Wealth Management Podcast Network

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...

In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic welcomes a seasoned fund manager at Dexus Core Infrastructure Fund, John Julian, for an in-depth discussion on the nuances and potential of infrastructure investments. Infrastructure, as Julian elucidates, encompasses a broad array of assets essential for economic growth and societal function. In the current climate of uncer...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tony Negline, superannuation and financial services leader at Chartered Accountants ANZ, to discuss some of the alternatives to the $3 million super tax. Mr Negline explains CA ANZ's range of position on division 296, detailing a range of alternatives that it has proposed to the government, and whether there is...

In this episode of Relative Return, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more. Taylor, a key figure in the opposition, shared his views on a range of issues from the government's handling of the Quality of Advice Review (QAR) to the challenges facing the...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Estelle Parker, the co-CEO of the Responsible Investment Association Australasia (RIAA), to discuss the upcoming RIAA conference and how financial advisers can improve their skills in responsible investment. Parker breaks down the areas of focus for the conference and the broader role of the RIAA in shaping investment practi...

In the latest episode of InvestorDaily Uncut, we delve into the burgeoning world of private credit, a sector that has captured the attention of investors globally. Gerard Hargraves, the head of real estate lending, fixed income at Challenger Investment Management, joins us to shed light on the intricacies of private credit, its growth and challenges. Hargraves, with a rich background spanning almo...

In this episode of Relative Return, host Laura Dew speaks with Andrew Mitchell, director and senior portfolio manager at Ophir Asset Management, about why he loves working in fund management and the lessons he's learnt in a decade of running a firm. Listen as they discuss: His previous career at the Treasury. The challenging divide between running a business and managing portfolios. The importance...

In this episode of the InvestorDaily Uncut podcast, host Maja Garaca Djurdjevic is joined by Mark Power, head of income credit at Qualitas, to delve into the rapid expansion of the real estate private credit market. Power's extensive experience in real estate finance sheds light on the evolving landscape of private real estate credit. The pair explore the regulatory changes post-Global Financial C...

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Michael Wilczynski, co-owner of SMSF Property Valuations, to discuss the ins and outs of getting a property valuation that SMSF members can rely on. Wilczynski explains why this process is vital, especially given the complexities involved in valuing unique properties or those with limited comparable market sales, and how his fi...

In this episode of Relative Return, host Laura Dew speaks with Blackwattle Investment Partners managing director and chief investment officer, Michael Skinner, about setting up an asset manager and what he looks for in an investment team. Listen as they discuss: The preparations and planning before the launch of Blackwattle. Why the firm wanted to launch multiple funds. What he has learnt in the f...

In this special episode of Relative Return, Momentum Media's Phil Tarrant and Jordan Coleman discuss the publishing house's expansion into greater coverage of the wealth management space. Listen as they discuss: The evolving financial services landscape since the Hayne royal commission. Strategic acquisitions and developments to help the space. Money Management's fund performance coverage via Inve...

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the first bill coming out of the Quality of Advice Review and the advice profession becoming a hot-button political issue. With concerns swirling around the timeline for implementation, the Coalition has come out swinging, calling the drafting of the bill an "embarrassing blunder". Howev...

In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Riley James, founder and chief executive of fintech SuperAPI, about creating a superannuation ecosystem and potential changes from the Quality of Advice Review. Listen as they discuss: The gap in the market for a technology ecosystem within superannuation.     Working together with super funds and employers to create a smo...