Wealth Management Podcast Network

In this episode of The ifa Show, host Keith Ford is joined by Ryan Watson, chief executive of Tribeca Financial, to discuss the importance of bringing more advisers into the profession and why he believes there is currently an incredible opportunity to help people through financial advice.   Watson covers the advice firm's recent expansion with a new Sydney office, how Tribeca goes about attractin...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Chris Hill, co-founder – legal at Inherit Australia, to dive into all of the issues and challenges that can arise when an enduring power of attorney and an SMSF collide. Hill explains why SMSF professionals need to have discussions with their clients around incapacity and estate planning so they aren't caught o...

In this episode of Relative Return, host Laura Dew speaks with Michael Hunstad, deputy chief investment officer and chief investment officer of global equities at Northern Trust Asset Management, to debunk myths around index investing. Listen as they discuss: Misconceptions around index investing. Impacts of market volatility on index funds. Why "passive" investing requires active choices. Risks p...

In this episode of The ifa Show, host Keith Ford is joined by Ben Marshan, director of Ben Marshan Consulting, to break down how the Delivering Better Financial Outcomes reforms will impact advisers and how they can look beyond the shifting regulatory landscape to improve their businesses. Marshan explains how the ongoing financial services reforms have stacked on top of each other to create the u...

In this episode of Relative Return, host Maja Garaca Djurdjevic chats with Robin Tsui, APAC gold strategist at State Street Global Advisors, to discuss gold's role as a diversifier in portfolios. Listen as they discuss: The recent performance of gold. Factors driving increased gold demand The effect of geopolitical risk. Why market risk makes diversification important? How gold can be accessed in...

In this episode of The ifa Show, host Keith Ford is joined by Matt Hale, senior financial planner and director at Rising Tide Financial Services, to discuss where the advice profession is heading and the pressures that are impacting the provision of advice.   Hale explains how Rising Tide found its core client base and moulded its offering around their needs as well as the importance of attracting...

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Craig Day, head of technical services at Colonial First State, to discuss the nuances surrounding invalidity for SMSF trustees and members.   Day breaks down some of the positives and negatives of holding TPD insurance within an SMSF and explains what advisers who may be recommending their clients go down this...

In this episode of The ifa Show, host Keith Ford is joined by experienced financial services executive Tony Beaven to take a look at the similarities and differences between the UK and Australian financial advice sectors – and what each can learn from one another. Beaven, who has worked in advice businesses across both countries, explains how the regulators across these jurisdictions work together...

In this episode of The ifa Show, host Keith Ford is joined by managing director of WT Financial Group Keith Cullen to discuss the recent passage of the first Delivering Better Financial Outcomes bill and the need to expand the advice profession. Cullen explains how advisers engaging with the political process delivered a tangible outcome in the amendments that were made to section 99FA, and why he...

In this special budget episode, hosts Keith Ford and Aaron Dunn discuss the flurry of activity happening on the regulatory front – and the noticeable absence of the $3 million super tax from the final two sitting weeks of Parliament. They discuss what has led to the debate over Division 296 being delayed, including the government's increasingly precarious position in the Senate, as well as some of...

In this episode of Relative Return, host Laura Dew speaks with Owen Murfin, investment officer and institutional fixed income portfolio manager at MFS Investment Management, to discuss opportunities in bonds amid potential rate cuts. Listen as they discuss: The impact of upcoming rate cuts. How the market environment compares to the global financial crisis. Where he is seeing bond opportunities. T...

On this week's episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Matthew Rady, the chief executive officer at BT Financial Group, to discuss the evolution of BT and how its BT Panorama platform stands out in a competitive space. Tune in to hear insights on the importance of embracing digital as well as having a great culture, and how BT is utilising both aspects to enable a "people...

In this latest episode of Relative Return, host Maja Garaca Djurdjevic speaks with Justine Marquet, head of technical services at Allianz Retire+, to discuss the financial and emotional challenges that consumers face as they approach retirement. Listen as they discuss: Flexibility in retirement products. How advisers can support pre-retirees. The security of a lifetime income. What advisers should...

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...