The ifa Show

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 …

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 …

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 …

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 h…

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 …

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 cl…

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 experien…

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…

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 ha…

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 o…

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 sec…

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…

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 p…

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 Sho…

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 goi…

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 adv…

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 S…

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 Sar…

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 Th…