Wealth Management Podcast Network

In this episode of The ifa Show, host Keith Ford is joined by Corey Wastle, CEO of Verse Wealth, to take a deep dive into strategies for attracting and retaining top talent in financial advice, particularly given the shrinking talent pool. Wastle emphasises the importance of becoming a "destination workplace" where the best people want to work – which requires cultivating a strong culture, focusin...

It's the start of a new financial year, but there are still many uncertainties in the SMSF world. In the latest episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn discuss the implications of the upcoming Division 296 legislation, which is set to impact individuals with superannuation balances over $3 million. As the new financial year kicks off, there is a raft of other topics that...

In this week's episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford break down the flurry of activity and announcements since the calendar ticked over to FY2025–26, from ASIC action to super fund results. Tariff mayhem and swirling volatility in global markets had the prospect of strong super fund returns in doubt just a few months ago, but surging equity markets, high-p...

In this episode of The ifa Show, host Keith Ford is joined by James O'Reilly, financial planner and director of Northeast Wealth, to delve into why advice practices should be conducting an internal review at the end of the financial year, arguing that this is a great time to look at what can be done better. Efficiency has been a particularly hot topic over the last 12 months and with this in mind,...

In this week's episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to explore the major global and domestic forces shaping investment markets in 2025, from ongoing geopolitical tensions and the NATO summit to US President Donald Trump's trade policy and the One Big Beautiful Bill. Conflict in the Middle East has had little impact on markets, with much of the focus s...

In this episode of The ifa Show, host Keith Ford is joined by Nicole Gardner, founder and financial adviser at Stellar Wealth, to explore how clients react to times of turmoil and whether global events should change investment plans or even their ethical considerations. As tensions in the Middle East continue to simmer in a very public manner, Gardner explains that clients are now left considering...

With just two weeks remaining until the financial year wraps up, getting an SMSF ready for tax time involves ensuring there is a smooth audit process. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn are joined by well-known industry auditor Deanne Firth, director of Tactical Super. Firth offers some valuable insights and timely reminders for SMSF trustees and auditors...

In this week's episode of Relative Return Insider, Professor Robert Brooks of Monash Business School joins the show to unpack the economic and market implications of rising tensions between Israel and Iran. Against a backdrop of military strikes and disrupted supply chains, Professor Brooks explains how the oil and gas markets have responded, why prices have surged, and the role the Strait of Horm...

In this episode of The ifa Show, host Keith Ford is joined by Natallia Smith, the director and principal financial adviser of TruWealth Advice, to explore how ethics have shaped her firm at a foundational level and the benefits of self-licensing in giving her control to make business decisions grounded in ethical practices. Touching on a hot topic for the profession, Smith shares her views on advi...

In this week's episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford discuss a busy week of announcements from ASIC, with submissions to its public and private markets paper made (mostly) public. The corporate regulator also held an event to break down its takeaways from the consultation, highlighting the need for greater transparency from market participants, while using...

In this episode of The ifa Show, host Keith Ford is joined by ifa journalist Shy-ann Arkinstall to discuss new Financial Services Minister Daniel Mulino's initial meetings with industry associations, including the Financial Advice Association Australia, the Association of Independently Owned Financial Professionals and the SMSF Association, and what the outcomes of these say about the future of th...

As the end of the financial year approaches, SMSF professionals are gearing up to navigate the complexities of superannuation contributions and tax planning. In this episode of the SMSF Adviser Show, industry stalwart Liam Shorte, director of Sonas Wealth, explains the essential areas that advisers and accountants should address in the next three weeks to optimise super strategies for their client...

In this week's episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to unpack Australia's underwhelming March quarter GDP figures and what they signal for the Reserve Bank's next move. With quarterly growth slowing to just 0.2 per cent, Oliver also explores whether interest rates remain too high and why a rate cut may arrive sooner than expected, as well as whether t...

On this episode of The ifa Show, host Keith Ford is joined by Hugh Robertson, chief executive of Centaur Financial Services, to explore the challenges that come with market volatility and how advisers can really show their value in these times. Although many clients will feel the need to adjust their investments as changes occur, Robertson believes that timing the market simply doesn't work, highl...

The latest episode of Relative Return sees host Laura Dew chat with Brian Jones, founder of outsourcing company VA Platinum, on why choosing to outsource certain functions of your business can enable you to be efficient and productive. Listen as they discuss: Whether outsourcing is right for you and your business. What factors to consider when seeking a provider. Ensuring data is kept securely. Bu...

In this episode of Relative Return Insider, hosts Maja Garaca Djurdjevic and Keith Ford are joined by Money Management editor Laura Dew to discuss learnings from JP Morgan's recent conference in London, and what top fund managers and analysts see driving market behaviour. We also breakdown the Coalition's shadow ministry announcement and what these political moves mean for advisers and industry re...

This week on The ifa Show, host Keith Ford is joined by Adele Martin, founder of Financial Adviser Scale Squad, who speaks about the value of collaboration within the financial services sector and how this can help advisers grow and improve their businesses. Ahead of presenting at the AI Summit in June, Martin explains how advisers can use AI in their practices to not only help them be more effici...

In this episode of Relative Return, host Laura Dew chats with Zahid Kassam, portfolio manager at MFS Investment Management, to unpack the intricacies of contrarian investing and how financial advisers can uncover hidden gems. Listen as they discuss: Kassam's own journey to becoming a contrarian investor. Why volatility is a contrarian's friend. The differences between contrarian and value investin...

The $3 million super tax has been headline news around the country over the past couple of weeks and has finally made the front pages of the mainstream media. In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn highlight a critical aspect of the debate that has captured the media's attention: the difference between the perception and the reality of the implications of the Div...

In this week's episode of Relative Return Insider, AMP chief economist Shane Oliver joins the show to break down the Reserve Bank's recent decision to cut interest rates to their lowest level since early 2023, and how it highlights a notable pivot in the central bank's stance. Oliver also explores the ripple effects of unpredictable US tariff policies, bond market volatility, and the evolving role...

In this episode of The ifa Show, host Keith Ford is joined by Fraser Jack, founder of The Cyber Collective, to delve into the longstanding issue of giving financial advisers access to the ATO portal and why the Tax Office might be hesitant to open the door. Jack also touched on the CPS 230 regulation, which will come into force on 1 July, explaining that advisers will be under even heavier scrutin...

In the latest episode of Relative Return, host Laura Dew chats with Haran Karunakaran, fixed income investment director at Capital Group, to discuss why fixed income solutions are back in the spotlight of client portfolios for advisers. Listen as they discuss: The reversal of adviser sentiment towards fixed income. The current fixed income market environment and the impact of US President Donald T...

In this week's episode of Relative Return Insider, Financial Services Council CEO Blake Briggs joins the show to break down what the federal election and new-look Treasury portfolio mean for the financial services industry. Briggs explains that Dr Daniel Mulino enters the financial services minister role with a suite of policies announced under his predecessor but not yet completed, stressing the...

In this episode of Relative Return, host Laura Dew chats with Andrew Lockhart, managing partner at Metrics Credit Partners, about the case for private debt, a fast-growing asset class gaining attention from advisers. Listen as they discuss: The role private debt can play in a diversified portfolio. ASIC's recent private markets report and potential implications. How Metrics mitigates possible risk...

With Labor winning the election with a clear majority, the SMSF sector is now once again poised for battle over the controversial Division 296 tax. In this episode of the SMSF Adviser podcast, hosts Keith Ford and Aaron Dunn sit down with SMSF Association CEO Peter Burgess to talk about the implications of the election results, what it may mean going forward, and the association's plans to convinc...