Wealth Management Podcast Network

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Kerry Ong, the general manager of customer wealth at Iress, to discuss improving the efficiency and accessibility of financial advice in Australia. Mr Ong touches on the significant challenges facing the industry, including regulatory changes and cost pressures, which have necessitated doing more with less, as well as how Ir...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn discuss the possible pathway for advisers to enter the industry through super funds and progressing from limited advice to fully licensed advisers. On the back of Financial Services Minister Stephen Jones floating the idea that non-relevant providers working in super funds could help increase adviser numbers, the pair look a...

In this episode of Relative Return, host Keith Ford speaks to the managing partner of Metrics Credit Partners, Andrew Lockhart, about the benefits of private markets exposure in a diversified investment portfolio. Listen as they discuss: Why private markets investing is so attractive in the current environment. How Metrics Credit Partners identifies lucrative investment opportunities in private de...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by the general manager of consulting at Elixir, Sue Viskovic, to discuss her recent business merger, the evolving landscape of financial advice, and the role of technology in shaping the industry's future. Ms Viskovic explains the strategic decision to merge with Vital Business Partners (VBP), which brings greater access to cap...

Following the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. In this episode, we chat to Rebecca Warren, executive general manager of small-business banking at CommBank, about how she navigated a historically male-dominated industry over her 20-year career and why she believes inclusion and diversity are not just morally i...

In this episode of Relative Return, host Charbel Kadib speaks to Steven Tang and Damien Hennessy of Zenith Investment Partners about portfolio construction and asset allocation. Listen as they discuss: Is portfolio construction an art or science? The importance of selecting the right blend of products for different portfolios. Rebalancing portfolios to perform in different market environments. Bei...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by journalist Keith Ford to take a look at the first tranche of legislation for the government's Delivering Better Financial Outcomes package of reforms. The pair discuss what is included in the draft legislation announced by Financial Services Minister Stephen Jones – and what isn't. They also break down the minister's comment...

Following the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. In this episode, we chat to Suzanne Wood, state general manager residential broker Victoria/Tasmania at Westpac Group (and state chair of the Women of Westpac employee advocacy group), about how she climbed the career ladder in banking and the power of having str...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Peter Burgess, chief executive officer at the SMSF Association, to break down the regulatory landscape for SMSFs. Mr Burgess explains the SMSF Association's position on division 296 – the government's proposed $3 million super tax – including where the major issues lie as well as alternative methods if the gove...

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks to John Julian, fund manager of the Dexus Core Infrastructure Fund, to discuss infrastructure opportunities and the outlook for real assets. Listen as they discuss: The risk and return drivers of infrastructure. Why Melbourne Airport has been a strong performer despite lockdowns. How infrastructure can provide a hedge against e...

In this episode of the ifa Show, host Keith Ford is joined by Steve Prendeville, founder and director of Forte Asset Solutions, to examine what the future landscape of the advice profession will look like. Mr Prendeville explains why we are on the verge of a golden age of advice, spurred on by what he sees as an imminent period of legislative stability when the Quality of Advice Review changes are...

In this episode of Relative Return, hosts Charbel Kadib and Laura Dew chat to Adam Alexander, portfolio manager at Schroders, about Australian equities and why separately managed accounts are ideal for financial advisers. Listen as they discuss: The benefits of a separately managed account (SMA) structure. Sectors he favours within Australian equities. Why a highly concentrated portfolio of 20–25...

In this episode of the ifa Show, host Keith Ford is joined by Adam  Holster , professional services banking executive at NAB, to discuss the optimistic outlook for growth among advice practices. Mr  Holster  explains the findings of recent NAB research that the majority of advice firms expect strong growth over the next 12 months, how this is enabling them to attract their ideal clients, and why a...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss private credit. Mr McVeigh explains the ins and outs of private credit, including what SMSF members need to know and how the asset class can bring value to a member's portfolio. Listen as they discuss: • The different types of private debt that are available. • How SMSF mem...

Ahead of the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. In this episode, we chat to Anjali Crossette, manager of motor operations at non-bank lender Liberty, about breaking barriers and misconceptions about car finance and why she believes the industry needs to showcase gender diversity across every rung of the career...

In this episode of Relative Return, hosts Charbel Kadib and Laura Dew speak to Simon Brown, co-portfolio manager at Tribeca, about small cap performance and how he differentiates his fund. Listen as they discuss: How the fund has achieved outperformance in an underperforming asset class. The "survivorship bias" in the fund's 22-year tenure. The Tribeca Australian Smaller Companies Fund's allocatio...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Conaill Keniry, the founder of The Adviser Games, to discuss what exactly the games entail. Mr Keniry explains what prompted the idea to reshape and energise the professional development day format into a series of games that are more fun and interesting than the standard fair advisers are used to. Listen as they discuss: •...

Ahead of the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. In this episode, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd, Sarah Carli, to discuss how she made her way from the track to financial advice. Ms Carli, who competed in the 400-metre hurdles at the Tokyo Olympics in 202...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Olivia McArdle, head of payments and deposits, and Duncan Booth, strategic account manager at Macquarie, to discuss the importance of cash flow. Olivia and Duncan explain why cash is key to effectively managing your SMSF and achieving your investment objectives, as well as the importance of choosing the right tools to manage yo...

In this episode of Relative Return, host Phillip Tarrant speaks with Joseph Sitch, co-CIO of Victor Smorgon Group, about the family office's venture into the fund management space.   Listen as they discuss: The origins of Victor Smorgon Group. The strategies underpinning the group's success in building and sustaining intergenerational wealth. Why the family office decided to enter the fund managem...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd Sarah Carli, to discuss how she made her way from the track to financial advice. Ms Carli, who competed in the 400-metre hurdles at the Tokyo Olympics in 2020, explains how she found her way to financial advice and the valuable skills she has learnt as an adviser that have posi...

Ahead of the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space. Deslie Taylor, principal at Mortgage Choice Ormeau in Queensland, is one of the top brokers in the country, having settled over $1 billion in loans in her 16-year career and taken home numerous awards including Mortgage Broker of the Year at the Women in Finance A...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Tanya Hoshek, Executive General Manager – National Distribution at La Trobe Financial, to discuss SMSF lending. Ms Hoshek gives a breakdown of the current environment for SMSF investors and the impact of these conditions on the broader economy, including the property market. Listen as they discuss: • How SMSFs are investing and...

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks to the head of sustainable investment at FTSE Russell, Tony Campos, about the transition to low-carbon economy and how that is being reflected in equity indices. Listen as they discuss: The challenges presented by the lack of global sustainable definitions. FTSE Russell's partnership with the Transition Pathway Initiative to pr...

In a recent episode of the InvestorDaily Uncut podcast, the CEO of the Financial Services Council (FSC), Blake Briggs, and Natasha Gray, senior business solutions consultant at Objective, joined forces to explore the evolving landscape of financial services compliance in Australia. Joining editor Maja Garaca Djurdjevic, their conversation centred on the recent enhancements to the target market det...