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The ifa Show - Podcast

The ifa Show

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

Finance Business Money Investing Advice
Update frequency
every 6 days
Average duration
27 minutes
Episodes
302
Years Active
2017 - 2025
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What next for AMP advisers?

What next for AMP advisers?

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. 

00:28:32  |   Wed 03 Feb 2021
The question of fees

The question of fees

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. …

00:27:19  |   Wed 27 Jan 2021
New year, new regulations

New year, new regulations

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 …

00:26:55  |   Wed 13 Jan 2021
Outlook for advice practice values in 2021

Outlook for advice practice values in 2021

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 …

00:28:31  |   Tue 29 Dec 2020
Financial advice in the festive season

Financial advice in the festive season

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…

00:21:51  |   Wed 16 Dec 2020
The new year outlook for ethical investing

The new year outlook for ethical investing

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…

00:16:46  |   Wed 02 Dec 2020
How have advisers fared in the rollercoaster of 2020?

How have advisers fared in the rollercoaster of 2020?

Over the course of 2020, advisers have had to pivot from preparing for the regulatory response to the royal commission, to taking their businesses wholly online and holding clients’ hands through the…
00:16:52  |   Wed 18 Nov 2020
How much value do IFAs deliver to clients?

How much value do IFAs deliver to clients?

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 …

00:20:51  |   Wed 04 Nov 2020
How to effectively scale your advice business

How to effectively scale your advice business

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…

00:16:19  |   Wed 28 Oct 2020
IFA Excellence Awards 2020 Finalist Showcase - Dealer Group of the Year

IFA Excellence Awards 2020 Finalist Showcase - Dealer Group of the Year

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…

00:19:31  |   Mon 19 Oct 2020
Investment opportunities in the COVID recovery

Investment opportunities in the COVID recovery

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…

00:17:50  |   Wed 14 Oct 2020
ifa Excellence Awards 2020 Finalist Showcase - Investment Adviser of the Year

ifa Excellence Awards 2020 Finalist Showcase - Investment Adviser of the Year

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…

00:25:10  |   Thu 08 Oct 2020
The evolution of goals based advice

The evolution of goals based advice

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…

00:26:01  |   Wed 07 Oct 2020
Top tips for creating a great end-to-end client experience

Top tips for creating a great end-to-end client experience

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…

00:12:27  |   Thu 24 Sep 2020
What will the post-COVID advice client look like?

What will the post-COVID advice client look like?

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…

00:21:54  |   Wed 16 Sep 2020
How IFAs can use money coaching in their practice

How IFAs can use money coaching in their practice

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…

00:21:59  |   Wed 02 Sep 2020
Helping clients take advantage of the mortgage market

Helping clients take advantage of the mortgage market

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…

00:21:17  |   Wed 19 Aug 2020
COVID-19 as a catalyst for positive change

COVID-19 as a catalyst for positive change

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…

00:32:30  |   Wed 05 Aug 2020
How to make your practice more efficient and tech-friendly

How to make your practice more efficient and tech-friendly

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…

00:12:24  |   Wed 22 Jul 2020
Providing solutions to clients in financial difficulty

Providing solutions to clients in financial difficulty

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…

00:23:24  |   Wed 08 Jul 2020
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