The ifa Show

By Prime Creative Media

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Category: Investing

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Subscribers: 19
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Episodes: 326

Description

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

Episode Date
Avoiding the AI trap
Jun 30, 2026
Breaking down the state of advice
May 06, 2026
Making the shift from product provider to running an advice firm
Apr 30, 2026
Education reform, CSLR options and avoiding fund failures
Apr 23, 2026
Inside Australia's underinsurance problem – and why risk specialists matter
Apr 01, 2026
Why going it alone isn't always the answer in financial advice
Mar 25, 2026
How advice firms can use AI to transform their processes
Mar 18, 2026
How financial advisers can use podcasting to build trust
Mar 12, 2026
How specialised advice guides clients through grief and complexity
Mar 04, 2026
How financial advice firms can boost efficiency without losing sight of clients
Feb 18, 2026
From silos to strategy: Managing intergenerational wealth effectively
Feb 05, 2026
How the Professional Year can create 'advice‑ready' financial advisers
Jan 28, 2026
Why the feared adviser exodus never arrived – and what it means for M&A in 2026
Jan 21, 2026
Younger clients, bigger horizons: The value of aggressive investing
Dec 10, 2025
Efficiency, compliance and construction: How advisers are rebuilding their investment process
Dec 03, 2025
Why AI adoption in advice is rising – and what's still holding advisers back
Nov 27, 2025
Mapping the emotional journey: How advisers can build trust with clients
Nov 12, 2025
Reimagining financial advice: Breaking down the Actuaries Institute's HGA framework
Nov 05, 2025
The future of AI, efficiency and client engagement in advice
Oct 29, 2025
Breaking down the new $3m super tax with Aaron Dunn
Oct 15, 2025
Why young professionals don't have to 'fall into' advice with Tom Moloney
Oct 08, 2025
Key takeaways and adviser considerations from ASIC's private credit report
Sep 24, 2025
Advice accessibility and finding your client base with Deline Jacovides
Sep 17, 2025
Inside AFCA: How complaints and compensation really work
Sep 11, 2025
The need for legislative and regulatory improvements to the CSLR with David Berry
Sep 03, 2025
The critical role of childhood trauma policies with Trish Gregory
Aug 27, 2025
Why advisers need to look beyond investment returns with Thabojan Rasiah
Aug 20, 2025
How financial advisers can grow their reach through social media with Ben Nash
Aug 13, 2025
Breaking down the CSLR special levy consultation with Phil Anderson
Aug 06, 2025
No 'secret sauce': Navigating opportunities in private markets
Jul 30, 2025
Independent advice, global strategies, and military transitions
Jul 23, 2025
Liquidity, risk, and super reforms: The evolving landscape of private credit
Jul 16, 2025
Building a 'destination workplace' in financial advice
Jul 09, 2025
'Happy new financial year': Looking back and planning ahead
Jul 02, 2025
Navigating investing in times of conflict
Jun 25, 2025
Utilising the 'ethical lens' to drive business practices
Jun 18, 2025
DBFO, CSLR and Mulino: What's ahead for the advice profession?
Jun 11, 2025
'Ignoring the noise': Navigating challenges through market volatility
Jun 04, 2025
'Figure out the bottlenecks': Collaborating for the future
May 28, 2025
'They're very, very careful': What's blocking ATO portal access?
May 22, 2025
The post-election future of financial services
May 14, 2025
Election aftermath: What a landslide Labor victory means for advice
May 07, 2025
Navigating market volatility: How to contextualise the swings for clients
Apr 30, 2025
Did Jones fix the 'hot mess'?
Apr 23, 2025
Problems and promises: The profession's expectations for the next government
Apr 16, 2025
Angus Taylor on economic management and the path to 30k advisers
Apr 10, 2025
How to prepare for the aged care reforms
Apr 02, 2025
Taking a deep dive into DBFO 1.5 with Phil Anderson
Mar 27, 2025
Why there's cause to be optimistic about the future of advice
Mar 19, 2025
'Massive opportunity for regrowth': How to revive the risk advice sector
Mar 12, 2025
'Feeling like they're in control': Understanding the diverse needs of clients
Mar 05, 2025
'The greatest bloody manipulation': What can be done about the CSLR?
Feb 27, 2025
Advisers' key concerns leading up to the federal election
Feb 19, 2025
'Big win for the profession': The importance of education reform
Feb 12, 2025
Navigating the complexities of cyber security in 2025
Feb 05, 2025
Leadership in a changing world – Trump's influence on DEI and beyond
Jan 29, 2025
Why firms bringing on PY advisers is vital for the future of advice
Jan 22, 2025
M&A trends and the Australian financial services landscape in 2025
Jan 14, 2025
The Coalition's vision for financial advice with shadow minister Luke Howarth
Dec 19, 2024
Navigating the intergenerational wealth transfer
Dec 11, 2024
NCAs on the horizon: What does DBFO part 2 mean for advice?
Dec 04, 2024
Key issues emerging from the Dixon/CSLR inquiry
Nov 27, 2024
Unlocking efficiencies in the financial advice process
Nov 20, 2024
Top legislative issues impacting advice profession
Nov 13, 2024
Understanding the tax deductibility of advice fees
Nov 06, 2024
How an advice framework can boost serviceability
Oct 30, 2024
Navigating the complex world of aged care advice
Oct 23, 2024
Guiding clients through uncertainty
Oct 16, 2024
Will the DBFO ever be legislated?
Oct 02, 2024
From research to reality: How Dawn Thomas aims to transform super for Generation Z
Sep 25, 2024
AI in financial advice: Cutting through the hype and evaluating opportunities
Sep 18, 2024
Financial advice at the Olympics – Learning from the track
Sep 11, 2024
The future of single practitioner advice firms
Sep 04, 2024
Unlocking the potential of your CRM with Matt Esler
Aug 28, 2024
Finding the 'secret sauce' for advice firm operations
Aug 21, 2024
'Milestone event': Inside the Entireti, AMP deal
Aug 14, 2024
'I'm really bullish on the profession': The opportunity to provide value
Aug 07, 2024
Don't wait for the silver bullet of regulatory reform
Jul 31, 2024
Navigating financial advice and finding a niche
Jul 24, 2024
Insights on the UK and Australian financial advice landscape
Jul 17, 2024
'Sanity prevailed': How adviser action helped change the DBFO bill
Jul 10, 2024
The evolving landscape for advice platforms
Jul 03, 2024
Understanding the regulatory costs impacting advice
Jun 27, 2024
Insights from Insignia's Cable Rickard on evolution, expansion, and industry adaptation
Jun 19, 2024
Breaking down the impact of the CSLR
Jun 12, 2024
The crucial role of client portals
Jun 05, 2024
How PPS Mutual is redefining insurance with CEO Michael Pillemer
Jun 04, 2024
The transformative power of data
May 29, 2024
The changing preferences for advice across generations
May 22, 2024
Budget special: Government provides little for advice and super
May 15, 2024
Streamlining the process of advice creation
May 08, 2024
Shadow treasurer urges less government intervention for advice prosperity
May 01, 2024
Why financial advisers should care about responsible investing
Apr 24, 2024
QAR bill and advisers as a political football
Apr 10, 2024
How to navigate challenges and seize the opportunities
Apr 03, 2024
Approaching financial advice like a barrister
Mar 27, 2024
CSLR's unanticipated cost and legacy burden on advisers
Mar 20, 2024
Women in Finance: Building a brand that lasts
Mar 12, 2024
Financial advice and the gender pay gap
Mar 06, 2024
Utilising political capital wisely
Feb 28, 2024
From QAR to ASIC, what's making news this week
Feb 21, 2024
FIFO to finance: A unique journey to advice
Feb 14, 2024
Tax cuts, advice reforms, and ASIC oversight
Feb 07, 2024
'Kingmakers': Advisers' role in ETF growth trajectory
Jan 31, 2024
Navigating financial goals and myths of younger Aussies
Jan 24, 2024
'The most important thing we do': Embracing the client experience
Jan 17, 2024
The AIOFP's new partnerships and programs
Dec 20, 2023
'Qualified advisers' and the fallout of the QAR reforms
Dec 13, 2023
The rise of the self-licensed adviser
Dec 06, 2023
Responding to challenges in advice
Nov 29, 2023
Women in Finance: How diversity provides a competitive advantage
Nov 23, 2023
Scale and service: What's behind a merger?
Nov 22, 2023
Women in Finance: The power of having strong female role models
Nov 17, 2023
Breaking down the first QAR draft legislation
Nov 15, 2023
Super boutiques and the golden age of advice
Nov 08, 2023
Women in Finance: The importance of showcasing diversity at all levels
Nov 02, 2023
Why advice is a people profession
Nov 01, 2023
The Adviser Games – A unique take on PD days
Oct 25, 2023
Women in Finance: How Mortgage Choice is working to create inclusive workplaces
Oct 20, 2023
The Olympian financial planner – Balancing passion and profession
Oct 18, 2023
Women in Finance: Why Joanna James believes in visualising and emotionalising success
Oct 13, 2023
Dive deep into the future of financial advice with Minister Stephen Jones
Oct 11, 2023
Women in Finance: Why Tanya Sale believes support is key to being a female leader
Oct 06, 2023
The barriers to young Australians seeking advice
Oct 04, 2023
Digital advice and its role in the future of the industry
Sep 27, 2023
How digital advice will enhance the client-adviser relationship
Sep 20, 2023
The profit first model: Nurturing a culture of giving
Sep 13, 2023
Digital advice and the impact of the QAR
Sep 06, 2023
Decoding ASIC levies and retirement security
Aug 30, 2023
Exploring good advice and advocacy in financial advice
Aug 23, 2023
Unpacking the government's QAR response: Expert insights from Michelle Levy and Sarah Abood
Aug 16, 2023
Embracing change and innovating advice with Nigel Baker
Aug 09, 2023
Why this professional remains optimistic about advice despite 'disappointing' levy increase
Aug 02, 2023
Exploring opportunities and challenges in the advice market
Jul 26, 2023
From AFA to a new era: Phil Anderson discusses the evolving advice landscape
Jul 19, 2023
Unlocking efficiency and engagement: The power of client portals in financial advice
Jul 12, 2023
QAR and the 'golden age of advice'
Jul 05, 2023
Addressing access to advice: Will QAR make a material difference?
Jun 28, 2023
How platforms can streamline quality of advice amid ongoing changes
Jun 21, 2023
What's in the government's QAR response?
Jun 14, 2023
How to tackle the unmet advice needs of high-net-worth investors
Jun 07, 2023
How you can attract Millennial clients
May 31, 2023
How advisers and digital tools can work together
May 24, 2023
Why a digital advice association will benefit advisers
May 17, 2023
Budget: A missed opportunity for advice when it's needed most?
May 10, 2023
The shadow minister's unfiltered take on financial advice: QAR, FASEA, and Labor party's approach
May 03, 2023
How to become B Corp certified
Apr 26, 2023
What the experience pathway means for the industry
Apr 19, 2023
Why we must consider the human and social cost of legislation
Apr 12, 2023
Advisers are 'change fatigued'
Apr 04, 2023
Why it is worth waiting for the government's QAR response
Mar 29, 2023
How much control does your dealer group have over you?
Mar 22, 2023
Investment opportunities in a limited IPO market: An overview with Antony Tolfts
Mar 14, 2023
Breaking barriers: Challenges and opportunities for women in financial advice
Mar 08, 2023
Why the advice profession is the 'number one winner' from QAR
Mar 01, 2023
Why this adviser believes Levy has done a 'fantastic job'
Feb 22, 2023
Abood details areas of QAR needing further examination
Feb 15, 2023
'QAR is the only way to fix problems in advice'
Feb 08, 2023
Why this ex-lawyer turned adviser is excited about the future of advice
Feb 01, 2023
There's a solution for the SoA logistical bottleneck
Jan 25, 2023
'The pendulum of change is swinging in favour of advisers'
Jan 18, 2023
Our favourite finance movies and shows
Jan 11, 2023
Podcasts that got you listening in 2022
Jan 03, 2023
Stories that caught your attention in 2022
Dec 27, 2022
The changing face of foreign interference, with Senator James Paterson
Dec 22, 2022
Christmas wish list of an advice professional
Dec 20, 2022
Why storm clouds will part for advice in 2023
Dec 14, 2022
Supporting the next generation of women in finance
Dec 07, 2022
What if advice isn't meant to be affordable
Nov 30, 2022
Why you should review your tech solution today
Nov 23, 2022
'We're not here to serve everyone'
Nov 16, 2022
2023 will be the 'year of technology'
Nov 09, 2022
The world's changed forever so what should advisers do?
Nov 02, 2022
Making financial services less 'male, stale and pale'
Oct 26, 2022
What not to do if you want to be more valuable
Oct 19, 2022
Making sense of the overwhelming recession rhetoric
Oct 12, 2022
Why raising awareness of advice is crucial to ensuring widespread access
Oct 05, 2022
Why the advice industry needs standards and protocols
Sep 28, 2022
Advice industry should 'own its own education requirements', shadow minister says
Sep 21, 2022
FPA & AFA reveal all about intended merger
Sep 14, 2022
The human side of financial advice
Sep 07, 2022
Embracing data and technology
Aug 31, 2022
We go one on one with the QAR reviewer
Aug 24, 2022
How managed accounts are changing the advice space
Aug 17, 2022
How to ensure the advice industry can thrive in the future
Aug 10, 2022
'Demand for advice exceeds the supply': AFA CEO
Aug 03, 2022
FINSIA CEO on the state of advice in 2022
Jul 20, 2022
Understanding AI and what it means for advice
Jul 13, 2022
How managed accounts can help solve some of advice's biggest dilemmas
Jul 06, 2022
Is a major recession avoidable?
Jun 29, 2022
Simplifying the advice process
Jun 22, 2022
The rise of cyber security awareness in advice
Jun 15, 2022
Why commercial property is key in a well-diversified portfolio
Jun 08, 2022
What the new government means for the advice industry
Jun 01, 2022
Is the advice industry on the precipice of more change?
May 25, 2022
The tech trends driving the industry forward
May 18, 2022
Running an efficient and profitable financial planning business
May 11, 2022
The role of tech and platforms to boost advisers
May 05, 2022
The great resignation or the great advice reset?
Apr 27, 2022
How advisers can use health to grow their business
Apr 20, 2022
The future of advisers and investing
Apr 13, 2022
Having the goals discussion with your clients
Apr 06, 2022
Mental health in the advice industry
Mar 30, 2022
Advice industry needs new strategies to stop planners leaving
Mar 23, 2022
A look at compliance in advice
Mar 16, 2022
Special Episode: Why advisers need to heed PM's warning regarding Russian cyber attack reprisals
Mar 09, 2022
Women in advice in 2022
Mar 09, 2022
One on one with the FPA CEO
Mar 02, 2022
EXCLUSIVE INTERVIEW: Shadow financial services minister and shadow assistant treasurer, Stephen Jones MP
Feb 23, 2022
An in-depth look at advice for retirees and Millennials
Feb 16, 2022
The rise of managed accounts
Feb 09, 2022
The future is digital advice
Feb 02, 2022
The impact of the retirement income covenant on advice
Jan 26, 2022
Changes must be made to avoid adviser exodus by 2026
Jan 19, 2022
What's in store for the advice industry in 2022?
Jan 11, 2022
Hear that? The most-listened-to podcasts in 2021
Jan 04, 2022
The stories that caught your eye in 2021
Dec 28, 2021
How the COVID-19 pandemic has altered client engagement
Dec 21, 2021
A deep dive into FASEA with new and experienced advisers
Dec 15, 2021
'We can't help Australians who need advice if we don't embrace technology'
Dec 08, 2021
How to engage a Millennial audience ahead of the biggest wealth transfer in history
Dec 01, 2021
Why ESG is essential for risk management
Nov 24, 2021
Why commercial property is key to a well-diversified portfolio
Nov 16, 2021
Accessibility and affordability: What does the future hold?
Nov 10, 2021
What's in store for the Australian markets?
Nov 03, 2021
The state of accessibility of advice
Oct 27, 2021
Looking at the Australian economy post-pandemic
Oct 20, 2021
A deep dive into the week's biggest stories
Oct 13, 2021
Looking at the stats of women in finance
Oct 06, 2021
Incoming regulations to cause 'explosion' in advice industry
Sep 29, 2021
The defining year for advisers and technology
Sep 22, 2021
'There is something fundamentally wrong with our industry'
Sep 15, 2021
SPECIAL EPISODE: Breaking the stigma surrounding mental health with David Coleman, Assistant Minister for Mental Health and Suicide Prevention
Sep 09, 2021
Moving advisers from best-kept secret to sought-after pros
Sep 08, 2021
Taking on the FASEA exam after considering retirement
Sep 01, 2021
Meet the detective turned five-time award-winning advice firm CEO
Aug 25, 2021
The move from adviser to business owner
Aug 18, 2021
The former IOOF exec who brought numbers to the NRL
Aug 11, 2021
The nuts and bolts of ethical investing
Aug 04, 2021
The importance of wealth management for clients
Jul 29, 2021
What do you do if an older client is being abused?
Jul 21, 2021
The issue of affordability and access to financial support
Jul 14, 2021
Financial advisers are moving away from platforms to reduce costs for their clients
Jul 07, 2021
Who is to blame for advice being unaffordable?
Jun 30, 2021
The advice model of the future
Jun 23, 2021
How do we take more people along on the advice journey?
Jun 21, 2021
Where do platforms fit in the industry's regulatory transformation?
Jun 09, 2021
Platforms, managed accounts and adviser productivity
Jun 02, 2021
The next phase of managed account evolution
May 26, 2021
Budget 2021 unpacked
May 19, 2021
Building a solid goals-based proposition
May 12, 2021
What's next for women in advice?
May 05, 2021
Measuring value in an above-the-line proposition
Apr 28, 2021
Servicing clients profitably for below $3k
Apr 21, 2021
What do managed accounts add to your client's bottom line?
Apr 13, 2021
The AIOFP takes on the pollies
Apr 07, 2021
The holy grail of advice
Mar 31, 2021
What will the adviser of 2025 look like?
Mar 23, 2021
The secret ingredient to your advice proposition
Mar 17, 2021
The outlook for mid-tier dealer groups
Mar 10, 2021
Are one-man bands still a viable business option?
Mar 03, 2021
How to become a tech-focused advice business
Feb 24, 2021
The evolution of ethical investing in advice
Feb 17, 2021
Should you consider getting your own licence?
Feb 10, 2021
What next for AMP advisers?
Feb 03, 2021
The question of fees
Jan 27, 2021
New year, new regulations
Jan 13, 2021
Outlook for advice practice values in 2021
Dec 29, 2020
Financial advice in the festive season
Dec 16, 2020
The new year outlook for ethical investing
Dec 02, 2020
How have advisers fared in the rollercoaster of 2020?
Nov 18, 2020
How much value do IFAs deliver to clients?
Nov 04, 2020
How to effectively scale your advice business
Oct 28, 2020
IFA Excellence Awards 2020 Finalist Showcase - Dealer Group of the Year
Oct 19, 2020
Investment opportunities in the COVID recovery
Oct 14, 2020
ifa Excellence Awards 2020 Finalist Showcase - Investment Adviser of the Year
Oct 08, 2020
The evolution of goals based advice
Oct 07, 2020
Top tips for creating a great end-to-end client experience
Sep 24, 2020
What will the post-COVID advice client look like?
Sep 16, 2020
How IFAs can use money coaching in their practice
Sep 02, 2020
Helping clients take advantage of the mortgage market
Aug 19, 2020
COVID-19 as a catalyst for positive change
Aug 05, 2020
How to make your practice more efficient and tech-friendly
Jul 22, 2020
Providing solutions to clients in financial difficulty
Jul 08, 2020
Factoring COVID-19 implications into tax time
Jun 23, 2020
Unpacking compliance with FASEA standards
Jun 11, 2020
How adviser business models are evolving post-crisis
Jun 03, 2020
How COVID-19 has been impacting financial advisers across Australia
May 27, 2020
How regulatory relief is affecting advisers
May 13, 2020
How to prepare to sit the FASEA exam remotely
Apr 29, 2020
Connecting with clients in a digital world
Apr 15, 2020
FPA's CEO on guiding clients through the COVID-19 crisis
Apr 01, 2020
Establishing the purpose of our retirement income system
Mar 18, 2020
Why advisers need to act now on implementing new legislation
Mar 04, 2020
Software support for IFAs
Jan 22, 2020
The importance of balancing risk vs returns
Dec 18, 2019
How the financial advice industry can increase market penetration
Dec 11, 2019
Put your stocks to work by lending them out
Oct 14, 2019
How to start your own IFA business
Sep 11, 2019
The Difference between Independent Vs Aligned Advisers
Aug 07, 2019
Adapting to a culture of innovation
Jun 19, 2019
The big questions every adviser should be asking
May 30, 2019
The big issues set to impact financial advisers
May 08, 2019
Rethinking the traditional dealer group
Apr 10, 2019
The story behind the story: Now is the time to make money off drugs
Mar 06, 2019
The biggest breaking news stories of 2018
Dec 25, 2018
Addressing financial wellness within the workforce
Nov 21, 2018
Challenging the traditional financial advice model
Nov 14, 2018
Keeping the human connection in a sector driven by technology
Nov 07, 2018
How international trends create risk and opportunity for Australian investors
Oct 16, 2018
Building a more productive business with Praemium
Sep 12, 2018
Keeping clients front and centre
Jul 18, 2018
The UK independent advice experience
Jul 04, 2018
Rebuilding client trust and adopting the 'growth mindset'
May 15, 2018
Between hearings: recap of royal commission's first round
Apr 13, 2018
FPA chair addresses member criticism
Feb 23, 2018
The 'Four Seasons' approach to client service
Feb 20, 2018
How a migrant from Africa built a $21 billion FUA empire
Jan 19, 2018
Royal commission, regulation and the regions
Dec 14, 2017
The art of adviser storytelling
Nov 28, 2017
'Independence and Innovation' live @ IFA-CON
Sep 19, 2017
Trump, Wall Street and America's IFA revolution
Aug 31, 2017
How RegTech will impact financial advice
Aug 10, 2017
Foreign ownership of financial services
Jul 06, 2017
Reflections on FOFA and fintech
Apr 13, 2017
Changing of the guard at the AFA
Mar 27, 2017