พอดคาสท์ Financial Standard ชั้นนำ (2024)

1
S4E3 Oh No, A Clip Episode! 55:07

12h ago55:07

55:07

Don't you hate it when you are really getting into a 2000's sitcom, and the writers go on leave mid season, so the producers peice together a clip episode of throw back moments from throughout the show? Well, I hope not, because that's what we have gone and done. With a full year of episodes under our belt, Nathan thought it would be great look gla…

1
Super funds get in front of digital advice 27:10

1d ago27:10

27:10

Superannuation funds are emboldened to make financial advice affordable and accessible for all Australians. Adrian Gervasoni, the chief commercial and partnerships officer at Industry Funds Services (IFS), shares how funds are banking on digital advice and getting ahead of the Delivering Better Financial Outcomes laws.…

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S4E2 Onboarding Process 1:00:41

7d ago1:00:41

1:00:41

How do you feel about the process you follow when you're bringing on clients? Are you one of those unicorns we hear about that has every, single element nailed down so the whole thing is tight as a drum? Or are you like the rest of us - it's fine. I mean, it could be better, but it could be worse. Right? Right...? Well, in this week's episode, Nath…

1
Swing dynamics in full flow: 2025 and beyond 29:07

9d ago29:07

29:07

What are the opportunities, themes and risks that will underpin 2025 and the next five years? Nick White, Mercer’s global strategic research director, reflects on look-forward views from an investment environment characterised by several potential ‘swing’ dynamics based on Mercer’s annual Themes and Opportunities 2025 report. This podcast is brough…

1
S4E1 Christmas Client Conversations 1:00:31

15d ago1:00:31

1:00:31

Advisers are, famously, an empathetic bunch of people. So, let's imagine a situation our clients could very possibly find themselves in this festive season. Christmas lunch with the extended family. The matriarch of the family is at the head of the table, with the various siblings, cousins, in-laws and hangers on scattered around the festive tablec…

1
Young Aussies' mental health crisis and the economy 8:27

16d ago8:27

8:27

More Australians than ever are leaving the workforce due to mental health challenges, and they're doing so at younger ages. This growing trend threatens individuals, their families, and the national economy, placing added strain on already stretched government safety nets.โดย Financial Standard

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Making advice sexy again 18:15

23d ago18:15

18:15

ViewTrade International Australia chief executive Nigel Singh has highlighted that the financial adviser shortage may be more severe than reported, as the current count of advisers includes non-client facing roles. In a bid to attract new talent, he underscores the need to “make advice sexy again,” noting it’s often viewed as only relevant for olde…

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S3E6 The PY Series Wrap Up 40:15

28d ago40:15

40:15

Following what was a steep learning curve for both of our hosts, in this episode Jordan and Nathan reflect on each episode and wrap up their thoughts on best practice for PY. They cover The importance of communication and structure for a PY. The cost/investment in the PY for a business Staging PYs for greater skill and advice capability in your bus…

1
Trump 2.0 and the outlook for equities 11:24

30d 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 Allan, head of CMC Invest (ALPHA), discusses the outlook for 2025.โดย Financial Standard

1
S3E5 Letters to the Editor 41:06

1M 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…

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S3E4 PY Insights with Danielle Waugh 48:48

1M 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

1M 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

1M 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.โดย Financial Standard

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

2M 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

2M 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

2M 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

2M 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.…

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S3E1 Intro to Our PY Series 42:51

2M 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

2M 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.โดย Financial Standard

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S2E20 The Three Tier Problem 58:09

2M 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

2M 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…

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S2E19 Conscious Performance with Vanessa Bennett 1:05:37

3M 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

3M 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.โดย Financial Standard

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S2E18 Insurance Needs Analysis 57:24

3M 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

3M 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

3M 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

3M 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

3M 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.โดย Financial Standard

1
S2E16 That SMSF Episode 50:18

4M 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…

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S2E15 Retirement Villages 46:07

4M 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

4M 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

4M 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

4M 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…

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