x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

business investing

All Episodes

44:38

Younger clients, bigger horizons: The value of...

The ifa Show ·

2025/12/10

On this episode of the ifa Show, Omura Wealth Advisers director Terry Vogiatzis joins host Keith Ford to dive into why aggressive, growth-focused investing, smart tax structures and customised portfolios can dramatically change long-term outcomes. Vogiatzis argues that for many younger investors, the real risk is being too conservative for too long, rather than riding out volatility in pursuit of higher compounding returns, and why it is vital to adapt an investment strategy that recognises that

en

29:26

Efficiency, compliance and construction: How advisers...

The ifa Show ·

2025/12/03

In this episode of the ifa Show, Vanguard Australia head of multi-asset solutions Matthew Cho joins host Keith Ford to unpack how advisers are rethinking portfolio construction amid rising regulatory demands, administrative complexity and broader market uncertainty. With advisers under pressure to deliver tailored portfolios while preserving efficiency, Cho explains why scalable, rules-based investment solutions – particularly managed accounts and model portfolios – are becoming essential tools for

en

43:28

Why AI adoption in advice is rising – and what's...

The ifa Show ·

2025/11/27

In this episode of the ifa Show, Direct Wealth technology manager and Halosoft co-founder Nick Downey joins host Keith Ford to explore the real reasons many Australian financial advisers remain hesitant about AI, despite 74 per cent of practices are either using or planning to use AI. Downey explains why this hesitation exists, why it's rational – particularly when it comes to security concerns – and how tools purpose-built for advice practices are starting to shift adviser comfort and confidence

en

45:35

Mapping the emotional journey: How advisers can build...

The ifa Show ·

2025/11/12

In the latest episode of The ifa Show, Dr Ben Neilson, adjunct professor at Central Queensland University and adviser at Complete Wealth, and Shelley Labartolo, client service officer at Complete Wealth, join host Keith Ford to break down their research on the stages of client emotions during the advice process. Their research centred on how understanding and mapping client emotions at each stage – from discovery and strategy development to implementation and review – not only improves decision

en

48:50

Reimagining financial advice: Breaking down the...

The ifa Show ·

2025/11/05

In the latest episode of The ifa Show, Andrew Gale and Stephen Huppert from the Actuaries Institute's Help, Guidance and Advice Working Group joins host Keith Ford to take a deep dive into the recently released framework to address the complexities of financial advice in Australia, focusing on creating clearer pathways for consumers to access financial support. Andrew and Stephen explain that the current system leaves approximately 60 per cent of Australians without adequate financial support, while

en

32:39

The future of AI, efficiency and client engagement in...

The ifa Show ·

2025/10/29

In the latest episode of The ifa Show, MLC Expand CEO Liz McCarthy and Shadforth Financial Group CEO Terry Dillon join host Keith Ford to discuss the transformative role of AI in financial advice and how AI tools are being implemented to drive efficiency. With advice firms looking for greater automation of routine administrative tasks, AI is set to reshape the advice profession's approach to client service and business growth. Tune in to hear: How MLC Expand and Shadforth are responding to the need

en

46:28

Breaking down the new $3m super tax with Aaron Dunn

The ifa Show ·

2025/10/15

In this crossover episode of The ifa Show, host Keith Ford is joined by The SMSF Adviser Show co-host Aaron Dunn to unpack the changes from the initial proposal to the current version released this week. The discussion emphasises that while the major concerns of taxing unrealised gains and lack of indexation have been addressed, many technical details still need to be clarified through the legislative process and further consultation. Listen as they discuss: Taxable earnings: Originally, the tax

en

43:57

Why young professionals don’t have to ‘fall into’...

The ifa Show ·

2025/10/08

In the latest episode of The ifa Show, Falcon Financial Advisers partner and financial adviser Tom Moloney joins host Keith Ford to break down why he decided to establish his own firm around 18 months ago, and the importance of developing new talent in financial advice. Moloney explains how he took an intentional approach to his career in financial advice, some of the pros and cons of setting up a new advice firm, and the different options that a prospective practice principal can explore when

en

45:12

Key takeaways and adviser considerations from ASIC’s...

The ifa Show ·

2025/09/24

In the latest episode of The ifa Show, Ben Walsh, principal research consultant at WealthVantage Partners, joins host Keith Ford to break down the corporate regulator’s new report on the private credit market and highlight the main areas that financial advisers need to understand. Walsh delves into the report's detailed examination of the industry, emphasising the need for greater transparency and scrutiny, particularly regarding special purpose vehicles, fee disclosures, and product labelling. Tune

en

34:50

Advice accessibility and finding your client base...

The ifa Show ·

2025/09/17

In the latest episode of The ifa Show, Mazi Wealth financial adviser Deline Jacovides joins host Keith Ford to delve into the complexities of making financial advice more accessible and why accessibility extends beyond simply trying to deliver advice at the lowest cost possible. Jacovides explains that she believes making advice more accessible includes utilising diverse delivery methods like ad hoc services that may appeal to clients who may not require continuous engagement, while also requiring

en

35:36

Inside AFCA: How complaints and compensation really work

The ifa Show ·

2025/09/11

In the latest episode of The ifa Show, host Keith Ford is joined by Shail Singh, lead ombudsman for investments and advice at AFCA, for a deep dive into two of the most complex – and crucial – pillars of financial consumer protection: the Australian Financial Complaints Authority and the Compensation Scheme of Last Resort. From resolving disputes early and rebuilding client relationships to tackling large-scale cases like Dixon Advisory, Singh sheds light on how AFCA operates and the challenges

en

59:02

The need for legislative and regulatory improvements...

The ifa Show ·

2025/09/03

In the latest episode of The ifa Show, host Keith Ford sits down with David Berry, inaugural CEO of the Compensation Scheme of Last Resort, to unpack the challenges of protecting investors when financial advice goes wrong. They discuss high-profile failures like Dixon Advisory, Shield, and First Guardian, and the legislative and regulatory changes needed to ensure the CSLR’s long-term sustainability. Tune in to hear: The complexities of addressing financial firm failures, including Dixon Advisory

en

41:26

The critical role of childhood trauma policies with...

The ifa Show ·

2025/08/27

In the latest episode of The ifa Show, Hayes & Co Insurance Services financial adviser Trish Gregory joins host Keith Ford to explain the importance of childhood trauma policies, how they can help parents through a child’s significant health issues and why more advisers should be keeping them top of mind for their clients. Gregory details the benefits of the somewhat niche policy and what advisers need to know about the relatively straightforward process to set the coverage up, as well as the value

en

44:18

Why advisers need to look beyond investment returns...

The ifa Show ·

2025/08/20

In the latest episode of The ifa Show, Rasiah Private Wealth founder and principal adviser Thabojan Rasiah joins host Keith Ford to discuss why the self-confessed “investment geek” believes maximising returns shouldn’t be the sole objective of financial advice. Rasiah explains that while investing wisely is crucial, an overly narrow focus on investments can lead to neglecting other crucial aspects of financial advice and potentially overshadow a client’s broader life goals. Tune in to hear: Why

en

41:27

How financial advisers can grow their reach through...

The ifa Show ·

2025/08/13

In the latest episode of The ifa Show, Pivot Wealth founder Ben Nash joins host Keith Ford to break down the secrets to leveraging digital platforms for business growth and client engagement while dealing with the compliance challenges that come with professionals communicating in the digital realm. Nash highlights that his journey into content marketing began as a deliberate strategy to generate leads independently of traditional referral networks and offers practical advice for others venturing

en

52:32

Breaking down the CSLR special levy consultation with...

The ifa Show ·

2025/08/06

In the latest episode of The ifa Show, Financial Advice Association Australia general manager of policy, advocacy and standards Phil Anderson joins host Keith Ford to take a deep dive into the latest Compensation Scheme of Last Resort consultation, this time focusing on how the special levy should be decided. With $47.3 million left to be covered for FY2025–26, Minister for Financial Services Daniel Mulino has a decision on his hands: either do nothing, delay payments, put it all on advisers, or

en

38:55

No ‘secret sauce’: Navigating opportunities in...

The ifa Show ·

2025/07/30

In this episode of The ifa Show, host Keith Ford is joined by Charlie Viola, the executive chairman of Viola Private Wealth, to discuss how private markets allow his firm to better deliver on the increasingly complex needs of its ultra-high-net-worth client base. As private markets continue to emerge as a key tool for diversification, Viola suggests that investment vehicles, such as managed accounts, can allow advisers to access and utilise private markets without the need for complex, in-house

en

42:52

Independent advice, global strategies, and military...

The ifa Show ·

2025/07/23

In this episode of The ifa Show, host Keith Ford is joined by Andrew Saikal-Skea, founder of Saikal-Skea Independent Financial Advice, to discuss the value of providing completely independent advice and how it can help remove the invisible barrier that even the perception of third-party influence can create. Saikal-Skea also breaks down how this focus on independence and being self-licensed, along with a specialisation in helping military personnel both while serving and as they transition, has led

en

31:37

Liquidity, risk, and super reforms: The evolving...

The ifa Show ·

2025/07/16

In this episode of The ifa Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the growing private credit and real estate investment sectors, as well as the implications of the proposed $3 million super tax on holdings within self-managed super funds. McVeigh highlights that with private credit experiencing substantial growth as an asset class in Australia and around 300 credit funds available for investment, advisers are facing a range of challenges in seeking

en

54:51

Building a ‘destination workplace’ in financial advice

The ifa Show ·

2025/07/09

In this episode of The ifa Show, host Keith Ford is joined by Corey Wastle, CEO of Verse Wealth, to take a deep dive into strategies for attracting and retaining top talent in financial advice, particularly given the shrinking talent pool. Wastle emphasises the importance of becoming a “destination workplace” where the best people want to work – which requires cultivating a strong culture, focusing on employee autonomy and growth, and being transparent throughout the hiring and employment process

en

313 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...