Podcast Financial Standard terbaik (2024)

1
Trump 2.0 and the outlook for equities 11:24

1d ago11:24

11:24

On the back of Donald Trump winning the US election for a second non-consecutive time, US equities reacted positively. But questions remain around the outlook for equities once Trump takes the office again next year. Fraser Allen, head of CMC Invest (ALPHA), discusses the outlook for 2025.Oleh Financial Standard

1
S3E5 Letters to the Editor 41:06

7d ago41:06

41:06

As part of preparing for this PY series, Nathan and Jordan put together a survey and asked people to provide some feedback on their experience of the PY. Employees. Business owners. Partners. Associates. Anybody with an opinion on the subject. In an outcome both surprising and gratifying for Nathan and Jordan, people actually responded! And their a…

1
S3E4 PY Insights with Danielle Waugh 48:48

7d ago48:48

48:48

This week, Jordan and Nathan speak with Danielle Waugh - Advice Education Manager from TAL's Risk Academy - about: TAL's commitment and contribution to the PY process Insights she's found from working with multiple practices, across multiple licensees Why some of the terminology can be a little bit misleading This is a really interesting discussion…

1
Busting retirement income myths 10:39

8d ago10:39

10:39

The largest cohort in Australia’s history are entering, or about the enter, retirement with the ABS estimating 710,000 Australians will retire in the next five years. As the superannuation system prepares for this major change, many retirees are considering annuities as a way to ensure an income stream throughout retirement. But there are still myt…

1
FS Power50: Using your influence for good 15:19

15d ago15:19

15:19

In part two of celebrating this year’s Power50 list, we talk to Fox & Hare Financial Advice co-founder Glen Hare about what being influential means to him. A champion for the profession, Glen has appeared on the Power50 list for the sixth time.Oleh Financial Standard

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S3E3 The Next Generation of Adviser with Alisdair Barr 53:20

21d ago53:20

53:20

This episode of our Professional Year 'mini-series' is all about that pathway from university to the world of advice - and where the PY piece fits into that entire puzzle. Nathan and Jordan are joined by Alisdair Barr of Striver, a key player in the recruitment, training and retention of new talent in advice. Alisdair takes us through: Their ambiti…

1
FS Power50: The power of influence 10:16

22d ago10:16

10:16

In celebrating this year’s Power50 list, we talk to Bounce Financial owner and financial planner Cara Brett about what being influential means to her and how she is helping uplift financial literacy one client at a time and educating the masses via her popular podcasts Money Chat and The Rising Professional.…

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S3E2 A PY Structure with Phil Thompson 1:03:26

28d ago1:03:26

1:03:26

In this week's episode, Jordan and Nathan are continuing their exploration of the Professional Year. They're joined by Phil Thompson from Skye Wealth this week, who with his characteristic openness and generosity, shares the structure they've built to help people grow through the PY. Phil explains: The structure they've built to bring on, develop a…

1
What does the Fed rate cut mean to investors? 13:13

29d ago13:13

13:13

Following the recent easing cycle in the US, what are some essential information investors should note before making their next move? Chad Padowitz from Talaria shed light on some common traits investors tend to share in such scenarios. He also laid out some potential upsides throughout the possibly confusing period.…

1
S3E1 Intro to Our PY Series 42:51

1M ago42:51

42:51

So, what's the deal with this professional year thing? How's it work, why do we have it, what's wrong with it - what's right with it? In this week's quick episode, Jordan and Nathan introduce the framework for their upcoming series on the Professional Year (PY). Specifically, why they're doing this. Why bother dedicating multiple episodes to someth…

1
How advisers can embrace social media 12:39

1M ago12:39

12:39

Social media is invaluable for any business. But why do some financial advisers still shun it as a marketing strategy? Money mentor Adele Martin shares how simple strategies can make an impact on the growth and sustainability of advice practices.Oleh Financial Standard

1
S2E20 The Three Tier Problem 58:09

1M ago58:09

58:09

Financial advisers were up in arms a few months ago, at the introduction of a new 'lite' version of financial adviser being introduced to the market. These 'Qualified Advisers' wouldn't have the obligations of fully fledged advisers, and clients would be vulnerable to the same harms we've all spent years trying to eliminate. Yet - there's already a…

1
Doubling down on DEI 11:48

1M ago11:48

11:48

Diversity, equity and inclusion (DEI) is a growing focus for the investment industry. In 2022, the CFA Institute launched its DEI Code in the US before expanding to Canada and the UK. The code provides the investment industry with a structured framework through which to develop meaningful and measurable strategies to better manage people in the sec…

1
S2E19 Conscious Performance with Vanessa Bennett 1:05:37

2M ago1:05:37

1:05:37

This week's episode sees Vanessa Bennett, from Next Evolution Performance join Jordan and Nathan which, given how often her work has been referenced on this podcast, is timely! In this episode, Vanessa discusses: The corrosive impact ambiguity can have in the workplace. How an awareness of neuroscience can empower leaders to build the best environm…

1
AUKUS: Making a splash on the economy 11:20

2M ago11:20

11:20

The defence pact between Australia, the UK, and the US or ‘AUKUS’ will reportedly cost between $250 billion and $370 billion. What exactly is AUKUS? How will it impact the Australian economy? University of Queensland professor of economics John Quiggin gives us the lowdown.Oleh Financial Standard

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S2E18 Insurance Needs Analysis 57:24

2M ago57:24

57:24

Working out how much life, TPD, trauma and income protection insurance someone needs used to be a key part of a financial adviser's training. But with the decline of insurance, Nathan and Jordan thought it might be worth revisiting this crucial, but often controversial topic. They discuss: how they each come up with their insurance coverage recomme…

1
Insights from reporting season 14:59

2M ago14:59

14:59

Economic growth is expected to continue slowing, but the overall environment is not signalling a recession, thanks to the support of central banks and governments. This presents opportunities for market expansion, particularly in underperforming sectors like small caps and resources, according to SG Hiscock portfolio manager Hamish Tadgell.…

1
Navigating opportunities and risks in Asian markets 20:40

2M ago20:40

20:40

In China, the market has been defined by cautious consumer spending, policy uncertainty, and ongoing concerns about property market weaknesses. India, on the other hand, has had strong market performance driven by retail investors and a favourable demographic outlook, but valuations are becoming exorbitant. Fidelity cross asset specialist Lukasz de…

1
S2E17 M & A with Steve Prendeville 53:49

2M ago53:49

53:49

There are two incredibly significant days in the life of any business owner - the day they buy it, and the day they sell it. Which is why Nathan and Jordan have invited Steve Prendeville of Forte Asset Solutions on to the pod this week. Steve's been a key part of the M & A landscape for financial advisers for long enough to give clear insights on: …

1
Fund managers: Own up to your mistakes 15:19

2M ago15:19

15:19

In this episode, Claremont Global head and co-portfolio manager Bob Desmond explains why fundies should be transparent about their mistakes and avoid the arrogance of thinking they’re infallible.Oleh Financial Standard

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S2E16 That SMSF Episode 50:18

3M ago50:18

50:18

SMSFs - we've got a few thoughts on them. And, well, you should know before listening that those thoughts are really far from positive. In this week's episode, Jordan and Nathan do what they can to annoy those advisers out there using SMSFs responsibly. They don't do it deliberately - they're here to call out the rogues, the one-size-fits-all, conf…

1
S2E15 Retirement Villages 46:07

3M ago46:07

46:07

This week's episode sees independent financial advisers Nathan Fradley and Jordan Vaka unpacking another very niche, very specific topic for their fellow financial advisers - retirement villages. Not Aged Care facilities, which are different again. But rather the over 55s, 'lifestyle', retirement villages becoming more and more popular with our on-…

1
Understanding crypto in SMSFs 10:55

3M ago10:55

10:55

Despite its volatility, crypto assets are gaining enormous traction within the SMSF landscape. SMSF specialist Nicholas Ali from Neo Super indicates the phenomenon likely resulted from younger entrants setting up SMSF. Ali highlighted what consumers can encounter and the regulatory complications when investing in crypto assets.…

1
The rise of fixed income solutions 9:34

3M ago9:34

9:34

With the current high interest rate environment fixed income investments have seen a surge in popularity. But, with experts anticipating global central banks to embark on a rate-cutting cycle, will fixed income fall to the wayside? Global X head of sales Manny Damianakis joins the Financial Standard podcast to discuss.…

1
S2E14 AFCA with Shail Singh 55:06

3M ago55:06

55:06

AFCA. All advisers will have an opinion on the ombudsman. Good, or more frequently, bad. But what if there's more to the story? What if, perhaps, AFCA has been a convenient boogeyman for people to throw at advisers as part of their compliance regime - "well, you know how AFCA can be, so you better put it in our 96 page SOA template, just to be sure…

1
Tokenisation: The Apple Pay of private markets 17:52

3M ago17:52

17:52

Tokenisation requires a significant change in how people think about transacting and storing assets. While gaining comfort and understanding will take time, the benefits are substantial, according to Hamilton Lane co-chief executive Erik Hirsch. He adds that it’s rare to find something that's simultaneously better for investors and for fund manager…

1
S2E13 Snitches Get Stitches 46:33

3M ago46:33

46:33

What do you do if a new client comes in, having received poor advice from another adviser? On this weeks episode Jordan and Nathan discuss the complexity that comes with dobbing in poor advice including Assessing if it is infact poor advice, Whether you should speak to the adviser yourself, Whether the client wants to do anything about it & If this…

1
Why now might be the time to bet on emerging markets 18:24

3M ago18:24

18:24

Although emerging markets have experienced a tough decade, abrdn senior investment director of emerging markets equities Nick Robinson points out several reasons for investors to be optimistic. Robinson also probes into the importance of the Federal Reserve’s upcoming interest rate decision and potential impact of the US election.…

1
S2E12 Binding Financial Agreements With Jemma Mackenzie 59:52

3M ago59:52

59:52

There's no such thing as a pre-nup in Australia right? That's at least what many people believe. This week, Jordan and Nathan welcome special guest Jemma Mackenzie from Forte Family Lawyers on the podcast to dispell that myth, and explore the how and why of Binding Finanical Agreements for people before a relationship, during a relationship or afte…

1
Four more years with Trump? 12:36

4M ago12:36

12:36

With the US presidential election set take place on November 5, investors are bracing for the possibility of another four more years with former president Donald Trump. What does this scenario look like for the markets, global trade, and economies like Australia? Schroders Australia head of multi-asset and fixed income Sebastian Mullins talks us th…

1
S2E11 Out On Your Own 58:44

4M ago58:44

58:44

Going out on your own isn't for the faint of heart - it's intimidating, stressful and plain old hard. However, it can also be tremendously rewarding building your own thing, the way you think it should be done. So this week, Jordan and Nathan explore what it looks like to really go out on your own. Between them, they've started more than their shar…

1
Megatrends impacting financial advice 13:00

4M ago13:00

13:00

The financial advice profession has reached a tipping point and a massive shift is taking place, if advisers seize seven megatrends or opportunities. Deloitte Access Economics partner and the report’s co-author John O'Mahoney shares how.Oleh Financial Standard

1
Delivering Better Financial Outcomes (DBFO) tranche one in action 17:10

4M ago17:10

17:10

The Treasury Laws Amendment (Delivering Better Financial Outcomes and Other Measures) Bill recently passed into law. For financial advisers, what does this really all mean for their day-to-day operations? Mark Bastiaans, the principal financial adviser for AdviceSA, explains what the changes mean for those in the trenches.…

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