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The ifa Show

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The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. www.ifa.com.au The ifa Show is brought to you by Sharesight. https://www.sharesight.com/ifa/
 
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On a new episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Adele Martin, multi-award-winning certified financial planner and the founder of the Savings Squad Podcast and My Money Buddy. Adele joined the podcast to talk about the largest handover of wealth in history and what advisers must do to engage this new, hip and technological…
 
On a new episode of the ifa Show, host Neil Griffiths is joined by Altius Asset Management CIO Bill Bovingdon. Bill joined the podcast to discuss why ESG is essential for risk management and how bonds are advantageous for responsible investors. As well as discussing Altius’ Green Bond Fund, Bill explained why demand and interest are rapidly growing…
 
In a new episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Charter Hall direct chief executive Steven Bennett to discuss the benefits of investing in commercial property. Overseeing more than $8 billion of assets on behalf of self-managed super funds, Steven knows a thing or two about the cruciality of a diversified portfolio, one t…
 
On a new episode of the ifa Show, host Maja Garaca Djurdjevic is joined by special guest and executive director of the Association of Independently Owned Financial Professionals, Peter Johnston. Ahead of his appearance at the ifa Future Forum, Peter joins Maja to give a sneak peek into the topics he’ll be discussing next Wednesday (17 November). Pe…
 
On a new episode of the ifa show, host Neil Griffiths is joined by special guest and head of asset manager Milford’s Australian business, Kristine Brooks. Neil and Kristine look at the Australian markets over the last 12-18 months and what’s to come as the country emerges from the COVID-19 pandemic. “It’s been an incredible period,” Kristine said. …
 
In a new episode of the ifa Show, host Neil Griffiths is joined by Midwinter chief commercial officer Steve Davison to discuss the accessibility of advice. Steve gives his take on the current state of accessibility of advice, what the biggest challenges are moving forward both for the industry and consumers, and what regulators can do to improve ac…
 
In a new episode of the ifa Show, host Neil Griffiths is joined by Macquarie Fixed Income portfolio manager Gary Ding. Gary joins the podcast to discuss the impacts of the COVID-19 pandemic on the Australian economy, the market outlook and why it’s unlikely we’ll ever get back to where it was pre-pandemic. “I don’t think we’ll ever get back there,”…
 
In this special episode of the ifa Show, ifa editor Maja Garaca Djurdjevic is joined by co-host Neil Griffiths to look at the week’s biggest stories. Maja and Neil discuss Australian Advisory’s latest research paper which outlined the biggest concerns of advisers moving forward, on the back of news that the total number of advisers in Australia has…
 
This week’s episode of the ifa Show is joined by Camilla Love, creator of the Future Females in Finance (F3 Project) and the managing director of eInvest. Camilla joins host Maja Garaca Djurdjevic to discuss women in finance and where in particular there are gaps in the sector. “… finance actually from a top level, doesn’t look too bad. I think it’…
 
The ifa Show podcast is joined by 2021 ifa Excellence Awards finalist and CEO of Lifespan Financial Planning, Eugene Ardino Eugene discusses the incredible feat with host Neil Griffiths as well as an overcompliance in the advice industry just days out from more regulation coming in relation to breach reporting, hawking and information sharing which…
 
In a new episode of the ifa Show, host Neil Griffiths is joined by joint managing director of Netwealth, Matt Heine. Matt goes through the tech company’s fifth annual AdviceTech report which proved to be a defining one for the advice industry. “Not surprisingly this year, there’s been a real focus on the outcomes of COVID. And I think in many ways,…
 
This week’s episode of the ifa Show features Timothy Munro, CEO and director of Change Accountants & Advisors. Timothy joins Maja Garaca Djurdjevic to discuss the red tape and bureaucracy thrust on advisers as well as the recent ASIC levy relief announcement. Timothy also shares his personal experience with the FASEA exam and why he thinks there is…
 
This year's R U OK? Day serves as an important reminder to open up the conversation on mental health, both in the workplace and at home, according to David Coleman, member for Banks and Assistant Minister to the Prime Minister for Mental Health and Suicide Prevention. In this special episode, join Momentum Media director Alex Whitlock as he speaks …
 
This week’s episode of the ifa Show features special guest and Coastal Advice Group CEO Daniel Brown. Daniel joins host Neil Griffiths to discuss the NSW practice and his take on recent movements in the industry, including the recent news of the ASIC levy relief. As well as giving a sneak peek into a new business, Daniel also discusses another comp…
 
Tony Machin has worked in the financial services industry for over 35 years and was considering retirement before he instead opted to take the FASEA exam and passed the first time. Tony, who works with Equilibrium Financial Services, joined this week’s episode of the ifa Show to share his story with host Sarah Kendell and what inspired him to stay.…
 
Pride Advice chief executive Brett Schatto joins this week’s episode of the ifa Show podcast with host Neil Griffiths on the back of the firm’s 2021 Practice of the Year award; the company’s fifth win.Brett tells his story about working as a detective in the South Australian Police Force and the eventual move to the advice industry.As well as shari…
 
Since moving from an institutional to a non-aligned dealer group several years ago, Fitzpatricks senior financial planner Bobbe Duncombe has also made the transition from employed adviser to business owner. In this episode of the ifa Show, Bobbe discusses with host Sarah Kendell the most important lessons she’s learned in running her own advice pra…
 
On a new episode of The ifa Show, host Neil Griffiths is joined by Prad Navaratnam – founder and managing director of paraplanning service Advice Lab. Prad shares his story of working in the financial services industry with IOOF and eventually bringing his interests in data and numbers to another passion – sport. Prad talks working with NRL teams l…
 
In this episode of the ifa Show, host Sarah Kendell is joined by award-winning adviser Nathan Fradley of Lime Financial Planning. Nathan, who’s a certified ethical investment adviser, to talk about why he decided to get into ESG as a specialisation and what types of clients he finds are most interested in investing their money for good. Nathan also…
 
One of Australia’s top advisers joins a new episode of the ifa Show. On the back of top 10 ranking in the Barron’s top 100 advisers for 2021, Partners Wealth Group (PWG) managing director Mathew Cassidy joins the podcast to discuss the achievement and the history of the business. Mr Cassidy also shares his tips on working with clients, building the…
 
Elder financial abuse has unfortunately increased since the onset of the COVID pandemic, and is set to rise in the long term in line with Australia’s ageing population. In this episode of The ifa Show, Protecting Seniors Wealth chief executive Anne McGowan joins host Sarah Kendell to talk about the worrying trend of elder financial abuse. Anne disc…
 
Just 15 per cent of Australians seek financial advice and consumer research shows that most clients do not see the value in advice delivered at the common price point of $3,000 – so, how can that be addressed? On a new episode of the ifa show, host Neil Griffiths is joined by financial adviser- turned money coach and chief executive and founder of …
 
The need for financial advisers to embrace technology has only been accelerated on the back of the COVID pandemic and Sharesight is one online portfolio tracking tool many are turning to. On this episode of the ifa show, host Neil Griffiths is joined by Chris Stojcevski from Sharesight’s partnership team to discuss exactly what the tool does and wh…
 
Advice affordability is a popular subject in industry conversations at the moment, with a raft of new compliance obligations coming in off the back of the royal commission and the cost of advice continuing to rise. In this episode of the ifa Show, Asendium co-founder and chief executive Scott Miller joins host Sarah Kendell to unpack some of the is…
 
In this episode of the ifa Show, multi-award-winning adviser Hugh Robertson joins host Sarah Kendell to discuss his practice’s goals-based approach to advice and investment and the benefits of being part of a cooperative licensee model. Hugh unpacks how the concept of goals-based advice has evolved over the years and what practices can do to effect…
 
Accessibility of advice has become a key topic of discussion in the industry as the cost of advice rises and the adviser exodus exacerbates supply issues for “mum and dad” consumers. In this episode of the ifa Show, Midwinter head of product Ivon Gower joins host Sarah Kendell to discuss how digital advice can help educate and engage lower balance …
 
In this episode of the ifa Show, WealthO2 managing director Shannon Bernasconi and chief distribution officer Andrew Whelan join host Sarah Kendell to discuss the latest developments in the platform space as advisers grapple with the need to automate and reduce their cost of advice. Shannon and Andrew touch on how adviser platforms are dealing with…
 
In this episode of the ifa Show, Praemium head of distribution Martin Morris joins host Sarah Kendell to discuss some of the latest research the group has conducted around adviser benchmarking, and how platform selection and managed account usage are adding to practice bottom lines. Martin Morris, who is presenting at the Adviser Innovation Summit …
 
Ahead of his presentation at the Adviser Innovation Summit next month, Implemented Portfolios general manager of partnerships and distribution Phil Pilgrim joins the ifa Show to discuss the evolution of managed accounts from their initial adoption to the bigger question of how they can be optimised in adviser practices. Phil discusses why some advi…
 
In this episode of the ifa Show, BT head of financial literacy and advocacy Bryan Ashenden joins host Sarah Kendell for a deep dive into some of the specifics announced in this year’s budget and how advisers can factor these into their planning with clients. Bryan unpacks some of the new concessions for retiree clients, including the extension of d…
 
The transition to annual opt-in agreements is just around the corner and advice practices are having to reassess how they clearly articulate and deliver on client goals to make clear the value the client is getting from their fee each year. In this episode of the ifa Show, host Sarah Kendell is joined by AstuteWheel managing director Hans Egger to …
 
In this episode of the ifa Show, Wealthwise senior financial planner Dawn Thomas, who was recently appointed chair of the AFA Inspire women’s network, joins host Sarah Kendell to discuss her experience as a female leader in advice and how the industry can evolve to become more inclusive in the future. Dawn discusses her plans for the network to giv…
 
Most advisers would not dispute that the industry is moving towards a service-based value proposition that is more about soft skills and client relationships than products and returns. But how do you measure client progress over time when it’s not just about numbers on a page? In this episode of the ifa Show, host Sarah Kendell is joined by HPH Sol…
 
Recent industry research points to the fact it’s almost impossible to profitably service clients for less than $3,000 in fees, but as the cost burden on advisers rises, there are some planners who have managed to retain a successful low-cost fee model for suburban mums and dads. In this episode, Future Financial Services principal planner Alex McKe…
 
Managed accounts have seen explosive growth in the advice sector over the past 12 months, as COVID-related volatility created new investment implementation challenges for advisers. In this episode of The ifa Show, MLC director of managed accounts Jason Komadina joins host Sarah Kendell to discuss new research into how rapid portfolio implementation…
 
With a federal election on the cards in the next 12 months, both sides of politics are showing more interest in what can be done to balance consumer outcomes with red tape reduction in the advice sector. In this episode of The ifa Show, AIOFP executive director Peter Johnston joins host Sarah Kendell to discuss the adviser association’s campaign to…
 
Advisers are under more pressure to add value to the client experience as part of the transition to upfront, annual fees, at the same time as clients are demanding they leverage technology to provide a more holistic wealth management experience. In this episode of The ifa Show, Praemium chief commercial officer Mat Walker joins host Sarah Kendell t…
 
The advice industry is experiencing a once in a generation change that has challenged many practitioners. In this episode of The ifa Show, Shadforth Financial Group founder and Global Adviser Alpha principal David Haintz joins host Sarah Kendell to discuss how advisers can refocus and adapt to develop a value proposition that’s in line with what cl…
 
In a fee-for-service world where the cost of advice is rising, many practitioners have struggled with how to demonstrate the value clients are getting from their fees. In this episode of the ifa Show, Implemented Portfolios general manager of partnerships and distribution Phil Pilgrim joins host Sarah Kendell to discuss the difference a values-base…
 
In this episode of The ifa Show, Centrepoint Alliance chief executive Angus Benbow joins host Sarah Kendell for a deep dive into the group’s half-year results and how these reflect broader trends going on in the mid-tier space. Angus discusses the group’s decision to increase dealer fees, how Centrepoint is leveraging technology and data within its…
 
Following ifa’s recent reporting on the large institutions culling single-adviser practices from their ranks, debate has been hot in the industry as to whether one-man bands can thrive in today’s advice market given the increasing compliance demands. In this episode of The ifa Show, host Sarah Kendell is joined by Peter Mancell and Andrew Wootton f…
 
Implementing good technology into a practice is becoming critical for advisers as the amount of admin time it takes to deliver a piece of advice rapidly rises. In this episode of The ifa Show, host Sarah Kendell is joined by Phillips Wealth Partners director and senior adviser Craig Phillips, who has recently ramped up his focus on tech and automat…
 
Ethical investing is becoming a more mainstream part of advisers’ businesses that an increasing number of practitioners are interested to know more about. In today’s episode of The ifa Show, host Sarah Kendell is joined by Marshall Brentnall, director of Evalesco Financial Services. Marshall is a member of the investment committee within his boutiq…
 
Self-licensing is set to be a key trend for 2021 as more advisers consider their options amid rising dealer group fees and the closure of a number of institutional licensees. In today’s episode of The ifa Show, host Sarah Kendell is joined by Conaill Keniry, managing director of ifa Excellence Awards 2020 finalists Cobalt Advisers. Conaill unpacks …
 
The overhaul of AMP’s advice business has dominated recent industry news, as the group’s ‘difficult but necessary’ revaluing of its BOLR terms had devastating effects on some of its former advisers. In this episode of The ifa Show, host Sarah Kendell is joined by The Advisers Association chief executive Neil Macdonald to get the latest on how AMP’s…
 
The forthcoming annual renewals legislation is causing a lot of headaches for advisers in working out how they can provide ongoing service to clients without having to drastically raise advice fees. In this episode of The ifa Show, host Sarah Kendell speaks to Perth adviser Paul Stephan, who recently overhauled his fee structure to provide more fle…
 
With the government resuming its focus on the legislative response to the royal commission, 2021 promises to be a busy year for advisers from a regulation and compliance perspective. In this episode of The ifa Show, host Sarah Kendell is joined by BT head of financial literacy and advocacy Bryan Ashenden to discuss adviser regulatory priorities in …
 
2020 was a rocky year for practice valuations, with AMP’s landmark decision to revalue its BOLR terms having a butterfly effect through the market while thousands of advisers exited the industry. In this episode of The ifa Show, Forte Asset Solutions founder and managing director Steve Prendeville discusses how advisers have reformed their business…
 
While enjoyable in a personal sense, the festive season is always a difficult one when it comes to getting clients to stay on track financially. In this episode of The ifa Show, Financial Advice Matters managing director Darren Smith and advice development manager Francis Rigby join host Sarah Kendell to discuss how their clients are facing a parti…
 
Joe Biden’s election as president of the United States is set to have significant implications for the ESG investing sector in 2021. In this episode of The ifa Show, Russell Investments’ James Harwood outlines what a Biden presidency will mean for markets as the COVID pandemic continues to evolve in the new year. James also discusses how client and…
 
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