoumidis, CEO of the Aligned Disability Property Fund, to discuss investing in NDIS housing. Naoumidis explains why the NDIS provides rent subsidies for disabled Australians and how SMSF members can invest to generate competitive returns and provide a social good. Listen as they discuss: Where investors have been focusi...

In this episode, host Laura Dew speaks with Christopher Chen, senior investment director, Asia-Pacific at American Century Investments, about global small caps, technology stocks, and why ESG is not a political statement. Listen as they discuss: The performance of global small caps. The emergence of "exciting" valuation discount. How he approaches stock selection. The small cap tech stocks that co...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Yianni Socratous, general manager of Granite Home Loans, to discuss property investment through an SMSF. Socratous explains the different ways that SMSF members can invest in property and what to consider when developing a strategy that fits the specific goals and circumstances of each investor. Listen as they discuss: How self...

In this episode, host Keith Ford speaks with Frank Danieli, managing director and head of credit investments and lending at MA Financial, about the evolving landscape of private credit in Australia. Listen as they discuss: ·        The environment for alternative investments. ·        Demystification of private credit for investors. ·        How MA Financial grew from an investment bank into an as...

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with Adele Martin, the founder of My Money Buddy and the Savings Squad podcast, on the occasion of International Women's Day. Martin and Djurdjevic discuss the latest gender pay gap data, as well as ways to attract more women into financial advice and the potential for women to make a significant impact in the sector. Lis...

There are so many amazingly successful women in the finance industry, but only a small number have a strong brand and online presence in this traditionally male-dominated industry.    As we celebrate International Women's Day, we want to help more women raise their profile and showcase the incredible professionals in this space.   In this episode, partnered by Mortgage Choice (part of the REA Grou...