The ifa Show

Scale and service: What's behind a merger?


Listen Later

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by the general manager of consulting at Elixir, Sue Viskovic, to discuss her recent business merger, the evolving landscape of financial advice, and the role of technology in shaping the industry's future. Ms Viskovic explains the strategic decision to merge with Vital Business Partners (VBP), which brings greater access to capital, the ability to scale more rapidly, and ultimately, provide better and more efficient services to advice firms. Listen as they discuss:

  • What changes with a move into a new role, and what doesn't.
  • The potential of AI in the financial advice sector, particularly around automating business processes and improving efficiency.
  • The government's first Quality of Advice Review draft legislation.
...more
View all episodesView all episodes
Download on the App Store

The ifa ShowBy Momentum Media


More shows like The ifa Show

View all
CommSec Market Update by CommSec

CommSec Market Update

16 Listeners

Motley Fool Money by LiSTNR

Motley Fool Money

87 Listeners

The Money Puzzle by The Australian

The Money Puzzle

41 Listeners

Ensombl Advice Australia by Ensombl

Ensombl Advice Australia

1 Listeners

The Rules of Investing by Livewire Markets

The Rules of Investing

14 Listeners

Equity Mates Investing Podcast by Equity Mates Media

Equity Mates Investing Podcast

60 Listeners

FEAR & GREED | Business News by Fear and Greed

FEAR & GREED | Business News

9 Listeners

Inside Commercial Property by Rethink Investing

Inside Commercial Property

2 Listeners

The Money Café with Alan Kohler by Intelligent Investor

The Money Café with Alan Kohler

35 Listeners

Straight Talk with Mark Bouris by Mentored.com.au

Straight Talk with Mark Bouris

235 Listeners

Retire Right by Glen James

Retire Right

26 Listeners

15 Minutes with the Boss by The Australian Financial Review

15 Minutes with the Boss

10 Listeners

Chanticleer by Australian Financial Review

Chanticleer

18 Listeners

The Fin by Australian Financial Review

The Fin

19 Listeners

Australian Retirement Podcast by Rask

Australian Retirement Podcast

10 Listeners