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المحتوى المقدم من The ifa Show and Momentum Media. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة The ifa Show and Momentum Media أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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The ifa Show
وسم كل الحلقات كغير/(كـ)مشغلة
Manage series 2512387
المحتوى المقدم من The ifa Show and Momentum Media. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة The ifa Show and Momentum Media أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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
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274 حلقات
وسم كل الحلقات كغير/(كـ)مشغلة
Manage series 2512387
المحتوى المقدم من The ifa Show and Momentum Media. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة The ifa Show and Momentum Media أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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
…
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274 حلقات
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The ifa Show
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1 Advisers’ key concerns leading up to the federal election 50:17
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In this episode of The ifa Show, co-hosts Maja Garaca Djurdjevic and Keith Ford break down what Financial Services Minister Stephen Jones’ impending retirement means for the upcoming federal election. While many advisers will be glad to see Jones go after years of disappointment from the Labor government, particularly in relation to the government’s handling of the Compensation Scheme of Last Resort (CSLR), many are still hesitant to trust the Coalition, remembering the decade of mistreatment. Listen as they discuss: How United Global Capital is impacting the CSLR more than Dixon Advisory. Industry associations’ criticisms of both major political parties. Whether advisers can expect to see a draft on tranche two of the Delivering Better Financial Outcomes reforms prior to the election.…
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The ifa Show
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1 ‘Big win for the profession’: The importance of education reform 37:22
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In this episode of The ifa Show, host Keith Ford is joined by the chief executive of WT Financial Group, Keith Cullen, to break down the government’s adviser education reform announcement, and why the profession needs to be pragmatic about the pathways to bring in new advisers. Cullen explains why he sees opening up financial advice to a wider range of degrees is vital, and the importance of maintaining the appropriate additional requirements, such as completing the adviser exam, professional year, and CPD training. Listen as they discuss: What advisers can expect from the upcoming federal election. How the next tranche of DBFO is tracking and the measures it needs to get right. Why the government needs to stop its constant meddling in the super system.…
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The ifa Show
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1 Navigating the complexities of cyber security in 2025 43:07
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In the latest episode of The ifa Show, host Keith Ford is joined by the founder of The Cyber Collective, Fraser Jack, to discuss how technological advancements have impacted the cyber security space and the doubled-edged sword of AI. Reflecting on the evolving landscape of cyber security, Jack emphasised the importance of creating resilient businesses that can withstand and recover quickly from attacks as despite best efforts, attacks still can occur. Listen as he discusses: How third-party providers can increase cyber risk. Why leaders’ knowledge is crucial to protecting the business. The consistent vulnerability of human error.…
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The ifa Show
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1 Leadership in a changing world – Trump’s influence on DEI and beyond 36:15
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In this episode of The ifa Show, we share a discussion between host Maja Garaca Djurdjevic and associate professor Nathan Eva, from Monash Business School, on the global implications of US President Donald Trump's "me-first agenda" on organisational culture, including within Australia. Eva breaks down Trump’s executive orders rolling back diversity, equity, and inclusion (DEI) initiatives and clean energy efforts, and how these moves could flow through into the domestic landscape. Listen as they discuss: The risks that come with deprioritising diversity and how Australian leaders can resist these trends. What organisations can do to stay committed to fairness, equity, and sustainability amid political and social upheaval. The leadership qualities needed to navigate this challenging new era.…
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The ifa Show
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1 Why firms bringing on PY advisers is vital for the future of advice 29:35
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In the latest episode of The ifa Show, host Keith Ford is joined by academic and consultant Dr Katherine Hunt to dive into the barriers that are holding advice firms back from bringing on young advisers and why overcoming them is important for the future of the profession. Reflecting on conversations with advisers who have decided working with professional year (PY) advisers simply doesn’t fit their business model, Hunt outlined why this is an area where advice firms can take on more responsibility for improving the overall profession while still gaining value from a new adviser’s skills. Listen as she discusses: How to reposition the value proposition of a PY adviser as a positive for your clients. Why the proposed new class of adviser could be reason for optimism and lead to growth in adviser numbers in the long-term. How to get the most out of mandated ethics continuing professional development rather than just ticking a box.…
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The ifa Show
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1 M&A trends and the Australian financial services landscape in 2025 41:06
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In the latest episode of The ifa Show, host Keith Ford sits down with founder and director of Forte Asset Solutions, Steve Prendeville, to break down what’s happening in the financial services mergers and acquisitions (M&A) space. With activity high across the board, including multiple bidders attempting to take over Insignia Financial, Prendeville shares his insights on the growing international interest in Australian financial services firms and why this is happening. Listen as he discusses: The impact of offshore ownership on the domestic financial services market. Why 2025 is set to be a busy year for M&A advice firms, driven by a combination of supply and demand dynamics. How financial advisers can build better businesses and enhance profitability.…
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The ifa Show
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1 The Coalition’s vision for financial advice with shadow minister Luke Howarth 50:58
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Join us for an exclusive interview as ifa’s Maja Garaca Djurdjevic and Keith Ford are joined by shadow financial services minister Luke Howarth to discuss the Coalition’s goals for financial advice. In this conversation, Howarth shares his perspective on the current state of the sector, what a change in government would bring about for financial advice reform efforts, the prospect of super funds returning to advice, and what needs to change regarding the Compensation Scheme of Last Resort. Tune in to hear the shadow minister’s vision for the advice profession ahead of next year’s federal election. You’ll hear: What the Coalition’s plan to implement all the Quality of Advice Review recommendations means in practice. His plans to turn around what has been a contentious relationship between the advice profession and successive governments on both sides of politics. How Australia’s economy is looking following an extended period of high inflation and increased government spending. Whether the shadow minister is just talking a good game ahead of an election or if financial advice would be better off under a Coalition government.…
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The ifa Show
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1 Navigating the intergenerational wealth transfer 31:38
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In this episode of The ifa Show, host Keith Ford is joined by Kylie Denton, the owner and director of Performance Advisory Group, to explore how advisers can navigate the complex landscape of the intergenerational transfer of wealth and engage with different generations of clients. Denton explains why financial advisers need to start thinking about how they will connect with this new generation now, as around $435 billion of wealth is set to transfer from Baby Boomers to generations X, Y, and Z over the next 10 years. Listen as they discuss: The conversations that advisers should be having with clients and both their children and grandchildren. How advisers can tailor their offerings to younger generations that communicate very differently compared with older clients. The different concerns that younger clients hold, not just from a financial perspective but also on a broader level.…
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The ifa Show
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1 NCAs on the horizon: What does DBFO part 2 mean for advice? 35:21
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In this episode of The ifa Show, co-hosts Maja Garaca Djurdjevic and Keith Ford break down Financial Services Minister Stephen Jones’ latest update on the Delivering Better Financial Outcomes (DBFO) reforms and how the new class of adviser (NCA) is set to operate. Details have been short on the second tranche of the DBFO and the delays have been lengthy, but the minister has provided a more in-depth look at how the super funds and insurers will be able to utilise NCAs to provide simple advice to members – though there is still no date for the release of draft legislation. Listen as they discuss: Whether the ability for NCAs to charge for their service is a net positive and why it became a point of friction among stakeholders. The reaction from across the financial services industry. How likely it is that the legislation will be passed in the current term of Parliament, given the ever-shrinking window before the federal election.…
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The ifa Show
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1 Key issues emerging from the Dixon/CSLR inquiry 55:00
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In this episode of The ifa Show, co-hosts Keith Ford and Maja Garaca Djurdjevic are joined by Money Management editor Laura Dew to dissect some of the submissions that industry stakeholders have made to the Senate’s Dixon Advisory inquiry. Submissions for the Senate inquiry into failure of wealth management companies and the impact on the Compensation Scheme of Last Resort (CSLR) have started to be released, and some key issues have started to emerge around where the major problems lie and what can be done to fix them. Listen as they discuss: How the CSLR came about and why the Dixon Advisory collapse has caused so many problems. The ongoing concern of what will happen when the $20 million subsector cap is exceeded. Options to address large firms walking away from their subsidiaries and leaving it to advisers to pick up the tab.…
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The ifa Show
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1 Unlocking efficiencies in the financial advice process 33:03
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In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Bryce Quirk, Group Executive of Distribution at CFS, and Recep Peker, Managing Director of Empower Business Advisory, to explore the findings of the firms’ recent Advice Practice Profitability Report. Quirk and Peker break down the report’s most important insights for advisers, from the way practice inefficiencies are hindering their ability to serve a greater number of clients to the importance of investing in the foundation of their businesses to accommodate future growth. Listen as they discuss: How to address the ongoing issue of advice accessibility. The importance of advocating for the value of financial advice and reducing servicing costs. The role of managed accounts in simplifying processes and improving client outcomes. Why advisers should seek technology partners that facilitate consistency and simplicity and how this can boost profitability.…
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The ifa Show
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1 Top legislative issues impacting advice profession 30:33
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In this episode of The ifa Show, co-hosts Keith Ford and Maja Garaca Djurdjevic sit down to discuss tranche two of the Delivering Better Financial Outcomes legislation and Liberal senator Andrew Bragg’s admonishment of the government for the ever-extending timeline to deliver a draft of the legislation. Together, the pair delve into the potential impact of Australia’s 2025 federal election and how politics are playing a role in the legislative process, suggesting financial services could become a key battleground as the election nears. Listen as they discuss: The private member’s bill hoping to provide advisers a reprieve from onerous statements of advice. Advisers who are left in a state of limbo as they await legislative change. The Compensation Scheme of Last Resort and the ongoing battle against Dixon Advisory.…
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The ifa Show
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1 Understanding the tax deductibility of advice fees 42:51
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In this episode of The ifa Show, host Keith Ford is joined by Conrad Travers, director and principal consultant at Tangelo Advice Consulting, to discuss the ATO’s final determination on tax deductibility of advice fees and how advice firms can put the changes into practice to benefit their clients. Travers explains how the new guidance works, what has changed from the draft determination that was released last year, and why it is important to work alongside accounting professionals to ensure the best outcomes for clients. Listen as they discuss: Why advice firms need to identify areas of friction in their processes to enhance their operational efficiency. How to get your practice ready for the changes coming out of the first Delivering Better Financial Outcomes (DBFO) legislation. What to expect from the second tranche of DBFO and why you shouldn’t rely on regulatory change to improve your practice.…
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The ifa Show
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1 How an advice framework can boost serviceability 26:09
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In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, a financial adviser from Complete Wealth, to discuss a new framework for advice – developed through his recently completed PhD – focusing on six critical barriers: professionalism, trust, engagement, comprehension, costs, and serviceability. Neilson discusses the role of technology in improving efficiency in the advice process and the need to outsource administrative tasks to increase client capacity and reduce the cost to serve. Listen as they discuss: The key barriers impacting financial advisers. How firms can act to reduce the cost of advice. The perception of financial advice as a profession.…
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The ifa Show
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1 Navigating the complex world of aged care advice 31:31
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In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by specialist financial adviser Nathan Fradley to discuss the growing importance of aged care advice in Australia as the population gets older, and the need for specialised knowledge to successfully handle complexities of Australia’s aged care system. Fradley discusses his journey to aged care advice, the challenges of navigating complicated relationship dynamics, and what can happen when people receive incorrect advice. Listen as they discuss: The emotional side of aged care advice. Unique challenges of advising clients on aged care and retirement. The evolving landscape of aged care legislation.…
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