Financial Services Podcast Network

By: Momentum Media
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  • Summary

  • Financial Services Podcast Network is the gateway to Australia’s leading financial services shows including Relative Return, InvestorDaily Uncut, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. Relative Return is a weekly podcast that gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers to economists and advisers, Relative Return explores the many moving parts of Australia's wealth management industry. Investor Daily Uncut is your essential guide to the biggest news and headlines in financial services this week. Join the Investor Daily team for a wrap of the top stories and what they mean for the industry, markets and the economy. 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. The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
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Episodes
  • From research to reality: How Dawn Thomas aims to transform super for Generation Z

    From research to reality: How Dawn Thomas aims to transform super for Generation Z
    Sep 30 2024
    In this episode of The ifa Show, host Keith Ford is joined by Dawn Thomas, a senior wealth adviser with The Wealth Designers, to explore the challenges of completing a PhD while continuing to work as a financial adviser, as well as the ongoing challenges that the profession faces.
    Thomas discusses her PhD on Generation Z’s initial experience with superannuation, and the heavy workload of pursuing her research while balancing work and family obligations. She also shares why she believes that combining her academic background with her practical experience will enhance her expertise and help improve financial literacy among younger individuals, ultimately fostering greater engagement with the superannuation system. Listen as they discuss:
    • The sacrifices she’s making to complete her PhD.
    • Advisers’ struggle to be viewed as a profession.
    • Improving people’s engagement with their super, and more.
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    29 mins
  • SMSF: Unpacking the data – what’s happening in the SMSF sector from a statistical standpoint

    SMSF: Unpacking the data – what’s happening in the SMSF sector from a statistical standpoint
    Sep 27 2024

    In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Steele, general manager at Class, to dig down on the information that came out of the annual Class Annual Benchmark Report.

    The report is an annual snapshot from a macro standpoint of how the SMSF sector is developing, using data from the Class Super platform, which is representative of the broader Australian SMSF market. This year’s report highlights several trends that are likely to influence the future of the sector.

    Listen as they discuss:

    • The continued growth of the sector and its projections • The unmet advice needs of SMSF members • How the proposed Div 296 may impact funds • Transition to retirement strategies and their impacts
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    45 mins
  • Relative Return: The diversification benefits of real estate

    Relative Return: The diversification benefits of real estate
    Sep 26 2024

    In this episode of Relative Return, host Maja Garaca Djurdjevic chats with Chris McGibbon, global head of real estate at Nuveen, about the long-term outlook and why the “knife has stopped falling” in property.

    Listen as they discuss:

    • Real estate’s role in investor portfolios.
    • Should investors take a diversified approach or focus on specific sectors?
    • The benefits that property allocation brings to investors.
    • The real estate market in Australian cities.
    • Mitigating geopolitical risk in real estate.
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    17 mins
Economics Personal Finance
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