0-10 subscribers
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !
المدونة الصوتية تستحق الاستماع
برعاية


AI in financial advice: Cutting through the hype and evaluating opportunities
Manage episode 440520752 series 2512387
In this episode of The ifa Show, host Keith Ford is joined by author and financial adviser Helen Baker to unpack the transformative potential of artificial intelligence (AI) and how financial advisers can highlight prime investment opportunities in the market. Baker identifies the industries set to benefit from AI for advisers looking to integrate these into client portfolios and the ethical concerns surrounding these new technologies. Listen as they discuss:
- The revolutionary benefits and potential dangers of AI.
- How clients can benefit from AI investments.
- The ESG considerations that advisers should keep in mind.
275 حلقات
Manage episode 440520752 series 2512387
In this episode of The ifa Show, host Keith Ford is joined by author and financial adviser Helen Baker to unpack the transformative potential of artificial intelligence (AI) and how financial advisers can highlight prime investment opportunities in the market. Baker identifies the industries set to benefit from AI for advisers looking to integrate these into client portfolios and the ethical concerns surrounding these new technologies. Listen as they discuss:
- The revolutionary benefits and potential dangers of AI.
- How clients can benefit from AI investments.
- The ESG considerations that advisers should keep in mind.
275 حلقات
כל הפרקים
×
1 ‘The greatest bloody manipulation’: What can be done about the CSLR? 41:05

1 Advisers’ key concerns leading up to the federal election 50:17

1 ‘Big win for the profession’: The importance of education reform 37:22

1 Navigating the complexities of cyber security in 2025 43:07

1 Leadership in a changing world – Trump’s influence on DEI and beyond 36:15

1 Why firms bringing on PY advisers is vital for the future of advice 29:35

1 M&A trends and the Australian financial services landscape in 2025 41:06

1 The Coalition’s vision for financial advice with shadow minister Luke Howarth 50:58

1 Navigating the intergenerational wealth transfer 31:38

1 NCAs on the horizon: What does DBFO part 2 mean for advice? 35:21

1 Key issues emerging from the Dixon/CSLR inquiry 55:00

1 Unlocking efficiencies in the financial advice process 33:03

1 Top legislative issues impacting advice profession 30:33

1 Understanding the tax deductibility of advice fees 42:51

1 How an advice framework can boost serviceability 26:09

1 Navigating the complex world of aged care advice 31:31



1 From research to reality: How Dawn Thomas aims to transform super for Generation Z 29:02

1 AI in financial advice: Cutting through the hype and evaluating opportunities 27:33

1 Financial advice at the Olympics – Learning from the track 18:03

1 The future of single practitioner advice firms 30:30

1 Unlocking the potential of your CRM with Matt Esler 24:14

1 Finding the ‘secret sauce’ for advice firm operations 33:40

1 ‘Milestone event’: Inside the Entireti, AMP deal 32:03

1 ‘I’m really bullish on the profession’: The opportunity to provide value 27:51

1 Don’t wait for the silver bullet of regulatory reform 33:54

1 Navigating financial advice and finding a niche 30:25

1 Insights on the UK and Australian financial advice landscape 40:10

1 ‘Sanity prevailed’: How adviser action helped change the DBFO bill 40:12

1 The evolving landscape for advice platforms 22:50

1 Understanding the regulatory costs impacting advice 33:25

1 Insights from Insignia’s Cable Rickard on evolution, expansion, and industry adaptation 21:35



1 How PPS Mutual is redefining insurance with CEO Michael Pillemer 19:25


1 The changing preferences for advice across generations 23:28

1 Budget special: Government provides little for advice and super 36:15

1 Streamlining the process of advice creation 27:09

1 Shadow treasurer urges less government intervention for advice prosperity 27:50

1 Why financial advisers should care about responsible investing 21:03

1 QAR bill and advisers as a political football 25:06

1 How to navigate challenges and seize the opportunities 28:09

1 Approaching financial advice like a barrister 27:41

1 CSLR’s unanticipated cost and legacy burden on advisers 25:29

1 Women in Finance: Building a brand that lasts 26:21

1 Financial advice and the gender pay gap 26:16


1 From QAR to ASIC, what’s making news this week 21:22

1 FIFO to finance: A unique journey to advice 21:59

1 Tax cuts, advice reforms, and ASIC oversight 27:01

1 ‘Kingmakers’: Advisers’ role in ETF growth trajectory 23:08

1 Navigating financial goals and myths of younger Aussies 30:09

1 ‘The most important thing we do’: Embracing the client experience 35:47

1 The AIOFP’s new partnerships and programs 18:08

1 ‘Qualified advisers’ and the fallout of the QAR reforms 28:35



1 Women in Finance: How diversity provides a competitive advantage 20:15

1 Scale and service: What’s behind a merger? 29:08

1 Women in Finance: The power of having strong female role models 28:12

1 Breaking down the first QAR draft legislation 23:46

1 Super boutiques and the golden age of advice 31:02

1 Women in Finance: The importance of showcasing diversity at all levels 33:36


1 The Adviser Games – A unique take on PD days 15:04

1 Women in Finance: How Mortgage Choice is working to create inclusive workplaces 26:59

1 The Olympian financial planner – Balancing passion and profession 18:16

1 Women in Finance: Why Joanna James believes in visualising and emotionalising success 41:29

1 Dive deep into the future of financial advice with Minister Stephen Jones 28:29

1 Women in Finance: Why Tanya Sale believes support is key to being a female leader 41:17

1 The barriers to young Australians seeking advice 21:16

1 Digital advice and its role in the future of the industry 29:28

1 How digital advice will enhance the client-adviser relationship 22:41

1 The profit first model: Nurturing a culture of giving 19:46

1 Digital advice and the impact of the QAR 21:55

1 Decoding ASIC levies and retirement security 24:34

1 Exploring good advice and advocacy in financial advice 32:42

1 Unpacking the government’s QAR response: Expert insights from Michelle Levy and Sarah Abood 58:46

1 Embracing change and innovating advice with Nigel Baker 29:03

1 Why this professional remains optimistic about advice despite ‘disappointing’ levy increase 36:15

1 Exploring opportunities and challenges in the advice market 16:37

1 From AFA to a new era: Phil Anderson discusses the evolving advice landscape 33:28

1 Unlocking efficiency and engagement: The power of client portals in financial advice 20:45


1 Addressing access to advice: Will QAR make a material difference? 28:48

1 How platforms can streamline quality of advice amid ongoing changes 17:13

1 What’s in the government’s QAR response? 24:40

1 How to tackle the unmet advice needs of high-net-worth investors 27:00

1 Abood details areas of QAR needing further examination 27:58

1 ‘QAR is the only way to fix problems in advice’ 39:16

1 Why this ex-lawyer turned adviser is excited about the future of advice 28:09

1 There’s a solution for the SoA logistical bottleneck 21:07

1 ‘The pendulum of change is swinging in favour of advisers’ 29:18

1 Our favourite finance movies and shows 25:25

1 Podcasts that got you listening in 2022 18:27

1 Stories that caught your attention in 2022 24:42

1 The changing face of foreign interference, with Senator James Paterson 36:54

1 Christmas wish list of an advice professional 22:44

1 Why storm clouds will part for advice in 2023 28:11

1 Supporting the next generation of women in finance 23:11

1 What if advice isn't meant to be affordable 23:26

1 Why you should review your tech solution today 15:05


1 How you can attract Millennial clients 22:21

1 How advisers and digital tools can work together 20:47

1 Why a digital advice association will benefit advisers 27:37

1 Budget: A missed opportunity for advice when it’s needed most? 23:59

1 The shadow minister’s unfiltered take on financial advice: QAR, FASEA, and Labor party’s approach 21:24


1 What the experience pathway means for the industry 18:08

1 Why we must consider the human and social cost of legislation 32:59


1 Why it is worth waiting for the government’s QAR response 18:03

1 How much control does your dealer group have over you? 20:04

1 Investment opportunities in a limited IPO market: An overview with Antony Tolfts 13:46

1 Breaking barriers: Challenges and opportunities for women in financial advice 21:08

1 Why the advice profession is the ‘number one winner’ from QAR 23:27

1 Why this adviser believes Levy has done a ‘fantastic job’ 22:24


1 The world's changed forever so what should advisers do? 31:10

1 Making financial services less ‘male, stale and pale’ 23:21

1 What not to do if you want to be more valuable 32:35

1 Making sense of the overwhelming recession rhetoric 32:05

1 Why raising awareness of advice is crucial to ensuring widespread access 35:17

1 Why the advice industry needs standards and protocols 26:56

1 Advice industry should ‘own its own education requirements’, shadow minister says 20:22

1 FPA & AFA reveal all about intended merger 20:25



1 We go one on one with the QAR reviewer 27:59

1 How managed accounts are changing the advice space 21:22

1 How to ensure the advice industry can thrive in the future 24:54

1 'Demand for advice exceeds the supply': AFA CEO 24:59

1 FINSIA CEO on the state of advice in 2022 26:25

1 Understanding AI and what it means for advice 26:21

1 How managed accounts can help solve some of advice's biggest dilemmas 42:36



1 The rise of cyber security awareness in advice 23:13

1 Why commercial property is key in a well-diversified portfolio 20:00

1 What the new government means for the advice industry 21:29

1 Is the advice industry on the precipice of more change? 19:56

1 The tech trends driving the industry forward 24:21

1 Running an efficient and profitable financial planning business 17:12

1 The role of tech and platforms to boost advisers 25:49

1 The great resignation or the great advice reset? 20:18

1 How advisers can use health to grow their business 31:11


1 Having the goals discussion with your clients 21:14


1 Advice industry needs new strategies to stop planners leaving 22:29


1 Special Episode: Why advisers need to heed PM’s warning regarding Russian cyber attack reprisals 41:58


1 EXCLUSIVE INTERVIEW: Shadow financial services minister and shadow assistant treasurer, Stephen Jones MP 30:11

1 An in-depth look at advice for retirees and Millennials 27:05



1 The impact of the retirement income covenant on advice 19:05

1 Changes must be made to avoid adviser exodus by 2026 20:59

1 What’s in store for the advice industry in 2022? 19:14

1 Hear that? The most-listened-to podcasts in 2021 24:21

1 The stories that caught your eye in 2021 20:00

1 How the COVID-19 pandemic has altered client engagement 21:36

1 A deep dive into FASEA with new and experienced advisers 21:05

1 ‘We can’t help Australians who need advice if we don’t embrace technology’ 28:51

1 How to engage a Millennial audience ahead of the biggest wealth transfer in history 34:33

1 Why ESG is essential for risk management 24:17

1 Why commercial property is key to a well-diversified portfolio 17:16

1 Accessibility and affordability: What does the future hold? 22:36

1 What’s in store for the Australian markets? 20:28


1 Looking at the Australian economy post-pandemic 28:50

1 A deep dive into the week’s biggest stories 18:11

1 Looking at the stats of women in finance 30:55

1 Incoming regulations to cause ‘explosion’ in advice industry 23:44

1 The defining year for advisers and technology 18:26

1 ‘There is something fundamentally wrong with our industry’ 22:31

1 SPECIAL EPISODE: Breaking the stigma surrounding mental health with David Coleman, Assistant Minister for Mental Health and Suicide Prevention 34:16

1 Moving advisers from best-kept secret to sought-after pros 24:56

1 Taking on the FASEA exam after considering retirement 30:24

1 Meet the detective turned five-time award-winning advice firm CEO 19:46

1 The move from adviser to business owner 33:50

1 The former IOOF exec who brought numbers to the NRL 24:04

1 The nuts and bolts of ethical investing 24:39

1 The importance of wealth management for clients 22:13

1 What do you do if an older client is being abused? 31:03

1 The issue of affordability and access to financial support 20:11

1 Financial advisers are moving away from platforms to reduce costs for their clients 16:39

1 Who is to blame for advice being unaffordable? 27:37


1 How do we take more people along on the advice journey? 23:57

1 Where do platforms fit in the industry’s regulatory transformation? 27:48

1 Platforms, managed accounts and adviser productivity 29:29

1 The next phase of managed account evolution 23:57

1 Building a solid goals-based proposition 15:52


1 Measuring value in an above-the-line proposition 26:56

1 Servicing clients profitably for below $3k 20:18

1 What do managed accounts add to your client’s bottom line? 15:29


1 What will the adviser of 2025 look like? 24:40

1 The secret ingredient to your advice proposition 26:28

1 The outlook for mid-tier dealer groups 18:42

1 Are one-man bands still a viable business option? 29:13

1 How to become a tech-focused advice business 27:50

1 The evolution of ethical investing in advice 16:24

1 Should you consider getting your own licence? 16:43



1 Outlook for advice practice values in 2021 28:31

1 Financial advice in the festive season 21:51

1 The new year outlook for ethical investing 16:46

1 How have advisers fared in the rollercoaster of 2020? 16:52

1 How much value do IFAs deliver to clients? 20:51

1 How to effectively scale your advice business 16:19

1 IFA Excellence Awards 2020 Finalist Showcase - Dealer Group of the Year 19:31

1 Investment opportunities in the COVID recovery 17:50

1 ifa Excellence Awards 2020 Finalist Showcase - Investment Adviser of the Year 25:10


1 Top tips for creating a great end-to-end client experience 12:27

1 What will the post-COVID advice client look like? 21:54

1 How IFAs can use money coaching in their practice 21:59

1 Helping clients take advantage of the mortgage market 21:17

1 COVID-19 as a catalyst for positive change 32:30

1 How to make your practice more efficient and tech-friendly 12:24

1 Providing solutions to clients in financial difficulty 23:24

1 Factoring COVID-19 implications into tax time 19:26

1 Unpacking compliance with FASEA standards 22:07

1 How adviser business models are evolving post-crisis 17:21

1 How COVID-19 has been impacting financial advisers across Australia 16:29

1 How regulatory relief is affecting advisers 30:43

1 How to prepare to sit the FASEA exam remotely 27:35

1 Connecting with clients in a digital world 18:47

1 FPA’s CEO on guiding clients through the COVID-19 crisis 29:13

1 Establishing the purpose of our retirement income system 18:13

1 Why advisers need to act now on implementing new legislation 25:06


1 The importance of balancing risk vs returns 19:20

1 How the financial advice industry can increase market penetration 19:23

1 Put your stocks to work by lending them out 14:08


1 The Difference between Independent Vs Aligned Advisers 19:37


1 The big questions every adviser should be asking 14:30

1 The big issues set to impact financial advisers 30:12

1 Rethinking the traditional dealer group 39:45

1 The story behind the story: Now is the time to make money off drugs 14:32

1 The biggest breaking news stories of 2018 12:43

1 Addressing financial wellness within the workforce 23:31

1 Challenging the traditional financial advice model 35:22

1 Keeping the human connection in a sector driven by technology 16:57

1 How international trends create risk and opportunity for Australian investors 13:45

1 Building a more productive business with Praemium 26:13



1 Rebuilding client trust and adopting the 'growth mindset' 12:07

1 Between hearings: recap of royal commission’s first round 22:18


1 The ‘Four Seasons’ approach to client service 17:08

1 How a migrant from Africa built a $21 billion FUA empire 26:56

1 Royal commission, regulation and the regions 18:03


1 'Independence and Innovation’ live @ IFA-CON 13:20

1 Trump, Wall Street and America’s IFA revolution 35:06

1 How RegTech will impact financial advice 30:34

1 Foreign ownership of financial services 28:35


مرحبًا بك في مشغل أف ام!
يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.