Simon Backman, General Manager, Wahlstrom Financial chats to Bronwyn Yates, Head of Business Solutions on running a business, planning, opportunities in the industry and looking ahead to 2021. Simon also touches on how Wahlstrom managed through the peak of COVID-19 and lessons to implement for the future. 

Bronwyn Yates, Head of Business Solutions chats with Ben Graham from Blue Summit Financial Solutions. They discuss lessons learnt from 2020, insights on how Ben interacted with clients this year and what lessons we can take from 2020 into 2021.

Tilly Money is here to start telling women’s money stories.  They chat with industry leaders, entrepreneurs, politicians & everyday women about building a financially secure & thriving life.

Jodie Hampshire is the Managing Director of Russell Investments, a breast cancer survivor and mother of four adopted children. Jodie charts the course of her life from small town NSW to the big smoke of Sydney, climbing the ladder within the finance industry before setting sail for London & Dubai. Jodie's life has presented many challenges but she shares her insights on how to persevere, the tools she uses to maintain equilibrium and her insights on the sharemarket.

Joe Biden’s election as president of the United States is set to have significant implications for the ESG investing sector in 2021. In this episode of The ifa Show, James Harwood outlines what a Biden presidency will mean for markets as the COVID pandemic continues to evolve in the new year. 
 
James also discusses how client and adviser demand for ESG investment offerings has reached a tipping point in 2020 and offers tips for advisers looking to select the right ethical funds for their clients’ needs. 

Important Information
This podcast was produced December 2, 2020, listeners should consider viewing more up to date material on this topic.
For ESG considersations of the Funds refer to the Product Disclosure statement.
Russell Investments Australian Responsible Investment ETF
Russell Investments Low Carbon Australian Shares Fund
Russell Investments Sustainable Global Shares ex Fossil Fuels Fund

Advisers need to continuously work on closing the value gap and articulate the different components that underpin their advice to help clients understand the true value their adviser delivers. One area we see as a key opportunity for Advisers to showcase their value with their clients is in proactively managing a client’s investment tax experience.

Join Bronwyn Yates and Tanya Hoshek as they discuss insights about being tax savvy.

In this episode of the IFA Show, host Sarah Kendell is joined by Russell Investments head of wholesale partnerships Neil Rogan to discuss the fund manager's report on both the tangible and intangible aspects of value that advisers can deliver in their relationships with clients.

Neil also unpacks changing perceptions of the value of advice following the COVID crisis and how advisers can better incorporate the idea of value in their marketing and client engagement strategies going forward.

When you position your expertise and additional services to your clients, be intentional. Expertise in bringing a plan together and done correctly, is not a one-time step. It’s an ongoing process that keeps investors on track. How much is that worth?

 More than just return seeking, advisers are experienced at working with a client to closely identify their needs, with the ability to manage planned, unplanned or unforeseen expenditures. Advisers can help keep the portfolio invested where appropriate to grow assets for future spending needs and finding the best source and process for accessing capital on behalf of their clients when required. 

Join Bronwyn Yates and Tanya Hoshek as they discuss insights around cash drag.

We all know that this year has been a wild ride so far, and we’ve heard from advisers that they’ve recently delivered more value in this area than they have for some time.

Join Bronwyn Yates and Tanya Hoshek as they look at the behavioural mistakes that investors typically make and the value advisers provide in helping investors avoid those mistakes.

An integral part of financial planning is helping clients determine what proportion of household savings and investments should be invested in short, medium- or longer-term growth-oriented investments like stocks. 

Join Bronwyn Yates and Tanya Hoshek as they unpack our Value of an Adviser Report and focus on why appropriate asset allocation is so important for investors.