Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
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Similar a Financial Services Podcast Network
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
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Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
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An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
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Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
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A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
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Consider Molly Sims and her best friend Emese Gormley your new girlfriends on speed dial for all your pressing beauty and wellness needs. Is Botox a good idea? Should you try that new diet you saw on the Today Show? Molly and Emese have your back. With guests ranging from top health and beauty experts to their industry friends, you’ll get the scoop on the latest trends, which products and procedures to try, and which to run from-- and they just might be doing it all with a drink in hand. Prepare to be obsessed.
IFA: Unlocking efficiencies in the financial advice process
Manage episode 451799063 series 2774996
Contenido proporcionado por Momentum Media. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Momentum Media o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Bryce Quirk, Group Executive of Distribution at CFS, and Recep Peker, Managing Director of Empower Business Advisory, to explore the findings of the firms’ recent Advice Practice Profitability Report.
Quirk and Peker break down the report’s most important insights for advisers, from the way practice inefficiencies are hindering their ability to serve a greater number of clients to the importance of investing in the foundation of their businesses to accommodate future growth.
Listen as they discuss:
- How to address the ongoing issue of advice accessibility.
- The importance of advocating for the value of financial advice and reducing servicing costs.
- The role of managed accounts in simplifying processes and improving client outcomes.
- Why advisers should seek technology partners that facilitate consistency and simplicity and how this can boost profitability.
308 episodios
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Manage episode 451799063 series 2774996
Contenido proporcionado por Momentum Media. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Momentum Media o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Bryce Quirk, Group Executive of Distribution at CFS, and Recep Peker, Managing Director of Empower Business Advisory, to explore the findings of the firms’ recent Advice Practice Profitability Report.
Quirk and Peker break down the report’s most important insights for advisers, from the way practice inefficiencies are hindering their ability to serve a greater number of clients to the importance of investing in the foundation of their businesses to accommodate future growth.
Listen as they discuss:
- How to address the ongoing issue of advice accessibility.
- The importance of advocating for the value of financial advice and reducing servicing costs.
- The role of managed accounts in simplifying processes and improving client outcomes.
- Why advisers should seek technology partners that facilitate consistency and simplicity and how this can boost profitability.
308 episodios
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Financial Services Podcast Network
In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference. In part two, Tracey Scotchbrook, head of policy and advocacy at the SMSF Association, joins to break down the major regulatory issues impacting the sector, including the ongoing confusion around how to apply wholesale investor thresholds for SMSFs. Ben Marshan, director at Marshan Consulting, also joins the show to talk about the importance of financial advisers staying ahead of regulatory shifts to ensure they are prepared for the future, rather than waiting for long-gestating reforms to take place before streamlining their practice. Finally, Peter Crump, senior consultant at BDO, covers the importance of an exit plan for SMSF members and the considerations that can maximise client outcomes when it comes time to wind up a fund.…
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Financial Services Podcast Network
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford discuss the corporate regulator’s recent discussion paper looking into the rapid growth of private markets and the role of superannuation funds in this “opaque” sector. In what ASIC chair Joe Longo described as one of its “most important pieces of proactive work”, the corporate cop has sought to open a discussion on its regulatory approach and gather actionable ideas to improve Australia’s capital markets. We break down the paper and the research report informing it, how ASIC has approached the shifting dynamics of capital markets, and why super funds have emerged as the focal point of the discussion. Tune in to hear: What the corporate regulator is looking to achieve with its attempts to increase transparency in private markets. How market participants have responded to the discussion paper. The role of Australia’s superannuation funds in both public and private markets.…
F
Financial Services Podcast Network
In this episode of The ifa Show, co-hosts Maja Garaca Djurdjevic and Keith Ford break down what Financial Services Minister Stephen Jones' impending retirement means for the upcoming federal election. While many advisers will be glad to see Jones go after years of disappointment from the Labor government, particularly in relation to the government's handling of the Compensation Scheme of Last Resort (CSLR), many are still hesitant to trust the Coalition, remembering the decade of mistreatment. Listen as they discuss: How United Global Capital is impacting the CSLR more than Dixon Advisory. Industry associations' criticisms of both major political parties. Whether advisers can expect to see a draft on tranche two of the Delivering Better Financial Outcomes reforms prior to the election.…
F
Financial Services Podcast Network
In this special two-part episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by a selection of prominent industry members at the SMSF Association National Conference in Melbourne. In part one, SMSF Association chief executive Peter Burgess and Class CEO Tim Steele join the show to talk about the thought leadership breakfast on the first day of the conference, the growth of the SMSF sector, and the major issues impacting professionals. Phil Broderick, principal at Sladen Legal, also joins the show to break down the considerations when advising clients on which type of investment structure they should use depending on their personal circumstances and goals. Finally, Shelley Banton, head of technical at ASF Audits, covers the thorny subject of business real property and the difficulties that auditors can have in determining whether an investment meets the criteria or if a member is trying to fit a square peg in a round hole.…
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Financial Services Podcast Network
On this episode of Relative Return Unplugged, host Maja Garaca Djurdjevic is joined by AMP’s chief economist Shane Oliver to break down the Reserve Bank of Australia’s long anticipated rate cut to 4.1 per cent. Is the central bank being overly cautious? What does this mean for inflation, the job market, and future rate moves? Tune in as the pair unpacks the economic and political implications of the decision – and what lies ahead for interest rates in 2025. Listen as they discuss: The election timing speculation and economic uncertainties shaping the RBA’s decisions. Whether the RBA will continue easing, and when. The impact of the bank’s new two-board system on future monetary policy decisions.…
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Financial Services Podcast Network
In this episode of The ifa Show, host Keith Ford is joined by the chief executive of WT Financial Group, Keith Cullen, to break down the government’s adviser education reform announcement, and why the profession needs to be pragmatic about the pathways to bring in new advisers. Cullen explains why he sees opening up financial advice to a wider range of degrees is vital, and the importance of maintaining the appropriate additional requirements, such as completing the adviser exam, professional year, and CPD training. Listen as they discuss: What advisers can expect from the upcoming federal election. How the next tranche of DBFO is tracking and the measures it needs to get right. Why the government needs to stop its constant meddling in the super system.…
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Financial Services Podcast Network
It’s already been a hectic first few weeks of the year in the SMSF sector with legislative changes and political manoeuvring. In this week’s SMSF Adviser Show, hosts Keith Ford and Aaron Dunn delve into what has happened and what may transpire in the coming months. They’re joined by Daniel Butler, director of DBA Lawyers, to talk about the complexities of investing in rental properties within SMSFs, the considerations advisers need to keep in mind, and the impact of various state taxes on property investment. With a burgeoning interest in property as a significant asset class within SMSFs, Butler highlights the nuances and challenges trustees face. Listen as they discuss: Investment trends in SMSFs. Key considerations of commercial v residential property. Regulatory and tax implications. The challenges of property management. The evolving tax landscape.…
F
Financial Services Podcast Network
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Liam Garman, break down the economic landscape ahead of the Reserve Bank’s highly anticipated first rate call of 2025. With two major banks already dropping rates on some fixed mortgage offerings, the consensus that the RBA will lower interest rates for the first time in more than four years has grown even stronger. We explore the factors driving this solidified view and whether there is likely to be a considerable change in property prices on the back of a cut, as well as how the move would impact other asset classes. Tune in to hear: How sticky US inflation and President Donald Trump’s tariffs are going to affect the American, global and Australian economies. Why Australia is in a good position to avoid the worst of a potential global trade war. How the RBA’s decision on rates could impact the federal election.…
In this episode of Relative Return, host Laura Dew chats with David Russell, chair of the Transition Pathway Initiative, and Tony Campos, head of sustainable investment at FTSE Russell, about the intricacies of climate investment. Listen as they discuss: How climate investment is becoming a mainstream concern. A trend towards transition-focused investing for a low-carbon economy. The partnership between FTSE Russell and the TPI. TPI’s role in evaluating a company’s carbon performance. Further plans, including exploring performance by private companies.…
F
Financial Services Podcast Network
In the latest episode of The ifa Show, host Keith Ford is joined by the founder of The Cyber Collective, Fraser Jack, to discuss how technological advancements have impacted the cyber security space and the doubled-edged sword of AI. Reflecting on the evolving landscape of cyber security, Jack emphasised the importance of creating resilient businesses that can withstand and recover quickly from attacks as despite best efforts, attacks still can occur. Listen as he discusses: How third-party providers can increase cyber risk. Why leaders’ knowledge is crucial to protecting the business. The consistent vulnerability of human error.…
In this episode of Relative Return Unplugged, hosts Maja Garaca Djurdjevic and Keith Ford, along with special guest Steve Kuper, discuss a whirlwind start to US President Donald Trump’s second term that all but kicked off a trade war. We explore the lay of the land following a flurry of executive orders, abrupt policy changes, and escalating tensions that seem to have no clear end in sight. The tariffs on Canada and Mexico are paused for now, but China did not experience the same sudden reversal. Trump’s leadership style has so far led to volatility in global markets as investors grapple with the significant uncertainty and a potential market correction on the horizon. Tune in to hear: The case for tariffs as bargaining chips and if this is ultimately a chaotic approach to diplomacy. Whether volatility is here to stay as a feature of Trump’s presidency. What kind of flow-on impact tariffs could have on the Australian economy.…
F
Financial Services Podcast Network
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.…
F
Financial Services Podcast Network
1 SMSF: How digital advice can benefit the SMSF sector and Australia’s growing appetite for financial guidance 44:20
There has been significant movement in the digital advice space over the past decade. As the industry accelerates its efforts to address the undersupply of financial advice, digital solutions are essential to meet the demands of Australia’s 12.9 million financial advice beneficiaries. In this episode of the SMSF Adviser podcast, host Keith Ford talks to David Barrett, an independent consultant with a wealth of experience in the industry, to delve into the evolving landscape of digital advice for SMSFs. Barrett highlights a recent partnership between a digital advice provider and a major institution, showcasing the industry’s progress. While the initial iterations of digital advice have been simplistic, they have laid the groundwork for more complex solutions in the future. However, when faced with complex scenarios such as defined benefit schemes, digital advice may still require human intervention. Listen as they discuss: The role of digital advice in SMSFs. Challenges and drawbacks of digital advice. Legislative agenda and future considerations.…
F
Financial Services Podcast Network
The emergence of DeepSeek, a Chinese artificial intelligence (AI) start-up that claims to have built an advanced large language model in just two months for under US$6 million, sent shockwaves through the AI world and cratered US tech stocks. In this episode of the Relative Return Unplugged podcast, Professor Geoff Webb from Monash University’s Department of Data Science and AI unpacks what the emergence of a Chinese challenger to established US AI players means and whether scepticism over its claims is warranted. We discuss how markets have responded to DeepSeek’s arrival, whether tech giants are overspending on AI, the possibility of other challengers popping up around the world, and the security concerns when dealing with Chinese tech. Tune in to hear Webb’s insights on how these new developments are going to impact the future of AI.…
F
Financial Services Podcast Network
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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Similar a Financial Services Podcast Network
Custom Manufacturing Industry podcast is an entrepreneurship and motivational podcast on all platforms, hosted by Aaron Clippinger. Being CEO of multiple companies including the signage industry and the software industry, Aaron has over 20 years of consulting and business management. His software has grown internationally and with over a billion dollars annually going through the software. Using his Accounting degree, Aaron will be talking about his organizational ways to get things done. Hi ...
…
continue reading
The Partnership Economy explores the power of partnerships through candid conversations and stories with industry leaders. Our hosts, David A. Yovanno, CEO and Todd Crawford, Co-founder, of impact.com, unpack the future of partnerships as a lever for scale and an opportunity to put the consumer first.
…
continue reading
Capitalmind looks at stocks, bonds, funds and the macro to bring you their view on the Indian financial markets. We discuss all things related to investing at our focussed podcast that keeps it simple. For more, go to capitalmind.in and to invest with us, visit capitalmindwealth.com
…
continue reading
An archive of each full weekday episode of the award-winning program presented by Bruce Whitfield.
…
continue reading
Bitcoin groundbreakers share personal stories of how Bitcoin is changing lives for the better. Host Mauricio Di Bartolomeo, co-founder and CSO of Ledn, speaks with leading Bitcoin voices, entrepreneurs, and human rights advocates to hear their unique journey and practical real-world examples of how Bitcoin has made a positive impact in their lives. Brought to you by Ledn, a leading financial services company built for Bitcoin & digital assets. Ledn offers a suite of lending, saving and tradi ...
…
continue reading
The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
…
continue reading
In each episode of "Goldman Sachs Exchanges," people from the firm share their insights on developments shaping industries, markets and the global economy.
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continue reading
Motley Fool Money is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews. The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
…
continue reading
Bloomberg Radio host Barry Ritholtz has in-depth discussions with the people and ideas that shape markets, investing and business.
…
continue reading
A weekly roundup of the most important stories from the worlds of business and finance, hosted by Felix Salmon. Want more Slate Money? Subscribe to Slate Plus to unlock weekly bonus episodes. Plus, you’ll access ad-free listening across all your favorite Slate podcasts. Subscribe now on Apple Podcasts by clicking “Try Free” at the top of our show page. Or, visit https://slate.com/moneyplus to get access wherever you listen.
…
continue reading
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