The ifa Show

Momentum Intelligence recently demonstrated the impact that market research has by driving real change in the mortgage broking sector, which was in danger of being ruined by the royal commission. In this episode of the ifa Show, head of Momentum Intelligence, Michael Johnson, joins host James Mitchell to reveal how the research group has partnered with ifa to conduct further research into the financial advice sector in a move that will both that will empower advisers and provide a solid foundation for promoting the true value of financial advice in Australia. Advisers will learn how they can get involved by surveying their clients today and be among the industry leaders who will receive a free market research report on their business. For more information, visit https://www.momentumintelligence.com.au/client-experience-survey or contact Michael Johnson directly on [email protected] Register at: https://momentumintelligence.au1.qualtrics.com/jfe/form/SV_eaCEC1oZRiEImEt

In this episode of the ifa Show, Lifespan Financial Planning CEO Eugene Ardino joins host James Mitchell to analyse the financial advice sector in light of the recent royal commission findings and recommendations. Eugene will share his thoughts surrounding vertical integration, the departure of grandfathered commissions and how it will impact the bottom line of advice practices across Australia. He also addresses the issues surrounding disclosure and transparency surrounding client education. Finally, Eugene will reveal why he expects the sector to lose a number of high quality advisers, share his thoughts surrounding life insurance, and how robo-advice fits into the modern financial advice business model. www.ifa.com.au

In this episode of the ifa Show, CEO of Centrepoint Alliance, Angus Benbow, joins host James Mitchell to reflect on his entry into the financial services sector following a 10-year career in the defence industry, discussing the synergies between the two sectors and his views on a post-GFC financial services industry. Angus will discuss his prior role as CEO of Shadforth Financial Group and how it has shaped the work that he is now completing with Centrepoint Alliance. With a focus on innovation, and meeting the needs of their clients, Angus will unpack how they are focusing on becoming a more data rich business, and establishing themselves as a valued support offering to financial advice professionals. www.ifa.com.au

Now is the time to make money off drugs – at least according to the cover story for this month's edition of the ifa magazine. Editor of ifa James Mitchell is joined by journalist Eliot Hastie to discuss medicinal marijuana and its role within Australia, and how the arrival of companies involved in its production on the stock exchange has opened up the possibility of investing in the drug as an asset class. Eliot will reveal the surprises that he came across when researching for the story, why Australian stocks within the commodity may not grow at the same rate as has been seen overseas, and how potential legalisation may impact this even further. www.ifa.com.au

In this special episode of the ifa Show, host James Mitchell is joined by the journalists from Momentum Media's wealth and wellness titles. Tune in as they discuss the biggest stories that shaped the financial services sector through 2018 and reveal some of the features that they will be looking to bring you as we head into 2019. www.ifa.com.au

In this episode of the ifa Show, managing director of Financial Advice Matters, Darren Smith joins host James Mitchell to share his stance on financial wellness within the sector, and the adviser explains how his education program is supporting a growing number of businesses and their staff. Darren also discusses why he entered the profession and why the Financial Advice Matters program places a focus on practical financial skills. He addresses the most common concerns he is seeing among participants and shares his thoughts surrounding the evolution of the finance sector within Australia. www.ifa.com.au

In this episode of the ifa Show, CEO of Experience Wealth, Steve Crawford joins host James Mitchell and tells his story of how he went from a first job completely removed from the finance industry - working with the association for leather tanners - into being a highly regarded ambassador to the financial advice industry. He will discuss the moment where he identified a gap in the market targeting a younger demographic and their needs, and how with no client base, referral partners or experience he decided to build a business addressing that niche. Steve will share where his now strong client base has come from, how through the creation of The Advice Movement he is challenging the traditional advice model and how he is busting the myth that a different approach to the sector must be a non-compliant one. www.ifa.com.au

Recorded live at the IFA convention 2018, ifa editor James Mitchell catches up with netwealth's Nick Mitchell, Experience Wealth's Steve Crawford and Sufficient Fundz' James Millard to delve into the impact that technology has had on customer service in financial advice. Find out how these advisers maintain a human connection in a world dominated by emerging technology platforms, the concept of financial wellbeing and why customer needs should always come first. www.ifa.com.au

In this episode of the IFA Show, host Katarina Taurian is joined by John Guadagnuolo, investment manager from Antares Equities, to discuss how shifts in global demographic trends can impact the profitability of various investment opportunities. John will share an insight into some of the changes taking place in the current climate, the next opportunities that he believes fund managers and investors can capitalise on, and how Antares Equities assesses the opportunities and risks of a particular investment. www.ifa.com.au

In this episode of the IFA Show host James Mitchell is joined by the chief executive of platform provider Praemium Michael Ohanessian, to discuss how their service is helping to increase client engagement, save time and reduce costs. Michael will share how their service differs from what is being offered by their competitors, why they have chosen to place their focus in the managed account sector, and how they are implementing what they have learnt from their experience in overseas markets into the technology that they offer here in Australia. Michael will unpack the role of technology in financial services, why there will always need to be a human element to the industry and discuss Praemium's plans for growing their business both in Australia and internationally. www.ifa.com.au

NAB general manager of wealth distribution Geoff Rogers dropped by the studio to recap the 2018 ifa Business Strategy Day, where he ran a session on client centricity and practice management. Geoff also spoke to ifa about NAB's commitment to the non-aligned advice sector, the latest in the platform space and how managed accounts can benefit advisers and their clients. He also talked about NAB's decision to demerge its wealth management divisions and what that means for ifa readers. www.ifa.com.au

Ahead of Australia's inaugural IFA Convention in September 2017, ifa speaks to Gillian Cardy, founder of the UK's IFA Centre and an advocate of the global independent financial advice movement, about the experience of IFAs in the UK. We discuss a number of topics pertinent to Australian advice including vertical integration, the philosophy of independence and adviser education standards. www.ifa.com.au

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

With 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.

In 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.

Named 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.

Joe 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

In 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.

ifa 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

This 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

In 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

RegTech 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

On the sidelines of the AIOFP conference in Tokyo, Japan, M&A consultant Steve Prendeville joins The ifa Show to chat about the increasing influence of foreign buyers in Australian financial services. We discuss some major recent deals, ones on the horizon and the impact for advisers and licensees. We also speak with Malcolm Whitten of Nikko Asset Management about the strategy behind the Nikko AM Australian Share Income Fund. Disclaimer: This information in this podcast was prepared & presented by Nikko Asset Management Australia Limited ABN 34 002 542 038, AFSL 229664 (Nikko AM Australia), the responsible entity and issuer of units in the Nikko AM Nikko AM Australian Share Income Fund (NASIF) ARSN 133 980 819. Nikko AM Australia is part of the Nikko AM Group. It does not take into account a potential investor's objectives, financial situation or needs. It is not intended to constitute personal advice, and must not be relied upon as such. Before making a decision based on this material, a potential investor should consider the Fund's Product Disclosure Statement (PDS) and the 'Additional Information to the PDS' available at www.nikkoam.com.au/pds. Applications only accepted if made on a current application form. Distributions & the return of capital are not guaranteed. Past performance is not an indicator of future performance. Whilst we believe the information contained in this material to be correct as at the date of presentation, no warranty of accuracy or reliability is given and no responsibility is accepted for errors or omissions. Any references to particular securities or sectors are for illustrative purposes only & are as at the date of publication. This is not a recommendation in relation to any named securities or sectors. No warranty or guarantee is provided that the positions will remain within the portfolio of the Fund. Any economic or market forecasts are not guaranteed.

Former Labor MP Bernie Ripoll, the man behind the Rudd-Gillard government's Future of Financial Advice reforms, joins The ifa Show to reflect on his time in politics and the debates still raging in financial services. We also speak to Laird Abernethy from Colonial First State about the company's push into managed accounts. http://www.ifa.com.au

In his first week in the job, freshly appointed CEO of the Association of Financial Advisers and former Zurich exec Philip Kewin drops by to discuss his views on the Life Insurance Framework, mandatory professional standards, internal tensions and the road ahead for the AFA. We also chat to Vanguard's Jeff Johnson on the rise of active ETFs and recap some of the year's trending news items. http://www.ifa.com.au