The ifa Show

On a new episode of the ifa Show, host Neil Griffiths is joined by Asia-Pacific chief executive of digital advice provider Ignition, Craig Keary. On this episode, Craig discusses the importance of digital advice, how much the COVID-19 pandemic has accelerated its adoption and why it will change the future of the industry. "The impact on this is going to be long-lasting. So I think we've got to be prepared. The consumers need help," he said. "I was out with a friend on the weekend, and people are considering, 'Well, do we leave Sydney? Do we downsize? Do we move somewhere else? Do we adopt a slightly different lifestyle?' All of that requires financial advice as well. "So I just think we're in a very fascinating time of our lives, and it's exciting to be in here, and it's a great opportunity for us all in the industry to make this advice more accessible." Listen to the full episode below. The ifa Show is brought to you by Sharesight

On a new episode of the ifa Show, host Neil Griffiths is joined by Challenger Limited's Luke Cheetham.

As general manager retail distribution for the company, Luke jumped on the podcast to discuss the incoming retirement income covenant - which will require funds to have a retirement strategy in place for its members – set to come into effect on 1 July 2022.

Luke discusses the industry reaction to the covenant and what it will mean not only for retirees, but also the challenges and opportunities for financial advisers.

Listen to the full podcast below. The ifa Show is brought to you by Sharesight

On a new episode of the ifa Show, host Neil Griffiths is joined by The Advisers Association's chief executive, Neil Macdonald.

Neil joined this week's podcast to discuss two opinion pieces he wrote published on ifa in-depth, regarding why there could be a "mass exodus" of advisers if the current requirement for existing advisers with no degree to have an approved qualification by 1 January 2026 is not addressed.

"I think it will be a significant number," Mr Macdonald said.

"You've got this demographic thing that adviser ages are increasing anyway. And so that's the risk, I think. There will be people who will retire probably maybe four or five years earlier than they need to."

Mr Macdonald discusses his opinion on the matter and what he would like to see government and regulators do before 2026.

Listen to the full episode below. The ifa Show is brought to you by Sharesight

As more people return to work for 2022, a new episode of the ifa Show looks at what's in store this year! Host Maja Garaca Djurdjevic is joined by fellow presenter Neil Griffiths who recently sat down with some advisers and industry figures such as Lifespan Financial Planning chief executive Eugene Ardino and Women Talking Finance's Karen Eley to discuss their hopes for the sector in 2022. "We're such a passionate profession, driven to help make our clients' lives better but are becoming increasingly disempowered by the regulatory compliance burdens and costs," Karen said. "I want to see a focus on [advisers'] wellbeing and recognition of the importance of what our industry does for Australian families' financial security." Listen to the full episode below. The ifa Show is brought to you by Sharesight

Before we kick off a new year of podcasts, we're running you through the biggest episodes of 2021! Host Maja Garaca Djurdjevic is again joined by fellow presenter Neil Griffiths to talk about the five most-listened-to podcasts of last year. Topics that most caught listeners' ears in 2021 included what the financial adviser of 2025 will look like, single-adviser practices and what's next for AMP advisers. Tune in as Maja and Neil look at each episode and discuss why the episodes were some of the most-listened-to of the year. Listen to the full episode below. The ifa Show is brought to you by Sharesight

On the final episode of the ifa Show for 2021, host Maja Garaca Djurdjevic is joined by fellow presenter of the podcast, Neil Griffiths, to talk about the year that was on the ifa website. Maja and Neil go through the top five most-read stories on the website this year, including articles that look at adviser numbers, the FASEA exam and ASIC regulations. As well as looking at the stories, Maja and Neil also discuss any possible updates or progressions on the subjects since they were published in the year. The ifa Show is brought to you by Sharesight

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Alison Dellow to chat about the importance of client engagement. With the pandemic putting a temporary pause to face-to-face meetings, advisers were forced to turn to technology to facilitate their client meetings. In this podcast, Alison Dellow from Hewison Private Wealth talks about the power of technology and how it has altered accessibility and strengthened the adviser-client relationship. Allison also touches on whether advisers are doing enough and what more they could be doing to enhance engagement. The ifa Show is brought to you by Sharesight

On a very special episode of the ifa show, host Neil Griffiths is joined by Greg Cook of Eureka Whittaker Macnaught and Mia Johnson of Keyman Financial Services to talk all things FASEA. With responsibilities to be wound up at the end of the year, this episode looks at FASEA's work and exams through Greg, who has been in the industry for 30 years, and Mia, who is midway through her professional year. Greg and Mia also discuss a recent opinion piece published on ifa by The Advisers Association's Neil Macdonald, who said advisers would exit the industry in droves if the current requirement for existing advisers with no degree to have an approved qualification by 1 January 2026 is not addressed. "I don't know whether I'd term it as a mass walkout, but certainly the number of advisers is going to decline, while the number coming through on the Professional Year is picking up from what I can see, the number of advisers that will have to leave the industry will be much higher," Greg said. Mia added: "My concern at the moment is that when the time comes, 2026 rolls around, I feel as though we're almost not going to have an industry left because everybody's going to leave. So what I'm really passionate about at the moment is getting younger people into the industry." The ifa Show is brought to you by Sharesight

On a new episode of the ifa Show, host Maja Garaca Djurdjevic is joined by the managing director of HUB24, Andrew Alcock.Andrew joined the podcast to talk about the role platforms are expected to play in helping reduce the time and cost it takes to implement advice.Andrew also touched on the power of technology, detailing why he believes technology is key to servicing the growing pool of Aussies needing advice."We can't help Australians who need advice if we don't embrace more technology," Andrew said.He also stressed the importance of collaboration between advisers, tech providers and the government to embrace the many opportunities technology creates."Our goals are about ultimately reducing the cost of risk. If you just don't get reliable information, how can you manage your compliance and your risk?"I think there's definitely an appetite for people to embrace technology, but it has to work. And my view is that this industry is yet to collaborate to really make it work."Collaboration's going to be key." To find out more, tune in below.

On a new episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Adele Martin, multi-award-winning certified financial planner and the founder of the Savings Squad Podcast and My Money Buddy.

Adele joined the podcast to talk about the largest handover of wealth in history and what advisers must do to engage this new, hip and technologically savvy audience of Millennials.

Adele talks about the time-poor, sandwich generation that is challenging advisers and their existing practices.

She chats about the challenges and the opportunities created by the $3.5 trillion wealth transfer, providing some practical solutions for advisers to adopt today.

"One of the big things is the online calendar. With your retirees, you might have rung them to book an appointment, but millennials will screen your calls… So online calendar bookings are a must," Adele said.

"The other thing I would say is talk to them how they want to be spoken to. They don't want to necessarily be on the phone to you, so can we make it text communication?"

To find out more, tune in below. The ifa Show is brought to you by Sharesight