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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As the EOFY approaches, advisers are facing the new challenge of providing guidance to their clients around incorporating pandemic-triggered measures into their financial decisions.
In this episode o…
After appearing as a panellist on ifa's recent live webcast, Bryan Ashenden, head of financial literacy and advocacy at BT Financial, delves into the finer details of the FASEA standards with host Sa…
On this episode of the ifa Show, host Sarah Kendell is joined by Iress' manager-practice solutions team Kelli Willmer, to discuss how adviser use of technology has rapidly evolved as the COVID-19 cri…
In April, Momentum Intelligence conducted a major survey to understand how the coronavirus pandemic has been affecting the nation's professional services across seven different industries.
The head o…
On this episode of The ifa Show, host Sarah Kendell is joined by Australian Unity Advice's executive general manager, Matt Brown, to discuss the impact of the government's relief measures on advisers…
With all face-to-face FASEA exam sessions replaced with online exams as a result of COVID-19 and the bill to extend the 1 January 2021 compliance deadline in limbo, many advisers are expressing conce…
Faced with the challenge of engaging with a new generation of clients, head of partnerships at Advice Intelligence Fraser Jack tackled the issue head-on - by starting his very own podcast.
Fraser joi…
On this episode of The ifa Show, CEO of the Financial Planning Association (FPA) Dante De Gori provides his take on navigating the current climate as a financial adviser.
Dante joins host Sarah Kende…
According to Martin Heffron, executive director of Heffron SMSF Solutions, the root cause of Australia's retirement income system's constant state of complexity and change is that it has no clearly e…
Daniel Brammall considers the imminently legislated recommendations following the financial services royal commission as an opportunity for advisers to transition their business to true independence.
…In this episode of The ifa Show, host James Mitchell is joined by Kelli Willmer, manager of the practice solutions team at Iress, to discuss the importance of best practice guidance around technology…
Understanding risk is a critical factor in assessing whether an asset is suitable for a client's portfolio and is a core component of Philip Ryan’s fund management philosophy.
Philip is the managing …
In this episode of The ifa Show, CEO of Hamilton Wealth Management, Will Hamilton, joins host James Mitchell to explore the adversities that are currently being experienced in the financial advice se…
FInClear's head of equity finance Alev Dover sits down with ifa editor James Mitchell to discuss why the launch of Australia's first HIN-based securities borrowing and lending platform.
In an environ…
In this episode of The ifa Show, FinClear director Tony Lynch discusses the ins and outs of setting up your own practice. From the business planning stages to finding a niche, this episode covers the…
In this episode of the ifa show, MLC General manager of distribution Geoff Rogers joins host James Mitchell to discuss the changes in the financial advice processes.
Geoff discusses the opportunitie…