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.
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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.
…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. …
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 …
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 …
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 Matt…
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 Harwoo…
The value of advice is often difficult for financial planners to articulate to clients, but new research has quantified the average amount clients could earn per year by engaging an adviser.
In this …
Many IFA practices struggle with obtaining the efficiency gains necessary to get sufficient scale and profitability in their business.
In this episode of The ifa Show, Iress manager - practice soluti…
In the last IFA Excellence Awards finalist showcase before this year's awards, host Sarah Kendell is joined by Capital Group managing director of financial intermediaries Jorden Brown, as well as fin…
For better or worse, 2020 has been an unforgettable year in global equity markets, which has forced both fund managers and advisers to look at new ways of doing things.
In this episode of the IFA Sho…
In the first ifa Excellence Awards finalist showcase for 2020, host Sarah Kendell is joined by First Sentier Investors’ Angela Vincent as well as finalists for Investment Adviser of the Year James We…
Regulatory change is pushing advisers to include more flexibility and engagement in the way they service clients.
In this episode of the ifa show, Midwinter head of product Ivan Gower and head of dis…
Now more than ever, advice practices need to have a clear understanding of the ideal client experience they want to create across every aspect of their business. In this episode of the ifa show, Ire…
The current crisis has provided a much needed boost to demand for advice, but many consumers are still wary about which practitioners they can trust and how much it will cost. In this episode of th…
After appearing at the Adviser Innovation Summit 2020, Talking Money's Melissa Meagher delves into the specifics of money coaching and how planners can offer this as a complement to their existing se…
In spite of pandemic-induced job and income losses, the mortgage market has been experiencing a surprising boom thanks to record low interest rates and flat property prices.
In this episode of The if…
Some advisers are managing to turn the coronavirus crisis into an opportunity to improve their business models.
Kim Payne, managing director of 9rock Consulting, joins host Sarah Kendell in this epis…
Manager - practice solutions team at Iress, Kelli Willmer, specialises in helping SME advice practices develop efficient and effective business processes in order to save both time and money.
In this…
According to the director of Synchron, Don Trapnell, the life insurance industry has truly stepped up to the mark since the pandemic began in order to meet the needs of both advisers and consumers in…