Wealth Management Podcast Network

In this episode of Relative Return, host Phil Tarrant chats to Tom King OAM, chief investment officer at Nanuk Asset Management, to discuss why he dislikes the term 'ESG' despite the firm's sustainable focus and his past as an Olympic sailor. Listen as they discuss: Establishing a sustainable fund manager His dislike of the term 'ESG' How advisers can get clients engaged with sustainable investmen...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Matt van Dijk, general manager distribution Queensland/Northern Territory at Praemium. Mr van Dijk joins the show to discuss the unmet advice needs of high-net-worth investors, with recent Praemium research showing that as many as 53 per cent of these investors are in need of quality advice tailored to their unique advice...

With 30 June just around the corner, there are a number of opportunities to examine with SMSF clients as part of year-end tax planning. In this episode, Tim Miller, SMSF technical and education manager at Smarter SMSF and Smarter SMSF chief executive Aaron Dunn share a range of tips, traps and strategies that SMSF professionals can look to employ with their clients in the lead up to 30 June. Tim h...

In this episode of Relative Return, host James Mitchell chats to Nick Eatock, chief executive of Intelliflo. The pair discuss Intelliflo's move into the Australian market as the UK firm launches its software and technology to Aussie financial advisers.  Listen as they unpack: His views on the Aussie adviser landscape The impact of the UK's Retail Distribution Review The importance of technology an...

In this episode of Relative Return, host James Mitchell chats to David George, chief executive of Magellan Financial Group, to discuss how he is hoping to grow the asset manager to $100 billion in assets under management. Listen as they unpack: Taking over the CEO role at Magellan What he learnt from his role at Future Fund Staff culture at the firm Clients receiving financial advice His plans for...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Jacqui Henderson, founder and chief executive of Advice Intelligence. Ms Henderson discusses the evolution of technology in the advice space over her time in the industry, and how advisers could benefit from embracing digital innovations. She explains the goals of the Australian Digital Advice Association (ADAA), which in...

With younger SMSF trustees driving up SMSF establishments, Jo Hurley highlights the top priorities for trustees in this age group. Class general manager, growth, Jo Hurley discusses the upwards trend in SMSF establishments in the 44 and below age group as reflected in recent ATO statistics. Ms Hurley touches on some of the factors driving the increase in SMSF setups in this age group including mor...

In this episode of Relative Return, host James Mitchell catches up with Hari Balkrishna, portfolio manager at T. Rowe Price, to discuss his journey from investment banking with Goldman Sachs to running a Global Impact Equity Fund in London. Listen as they unpack: The difference between ESG, sustainability and impact investing The underappreciated alpha potential of certain stocks Why Nvidia is not...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by George Haramis, co-founder and chief executive of moneyGPS. Mr Haramis discusses what led to the formation of the Australian Digital Advice Association (ADAA), which includes moneyGPS, abrdn, Ignition Advice and Advice Intelligence, as well as how the process is progressing and the goals of the association. He addresses c...

In this episode of Relative Return, host James Mitchell catches up with Milford Asset Management's Will Curtayne to find out why he believes property price growth will track wage growth over the next decade. Listen as they discuss: The major impact of retiring Baby Boomers on the global economy Why it can be tactically beneficial to hold up to 40 per cent cash A new era of structurally higher wage...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by senior journalist James Mitchell to chat about Labor's latest budget and missed opportunities. Maja and James reflect on some of the biggest budget announcements, including superannuation tinkering, cost-of-living measures, and an unpleasant ASIC levy announcement, while reviewing Labor's relationship with the advice indu...

The federal budget has outlined the government's approach to some key issues for the SMSF industry. In this special budget episode, hosts Aaron Dunn and Miranda Brownlee discuss whether the quieter budget this year is the calm before the storm with the government still in the process of legislating an objective of super. They also discuss in detail the tweaks made to the non-arm's length expenses...

In this week's episode of Relative Return, Mayflower Consulting's CEO, Sarah Penn, chats with host James Mitchell about structural issues in the Australian superannuation sector as Baby Boomers move from accumulation to drawdown. Listen to James and Sarah delve into: The Labor government's disruption to the financial services industry Super funds running out of places to put our money Why financia...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Stuart Robert, shadow financial services minister and shadow assistant treasurer. Mr Robert shares his and the Liberal party's views on the final report of the Quality of Advice Review and why they support its adoption in full, explaining why Minister Stephen Jones' proposed review of the review is an insufficient respons...

In this week's episode, Infinity Asset Management's chief investment officer, Piers Bolger, shares his insights on BHP, Westpac, Afterpay, managed accounts and the marketing spin surrounding the ESG movement. Mr Bolger sits down with host and senior journalist James Mitchell to discuss: How he started out in financial services The impact of rising rates on assets and asset allocation Why Infinity...

ASF Audits head of education Shelley Banton discusses the recent shift in the ATO's compliance approach and some of the emerging compliance issues for SMSFs. Ms Banton shares her thoughts on the reasons behind the recent spike in trustee disqualifications and where some of the serious breaches are arising. She also chats about the benefits of early engagement with the ATO where issues arise, and e...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic and Glen Hare talk about the role of the advice community in promoting ESG. Glen Hare, co-founder and financial adviser at Fox & Hare, joins the ifa podcast to discuss the power that advisers have to educate more than 2 million Australians about investing ethically. The pair cover B Corp certification, looking at what it means, why ad...

In this episode, Momentum Media's managing editor of financial services, Phil Tarrant, sits down with senior journalist and host, James Mitchell, to discuss the vision of Relative Return and the growth of Momentum's financial services team. In this first episode, James and Phil discuss: How the Relative Return podcast was conceived The value of long-form content in financial services Momentum Medi...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic and Peter Johnston talk about the experience pathway in light of the government's recent announcement. Peter Johnston, executive director of the Association of Independently Owned Financial Professionals and a longtime advocate of the experience pathway, returns to the ifa podcast to explain its potential as a game-changer for the ind...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Philippa Hunt, director at AFSL Artemis Investments, to chat through her thoughts on QAR and the need for added focus on the wellbeing of advisers. Ms Hunt speaks about her support for Minister Stephen Jones taking his time to get things right, given the "catastrophic" outcomes for the industry resulting from the rushed i...

In this episode, host Maja Garaca Djurdjevic sits down with Dugald Higgins, head of responsible investment and sustainability at Zenith, to discuss the current state of ESG in Australia. Before diving into the sentiment towards ESG in Australia, Mr Higgins separates ESG from sustainability and explores why it's important to do so. With so many ESG investment strategies and funds available, he disc...

On a new episode of the InvestorDaily Uncut podcast, host Maja Garaca Djurdjevic is joined by Jonathan Shead, the head of investment at State Street Global Advisors. In this podcast, Mr Shead provides a clear definition of ESG and explains how it differs from ethical investing. He talks about why ESG is all about the way in which environmental, social, and governance factors impact the return of a...

On a new episode of the InvestorDaily Uncut podcast, host Maja Garaca Djurdjevic is joined by Blake Briggs, CEO at FSC, and Andy Moy, vice president at Objective. Mr Briggs and Mr Moy joined the podcast to talk about the Design and Distribution Obligations (DDO), standardisation of compliance across the industry, ASIC's recent activities regarding stop orders, and more. While Mr Briggs outlined th...

On a new episode of the InvestorDaily Uncut podcast, host Neil Griffith is joined by Joanne Powell, account manager at local platform Objective. Ms Powell joined the podcast to talk about the upcoming TMDs review, what that means for banks and wealth managers, and where Objective can help the process. "In the wealth management space, it's come at an interesting time because they've also got their...

In our special episode of InvestorDaily Meet the Manager, host Maja Garaca Djurdjevic is joined by Intermede's Barry Dargan. The CEO and PM of  Intermede  joins the podcast to discuss  Intermede 's core investment philosophies and explain the processes behind the firm's portfolio construction. Mr Dargan delves into Intermede's fundamentals, including the concept of sustainable competitive advantag...