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
  • AI in financial advice: Cutting through the hype and evaluating opportunities
    Sep 18 2024

    In this episode of The ifa Show, host Keith Ford is joined by author and financial adviser Helen Baker to unpack the transformative potential of artificial intelligence (AI) and how financial advisers can highlight prime investment opportunities in the market.

    Baker identifies the industries set to benefit from AI for advisers looking to integrate these into client portfolios and the ethical concerns surrounding these new technologies.

    Listen as they discuss:

    • The revolutionary benefits and potential dangers of AI.
    • How clients can benefit from AI investments.
    • The ESG considerations that advisers should keep in mind.
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    28 minutos
  • Financial advice at the Olympics – Learning from the track
    Sep 11 2024
    In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Olympian and financial adviser at HLB Mann Judd Sarah Carli to discuss her experience at the 2024 Paris Olympics and the importance of being well prepared both on and off the track.
    Having competed in the 400-metre hurdles at the recently completed Paris Games, Carli explains the thought process of transitioning to retirement from athletics and dedicating more time to her financial advice career.
    Listen as they discuss:
    • Readjusting to an office environment after competing in the Olympics.
    • How a career as a track athlete has helped her become a better adviser and vice versa.
    • Why financial advice is an appealing career for young people who may not know what it entails.
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    18 minutos
  • The future of single practitioner advice firms
    Sep 4 2024

    In this episode of The ifa Show, host Maja Garaca Djurdjevic and Eugene Ardino, CEO of Lifespan Financial Planning, explore the challenges that single adviser firms face and why they have an important place in the market.

    Ardino explains what the future holds for these firms and how reductions in red tape will make life easier, as well as how outsourcing arrangements can free the adviser to spend more time providing advice rather than in the back office dealing with admin tasks.

    Listen as they discuss:

    • Why advisers need to decide early if they want to remain a single practitioner firm.
    • The difference between working as an adviser and running an advice firm.
    • How single practitioners can ensure they remain sustainable in the long run.
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    31 minutos
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