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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... more
FAQs about The ifa Show:How many episodes does The ifa Show have?The podcast currently has 323 episodes available.
May 15, 2018Rebuilding client trust and adopting the 'growth mindset'Acclaimed American author and motivational speaker Rick Capozzi speaks to The ifa Show on the sidelines of the Netwealth Study Tour in New York City about how advisers can rebuild trust with consumers in the wake of the royal commission. A former executive at Wall Street firms Morgan Stanley, Wells Fargo and Merrill Lynch, Rick has lived through numerous scandals and believes a particular brand of client-centric leadership is the key to redemption. www.ifa.com.au...more13minPlay
April 13, 2018Between hearings: recap of royal commission's first roundWith the second round of hearings for the Royal Commission into Misconduct in the Banking, Superannuation and Financial Services Industry around the corner, The ifa Show speaks to Momentum Media's Annie Kane about the lay of the land....more23minPlay
February 23, 2018FPA chair addresses member criticismIn this special edition of The ifa Show, Aleks Vickovich gives Financial Planning Association chair Neil Kendall an opportunity to respond to some of the most commonly heard member concerns around the mandatory standards regime and the FPA's role in the new era....more29minPlay
February 20, 2018The 'Four Seasons' approach to client serviceNamed Thought Leader of the Year at the ifa Excellence Awards 2017, Hamilton Wealth Management principal Will Hamilton is passionate about client service and the value of advice. He dropped by The ifa Show studio to chat about his firm's value proposition and to weigh in on some of the big debates of the day such as education, independence and asset management fees....more18minPlay
January 19, 2018How a migrant from Africa built a $21 billion FUA empireJoe Duran arrived in the US from Zimbabwe with just $200 to his name and now sits at the helm of a registered investment advisor (RIA) firm with $21 billion in funds under advice. In this special edition of The ifa Show, the California-based United Capital CEO sits down with Aleks Vickovich at AMP's Sydney headquarters to offer his secrets to growth for independent advice providers. www.ifa.com.au...more27minPlay
December 14, 2017Royal commission, regulation and the regionsIn the aftermath of the announcement of a royal commission into banking, superannuation and financial services, Senator John 'Wacka' Williams speaks exclusively to The ifa Show from his Parliament House office after a seven-year campaign for the inquiry, revealing what he wants to see in the terms of reference and the impact on consumers in the city and the bush....more19minPlay
November 28, 2017The art of adviser storytellingifa assembles a range of communications experts and practising advisers to talk value propositions and kickstarting a content strategy. Richard Dunkerley from Zurich, Naomi Christopher from Midwinter, consultant Jenny Pearse and award-winning advisers Ben Nash and Peita Diamantidis drop by the studio to chat about how advisers can better tell their story. Brought to you by Zurich Financial Services Australia...more40minPlay
September 19, 2017'Independence and Innovation' live @ IFA-CONThis special episode of The ifa Show features a rapid-fire discussion live from Australia's first IFA Convention. Featuring four very different perspectives – a technology provider, a practising adviser, a licensee/industry executive and a journalist – this roundtable centres on two twin themes that both Netwealth and ifa are passionate about: independence and innovation. Brought to you by Netwealth. www.netwealth.com.au hwww.ifa.com.au...more14minPlay
August 31, 2017Trump, Wall Street and America's IFA revolutionIn May 2016 ifa first reported that New York-based Focus Financial Partners was entering Australia via acquisition of Melbourne boutique MW Lomax. Armed with a war chest and a hunger for more Aussie advice M&A, the move reflected some important trends in the wealth management markets of both countries. In this special episode of The ifa Show, Focus principal Molly Bennard speaks to Aleks Vickovich live at the 17th annual Wraps, Platforms and Masterfunds Conference about the US and Australian independent advice movements and the firm's plans Down Under. www.ifa.com.au...more36minPlay
August 10, 2017How RegTech will impact financial adviceRegTech is the latest buzzword making waves in global financial services, and with adviser compliance burdens through the roof, this may be a positive outcome. Former AFA policy chief and RegTech entrepreneur Samantha Clarke joins The ifa Show to talk about the landscape for tech solutions to compliance problems. We also speak to Glenn Boyce of IRESS about Xplan Prime and the outlook for scaled advice. Brought to you by IRESS. www.ifa.com.au...more31minPlay
FAQs about The ifa Show:How many episodes does The ifa Show have?The podcast currently has 323 episodes available.