Basis Points

By Equity Mates Media

Small improvements, compounded. That is the power of basis points.

From Equity Mates Media, Basis Points is a show for Australian financial advisers. Together, let's find small improveme

... more

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FAQs about Basis Points:

How many episodes does Basis Points have?

The podcast currently has 60 episodes available.

Basis Points episodes:

August 04, 2026Why financial advice has become generic (and how to actually stand out)
Will Hamilton has enshrined a simple belief at Hamilton Wealth Partners: Most financial advice practices pay lip service to client experience, yet it makes all the difference in the eyes of clients.

In this episode, he shares how HWP differentiates through hyper-personalised service, from capping advisers at 50 clients to running large-scale client events that function more like weddings than seminars.

He also gets into the harder conversations, how he manages complex family dynamics, what he screens for when acquiring practices, and the delicate balance of incorporating AI to expand capacity without compromising on service.

Finally, he shares his view on markets. Australian equities are at their lowest weighting in the firm's history, and he explains why he thinks the market is overpaying for AI.

Chapters:
00:00 Introduction
01:12 Why Advisers Need Differentiation
03:10 Creating Memorable Client Experiences
07:29 Events That Drive Growth
10:32 Scaling with AI and Acquisitions
15:07 Managing Complex Family Wealth
19:52 AI, Security, and Advice
22:36 Market Outlook and Portfolio Positioning
26:44 Chart of the Week & Closing

📈 Stocks and ETFs Mentioned:
Magnificent 7 - Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL / GOOG), Meta Platforms (NASDAQ: META), Tesla (NASDAQ: TSLA)

Register for your ticket to FinFest Industry Day here!

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Practice Management (0.50 hour)
Legislated CPD Area: Client Care & Practice (0.50 hour)

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Want more Basis Points?

Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube

———

Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
...more
29min
July 28, 2026The biggest shift in financial advice history is less than 2 years away
Advisers’ entire tech stack will collapse in the next two years; that is the bold prediction of Paradino AI Co-Founder and CEO Alex Gassner.

He sees the glaring gap between the 15,000 financial advisers in Australia and those 16 million Australian’s who need advice, as being closed in one way only- by purpose-built AI tools.

Courtenay Fox, Co-Founder of Fox & Hare Financial, knows this firsthand.

After testing around 10 AI tools before narrowing it down, her firm now runs AI across everything from file notes and paraplanning to document review and client communications. No client data goes into any general LLM tool.

In this interview, Gassner and Fox outline why purpose-built AI is set to transform the advice industry, how Fox & Hare are already putting it into practice, and what every adviser needs to know about data security, liability and the looming advice gap.

Chapters:
00:00 AI Will Transform Advice
01:23 The Future Advice Tech Stack
04:05 How Firms Use AI Today
05:17 AI Security and Compliance
10:28 Human Oversight Still Matters
13:00 Client Trust and Transparency
15:32 Data Privacy and AI Models
19:59 Can AI Close the Advice Gap?
21:20 Practical AI Tips Today
24:08 The Future of Financial Advice

Register for your ticket to FinFest Industry Day here!

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.50 Total Hours
Knowledge Requirements: Managed Investments (0.50 hour)
Legislated CPD Area: Technical Competence (0.50 hour)

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This episode has been sponsored by Paradino AI. Paradino is the AI advice automation platform built specifically for Australian financial advisers. To find out more head to paradino.ai.

———

Want more Basis Points?

Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube

———

Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
...more
27min
July 21, 2026Is value dead? One of Australia’s greatest investing veterans weighs in
The Hall of Fame fund manager and IML founder, Anton Tagliaferro, has seen enough cycles to know we’re nearing the top.
He is convinced we are in a "speculative frenzy" of a bubble.

In this episode, he provides his outlook on markets and where he’s seeing value.

Chapters:
00:00 Introduction
01:22 AI Bubble or Déjà Vu?
03:54 Why AI May Disappoint
07:40 Is Value Investing Dead?
10:17 How Anton Invests Personally
15:15 Back Into Fund Management
16:56 Small Caps and New Fund
20:45 Advice for Uncertain Markets
23:25 Quant Funds Take Over
24:41 Final Market Outlook

📈 Stocks and ETFs Mentioned:
Brambles (ASX: BXB), Coles Group (ASX: COL), Amcor (NYSE: AMCR), Main Pharma (ASX: MYX), DroneShield (ASX: DRO), WiseTech Global (ASX: WTC)

Register for your ticket to FinFest Industry Day here!

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Managed Investments (0.50 hour)
Legislated CPD Area: Technical Competence (0.50 hour)

———

Want more Basis Points?

Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube

———

Basis Points is a product of Equity Mates Media.
This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
...more
27min
July 14, 2026The insider's guide to private credit: Red flags, risk & the road ahead
Do you understand what you're investing in within private credit?

Frank Danieli, Managing Director and Head of Global Credit Solutions at MA Financial explains why that is so important.

From funds providing better disclosures, to advisers having a clearer understanding of what classifies as “private credit”- Danieli talks through the road ahead for the asset class.

Plus, Ally asks for his take on whether we’re in a private credit reckoning.

Chapters:
00:00 Introduction
01:34 Defining Private Credit
04:17 Diversification Beats Specialisation
07:47 Why Close A Fund?
10:31 Biggest Credit Opportunities
14:56 The Quality Concentration Trap
18:46 Due Diligence Red Flags
20:27 Questions Every Adviser Should Ask
21:36 Alternatives In Portfolios

Register for your ticket to FinFest Industry Day here!

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.50 Total Hours
Knowledge Requirements: Fixed Interest (0.25 hour), Managed Investments (0.50 hour)
Legislated CPD Area: Technical Competence (0.50 hour)

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This episode has been sponsored by MA Financial. To learn more about MA Financial’s listed and unlisted private credit strategies, visit MAFinancial.com. Thanks to MA Financial for helping us keep all our content free.

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Want more Basis Points?

Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube

———-

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
...more
24min
July 07, 20264 structural shifts driving markets over the next decade
What will be the biggest risks and opportunities in markets over the next decade?

While nobody has a crystal ball, Capital Group’s Investment Director Matt Reynolds joins the show to discuss the four structural shifts he believes will have the biggest impact on the decade to come.

Plus, he explains the biggest mistake advisers are making with “diversified” portfolios.

Chapters:
00:00 Introduction
01:40 Shift One AI Opportunity
05:13 AI Bubble Or Earnings Boom
08:52 Shift Two Rewiring Globalization
10:23 Industrial Winners Emerging
13:59 Shift Three Consumers Want Experiences
19:07 Shift Four Healthcare Innovation
24:05 The Diversification Mistake

📈 Stocks and ETFs Mentioned:
Taiwan Semiconductor Manufacturing Company (NYSE: TSM)
Broadcom (NASDAQ: AVGO)

Register for your ticket to FinFest Industry Day here!

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.50 Total Hours
Knowledge Requirements: Managed Investments (0.50 hour)
Legislated CPD Area: Technical Competence (0.50 hour)

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This episode has been sponsored by Capital Group. To find out more about Capital Group and their funds, head to their website: https://www.capitalgroup.com/intermediaries/au/en/

Thanks to Capital Group for supporting this episode of Basis Points and helping to keep our content free.

Disclaimer: Past results are not a guarantee of future results. This information has been provided solely for informational purposes and is not an offer, or solicitation of an offer, or a recommendation to buy or sell any security or instrument listed herein. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. The information provided is not intended to be comprehensive or to provide advice.

———

Want more Basis Points?

Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube

———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
...more
27min
June 30, 2026Dollar Cost Ravaging: Why retirement flips the rules of investing
What if the strategy that built your clients' wealth is the same one quietly destroying it in retirement?

A new report from Milford; When Timing Becomes the Biggest Risk in Retirement, suggests that retirement fundamentally changes the maths of investing- including Dollar Cost Averaging.

Ally sits down with Regan van Berlo, Australian Country Manager at Milford, to hear how the report affects the way advisers prepare their clients for retirement.

Chapters:

00:00:00 Why Retirement Changes Portfolio Construction
03:38 Advising Clients 15 to 20 Years Earlier
00:07:04 Managing Sequencing Risk and Drawdowns
00:10:15 Choosing Better Retirement Portfolio Metrics
00:12:25 Building Retirement Portfolios That Last
00:18:02 Practical Advice for Retirement Conversations

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.25 Total Hours
Knowledge Requirements: Retirement (0.25 hour)
Legislated CPD Area: Technical Competence (0.25 hour)

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This episode has been sponsored by Milford. Visit Milford’s website to find out more about their funds and download their latest Orange Paper ‘When timing becomes the biggest risk in retirement’ here. Thanks to Milford for helping us keep our content free.

https://milfordasset.com.au/orange-paper-when-timing-becomes-the-biggest-risk-in-retirement/

———

Want more Basis Points?

Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube

———
Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
...more
19min
June 23, 2026Are you swimming with sharks? What advisers get wrong about private markets
The same portfolio mistakes keep showing up across adviser practices, and Jacqueline Fernley, Founder and OCIO of Arcpoint, has seen them all.

When it comes to public markets, the mistakes look different but are just as costly. In this episode, we explore how you can avoid them.

Plus how can advisers locate long term out-performers amongst the huge dispersion of performance in the asset class.

Chapters:

00:00:00 Introduction
00:01:36 Advice Industry Trends
00:06:30 Building An OCIO Business
00:08:05 Market Noise And Staying Invested
00:09:42 Private Credit Reality Check
00:14:45 Private Markets Are Hard
00:17:58 Tax Changes And Portfolio Construction
00:20:44 Infrastructure’s AI Tailwind
00:23:05 What Jacqueline Avoids
00:27:31 How To Assess Managers
00:30:52 The AI CapEx Chart

Want to see this weeks chart? Subscribe to the Basis Points newsletter. You’ll get exclusive insights from each episode, plus detailed analysis of each chart.

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.5 Total Hours
Knowledge Requirements: Financial Planning (0.25 hour), Managed Investments (0.25 hour)
Legislated CPD Area: Technical Competence (0.50 hour)

———

Want more Basis Points?
Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube

———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
...more
34min
June 16, 2026Morgan Stanley’s asset allocation playbook for the next 5 years
Welcome to 2026, where bonds no longer diversify stocks, volatility remains elevated and inflation isn't going anywhere.

So how should advisers and their client portfolio’s respond?

Morgan Stanley Wealth Management Australia Head of Investment Strategy and Solutions, Alexandre Ventelon, believes in this new market regime, advisers must brace for more volatility and “diversify their diversifiers”.

Captured at the annual Morgan Stanley Australia summit last week, this conversation covers:

Best Practices in APL review processes.
Common mistakes advisers make during manager selection.
Limitations of traditional 60/40 portfolios.
Diversification benefits of alternatives.

Chapters:
00:00:00 Introduction
00:01:55 Smarter Fund Selection
00:07:00 What Drives Returns?
00:11:53 The AI CapEx Boom
00:14:09 Diversify Your Diversifiers
00:18:19 Why Underweight Australia
00:23:49 Earnings Over Valuations
00:24:38 Picking Alternative Managers
00:27:26 Private Markets Under Pressure
00:30:16 The Most Important Chart

Links Mentioned:
Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry
Sign up to the Basis Points email

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.

0.50 Total Hours
Knowledge Requirements: Alternative Assets (0.25 hour), Managed Investments (0.25 hour)
Legislated CPD Area: Technical Competence (0.50 hour)

———

Want more Basis Points?
Watch all episodes in full and relive some of our favourite clips on YouTube
Sign up to the Basis Points email
Join the conversation on LinkedIn

———
Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.

Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
...more
32min
June 09, 2026 Gerard Minack: 10 charts that expose what investors are getting wrong
These 10 charts will challenge your thinking on AI and economic growth.

Acclaimed macro strategist and Australia’s “king of charts”, Gerard Minack from Minack Advisors joins Ally in the studio bringing his analysis of 10 different charts - each of which will reshape how you think about markets.

From AI to global equities to the war in Iran, these charts will disrupt what you thought was the status quo.

This episode was recorded on 26th May 2026

Chapters:
00:00:00 Introduction & 10 Charts
00:02:01 AI Earnings Bubble
00:06:22 The AI Revenue Problem
00:13:02 Following The AI Money
00:20:37 Has US Leadership Peaked?
00:27:07 America's Earnings Bubble
00:31:44 Strait Of Hormuz Risk
00:37:19 Oil Shock Recession Threat
00:41:58 Why The Fed Won't Cut
00:44:31 The Bull Case For Japan
00:49:36 Closing Thoughts

Links Mentioned: Register for early bird Finfest tickets here - http://equitymates.com/finfest-industry

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.75 Total Hours Knowledge Requirements: Economic Environment (0.50 hour), Securities (0.25 hour) Legislated CPD Area: Technical Competence (0.25 hour), General (0.50 hour)

———

Want more Basis Points?
Watch all episodes in full and relive some of our favourite clips on YouTube
Sign up to the Basis Points email
Join the conversation on LinkedIn

———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
...more
51min
June 02, 2026The dirty secret behind ESG funds (and how the experts spot a fake)
Want to learn how to sniff out red flags and greenwashing from a mile away? Australian Ethical’s Chief Impact & Ethics Officer Alison George has spent 20 years crafting her nose for it.

In this episode she shares her Green and Red flags for choosing ESG funds plus the questions advisers can ask to cut through the greenwashing spin.

She also tackles why the ethical investment industry needs to communicate better with investors - and whether you'll get better bang for your buck backing a transitioning fossil fuel giant over a tiny wind farm.

Chapters:
00:00:00 Ethical Investing Under Fire
00:02:10 ESG After The Boom
00:08:12 When Ethics Trigger Divestment
00:11:54 Spotting Genuine ESG Funds
00:13:30 Backing Real Climate Winners
00:16:34 Advisers And Client Values
00:20:26 Climate Risk And Greenwashing
00:23:36 Pay-To-Play ESG Concerns
00:24:51 Risks Shaping The Future
00:27:18 Why Inequality Connects Everything

📈 Stocks and ETFs Mentioned: National Australia Bank (ASX: NAB) WiseTech (ASX: WTC) Lendlease (ASX: LLC)

Links Mentioned: Register for early bird finfest tickets here - http://equitymates.com/finfest-industry

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CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points.
0.5 Total Hours Knowledge Requirements: Fixed Interest (0.25 hour) and Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour)

———

Want more Basis Points?
Sign up to the Basis Points email
Join the conversation on LinkedIn
Watch all episodes in full and relive some of our favourite clips on YouTube

———

Basis Points is a product of Equity Mates Media.

This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional.
Equity Mates Media operates under Australian Financial Services Licence 540697.
Hosted on Acast. See acast.com/privacy for more information.
...more
26min

FAQs about Basis Points:

How many episodes does Basis Points have?

The podcast currently has 60 episodes available.