The ifa Show

De: Momentum Media
  • Sumário

  • 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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Episódios
  • Leadership in a changing world – Trump’s influence on DEI and beyond
    Jan 29 2025

    In this episode of The ifa Show, we share a discussion between host Maja Garaca Djurdjevic and associate professor Nathan Eva, from Monash Business School, on the global implications of US President Donald Trump's "me-first agenda" on organisational culture, including within Australia.

    Eva breaks down Trump’s executive orders rolling back diversity, equity, and inclusion (DEI) initiatives and clean energy efforts, and how these moves could flow through into the domestic landscape.

    Listen as they discuss:

    • The risks that come with deprioritising diversity and how Australian leaders can resist these trends.
    • What organisations can do to stay committed to fairness, equity, and sustainability amid political and social upheaval.
    • The leadership qualities needed to navigate this challenging new era.
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    36 minutos
  • Why firms bringing on PY advisers is vital for the future of advice
    Jan 22 2025

    In the latest episode of The ifa Show, host Keith Ford is joined by academic and consultant Dr Katherine Hunt to dive into the barriers that are holding advice firms back from bringing on young advisers and why overcoming them is important for the future of the profession.

    Reflecting on conversations with advisers who have decided working with professional year (PY) advisers simply doesn’t fit their business model, Hunt outlined why this is an area where advice firms can take on more responsibility for improving the overall profession while still gaining value from a new adviser’s skills.

    Listen as she discusses:

    • How to reposition the value proposition of a PY adviser as a positive for your clients.
    • Why the proposed new class of adviser could be reason for optimism and lead to growth in adviser numbers in the long-term.
    • How to get the most out of mandated ethics continuing professional development rather than just ticking a box.
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    30 minutos
  • M&A trends and the Australian financial services landscape in 2025
    Jan 14 2025

    In the latest episode of The ifa Show, host Keith Ford sits down with founder and director of Forte Asset Solutions, Steve Prendeville, to break down what’s happening in the financial services mergers and acquisitions (M&A) space.

    With activity high across the board, including multiple bidders attempting to take over Insignia Financial, Prendeville shares his insights on the growing international interest in Australian financial services firms and why this is happening.

    Listen as he discusses:

    • The impact of offshore ownership on the domestic financial services market.
    • Why 2025 is set to be a busy year for M&A advice firms, driven by a combination of supply and demand dynamics.
    • How financial advisers can build better businesses and enhance profitability.
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    41 minutos
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