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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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Factoring COVID-19 implications into tax time

Factoring COVID-19 implications into tax time

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…

00:19:26  |   Tue 23 Jun 2020
Unpacking compliance with FASEA standards

Unpacking compliance with FASEA standards

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…

00:22:07  |   Thu 11 Jun 2020
How adviser business models are evolving post-crisis

How adviser business models are evolving post-crisis

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…

00:17:21  |   Wed 03 Jun 2020
How COVID-19 has been impacting financial advisers across Australia

How COVID-19 has been impacting financial advisers across Australia

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…

00:16:29  |   Wed 27 May 2020
How regulatory relief is affecting advisers

How regulatory relief is affecting advisers

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…

00:30:43  |   Wed 13 May 2020
How to prepare to sit the FASEA exam remotely

How to prepare to sit the FASEA exam remotely

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…

00:27:35  |   Wed 29 Apr 2020
Connecting with clients in a digital world

Connecting with clients in a digital world

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…

00:18:47  |   Wed 15 Apr 2020
FPA’s CEO on guiding clients through the COVID-19 crisis

FPA’s CEO on guiding clients through the COVID-19 crisis

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…

00:29:13  |   Wed 01 Apr 2020
Establishing the purpose of our retirement income system

Establishing the purpose of our retirement income system

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…

00:18:13  |   Wed 18 Mar 2020
Why advisers need to act now on implementing new legislation

Why advisers need to act now on implementing new legislation

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.

00:25:06  |   Wed 04 Mar 2020
Software support for IFAs

Software support for IFAs

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…

00:19:34  |   Wed 22 Jan 2020
The importance of balancing risk vs returns

The importance of balancing risk vs returns

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 …

00:19:20  |   Wed 18 Dec 2019
How the financial advice industry can increase market penetration

How the financial advice industry can increase market penetration

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…

00:19:23  |   Wed 11 Dec 2019
Put your stocks to work by lending them out

Put your stocks to work by lending them out

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…

00:14:08  |   Mon 14 Oct 2019
How to start your own IFA business

How to start your own IFA business

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…

00:20:51  |   Wed 11 Sep 2019
The Difference between Independent Vs Aligned Advisers

The Difference between Independent Vs Aligned Advisers

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…

00:19:37  |   Wed 07 Aug 2019
Adapting to a culture of innovation

Adapting to a culture of innovation

In this episode of the ifa show, NetWealth joint Managing Director Matt Heine joins host James Mitchell to talk about financial advice and the advice process. Matt talks about the friction points in …
00:21:25  |   Wed 19 Jun 2019
The big questions every adviser should be asking

The big questions every adviser should be asking

Momentum Intelligence recently demonstrated the impact that market research has by driving real change in the mortgage broking sector, which was in danger of being ruined by the royal commission. In …
00:14:30  |   Thu 30 May 2019
The big issues set to impact financial advisers

The big issues set to impact financial advisers

In this episode of the ifa Show, Lifespan Financial Planning CEO Eugene Ardino joins host James Mitchell to analyse the financial advice sector in light of the recent royal commission findings and re…
00:30:12  |   Wed 08 May 2019
Rethinking the traditional dealer group

Rethinking the traditional dealer group

In this episode of the ifa Show, CEO of Centrepoint Alliance, Angus Benbow, joins host James Mitchell to reflect on his entry into the financial services sector following a 10-year career in the defe…
00:39:45  |   Wed 10 Apr 2019
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