Wealth Management Podcast Network

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Adele Martin, founder of My Money Buddy and the Savings Squad podcast, to discuss how she is giving back through her business. Ms Martin touches on how and why she implemented a profit first model in her business and speaks about why setting aside funds for charitable donations and random acts of kindness is important to her...

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to James Martin, managing director and head of global client solutions at Hamilton Lane, about why true democraticisation of private markets is still on the horizon. Listen as they discuss: Challenges to accessing private equity Solving the illiquidity problem of private market investments Why Australia is leading the way global...

In this episode of the ifa Show, Keith Ford is joined by the CEO of moneyGPS and accountantsGPS, George Haramis, to discuss the impact of the government's response to the Quality of Advice Review (QAR) and the future of digital advice in Australia. Mr Haramis touches on the progress of the proposed digital advice association and whether the government's slow progress on the QAR has had an impact....

George Haramis, CEO of moneyGPS and accountantsGPS, joins the SMSF Adviser Show to discuss the impact of the government's response to the Quality Advice Review (QAR) and the future of digital advice in Australia. Mr Haramis touches on the progress of the proposed digital advice association and whether the government's slow progress on the QAR has had an impact. He also covers the role of super fun...

In this week's episode of Relative Return, host Phil Tarrant speaks to Shane Hurst, Managing Director and Senior Portfolio Manager at ClearBridge Investments, winner of this year's Infrastructure Fund of the Year. Listen as they discuss: His 20-year love of global listed infrastructure investing The firm's win at this year's Fund Manager of the Year Awards Why risk management is the most important...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by co-host Keith Ford to discuss the recent concerns raised by Sarah Abood, CEO of the Financial Advice Association Australia (FAAA), about ASIC levies and the role advisers play in ensuring Aussies retire comfortably. Maja and Keith take a closer look at ASIC's cost recovery implementation statement and share why the FAAA's CE...

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Gary Monaghan, investment director for Asian equities at Fidelity, about opportunities in Asia and the firm's recent win at the Fund Manager of the Year Awards. Listen as they discuss: Why Chinese technology doesn't equal all Asian technology stocks How the US sanctions have helped China The firm's win at this year's Fund Man...

In this episode of the ifa Show, stand-in host Keith Ford chats to Peter Johnston, executive director of the Association of Independently Owned Financial Professionals (AIOFP), to discuss the proposed good advice legislation and the power advisers have to lobby the government. Mr Johnston explains why he believes the good advice standard would be detrimental to consumers and gives his thoughts on...

Simon Aboud, chief product and marketing officer at Allianz Retire+, joins the SMSF Adviser Show to talk about retirement income solutions. Mr Aboud explains why longevity risk is such a concern for retirees and advisers, and how Allianz Guaranteed Income for Life (AGILE) can help mitigate these issues. He also covers the need for greater innovation with retirement income products and how product...

In this week's episode of Relative Return, host Phil Tarrant speaks to Justin Blaess, co-founder and portfolio manager at Quay Global Investors and winner of this year's Global Property Securities Fund of the Year. Listen as they discuss: The importance of a global approach to property investment The property winners and losers from COVID-19 Maintaining a highly concentrated and low turnover portf...

In this special episode of the ifa podcast, our host is joined by QAR review lead Michelle Levy and FAAA CEO Sarah Abood to discuss the government's QAR response. This podcast brings you an audio version of our recent webcast hosted by ifa editor Maja Garaca Djurdjevic who was joined by QAR lead Michelle Levy and the CEO of the Financial Advice Association Australia, Sarah Abood. Ms Levy and Ms Ab...

Greg Hansen, Executive, Group Strategy at HUB24, and Jo Hurley, General Manager, Growth at Class, join the SMSF Adviser Show to talk about Millennials entering the SMSF space. Mr Hansen and Ms Hurley explain what is causing the expansion of the SMSF sector and how technological advancements enable customised SMSF service offerings for Millennials. The pair also cover how advisory firms are adaptin...

In this week's episode of Relative Return, host Phil Tarrant speaks to Jonathan Ng, head of investments at Reach Alternative Investments, to discuss digital disruption and how the boutique plans to scale up the business.    Listen as they discuss: Democratising investment for smaller clients  The attractiveness of private markets  Gaining traction with financial advisers Building bespoke technolog...

In this episode of the ifa show, stand-in host Keith Ford chats to Nigel Baker, CEO and founder of Scientiam, a pioneering company in the financial advice industry. Mr Baker shares his journey, from working in renowned accounting firms to establishing his own independent practice, Arch Capital. The pair delve into the challenges and opportunities faced by the advice industry, particularly in provi...

CEO at CryptoTaxCalculator, Shane Brunette, and tax counsel for CryptoTaxCalculator and director of Cadena Legal, Harrison Dell, join the SMSF Adviser Show to talk about taxation and compliance considerations when investing in crypto through an SMSF. Mr Brunette and Mr Dell explain the key strategies and considerations essential for individuals and entities to master the complexities of capital ga...

In this episode of Relative Return, host Phil Tarrant chats to Simon Madder, Managing Director and CEO of Prime Financial Group, on the firm's ambitious growth plans and how it balances working in multiple parts of the financial services landscape. Listen as they discuss: Where it is finding acquisition opportunities Prime's equity ownership model for employees Why the business grew its fastest du...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by the chief executive of Lifespan Financial Planning, Eugene Ardino, to delve into the latest developments in the financial advice industry. Mr Ardino discusses the government's response to the Quality of Advice Review (QAR), the experience pathway, and the increasing ASIC levy. He shares why, despite the disappointment wit...

Head of Education and Content at Heffron, Lyn Formica, joins the SMSF Adviser Show to discuss how to keep up to date with regulatory changes in the SMSF space. Ms Formica explains how recent market developments impact the relevance of SMSFs in the current landscape, as well as the latest regulatory updates that industry professionals need to understand. She also covers the methods that accountants...

In this episode of Relative Return, host Phil Tarrant chats to Andrew Lockhart, managing partner at Metrics Credit Partners, to share his insights on the current state of the lending market and what he learnt from his banking past. Listen as they discuss: Standing out in a bank-dominated market Developing a broad fund range to meet investor needs The future of Metrics Credit Partners over the next...

     In this episode of the ifa show, host Maja Garaca Djurdjevic sits down with Marc Hraiki, the executive director of sales and services at Lonsec. Together, they delve into the ever-changing landscape of financial advice and discuss why Mr Hraiki believes there has never been a better time to be an adviser. Amid market volatility, decreasing adviser numbers, and growing complexity in Australian...

Director at businessDEPOT and head of accounting at Ignition Rebecca Mihalic joins the SMSF Adviser Show to discuss what the evolving technology landscape means for SMSF professionals. Ms Mihalic explains how AI and automation are changing the way SMSF professionals work, from streamlining processes to making it easier to complete actions, and looks at whether this is a positive development. She a...

In this episode of Relative Return, host Phil Tarrant chats to Aaron Binsted, portfolio manager of the Lazard Australian Equity Fund, to discuss which sectors the fund is favouring and his dislike of REITs. Listen as they examine: His strategy running the $537 million Australian equity fund Why its defensiveness is appealing for retirees The Aussie equity sectors that have performed well in FY2022...

In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by the head of policy at the Financial Advice Association Australia, Phil Anderson, to discuss the official end of the AFA and the broader advice landscape. With the Association of Financial Advisers officially winding up, Phil Anderson reflects on the importance of professional associations and shares why he is more optimis...

Digital Surge co-founders Josh Lehman and Dan Rutter join the SMSF Adviser Show to discuss why SMSF trustees should consider cryptocurrencies. Mr Lehman and Mr Rutter explain how the unique asset class can help diversify a portfolio, as well as the factors SMSF trustees need to consider when selecting a crypto exchange, such as fees, available coins, and minimum trade requirements. The pair also c...

In this episode of Relative Return, host Maja Garaca Djurdjevic chats to Blair Hannon, head of investment strategy at Global X, to discuss the rise of thematic ETFs as the world makes advancements in climate and technology. Listen as they discuss: The types of thematics popular with Australian investors Global X's range of thematic ETFs Distinguishing between a 'fad' and a long-term theme How advi...