Wealth Management Podcast Network

In this episode of The ifa Show, host Keith Ford is joined by Phil Anderson to discuss a range of pressing issues for the advice profession that are adding a cost burden to the provision of advice. Anderson, who is the general manager of policy, advocacy and standards at the Financial Advice Association Australia (FAAA), explains the different mechanisms in how the CSLR and ASIC funding levies are...

In this episode of the SMSF Adviser Show, Adrian Fisher, head of distribution and product at RedZed, joins host Maja Garaca Djurdjevic to discuss why the self-employed lender has launched a new offering for SMSFs. Fisher explains that SMSFs are a natural fit for small business owners, but they often run into hurdles, with infrequent super contributions scaring off traditional lenders and making it...

In this week's episode of Relative Return, host Laura Dew speaks with Jordan Cvetanovski, chairman and chief investment officer at Pella Funds Management, about running his own business, ESG, and global equities. Listen as they discuss: Taking the step to set up his own asset manager. The philosophy and process of the Pella Global Generations Fund. "Walking the walk" on ESG and aligning that acros...

On this week's episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Cable Rickard, general manager of Wrap Solutions and Product Integration at Insignia Financial, to discuss the evolution of Insignia Financial, the impact of recent acquisitions, and the future of their flagship platform, Expand. Tune in to hear insights on how Insignia is navigating industry changes, enhancing client...

In this episode of Relative Return, host Keith Ford sits down with Mariana Paul, investment specialist for O'Connor and head of sales and distribution for South-East Asia at UBS Asset Management, to discuss alternative investments and hedge funds. Listen as they discuss: UBS' single-manager hedge fund group O'Connor. Demystifying hedge funds. The allocation shift away from 60/40 portfolios. The gr...

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford following the first Compensation Scheme of Last Resort payments being made to discuss how the scheme is impacting the advice profession. The pair delve into the details behind the CSLR, including how the scheme works and why advisers won't be on the hook for claims related to mortgage brokers, as w...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Tracey Scotchbrook, head of policy and advocacy at the SMSF Association, to discuss the intricacies surrounding possible changes to the wholesale investor tests. Scotchbrook explains the background to the current inquiry into the wholesale thresholds, including how SMSFs find themselves in a grey area between the standard $2.5...

In this episode of Relative Return, host Laura Dew speaks with Mischa Bennett, managing director of Capital Executive Search, to dig into the intricacies of fund management recruitment. Capital Executive Search is a partner of the Money Management Fund Manager of the Year Awards, which took place on 13 June. Listen as they discuss: The areas of fund management actively hiring right now. Whether it...

In this episode of The ifa Show, hosted by Keith Ford, Hans Egger, managing director of Astute Wheel, delves into the importance of client portals for financial advisers. The discussion centres on the benefits of using client portals to enhance data security and improve the overall client experience. The pair discuss: The critical role of client portals in protecting sensitive financial informatio...

In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic speaks with Mike Younger and Richard Ivers, co-portfolio managers of the Prime Value Emerging Opportunities Fund. The pair share their experiences and investment process of the Australian and New Zealand small-cap fund, with small-cap earnings growth set to be stronger in the coming years. They also discuss the balance of ha...

In the latest episode of Relative Return, host Laura Dew chats with Manny Damianakis, head of sales at Global X, about the popularity of thematic ETFs and the benefits they offer advisers. Listen as they discuss: How advisers are turning to thematic ETFs to access tech opportunities. The impact of artificial intelligence. Global X's product development based on adviser feedback. Offering access to...

Michael Pillemer, CEO of PPS Mutual, to discuss the sustainability and advantages of the mutual insurance model. Pillemer highlights that the mutual model allows for profit sharing among members, contributing to long-term sustainability and client satisfaction. Despite industry challenges like the adviser exodus and economic crises, PPS Mutual has grown steadily, now serving nearly 12,000 members...

In this episode of Relative Return, host Maja Garaca Djurdjevic chats with James Harwood, director and senior portfolio manager of the APAC region at Russell Investments, about ESG and active exchange-traded funds (ETFs) Listen as they discuss: Russell launching its first global equity ESG ETF in Australia. Why ESG vehicles are growing in popularity after a temporary lull. How an active ETF can po...

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Padua Solutions co-founder and co-CEO Matt Esler ahead of the Adviser Innovation Summit in June to discuss the power of data in financial advice. Esler explains the pivotal role that data plays in shaping the future of financial advice, and the importance of understanding client advice data and identifying gaps in CRM...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and education manager at Smarter SMSF, to discuss some of the contribution considerations advisers need to keep in mind ahead of 30 June. Miller explains the concept of a 'contributions matrix' and how it can help SMSF members consider the future distribution of their superannuation f...

In this episode of Relative Return, host Keith Ford speaks with Matt Reynolds, investment director at Capital Group, about how the firm's history and fundamental research help it maintain a long-term investing mindset. Listen as they discuss: The companies successfully incorporating AI. The long-term potential of healthcare stocks. How investors can maintain a long-term horizon. Capital Group's 93...

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by DASH chief executive officer Andrew Whelan ahead of the Adviser Innovation Summit in June to discuss the intergenerational transfer of wealth. Whelan explains how the wealth transfer is leading to seismic shifts within financial advice, which is compounded by younger generations preferring digital interactions over fac...

In this episode of Relative Return, host Laura Dew speaks with Andrew Lockhart, managing partner at Metrics Credit Partners, about commercial property and real estate equity. Listen as they discuss: The appeal of real estate debt and equity funds. Possible returns generated by the asset class. Metrics' upcoming real estate income fund. Which commercial building types are performing well. How Metri...

In this episode of Relative Return, host Laura Dew speaks with Russel Pillemer, chief executive of Pengana Capital Group, to discuss the opportunities in global private credit in this market environment. Listen as they discuss: The different segments of the global private credit market. Its new listed global private credit vehicle, launching this month. How global private credit can fit into an in...

In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic welcomes private equity portfolio manager at MLC Asset Management, Laura Hotaling, to delve into the intricacies of private equity investing, particularly in the Australian market. Hotaling explains that private equity offers a unique value proposition to investors, providing an avenue for diversification beyond what the pub...

In this special budget episode, hosts Keith Ford, Maja Garaca Djurdjevic, and Aaron Dunn discuss the outlook for financial advice and SMSFs on the back of a budget that revealed little in terms of detail for either sector. They also take a look at some of the measures that were included, as well as why some high-profile topics were left out completely, such as the $3 million super tax being conspi...

In this episode of Relative Return, host Laura Dew speaks with Steve Johnson, founder and CIO at Forager Funds Management, about the impact of human psychology on investing and whether fund managers can ever beat algorithms. Listen as they discuss: Setting up his own firm at 30. How behavioural finance informs his investment process. Why the cryptocurrency hype isn't a Ponzi scheme. The problem wi...

In this episode of the ifa Show, host Keith Ford is joined by Ben Neilson, a financial adviser at Complete Wealth, to discuss streamlining the production of advice to help more clients. Neilson breaks down the way he makes advice more efficient and why advisers should be trying to do the same, as well as explaining why taking on more clients doesn't need to come at the expense of work/life balance...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the property market and how the current landscape can impact how an SMSF invests. McVeigh explains what is happening in the real estate market, the factors affecting it, and the strategies that SMSFs can utilise, as well as why the investors don't need to be constrained by...

In this episode of Relative Return, host Laura Dew speaks with Daniel Bower, chief product officer at FinClear, and Bill Keogh, chief executive of Transact1 (a FinClear subsidiary) to discuss cash as an asset class. Listen as they discuss: Demystifying cash as an asset class. Uncovering better rates on offer. The pitfalls of early "teaser rates". Factoring in the impact of currency exchange. Alter...