The ifa Show

De: Momentum Media
  • Resumen

  • 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
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Episodios
  • Navigating market volatility: How to contextualise the swings for clients
    Apr 30 2025

    In this episode of The ifa Show, host Keith Ford is joined by Dr Ben Neilson, financial adviser at Complete Wealth, to unpack how ongoing volatility in investment markets are affecting clients and how different cohorts are reacting.

    As tariff announcements have caused a roller-coaster on stock markets, it is hard to blame clients for fretting. According to Nielson, the best way to manage concerned clients is to reach out proactively and ensure they know their adviser is in it with them.

    Listen as they discuss:

    • Demystifying the broader implications of market volatility for clients.
    • The difference a few days can make in periods of rapid change.
    • How to use unpredictable events as a tool to shift clients’ mindset.
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    33 m
  • Did Jones fix the ‘hot mess’?
    Apr 23 2025

    In this week’s special episode of The ifa Show, we present outgoing Financial Services Minister Stephen Jones’ address at Momentum Media’s Election 2025 event, followed by a Q&A covering the Delivering Better Financial Outcomes reforms.

    In what was possibly his last address in front of an advice audience ahead of his retirement from politics, Jones outlines what he achieved over his three years in the role and how the Labor government plans to deliver on what he couldn’t if they are successful at the upcoming election.

    Tune in to hear about:

    • How the education standards reforms will help the profession recover its numbers.
    • What is being done to address the Compensation Scheme of Last Resort.
    • The role of the new class of advisers in bridging the advice accessibility gap for retiring Australians.
    • Why an extra six months would have done the trick.
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    41 m
  • Problems and promises: The profession’s expectations for the next government
    Apr 16 2025

    In this episode of The ifa Show, host Keith Ford is joined by Sarah Abood, chief executive of Financial Advice Association Australia (FAAA), to break down the Coalition’s promises to the advice profession if they come into power and the merits of the latest draft legislation of Labor’s advice reforms.

    Ahead of the federal election, Abood explored some of the possible solutions offered from both sides for addressing the Compensation Scheme of Last Resort, as well as the possible implications of superannuation funds providing retirement advice through collective charging.

    Listen as they discuss:

    • What the FAAA wants from the incoming government.
    • Why it’s important that advisers gain access to the ATO portal.
    • How government funding could boost new entrants to the profession.
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    51 m
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