The ifa Show

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

The ifa Show is a business podcast hosted by Unknown Host, with 328 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Unknown Host hosts The ifa Show, a business show with 328 episodes published.

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  The ifa Show

  Breaking down the FSC's policy proposals

  Aug 17, 202633 min

  In this episode of The ifa Show, host Alex Burke speaks with Blake Briggs, chief executive of the Financial Services Council, about proposals put forward in professional body's recent white paper of the future of advice licensing. Blake explains the rationale be hind the proposals aimed at making advice more sustainable, as well as addressing the industry's response to the $25,000 levy for each Australian Financial Services licensee as proposed by the FSC. Listen as they discuss: What measures could be put in place to enhance compliance and reduce the CSLR costs. How the influx in capital is driving consolidation across advice. Why it's important for professional associations to work together on advocacy initiatives.

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  The ifa Show

  The missing link in retirement advice

  Aug 2, 202617 min

  In this episode of the ifa Show, host Alex Burke talks to Challenger's general manager retirement distribution, Adrian Aardoom, about Australia's retirement income system and advisers' role in it. Adrian discusses the diminishing levels of retirement confidence across the country, the typical flaws in how Australians think about retirement and the ways in which the traditional advice process makes retirement income conversations needlessly difficult. Tune in to hear: The key factors driving the decline in retirement confidence What's missing or left out of traditional approaches to retirement modelling The ideal time for advisers to introduce the retirement income conversation

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  The ifa Show

  Avoiding the AI trap

  Jun 30, 202657 min

  In this episode of the ifa Show, host Alex Burke talks to Marshan Consulting director Ben Marshan about AI in advice: where it works, what the risks are and how advisers can use it without running afoul of ASIC or the OAIC. Ben discusses the rapid evolution of AI tools and the novel risks they introduce, particularly with regards to advisers' privacy obligations. He also explains the principles of responsible AI use recently introduced by the Financial Planning Standards Board and the ASIC letter that stopped him in his tracks. Tune in to hear: Why AI adoption requires thorough testing and ongoing training A case study about what not to do when using AI in advice What ASIC wants practices to focus on when developing AI policy

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  The ifa Show

  Breaking down the state of advice

  May 6, 202657 minS0

  <p >In this episode of the ifa Show, host Keith Ford is joined by Nathan Fradley of Fradley Advice to take a look at all of the big topics that are impacting the financial advice profession, from AI and data security to AML/CTF and the CSLR.</p> <p >Nathan breaks down why AI is both a powerful tool and worthy of some scepticism, how some of the change flowing through the sector is going to change the way that advisers work with their clients, and whether the Delivering Better Financial Outcomes reforms will improve how the profession operates.</p> <...

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  The ifa Show

  Making the shift from product provider to running an advice firm

  Apr 30, 202639 minS0

  <p >In this episode of the ifa Show, host Keith Ford speaks with Charlotte O'Meara, general manager of Falcon Financial Advisers, about her move away from her former role as head of responsible investment at Challenger to running an advice practice.</p> <p >Charlotte unpacks the differences between being on the product provider side of the financial services sector and the advice side, how her understanding of client needs has evolved, and the expertise she can transfer across.</p> <p >Tune in to hear:</p> How Falcon is planning to accelerate its growth strategy with the "Falcon engine". What the...

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