Podcast
Software support for IFAs
In this episode of The ifa Show, host James Mitchell is joined by Kelli Willmer, manager of the practice solutions team at Iress, to discuss the impor...
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The importance of balancing risk v returns
Understanding risk is a critical factor in assessing whether an asset is suitable for a client’s portfolio and is a core component of Philip Ryan’...
How the financial advice industry can increase market penetration
In this episode of The ifa Show, CEO of Hamilton Wealth Management, Will Hamilton, joins host James Mitchell to explore the adversities that are curre...
Why wholesale investors should consider equity lending
In this episode of The ifa Show, FinClear’s head of equity finance Alev Dover sits down with ifa editor James Mitchell to discuss the launch of Aust...
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Podcast
How to start your own IFA business
Starting out as an IFA is like starting any business. It’s hard, scary and the stakes are high – but if it works, it’s incredibly rewarding. ...
Podcast
The difference between independent v aligned advisers
In this episode of The ifa Show, MLC general manager of distribution Geoff Rogers joins host James Mitchell to discuss the changes in the financial ad...
Podcast
Adapting to a culture of innovation
In this episode of the ifa show, NetWealth joint managing director Matt Heine joins host James Mitchell to talk about financial advice and the advice ...
Podcast
The big questions every adviser should be asking
Momentum Intelligence recently demonstrated the impact that market research has by driving real change in the mortgage broking sector, which was in da...
