Wealth Management Podcast Network

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...

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. Joanna James is an advocate for constant reinvention and resilience, having adapted to change over her career in the finance space herself. Having worked in the lending space for more than 20 years – including as the general manager of non-bank lender Mortgage Ezy...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Raymond Hempstead, founder and managing director at Supavest, to discuss how SMSF members can invest in property. Mr Hempstead explains the taxation strategies and incentives to invest in house and land builds through an SMSF, and the different options available to members that they may not be aware of. Listen as they discuss:...

Momentum Media Editor Maja Garaca Djurdjevic sits down with Financial Services Minister Stephen Jones In this conversation, Minister Jones shares his candid assessment of the progress in financial advice, discusses his goals for the industry, addresses criticism surrounding his approach to the Quality of Advice Review, and delves into the role of superannuation funds, banks, and insurers in shapin...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Kelly Power, chief executive officer of superannuation at Colonial First State, to discuss the recent CFS research on the value of financial advice. The research, conducted by CFS, shows that 53 per cent of Australians aged 16 to 39 are open to financial advice. Ms Power examines what this means for the way we understand you...

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. Tanya Sale co-founded mortgage aggregation group outsource Financial with Andrea Tassis 13 years ago, with Tanya now one of the very few female chief executives in the mortgage industry. In this episode, Annie Kane sits down with Tanya Sale to find out: How a pigg...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by George Haramis, the CEO of moneyGPS and accountantsGPS, to discuss how digital advice services can assist SMSFs. Mr Haramis explains why he launched accountantsGPS to help accountants and advisers within the SMSF space, and how his decades of experience in the industry have informed the business and its focus. Listen as they di...

In this week's episode of Relative Return, host Maja Garaca Djurdjevic speaks to David Ashton, senior portfolio manager at Macquarie, about how long it could be until Australia sees an interest rate cut. Listen as they discuss: How long interest rates could be on hold. Why the current market environment isn't a repeat of the 1970s. The impacts of geopolitics on the economy and markets. The benefit...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by George Haramis, the CEO of moneyGPS and accountantsGPS, to discuss the rise of digital advice in the financial services industry. With over 30 years of experience in the financial services industry, Mr Haramis provides valuable insights into the development and growth of digital advice, and why incorporating digital advice i...

In this week's episode of Relative Return, host Maja Garaca Djurdjevic speaks to Patrick Clarke, general manager of retirement solutions at Generation Life, to discuss how super funds can help members transition into retirement. Listen as they discuss: The 4.2 million Baby Boomers heading into retirement. Super funds' efforts to meet the Retirement Income Covenant. How to encourage retirees to spe...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Hans Egger, founder and managing director of Astute Wheel, to discuss how digital advice can enhance the client-adviser relationship. Mr Egger explains how digital advice is a much broader term than robo-advice, and how implementing tech-driven solutions can provide efficiencies and ease the challenges financial advisers fac...

Tim Steele, chief executive officer at Class, and Jo Hurley, general manager, growth at Class, join the SMSF Adviser Show to talk about the findings of their annual Benchmark Report . Mr Steele and Ms Hurley explain that younger generations are driving new SMSF establishments, but growth in the sector is also being aided by greater longevity for older SMSF members. The pair also cover the superann...

In this week's episode of Relative Return, host Maja Garaca Djurdjevic speaks to Adam Scully, senior portfolio manager at Alexander Funds Management, to help investors demystify credit and fixed income funds. Listen as they discuss: Exploring the differences between credit and fixed income The role they can play in portfolios How interest rates affect bond and credit portfolios Considerations when...