Financial Services Podcast Network
Business & Economics Podcasts
Financial Services Podcast Network is the gateway to Australia’s leading financial services shows including Relative Return, InvestorDaily Uncut, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. Relative Return is a weekly podcast that gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers to economists and advisers, Relative Return explores the many moving parts of Australia's wealth management industry. Investor Daily Uncut is your essential guide to the biggest news and headlines in financial services this week. Join the Investor Daily team for a wrap of the top stories and what they mean for the industry, markets and the economy. 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. The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
Location:
United States
Description:
Financial Services Podcast Network is the gateway to Australia’s leading financial services shows including Relative Return, InvestorDaily Uncut, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. Relative Return is a weekly podcast that gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers to economists and advisers, Relative Return explores the many moving parts of Australia's wealth management industry. Investor Daily Uncut is your essential guide to the biggest news and headlines in financial services this week. Join the Investor Daily team for a wrap of the top stories and what they mean for the industry, markets and the economy. 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. The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
Language:
English
Website:
http://www.investordaily.com.au
Episodes
InvestorDaily Uncut: Exploring the strategic value of infrastructure investments with John Julian
5/3/2024
In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic welcomes a seasoned fund manager at Dexus Core Infrastructure Fund, John Julian, for an in-depth discussion on the nuances and potential of infrastructure investments.
Infrastructure, as Julian elucidates, encompasses a broad array of assets essential for economic growth and societal function.
In the current climate of uncertainty – marked by high inflation, elevated interest rates, and the looming threat of recession – infrastructure investment has emerged as a beacon for investors seeking stability.
The pair discuss:
Duration:00:18:36
SMSF: Will there be any change to division 296?
5/2/2024
In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tony Negline, superannuation and financial services leader at Chartered Accountants ANZ, to discuss some of the alternatives to the $3 million super tax.
Mr Negline explains CA ANZ’s range of position on division 296, detailing a range of alternatives that it has proposed to the government, and whether there is any chance that there will be substantial changed to the current form of the legislation.
Listen as they discuss:
Duration:00:37:52
Relative Return: Government oversight critique: Taylor’s views on QAR, industry super, and economic intervention
5/1/2024
In this episode of Relative Return, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more.
Taylor, a key figure in the opposition, shared his views on a range of issues from the government’s handling of the Quality of Advice Review (QAR) to the challenges facing the Australian economy, including productivity, while also emphasising the principle that superannuation is Australians’ money, not the government’s.
The shadow treasurer shares his belief that the answer to most problems is less government intervention and not more.
“I’m a big believer in getting government out of the way as much as you can,” Taylor says.
Touching on Labor’s perceived regulatory overreach, specifically in financial services, Taylor says: “The commitment on our side … is to recognise that there has been regulatory overreach, that we have got a whole group of Australians now that are under-advised, underinsured and underbanked, and that we’ve got to have more accessible financial services and advice if Australians are to have the prosperity they deserve.”
Tune in to hear him speak about:
Duration:00:28:57
IFA: Why financial advisers should care about responsible investing
4/28/2024
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Estelle Parker, the co-CEO of the Responsible Investment Association Australasia (RIAA), to discuss the upcoming RIAA conference and how financial advisers can improve their skills in responsible investment.
Parker breaks down the areas of focus for the conference and the broader role of the RIAA in shaping investment practices that not only promise returns but also ensure alignment with ethical standards and values.
Listen as she discusses:
Duration:00:21:03
InvestorDaily Uncut: Exploring private credit trends with Gerard Hargraves from Challenger Investment Management
4/25/2024
In the latest episode of InvestorDaily Uncut, we delve into the burgeoning world of private credit, a sector that has captured the attention of investors globally.
Gerard Hargraves, the head of real estate lending, fixed income at Challenger Investment Management, joins us to shed light on the intricacies of private credit, its growth and challenges.
Hargraves, with a rich background spanning almost three decades in engineering, project management, and finance, brings a unique perspective to the table.
He talks about regulatory changes and investor appetite driving the shift towards private debt, as well as why he remains cautious about the interest rate environment but sees opportunities in private credit’s evolution.
Duration:00:26:24
Relative Return: Remaining humble in asset management
4/25/2024
In this episode of Relative Return, host Laura Dew speaks with Andrew Mitchell, director and senior portfolio manager at Ophir Asset Management, about why he loves working in fund management and the lessons he’s learnt in a decade of running a firm.
Listen as they discuss:
Duration:00:36:38
InvestorDaily Uncut: Exploring the growth and potential of real estate private credit with Mark Power
4/18/2024
In this episode of the InvestorDaily Uncut podcast, host Maja Garaca Djurdjevic is joined by Mark Power, head of income credit at Qualitas, to delve into the rapid expansion of the real estate private credit market.
Power’s extensive experience in real estate finance sheds light on the evolving landscape of private real estate credit. The pair explore the regulatory changes post-Global Financial Crisis that catalysed the emergence of private lenders, filling a crucial capital gap left by traditional financiers.
Power highlights the allure of private real estate credit, citing its flexibility and vital role in project financing. The conversation also addresses Australia’s housing shortage and the evolving dynamics of the office real estate market in a post-COVID-19 world.
Power highlights the benefits of investing in private real estate credit, foreseeing a promising future fuelled by market fundamentals and growing investor appreciation.
Duration:00:29:57
SMSF: The importance of accurate property valuations
4/18/2024
In this episode of the SMSF Adviser Show, host Keith Ford is joined by Michael Wilczynski, co-owner of SMSF Property Valuations, to discuss the ins and outs of getting a property valuation that SMSF members can rely on.
Wilczynski explains why this process is vital, especially given the complexities involved in valuing unique properties or those with limited comparable market sales, and how his firm ensures properties are evaluated correctly.
Listen as they discuss:
Duration:00:32:45
Relative Return: Building the foundations of a new asset manager
4/18/2024
In this episode of Relative Return, host Laura Dew speaks with Blackwattle Investment Partners managing director and chief investment officer, Michael Skinner, about setting up an asset manager and what he looks for in an investment team.
Listen as they discuss:
Duration:00:25:08
Relative Return: Supporting the financial services ecosystem
4/15/2024
In this special episode of Relative Return, Momentum Media’s Phil Tarrant and Jordan Coleman discuss the publishing house’s expansion into greater coverage of the wealth management space.
Listen as they discuss:
Duration:00:41:25
IFA: QAR bill and advisers as a political football
4/14/2024
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford to discuss the first bill coming out of the Quality of Advice Review and the advice profession becoming a hot-button political issue.
With concerns swirling around the timeline for implementation, the Coalition has come out swinging, calling the drafting of the bill an “embarrassing blunder”. However, given the efforts of the previous government, is it a case of the right message but the wrong messenger?
In this podcast, Maja and Keith discuss:
Duration:00:25:06
Relative Return: Solving the super technology problem
4/11/2024
In this episode of Relative Return, host Maja Garaca Djurdjevic speaks with Riley James, founder and chief executive of fintech SuperAPI, about creating a superannuation ecosystem and potential changes from the Quality of Advice Review.
Listen as they discuss:
Duration:00:16:44
IFA: How to navigate challenges and seize the opportunities
4/7/2024
In the latest episode of the ifa Show, host Maja Garaca Djurdjevic sits down with founder and director of Forte Asset Solutions, Steve Prendeville, to dissect what makes a successful advice business in 2024.
Ahead of his appearance at the Adviser Innovation Summit 2024, Prendeville discusses the evolving advice landscape, touching on the challenges and opportunities that lie ahead.
Listen as he discusses:
Duration:00:28:09
SMSF: Innovation insights for advice firms to scale
4/4/2024
In this episode of the SMSF Adviser Show, host Keith Ford is joined by Eleece Quilliam, client development manager at Macquarie’s Banking and Financial Services group, to discuss the key learnings for advisers from the Macquarie Virtual Adviser Network Global Innovation Program.
Quilliam shares insights and practical recommendations from some of the most innovative firms in the US financial services and technology industries that advisers can easily implement in their own businesses.
Listen as they discuss:
The Macquarie Virtual Adviser Network (VAN) is provided by Macquarie Bank Limited ABN 46 008 583 542, AFSL 237502 (‘Macquarie’). This podcast does not take into account your objectives, financial situation or needs. You should consider if it is appropriate for you before making a decision, and obtain financial, legal and taxation advice.
Duration:00:50:20
Relative Return: Dissecting the Australian small caps market
4/3/2024
In this episode, host Laura Dew speaks with Phillip Hudak, co-portfolio manager of the Australian Small Companies Fund at Maple Brown-Abbott, about the allure of Australian small caps and how the current market environment presents a “compelling opportunity” reminiscent of the post-Global Financial Crisis period.
Listen as they discuss:
Duration:00:25:04
IFA: Approaching financial advice like a barrister
3/31/2024
In the latest episode of the ifa Show, host Keith Ford sits down with Nathan Fradley, who has recently launched a standalone advice business to focus on complex cases that require specialist attention.
Fradley explains why he decided to leave his previous role and the provision of ongoing advice in favour of working with financial advisers and their clients in a way that is modelled on how a barrister works with solicitors.
Listen as they discuss:
Duration:00:27:41
SMSF: The benefits of commercial property
3/28/2024
In this episode of the SMSF Adviser Show, host Keith Ford is joined by Stuart Wilton, co-head – unlisted funds at Centuria, to discuss commercial property investments.
Wilton explains the benefits of including commercial property investments within an SMSF portfolio, as well as some of the barriers that need to be considered when investing in the asset class.
Listen as they discuss:
Duration:00:42:57
Relative Return: Challenging consumers’ investment behaviour
3/28/2024
In this episode, host Laura Dew speaks with Chris Brycki, founder and CEO of Stockspot, about the rise of fintech, robo-advice, and the importance of financial education.
Listen as they discuss:
Duration:00:29:27
IFA: CSLR’s unanticipated cost and legacy burden on advisers
3/24/2024
In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Phil Anderson to discuss the industry’s concerns regarding the latest CSLR levy, emphasising the unexpected scale of the levy and its focus on covering legacy issues.
Anderson, who is the general manager of policy advocacy and standards at the Financial Advice Association Australia (FAAA), highlights the unexpected scale of the levy and its focus on addressing legacy issues, expressing surprise at the burden placed on advisers.
The conversation also delves into the reasons behind advisers being tasked with covering expenses they believed would be shouldered by the government, shedding light on the complexities of the situation and its potential impacts on the advice sector.
Tune in to gain insights into this pressing issue and the ongoing efforts to address it.
Duration:00:25:29
SMSF: Investing in specialised housing through an SMSF
3/21/2024
In this episode of the SMSF Adviser Show, host Keith Ford is joined by Arthur Naoumidis, CEO of the Aligned Disability Property Fund, to discuss investing in NDIS housing.
Naoumidis explains why the NDIS provides rent subsidies for disabled Australians and how SMSF members can invest to generate competitive returns and provide a social good.
Listen as they discuss:
Duration:00:35:12