All Episodes
The ifa Show — 330 episodes
Flaws in the PY fuelling young talent retention challenge
Understanding fixed income ETFs opportunities in a shifting environment
Breaking down the FSC's policy proposals
The missing link in retirement advice
Avoiding the AI trap
Breaking down the state of advice
Making the shift from product provider to running an advice firm
Education reform, CSLR options and avoiding fund failures
Inside Australia's underinsurance problem – and why risk specialists matter
Why going it alone isn't always the answer in financial advice
How advice firms can use AI to transform their processes
How financial advisers can use podcasting to build trust
How specialised advice guides clients through grief and complexity
How financial advice firms can boost efficiency without losing sight of clients
From silos to strategy: Managing intergenerational wealth effectively
How the Professional Year can create 'advice‑ready' financial advisers
Why the feared adviser exodus never arrived – and what it means for M&A in 2026
Younger clients, bigger horizons: The value of aggressive investing
Efficiency, compliance and construction: How advisers are rebuilding their investment process
Why AI adoption in advice is rising – and what's still holding advisers back
Mapping the emotional journey: How advisers can build trust with clients
Reimagining financial advice: Breaking down the Actuaries Institute's HGA framework
The future of AI, efficiency and client engagement in advice
Breaking down the new $3m super tax with Aaron Dunn
Why young professionals don't have to 'fall into' advice with Tom Moloney
Key takeaways and adviser considerations from ASIC's private credit report
Advice accessibility and finding your client base with Deline Jacovides
Inside AFCA: How complaints and compensation really work
The need for legislative and regulatory improvements to the CSLR with David Berry
The critical role of childhood trauma policies with Trish Gregory
Why advisers need to look beyond investment returns with Thabojan Rasiah
How financial advisers can grow their reach through social media with Ben Nash
Breaking down the CSLR special levy consultation with Phil Anderson
No 'secret sauce': Navigating opportunities in private markets
Independent advice, global strategies, and military transitions
Liquidity, risk, and super reforms: The evolving landscape of private credit
Building a 'destination workplace' in financial advice
'Happy new financial year': Looking back and planning ahead
Navigating investing in times of conflict
Utilising the 'ethical lens' to drive business practices
DBFO, CSLR and Mulino: What's ahead for the advice profession?
'Ignoring the noise': Navigating challenges through market volatility
'Figure out the bottlenecks': Collaborating for the future
'They're very, very careful': What's blocking ATO portal access?
The post-election future of financial services
Election aftermath: What a landslide Labor victory means for advice
Navigating market volatility: How to contextualise the swings for clients
Did Jones fix the 'hot mess'?
Problems and promises: The profession's expectations for the next government
Angus Taylor on economic management and the path to 30k advisers
How to prepare for the aged care reforms
Taking a deep dive into DBFO 1.5 with Phil Anderson
Why there's cause to be optimistic about the future of advice
'Massive opportunity for regrowth': How to revive the risk advice sector
'Feeling like they're in control': Understanding the diverse needs of clients
'The greatest bloody manipulation': What can be done about the CSLR?
Advisers' key concerns leading up to the federal election
'Big win for the profession': The importance of education reform
Navigating the complexities of cyber security in 2025
Leadership in a changing world – Trump's influence on DEI and beyond
Why firms bringing on PY advisers is vital for the future of advice
M&A trends and the Australian financial services landscape in 2025
The Coalition's vision for financial advice with shadow minister Luke Howarth
Navigating the intergenerational wealth transfer
NCAs on the horizon: What does DBFO part 2 mean for advice?
Key issues emerging from the Dixon/CSLR inquiry
Unlocking efficiencies in the financial advice process
Top legislative issues impacting advice profession
Understanding the tax deductibility of advice fees
How an advice framework can boost serviceability
Navigating the complex world of aged care advice
Guiding clients through uncertainty
Will the DBFO ever be legislated?
From research to reality: How Dawn Thomas aims to transform super for Generation Z
AI in financial advice: Cutting through the hype and evaluating opportunities
Financial advice at the Olympics – Learning from the track
The future of single practitioner advice firms
Unlocking the potential of your CRM with Matt Esler
Finding the 'secret sauce' for advice firm operations
'Milestone event': Inside the Entireti, AMP deal
'I'm really bullish on the profession': The opportunity to provide value
Don't wait for the silver bullet of regulatory reform
Navigating financial advice and finding a niche
Insights on the UK and Australian financial advice landscape
'Sanity prevailed': How adviser action helped change the DBFO bill
The evolving landscape for advice platforms
Understanding the regulatory costs impacting advice
Insights from Insignia's Cable Rickard on evolution, expansion, and industry adaptation
Breaking down the impact of the CSLR
The crucial role of client portals
How PPS Mutual is redefining insurance with CEO Michael Pillemer
The transformative power of data
The changing preferences for advice across generations
Budget special: Government provides little for advice and super
Streamlining the process of advice creation
Shadow treasurer urges less government intervention for advice prosperity
Why financial advisers should care about responsible investing
QAR bill and advisers as a political football
How to navigate challenges and seize the opportunities
Approaching financial advice like a barrister
CSLR's unanticipated cost and legacy burden on advisers
Women in Finance: Building a brand that lasts
Financial advice and the gender pay gap
Utilising political capital wisely
From QAR to ASIC, what's making news this week
FIFO to finance: A unique journey to advice
Tax cuts, advice reforms, and ASIC oversight
'Kingmakers': Advisers' role in ETF growth trajectory
Navigating financial goals and myths of younger Aussies
'The most important thing we do': Embracing the client experience
The AIOFP's new partnerships and programs
'Qualified advisers' and the fallout of the QAR reforms
The rise of the self-licensed adviser
Responding to challenges in advice
Women in Finance: How diversity provides a competitive advantage
Scale and service: What's behind a merger?
Women in Finance: The power of having strong female role models
Breaking down the first QAR draft legislation
Super boutiques and the golden age of advice
Women in Finance: The importance of showcasing diversity at all levels
Why advice is a people profession
The Adviser Games – A unique take on PD days
Women in Finance: How Mortgage Choice is working to create inclusive workplaces
The Olympian financial planner – Balancing passion and profession
Women in Finance: Why Joanna James believes in visualising and emotionalising success
Dive deep into the future of financial advice with Minister Stephen Jones
Women in Finance: Why Tanya Sale believes support is key to being a female leader
The barriers to young Australians seeking advice
Digital advice and its role in the future of the industry
How digital advice will enhance the client-adviser relationship
The profit first model: Nurturing a culture of giving
Digital advice and the impact of the QAR
Decoding ASIC levies and retirement security
Exploring good advice and advocacy in financial advice
Unpacking the government's QAR response: Expert insights from Michelle Levy and Sarah Abood
Embracing change and innovating advice with Nigel Baker
Why this professional remains optimistic about advice despite 'disappointing' levy increase
Exploring opportunities and challenges in the advice market
From AFA to a new era: Phil Anderson discusses the evolving advice landscape
Unlocking efficiency and engagement: The power of client portals in financial advice
QAR and the 'golden age of advice'
Addressing access to advice: Will QAR make a material difference?
How platforms can streamline quality of advice amid ongoing changes
What's in the government's QAR response?
How to tackle the unmet advice needs of high-net-worth investors
How you can attract Millennial clients
How advisers and digital tools can work together
Why a digital advice association will benefit advisers
Budget: A missed opportunity for advice when it's needed most?
The shadow minister's unfiltered take on financial advice: QAR, FASEA, and Labor party's approach
How to become B Corp certified
What the experience pathway means for the industry
Why we must consider the human and social cost of legislation
Advisers are 'change fatigued'
Why it is worth waiting for the government's QAR response
How much control does your dealer group have over you?
Investment opportunities in a limited IPO market: An overview with Antony Tolfts
Breaking barriers: Challenges and opportunities for women in financial advice
Why the advice profession is the 'number one winner' from QAR
Why this adviser believes Levy has done a 'fantastic job'
Abood details areas of QAR needing further examination
'QAR is the only way to fix problems in advice'
Why this ex-lawyer turned adviser is excited about the future of advice
There's a solution for the SoA logistical bottleneck
'The pendulum of change is swinging in favour of advisers'
Our favourite finance movies and shows
Podcasts that got you listening in 2022
Stories that caught your attention in 2022
The changing face of foreign interference, with Senator James Paterson
Christmas wish list of an advice professional
Why storm clouds will part for advice in 2023
Supporting the next generation of women in finance
What if advice isn't meant to be affordable
Why you should review your tech solution today
'We're not here to serve everyone'
2023 will be the 'year of technology'
The world's changed forever so what should advisers do?
Making financial services less 'male, stale and pale'
What not to do if you want to be more valuable
Making sense of the overwhelming recession rhetoric
Why raising awareness of advice is crucial to ensuring widespread access
Why the advice industry needs standards and protocols
Advice industry should 'own its own education requirements', shadow minister says
FPA & AFA reveal all about intended merger
The human side of financial advice
Embracing data and technology
We go one on one with the QAR reviewer
How managed accounts are changing the advice space
How to ensure the advice industry can thrive in the future
'Demand for advice exceeds the supply': AFA CEO
FINSIA CEO on the state of advice in 2022
Understanding AI and what it means for advice
How managed accounts can help solve some of advice's biggest dilemmas
Is a major recession avoidable?
Simplifying the advice process
The rise of cyber security awareness in advice
Why commercial property is key in a well-diversified portfolio
What the new government means for the advice industry
Is the advice industry on the precipice of more change?
The tech trends driving the industry forward
Running an efficient and profitable financial planning business
The role of tech and platforms to boost advisers
The great resignation or the great advice reset?
How advisers can use health to grow their business
The future of advisers and investing
Having the goals discussion with your clients
Mental health in the advice industry
Advice industry needs new strategies to stop planners leaving
A look at compliance in advice
Special Episode: Why advisers need to heed PM's warning regarding Russian cyber attack reprisals
Women in advice in 2022
One on one with the FPA CEO
EXCLUSIVE INTERVIEW: Shadow financial services minister and shadow assistant treasurer, Stephen Jones MP
An in-depth look at advice for retirees and Millennials
The rise of managed accounts
The future is digital advice
The impact of the retirement income covenant on advice
Changes must be made to avoid adviser exodus by 2026
What's in store for the advice industry in 2022?
Hear that? The most-listened-to podcasts in 2021
The stories that caught your eye in 2021
How the COVID-19 pandemic has altered client engagement
A deep dive into FASEA with new and experienced advisers
'We can't help Australians who need advice if we don't embrace technology'
How to engage a Millennial audience ahead of the biggest wealth transfer in history
Why ESG is essential for risk management
Why commercial property is key to a well-diversified portfolio
Accessibility and affordability: What does the future hold?
What's in store for the Australian markets?
The state of accessibility of advice
Looking at the Australian economy post-pandemic
A deep dive into the week's biggest stories
Looking at the stats of women in finance
Incoming regulations to cause 'explosion' in advice industry
The defining year for advisers and technology
'There is something fundamentally wrong with our industry'
SPECIAL EPISODE: Breaking the stigma surrounding mental health with David Coleman, Assistant Minister for Mental Health and Suicide Prevention
Moving advisers from best-kept secret to sought-after pros
Taking on the FASEA exam after considering retirement
Meet the detective turned five-time award-winning advice firm CEO
The move from adviser to business owner
The former IOOF exec who brought numbers to the NRL
The nuts and bolts of ethical investing
The importance of wealth management for clients
What do you do if an older client is being abused?
The issue of affordability and access to financial support
Financial advisers are moving away from platforms to reduce costs for their clients
Who is to blame for advice being unaffordable?
The advice model of the future
How do we take more people along on the advice journey?
Where do platforms fit in the industry's regulatory transformation?
Platforms, managed accounts and adviser productivity
The next phase of managed account evolution
Budget 2021 unpacked
Building a solid goals-based proposition
What's next for women in advice?
Measuring value in an above-the-line proposition
Servicing clients profitably for below $3k
What do managed accounts add to your client's bottom line?
The AIOFP takes on the pollies
The holy grail of advice
What will the adviser of 2025 look like?
The secret ingredient to your advice proposition
The outlook for mid-tier dealer groups
Are one-man bands still a viable business option?
How to become a tech-focused advice business
The evolution of ethical investing in advice
Should you consider getting your own licence?
What next for AMP advisers?
The question of fees
New year, new regulations
Outlook for advice practice values in 2021
Financial advice in the festive season
The new year outlook for ethical investing
How have advisers fared in the rollercoaster of 2020?
How much value do IFAs deliver to clients?
How to effectively scale your advice business
IFA Excellence Awards 2020 Finalist Showcase - Dealer Group of the Year
Investment opportunities in the COVID recovery
ifa Excellence Awards 2020 Finalist Showcase - Investment Adviser of the Year
The evolution of goals based advice
Top tips for creating a great end-to-end client experience
What will the post-COVID advice client look like?
How IFAs can use money coaching in their practice
Helping clients take advantage of the mortgage market
COVID-19 as a catalyst for positive change
How to make your practice more efficient and tech-friendly
Providing solutions to clients in financial difficulty
Factoring COVID-19 implications into tax time
Unpacking compliance with FASEA standards
How adviser business models are evolving post-crisis
How COVID-19 has been impacting financial advisers across Australia
How regulatory relief is affecting advisers
How to prepare to sit the FASEA exam remotely
Connecting with clients in a digital world
FPA's CEO on guiding clients through the COVID-19 crisis
Establishing the purpose of our retirement income system
Why advisers need to act now on implementing new legislation
Software support for IFAs
The importance of balancing risk vs returns
How the financial advice industry can increase market penetration
Put your stocks to work by lending them out
How to start your own IFA business
The Difference between Independent Vs Aligned Advisers
Adapting to a culture of innovation
The big questions every adviser should be asking
The big issues set to impact financial advisers
Rethinking the traditional dealer group
The story behind the story: Now is the time to make money off drugs
The biggest breaking news stories of 2018
Addressing financial wellness within the workforce
Challenging the traditional financial advice model
Keeping the human connection in a sector driven by technology
How international trends create risk and opportunity for Australian investors
Building a more productive business with Praemium
Keeping clients front and centre
The UK independent advice experience
Rebuilding client trust and adopting the 'growth mindset'
Between hearings: recap of royal commission's first round
FPA chair addresses member criticism
The 'Four Seasons' approach to client service
How a migrant from Africa built a $21 billion FUA empire
Royal commission, regulation and the regions
The art of adviser storytelling
'Independence and Innovation' live @ IFA-CON
Trump, Wall Street and America's IFA revolution
How RegTech will impact financial advice
Foreign ownership of financial services
Reflections on FOFA and fintech
Changing of the guard at the AFA