Financial Standard Podcast: Recent Episodes

Financial Standard

The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.

With more Australians learning about money on TikTok, YouTube and Instagram than ever before, James Wrigley discusses how licensed advisers are using social media to educate, connect with new audiences and reshape the future of financial advice.

James Wrigley is a Certified Financial Planner and educator, helping Australians build financial confidence through trusted advice and engaging digital content.

Wealth Forum's Sheila Cabacungan joins Financial Standard to talk running her own self-licensed advice practice, and what she's learnt advising the migrant community as a first-generation Filipino Australian adviser.

Finding the right jockey for private market investments, the double tax that could kill trust structures in Australia, and the right home for an adviser - Charlie Viola of Viola Private Wealth joins Financial Standard to unpack what's moving the wealth industry.

Lume Wealth director and financial adviser Morgan Hayward focuses on improving and innovating her approach in financial advice. To achieve this, she incorporates elements she’s learned outside the financial realm, aiming to strike a balance between her long-standing passion and profession to provide the best possible outcome for her clients. Tune in to learn more about her hobby and experience.

For Jordan Vaka, an independent financial adviser and founder of PlanningSolo, it is possible to have a stress-free and seamless end of financial year. He shares how he strives to make the process better and more efficient every year.

This time of the year can be hectic for financial advisers – getting clients’ financial affairs in order while keeping on top of new, major legislative changes. RFS Advice founding partner and financial adviser Troy Theobold shares how he keeps calm during this busy season.

Pivot Wealth founder and financial adviser Ben Nash is a prominent figure in the media. It was far from how he had initially operated, but he was forced to innovate by making structural changes to how he presents himself to potential clients. Tune in to learn more about how he pivots in response to unpredictable and challenging events while simultaneously focusing on helping his clients.

Esther Althaus from Perspective Financial Services has dedicated over two decades to helping women build wealth, and she says the first step always comes down to one thing: giving yourself permission to ask.

Beyond uplifting clients’ financial futures, Shadforth Financial Group private wealth adviser Finn Dorney is a passionate contributor to his community and helps the younger generation get excited about their financial wellbeing.

Integro managing partner Justin Gilmour joins Financial Standard to discuss the advice firm's expansion strategy, its search for like-minded advisers and the future of financial advice in Australia.

In this episode, Link Wealth Group senior financial adviser Billy Norman explains how he interacts with his clients and highlights the importance of implementing a bigger picture when providing financial advice. Additionally, he is also focusing on broadening access to private markets for retail investors, while developing a new private wealth arm. Tune in to listen to the conversation.

As a high-performing financial advice firm, what makes Centaur Financial Services tick? Chief executive Hugh Roberston shares how a sense of purpose, commitment to continuous improvement and inspirational leadership help drive the firm’s success.

FS Power50 debutant Green Associates senior financial planner and director Trina Wood is passionate about ‘showing and sharing’ the value of advice in people’s lives. On top of dedicating her time to helping clients thrive, she also uplifts others in her local community.

Earlier in his career, Prosperity Advisers financial adviser Ben Travers did not have the luxury of resources that are accessible today, and found becoming an adviser extremely tricky and challenging. Hence, he devoted himself to broadening that access point, but at the same time without compromising the level of standard and quality the industry has upheld over the years. Tune in to learn more about what Ben has contributed to the pathway for the future of financial advice.

Launching two years ago, Fradley Advice has quickly become the trusted practice for complex financial and life matters, such as aged care and retirement. Specialist financial adviser Nathan Fradley tells how he strives to provide empathetic and human-focused advice.

Glen Hare from Fox and Hare shares what it means to advice young Australians in a world of rising costs, technological disruptions and changing financial goals.

Michael Bova of Family Wealth Advisory discusses how he is approaching private market allocations for clients and key risks shaping adviser decisions on the asset class.

With a strong foundation from his father’s career in financial advice, EK Financial Group financial adviser Aaron Kane has tiptoed into the financial planning world from a young age. Inevitably, drawing on his experience and mentorship from his family, Aaron became one of Australia’s most influential advisers as a Power50 member for the third consecutive time. Now set to operate under a self-licensing model, Aaron is keen to unfold a new chapter for the business.

The controversial Division 296 superannuation tax passed through both houses of parliament in March and will take effect from July 1 this year. From that date a 30% tax rate will apply on earnings from superannuation balances between $3 million and $10 million. For balances over $10 million a 40% tax rate applies.

Viridian Advisory senior financial adviser Amanda Ragkousis joined the Financial Standard podcast to talk about how she is helping clients prepare ahead of July 1.

FS Power 50’s Jessica Looi, a senior private client adviser at UniSuper, explains why Australians – whether young or old, wealthy or just starting out – can turn to super funds for good-quality information not only on their super and retirement, but also for comprehensive financial advice.

After analysing over 400,000 self-managed super funds and their performance in FY24, Adelaide University and the SMSF Association found that over rolling five-year periods SMSFs tend to outperform APRA-regulated funds by about 1.1%. Why? Because the data demonstrates they’re resilient in the face of market uncertainty, owing largely to a more conservative asset allocation.

But there are other factors that contribute to an SMSF’s performance, and together they’re driving record numbers of establishments as Australians look to take more control of their super.

In this episode, Adelaide University senior lecturer George Mihaylov and SMSF Association chief executive Peter Burgess discuss the findings, the emerging trends shaping the future of the SMSF sector and the value that professional financial advice can add.

Financial advice and sailing can be completely irrelevant and separated for many, but it is not the case for Freshwater Wealth financial adviser Roger Perret, as he said strategy deployments from both ends are quite similar. As a Power50 adviser, he continues to use his influence to advocate for the broader advice industry while sailing to his success. Tune in to hear from Perret on his journey in becoming a financial adviser.

The intensifying conflict with Iran has pushed oil prices sharply higher, triggered heavy selling and unsettled global markets.

But this is not the first time a major global event has rattled markets and likely won’t be the last. So how do you keep your clients calm during times of intense uncertainty?

Townsend & Cobain founding partner Tim Townsend joined the Financial Standard podcast to share his thoughts on navigating clients through the storm.

Family businesses are unique, underpinned by hard work and strong family values. What sets them apart is the ability to leave a meaningful legacy. Jen Goldsworthy, a third-generation wealth manager at Goldsworthy Private Wealth, shares how she runs a successful family business and keeps the tradition of helping others achieve financial freedom alive.

Making the Power50 for the second year on a row, Goldsworthy is a strong advocate for the advice industry. She will be part of the Your Next Chapter: Life Planning, Legacy & Peace of Mind event on March 25.

Despite global sustainable funds recording more than US$80 billion in net outflows in 2025, Australia and New Zealand are bucking the trend and continue to attract new capital.

In this episode, Australian Ethical deputy chief investment officer John Woods unpacks how ESG investing is evolving in 2026, explaining why there's still plenty of opportunities out there for sustainable investors, the importance oftransparency, and the need for a reliable ESG fund labelling system.

He also breaks down Australian Ethical’s approach to investing in emerging markets, and how it's looking at renewables, climate tech, private credit, and solar‑driven infrastructure.

In the last year, we have borne witness to significant regulatory changes in operation, shaping and reshaping financial advice. As advisers tread water against a rising tide of regulatory red tape, FAAA's general manager Phil Anderson speaks optimistically to the regulatory evolutions that may unfold in 2026.

Emerging markets staged a powerful comeback in 2025 – but is the rally built to last? Robeco senior portfolio manager Michael Lin shares his views on what he expects for the asset class in 2026.

The start of 2026 was a baptism of fire mired by geopolitical and market turmoils. Alternatives, meanwhile, continue to underscore resilience and cushion the downside risks as strong structural demands look promising for the asset class in the year ahead. Brookfield Private Wealth managing director and head of international Jeremy Hall is our special guest on today’s episode.

From valuations and capex to demand and real world deployment, Kieran Moore portfolio manager at Munro Partners discusses the main themes shaping the AI trade.

Although Australian fixed income may have shared a similar start as the previous year in 2026, Janus Henderson's head of Australian fixed interest, Jay Sivapalan, explains some opportunities investors can capitalise on. He believes it will be difficult for the asset class, which is traditionally used as a defensive asset in a portfolio, to produce negative returns. However, inflation can remain sticky, in turn delaying the RBA's interest rate cut decisions, which can impact performance.

Principal Asset Management head of alternative credit Tim Warrick says central banks around the world are providing a more “accommodated” policy, leading to a promising year ahead for private credit. In turn, he warns that investors should be cautious with the pricing component and increased accessibility, as improved liquidity can unintentionally flip the sector into a more ‘public-like’ market.

Despite the challenges financial advisers faced in recent years, as we head into 2026, there is much to be excited about. Rasiah Private Wealth Management founder and principal adviser Thabojan Rasiah shares how the profession has evolved, where opportunities lie and why the future is bright.

While some investors are winning big by investing in companies enabling the use of artificial intelligence, like data centres, others are using this booming technology to analyse companies and those who run them.

Robeco head of next gen research Mike Chen joins the Financial Standard podcast to discuss opportunities in AI that are off the beaten track.

Despite ongoing market volatility, private credit returns remained “compelling”, as Peter Szekely, managing partner at Tanarra Credit Partners, shares his thoughts on the current landscape for the asset class.

From various regulatory updates to surging crypto prices, 2025 seemed to have it all. Speaking with Vakul Talwar, Crypto.com general Manager for Australia, he explained some of the most interesting developments of the sector over the past 12 months and how investors are reacting to these trends.

In this episode, ECP Asset Management portfolio manager Andrew Dale explains the current dynamics in Australian equities and how the asset class has performed since the beginning of the year. Investor sentiment has been mixed; there have been some pleasant surprises, while some traditional players have underperformed. Despite a bullish ETF market, Dale believes active managers can still provide value heading into 2026.

Alternatives in the form of private equity, private credit and hedge funds are undergoing as seismic shift in demand here and overseas. To delve into why they are having their moment in the sun, Navigator Global Investments chief investment officer Ross Zachary joins us.

If you had $1000 to invest back in 2010, would you put it in shares, cash or crypto? Which investment was the most generous and which was the most costly?

Swinburne University of Technology Senior Lecturer of Finance Jason Tian reveals which asset class came out on top in newly published research.

With $56 billion in assets under management, listed investment companies (LICs) and listed investment trusts (LITs) make up an important part of the listed securities ecosystem.

Jesse Hamilton, the chief financial officer at Wilson Asset Management, provides an excellent breakdown of the ins and outs of the two investment vehicles.

Despite containing some of the highest-earning individuals, most medical professionals struggle with financial security. To unpack the phenomenon, PPS Mutal state manager for NSW and ACT Sabrina Sequeira-Walmsley highlighted some of the financial and psychological challenges these workers are faced with, while indicating areas where financial advisers can provide support and aid.

Global equities have continued to outperform despite sticky inflation, geopolitical tensions, ongoing wars and US President Donald Trump’s tariffs.

It’s been good news for investors and portfolios, but can it really be sustained? Talaria co-chief investment officer Chad Padowitz joined the Financial Standard podcast to discuss.

In this episode of the Financial Standard Podcast, Julian Clarkstone hosts a panel discussion highlighting the rise of the private credit market.

The Advisers in Focus event, held in Melbourne, featured industry experts Craig Schloeffel, Travis Schindler, and Calvin Richardson. The panel discussed the key drivers behind the rise of private credit, its role in investment portfolios, due diligence tips for advisers, as well as a review of the regulatory landscape.

The discussion also delves into investor education, market expectations, and the uncorrelated nature of private credit, offering a comprehensive look into the burgeoning asset class.

00:21 Event Overview: Advisers in Focus

01:45 Panel introduction and discussion kickoff

02:21 Understanding private credit

03:37 Insights from industry experts

06:43 Private credit market dynamics

18:26 Evaluating private credit funds

21:45 Regulatory spotlight and governance

26:21 Balancing liquidity and returns

31:48 Innovations in funds management

32:26 Australian vs. international portfolios

33:18 Challenges of international real estate lending

35:06 Mid-market residential lending in Australia

37:47 Impact of wholesale investor definition changes

42:00 Private credit's role in addressing housing under supply issues

45:44 Private credit as a core portfolio component

49:23 Managing defaults and risks in private credit

55:10 Final thoughts and takeaways

ASIC has been cracking down on how super funds communicate with their members, saying trustees should be treating members more like customers.

MLC chief customer officer Renee Howie joins the Financial Standard podcast to discuss the changing nature of how funds interact with their members as expectations change.

The Reserve Bank of Australia started 2025 with a cash rate of 4.1%, with the market expecting a number of cuts throughout the year. Instead, the central bank has delivered just three to bring the official interest rate to 3.6%, where it is now.

While some economists believe a cut is still on the cards this year, others believe the RBA will stay on hold until early 2026.

Capital.com senior financial market analyst Kyle Rodda joins the Financial Standard podcast to discuss all the things impacting the RBA’s decision making.

Do companies with founders at the helm run their businesses differently? Can the founders inspire more confidence from investors? Lumenary Investment Management managing director and founder shares what sets found-led companies apart.

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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world.

Brought to you by Financial Standard. Take the lead.

In this episode, Annabelle Miller, principle, investment at ECP Asset Management unpacks the current dynamics in the AI world, particularly chip manufacturing and the development of critical infrastructure like data centre. She also championed TSMC over the likes of Nvidia when it comes to stock selections – tune in to find out more.

In the lead up to the annual FAAA Congress in Perth in November, general manager of policy, advocacy and standards Phil Anderson joins Financial Standard managing editor Jamie Williamson to discuss the plethora of regulatory issues impacting the financial advice sector.

He touches on what he anticipates to cover in his policy and advocacy update at Congress – the good, the bad, and the ugly – and what he hopes to get out of Compensation Scheme of Last Resort (CSLR) chief executive David Berry, who will appear alongside Anderson on day two.

Unafraid to tell it like it is, Anderson also shares his thoughts on the recent dumping of the inquiry into Dixon Advisory, why swift action is needed to avoid more disasters like Shield and First Guardian in future, and what he thinks we’ll still be talking about in 2026.

Australian public companies are laughing in the face of volatility and macroeconomic shocks, defying the odds to break records in the 2025 financial year. SG Hiscock & Company portfolio manager Hamish Tudgell talks about the reporting season that was.

Five years on from a hiatus across the entire industry, the aerospace sector has seemingly returned to pre-pandemic levels, according to T. Rowe Price portfolio strategist Sam Ruiz. Find out how recent developments across the airspace affect investment opportunities, as Sam also breaks down the dynamics between the traditional duopoly in this episode.

While tariffs from the US are consistently making headlines, their effect on the emerging economies can often be overlooked by investors. Speaking with Joseph Lai, principal and chief investment officer at Ox Capital, he explains thoroughly how investors can capitalise from opportunities presenting around the theme.

While most investors would argue that investing with emotions is a huge red flag, DivGro co-founder and chief investment officer Jonathan Nurick says embracing emotional resilience is extremely important, stating that the exposure to the “right feedback” can amount to achieving fruitful returns in dividend investments.

Private equity’s big appetite for Aussie wealth managers has ramped up in recent years. From CC Capital’s $3.3billion offer for Insignia Financial to Apollo Asset Management selling its stake in Challenger, Morningstar equity analyst Shaun Ler takes a deep dive into PE’s big appetite for ASX-listed wealth managers.

As investors continue seek diversification through alternative assets, there is an asset class that some may think of more as a staple of their local community rather than an investment; Aussie pubs.

Chris Unger, managing director and head of Redcape Hospitality, joined the Financial Standard podcast to talk about how investing in Australian pubs can offer diversification away from traditional real estate sectors and public market volatility.

US national debt appears to be out of control. According to USAFacts, it stood at whopping US$36.2 trillion as at May. But is this the true amount? Could more borrowing trigger a crisis if the debt isn’t contained? University of Sydney lecturer in economics Dr. Luke Hartigan sets the record straight.

While some investors are winning big by investing in companies enabling the use of artificial intelligence, like data centres, others are using this booming technology to analyse companies and those who run them.

Robeco head of next gen research Mike Chen joins the Financial Standard podcast to discuss opportunities in AI that are off the beaten track.

Although it is still early stages to determine if artificial intelligence (AI) will be a critical component for the financial services sector, AI has seemingly transcended to a more widely used tool for some of them. Speaking with Zhe Chen, research lead at Acadian Asset Management, he reiterates the importance in maintaining the ‘edge’ amongst competition by suitably leveraging innovation across the company to remain relevant.

Japanese gaming giant Nintendo traditionally demonstrates unique, cyclical characteristics. However, Eric Marais, head of client at Orbis Investment Management, believes its latest launch – that of the Switch 2 – may be a turning point for the stock. Here, he takes a deep dive into the gaming sector and the opportunities it presents.

Generation Development Group chief executive Grant Hackett explains why managed accounts are accelerating, evolving, and being leveraged by financial advisers.

David Tuckwell, the chief investment officer of ETF Shares, is advising against panic-driven de-risking, advocating for a contrarian approach amid flare ups in the Middle East.

Who uses managed accounts? What is the difference between IMAs, SMAs and MDAs? What’s behind the meteoric rise of managed accounts? SuitabilityHub founder and managing director Recep Peker provides an explainer.

Sam Perera, the director of Sydney-based financial advice firm Perera Crowther Financial Services, shares what it takes to make a financial advice firm thrive 20 years.

Despite ongoing market volatility, private credit returns remained “compelling”, as Peter Szekely, managing partner at Tanarra Credit Partners, shares his thoughts on the current landscape for the asset class.

Active ETFs are growing at an unprecedented rate and raking in inflows at the expense of managed funds and unit trusts - a phenomenon felt locally and internationally.

J.P. Morgan Asset Management's global head of ETFs Travis Spence spoke with Financial Standard in London about what is taking active ETFs by storm.

Financial Standard was a guest at the 2025 J.P. Morgan Asset Management Media Summit held in London.

The so-called ‘junk bond’ has traditionally kept investors out of investment due to its high default risk. However, paired with the recent market uncertainty, Syed Zamil, senior product specialist at Insight Investments, believes the asset class can prove opportunistic in the current climate.

With the recent market mayhem global investors have endured, it can be beneficial to look back in time and the take stock of the lessons learnt and how they can be applied to navigate what may be a bumpy road ahead.

Challenger head of investment strategy Pete Robinson joined the Financial Standard podcast to share his biggest takeaways.

In March this year, the payday super laws draft legislation was released and set to come into effect from 1 July 2026. While many – particularly those within the superannuation sector – had been calling for this legislation for some time, other professionals have urged the government not to rush. IPA senior tax advisor Tony Greco explains why.

Financial Standard journalist Andrew McKean and Financial Advice Association of Australia general manager of policy, advocacy, and standards Phil Anderson discuss draft legislation aimed at improving access to affordable and quality financial advice. This episode covers opposition to collective charging for retirement planning advice, the risks of product bias in super funds, and the push for principles-based regulation.

Family planning, divorce, binding financial agreements – topics that are taboo for many financial advisers. Albeit sensitive, these are important issues that advisers should never shy away from.

To tell us why, Jordan Vaka, an independent financial adviser at Jordan Vaka PlanningSolo, and Cara Graham , principal wealth adviser at The Wealth Designers, join us in this podcast recorded at the 2024 FAAA Congress.

Unlike retail investors, not-for-profits do not have the same protections against conflicted advice, leaving them more vulnerable to costly and complex strategies. Stockspot chief executive Chris Brycki joined the Financial Standard podcast for more.

As we enter a constantly evolving environment, the term 'US exceptionalism' has shifted through different lenses. Daniel Martin from Alvia Asset Partners describes the distinctive traits of the US and its global importance, also detailing how Australian investors can navigate the recent tariff waves.

Despite a wobbly environment across the stock market, active management has seemingly outperformed in fixed income. Insight Investment head of global credit Adam Whiteley believes the outperformances are driven by the inefficiencies in the sector, highlighting that the asset class provides more channels to “gain exposure” when compared to equities.

What makes a small business successfully tick? How does social media play a part? How do you keep clients front and centre? Ronald Pratap, the founder and senior financial planner of RP Wealth Management, shares his secret behind his practice’s success.

Treasurer Jim Chalmers unveiled his fourth Federal Budget with a focus on easing the cost of living and boosting government spending.

With the Federal election expected to be called any day now, AMP deputy chief economist Diana Mousina joined the Financial Standard podcast to break down the major Budget measures.

As Minister Stephen Jones prepares to leave politics, he joined Financial Standard to talk about his greatest achievements, hopes for the future of financial advice and how super funds can improve.

Chief executive Georgie Dent shares how The Parenthood, which has a network of 82,000 members, parents, carers and allies, is doing its bit to accelerate progress on gender equality by moving the needle on early childhood education and care.

Financial Standard journalist Andrew McKean speaks with Morningstar analyst Lochlan Halloway about the latest ASX reporting season, unpacking why the fundamentals suggest business as usual – despite the market’s reaction telling a different story.

Financial Standard journalist Andrew McKean speaks with Super Consumers Australia advocacy manager Susan Quinn about how data exposes stark differences in insurance claim processing times, leaving superannuation fund members in the dark on service quality.

What are investment bonds and how can they help build wealth when it comes to estate planning? Vincent Stranges, the head of product and projects at Generation Life, dispels common misconceptions about investment bonds and explains why they are tax-effective investment vehicles.

What are the golden opportunities advisers should embrace and what challenges will they face over the next 12 months? John Cachia, the founder and strategic wealth adviser of Thriving Wealth, shares why this year promises to be another interesting and exciting one for the profession.

The Australian fixed income market has had a contrasting year in 2024, rewarding those that held long-term bonds but not the ones in the opposite. With increasing tension coming from all around the world, how will the local bond market perform in 2025? Speaking with Morningstar associate portfolio manager Ameya Hattangadi, he dives deep into possible effects from the external and internal factors that may juggle the sector’s performance.

The Australian private credit market saw massive growth last year, and it’s expected to continue growing in 2025, especially as investors continue to be offered attractive yields amidst a backdrop of growing economic uncertainty. Tanarra Credit Partners managing director Peter Szekely joins the Financial Standard podcast to discuss tailwinds and potential headwinds facing the sector.

The Australia share market didn’t disappoint in 2024, but it didn’t overdeliver either and with some major macro events occurring on the horizon in 2025 there is some uncertainty about what we might expect going forward. Tribeca Investment Partners lead portfolio manager Jun Bei Liu gives her insights on potential headwinds and tailwinds for Aussie equities.

Paul Bloxham, HSBC’s chief economist for Australia, New Zealand, and global commodities, breaks down what’s in store for Australia from a macroeconomic lens.

To thrive in this rapidly changing environment, financial advisers must find a way to stay relevant and be there for their clients in the years to come.

To do this, Ultimum Financial Services financial adviser Manisha Bhudia shares why it’s important to evolve, learn, and upskill.

Our guest, Tangelo Advice Consulting director and principal consultant Conrad Travers, says investing in processes reaps rewards for financial advisers and should be a critical part of their business strategy along with investing in their people, technology, and marketing.

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.

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 brought to you by Mercer.

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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.

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 older or wealthier people.

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.

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 myths surrounding annuities and retirement income more broadly.

Aaron Minney, head of retirement income research at Challenger, joins the Financial Standard podcast to discuss.

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.

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.

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.

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.

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 sector.

Just last month, the CFA Institute and CFA Societies Australia introduced the local iteration of the DEI Code and, while down under to celebrate the launch, CFA Institute’s Sarah Maynard joined Financial Standard managing editor Jamie Williamson to discuss the motivations behind the launch, who’s on board and what’s next for DEI.

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.

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.

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 Pourbaix explains why selective investing is therefore crucial.

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.

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.

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.

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 managers.

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.

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 through the possibilities.

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.

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.

Asset managers' priorities are changing from being concerned about cost management to now being focused on improving the investor experience, according to a recent survey by Northern Trust.

Northern Trust head of global fund services in APAC, Caroline Higgins, joined the Financial Standard podcast to deep dive into some industry trends.

The Senate Economics Committee recently handed down its final report on the investigation and enforcement capabilities of the Australian Securities and Investment Commission (ASIC).

The report made 11 recommendations to overhaul the financial regulator.

Clyde & Co corporate and regulatory partner Avryl Lattin speaks to the Financial Standard Podcast about the recommendations and how they might be enacted.

Campbell Heggen, a senior Lecturer in Financial Planning at Deakin University Business School, explains why behavioural financial is a powerful tool for advisers to recognise not only their own biases and behaviours, but also their clients' so they can help them make rational and better-informed financial decisions.

When we think of hedge funds, we think high finance, complexity, high risk and high returns. But have hedge funds evolved since they boomed in the 1990s? Managing director, head of liquid markets at bfinance Dr. Toby Goodworth explains.

High-net-worth women report a number of barriers when it comes to receiving financial advice. They feel frustrated, like there are unnecessary obstacles that get in their way and increased scrutiny. Some even report feeling as though they're treated differently to men, they've been patronised, sometimes not listened to, and pushed out of the conversation. These biases result in a lack of trust between women and the advice industry.

Building a portfolio to accommodate clients through every phase of life can be challenging. Mercer portfolios solutions lead Rebecca Jacques shares her thoughts on how to how to build a portfolio that aligns with client needs.

Super for housing? Some say it's blatantly obvious from all the evidence available that the policy doesn’t have a snowball’s chance of succeeding in helping prospective homebuyers. More staunch opposition believes the idea that such a policy would help more people enter the housing market is not only false but could also unleash a damaging chain reaction. Misha Schubert from the Super Members Council joins journalist Andrew McKean for this episode of the Financial Standard Podcast.

*Editor’s note: This podcast was recorded prior to a report that the changes are now on pause until the federal election expected to be held in May next year.

The 22-year-old wholesale investor tests are up for review, and this can have several implications for investors and product providers.

Jesse Hamilton, the chief financial officer of Wilson Asset Management, explains why the tests are 'crude tool' and suggests how they can be fairer for both retail and wholesale investors.

Australia is one of the most liveable places in the world. Not only is it a great place to live, but it is also a great country to invest in. Adam Dixon, the head of Kearney Australia and New Zealand, tells why Australia is an investment destination for foreigners.

The Senate Economics Committee recently made a recommendation to lift the cap on how much first home buyers can remove from their super to buy a home. Senator Andrew Bragg joins the Financial Standard podcast to discuss why he believes owning a home is essential for retirement.

Treasurer Jim Chalmers unveiled the Federal Budget this week making big promises to ease the cost-of-living burden while not adding to inflationary pressures. Senior financial market analyst at Capital.com Kyle Rodda explains why the Treasurer may be massaging the numbers.

There will be 25% less super funds in Australia in five years’ time, overseeing $5 trillion in assets. In 25 years, the number of funds will have halved again, and they’ll be the stewards of some $14 trillion. They’re the top-line predictions of Mercer’s inaugural Shaping Super report which looks at the state of our super system, how it’s evolving, and what super funds need to do to survive. Financial Standard managing editor Jamie Williamson is joined by the report’s lead author, Mercer principal Richard Dunn, and superannuation consulting leader Tim Jenkins to discuss the findings.

Emerging markets' second growth phase could be in the not-so-distant future, according to a new report from Robeco. To discuss the three main drivers of growth in the sector, Robeco's head of emerging markets Wim-Hein Pals joins the Financial Standard podcast.

Aged Care Steps director Louise Biti is pushing for tougher regulations and consumer protections around aged care advice so that older Australians are not put at substantial risk.

This episode explores a blunt assertion that the idea of cryptocurrency replacing gold is nothing more than straightforward propaganda from the crypto industry. While gold continues to be regarded as a safe haven asset, an insurance policy for rough times, predominantly attracting institutional investors, Bitcoin is portfolio ‘hot sauce’, Global X's David Tuckwell tells Andrew McKean.

Once the domain of sophisticated investors, Spire Capital director and head of investments Stuart Haigh discusses why private markets are increasingly turning heads among financial advisers and retail clients.

Financial Standard journalist Andrew McKean is joined by Deloitte partner Andrew Boal to explore the intense pressure smaller superannuation funds face as larger funds continue to reduce fees through scale, predicting a future dominated by a few giants managing over $100 billion each.

Despite easing inflation, the RBA has been holding interest rates steady and many economists are now anticipating a rate cut won't come until 2025. HSBC chief economist Paul Bloxham gives his predictions.

n the second instalment of our chat with Robert Walters’ Andrew Hanson, we discuss all the factors expected to influence salary discussions in the year ahead, the kinds of benefits that are on offer, and how they compare to what candidates actually want. Hanson also shares some top tips for negotiating with existing and prospective employers.

Journalist Chloe Walker sat down with RSM Australia director, SMSF services Katie Timms at the recent SMSF Association National Conference to discuss the intricacies of incorporating farming assets into an SMSF’s investment strategy.

Class general manager, growth Jo Hurley was inspired to start her own SMSF after attending the very first SMSF Association National Conference. Twenty years later, Hurley discusses the advantages of involving and supporting younger clients with SMSFs, in an interview with journalist Chloe Walker from the sidelines of the 2024 conference.

Following on from “one of the strangest years” seen in his 20 years in recruitment, Robert Walters’ NSW managing director Andrew Hanson provides his forecast for the financial services job market. While it’s probably still too early to even be cautiously optimistic about the year ahead, Hanson says there is intent to hire and more positive conversations to be had. This episode looks at the skills that are most in demand, including how important designations are to prospective employers in 2024.

NMG Consulting principal consultant Louise Elliott discusses trends in retail fund flows between 2018 and 2023. Which strategies and asset classes outshone the others and what will the next five years hold?

This is a new highly complex and dynamic world whereby investors will be challenged to demonstrate clarity and agility. To make sense of this testing environment, Mercer global strategic research director Nick White investigates themes of Regime Change, Supercycles, and Megatrends.

Diving into the world of diamonds, journalist Chloe Walker chats with fine jewellery expert Adrian Dickens. From the allure of coloured diamonds to navigating the risks inherent in any investment venture, this interview explores the intricacies of investing in the precious stone.

This year, over 50 nations are heading to the polls. As Australia remains intricately connected to global events, this episode of the Financial Standard podcast, hosted by journalist Chloe Walker and joined by GSFM investment strategy advisor Stephen Miller, delves into the potential impact of these elections' outcomes on financial markets both at home and abroad.

The Financial Advice Association Australia’s Phil Anderson breaks down the most important pieces of regulation advisers should be mindful of in 2024.

Australia's wealth management sector is experiencing a thrilling paradox of unparalleled growth and profound disruption. Last year, a record $180 billion flowed into superannuation - predominantly into not-for-profit funds, amidst a landscape of declining fees, and a shift towards becoming a full-fledged retirement system.

Knight Frank head of residential research Michelle Ciesielski delves into the surprisingly minimal impact of the government’s decision to triple fees for foreign property buyers. She also explores the resilience of Sydney’s luxury real estate market and uncovers the reasons behind its anticipated robust price growth.

Employers often struggle with understanding the impact of work on mental health and tend to rely on generic support systems. The focus needs to shift towards designing work that positively influences mental health and providing appropriate support.

Incremental increases in the Superannuation Guarantee will have far-reaching impacts on the macroeconomic fabric of Australia – but these consequences are often underexplored – Yarra Capital head of macroeconomics and strategy Tim Toohey says.

Treasury recently launched a consultation on the use of genetic testing results in life insurance underwriting with the aim of addressing concerns with the partial, industry-led moratorium introduced in 2019. A recent review found the moratorium is discouraging consumers from participating in genetic testing, which could identify an underlying health issue, and from taking part in potentially life-changing medical research. At the same time, there's the potential for unhealthy people to be priced out of cover or, on the flip side, healthy individuals to withdraw from life insurance altogether.

So, what's the solution, and is government intervention required? Actuaries Institute member Jessica Chen joins the Financial Standard podcast to discuss the various issues and how Australia's approach to genetic testing for insurance purposes compares to global counterparts.

After experiencing a bond market downturn and a disappointing performance in 2022, fixed income saw a resurgence in 2023 as investors sought stability amid volatility. However, the question remains whether this trend will continue in 2024.

In this episode, Tim Van Klaveren, managing director and head of Australia fixed income at UBS, sheds light on the current market landscape and what to expect in the year ahead.

Delving into investments to foster a positive impact goes beyond simply pursuing profits. Australian Ethical Chief Executive, superannuation Ross Piper explains the advantages of responsible investing and how his career shaped his perspective on impact investment.

In the final episode of our series on investing in small and mid-cap stocks, MFS Investment Management portfolio manager Mike Grossman explains why active management is so important in this asset class and what it is exactly that his team looks for when analysing the more than 7500 names in the universe.

Proudly brought to you by MFS Investment Management.

With a belief that investing in small and mid-cap stocks is akin to deep sea fishing, MFS Investment Management portfolio manager Mike Grossman discusses where opportunities can be found in the asset class, even sharing his tips on emerging sectors and the companies that may soon lead them.

Proudly brought to you by MFS Investment Management.

Considering macroeconomic conditions, exploring investment opportunities in global small and mid-cap markets holds appeal for investors. MFS Investment Management portfolio manager Nicholas Paul returns this week to discuss the performance of the asset class in the current cycle and what can be expected going forward.

Proudly brought to you by MFS Investment Management.

First Australians Capital is set to debut its Catalytic Capital Impact Fund in the first quarter of next year. The impact led fund is dedicated to empowering Indigenous-led businesses, and the organisation's managing partners Benson Saulo and Brian Wyborn tell Financial Standard all about the fund and how discussions with various institutions are progressing, as one particular business commits to providing capital.

In recent years, small to mid-cap stocks have witnessed a surge in popularity, outperforming their larger counterparts. Despite many investors preferring well-established and major companies, it is mid to small-cap stocks that present additional advantages, such as diversification and reduced risk. MFS Investment Management portfolio manager Nick Paul sits down with Financial Standard to explore the global small to mid-cap universe and explains what makes these assets an exciting addition to client portfolios.

Proudly brought to you by MFS Investment Management.

The 2023 Hollywood strike has gone over the 100 day mark and has not only impacted film and television content but also caused issues for those who invest in the sector. GSFM chief executive Damien McIntyre joins Financial Standard to discuss the repercussions beyond the screen.

The ongoing Israel-Palestine conflict has resulted in a gradual increase in oil prices over the past two weeks. While the market has not yet experienced a significant surge, there are clear concerns about the growing tensions and further escalations. AMP deputy chief economist Diana Mousina joins Financial Standard to discuss the impacts of further volatility and the likelihood of fallout spilling beyond the oil sector.

The recent bond market turbulence witnessed a significant surge in 30-year UK gilt yields, while US government bond yields experienced record-level sell-offs. In fact, the US Treasury Index has been down for three years in a row now - a never before seen occurrence. In this episode of the Financial Standard podcast, Payden & Rygel portfolio manager Eric Souders delves into the continued relevance of bonds in investors’ portfolios.

The requirement to pay superannuation contributions alongside wages will come into effect in 2026, and is predicted to add around $55,000 to Australians' balances at retirement. Independent consultant and advisor Stephen Huppert speaks to Financial Standard about what the change involves and if the industry is ready.

Real estate investment trusts have experienced substantial fluctuations in recent times, influenced by a combination of factors including increased interest rates, the post-pandemic landscape, and inflated asset values. SG Hiscock director and portfolio manager Grant Berry joins Financial Standard to discuss the present and future state of the market.

The Australian landscape is like no other and our agri-sector is expanding with opportunities underpinned by both government and institutional investment. In this episode of the Financial Standard podcast, Kilter Rural general manager of farmland Angus Ingram shares how caring for our unique land adds value to investment portfolios.

The evolving financial advice landscape in Australia is being shaped by technological advancements and a declining number of financial advisers. Finura Group joint managing director Peter Worn joins Financial Standard to discuss how the influx of new digital services will impact the future of advice. #financialstandard #cassandrabaldini

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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world.

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The annual superannuation performance test results were released recently, including trustee-directed products for the first time. Willis Towers Watson director of investments Jonathan Grigg joins Financial Standard shares his insights as to the results, what we can expect going forward, and just far the test’s scope should be expanded.

Fear is in the air for many experts as China’s economic growth chokes and the economy experiences deflation. However, Fidelty International investment director Catherine Yeung says investors shouldn’t lose sight of the broader context and potential for long-term investment opportunities in China. Tune in to find out more.

Bigger, older, hotter, richer, more diverse, less productive - that's the Australia of 2063. Today, we sit down with Rainmaker Information executive director of research Alex Dunnin to find out more about the government's latest Intergenerational Report.

Melinda Howes

The Reserve Bank of Australia has announced a reshuffle of its processes and management team to take place next year but the extent of their impact and whether they will influence the bank's forward decision-making in any way is yet to be determined. Independent economist Nicki Hutley joins Financial Standardtoshare what she believes we can expect.

financialstandard #cassandrabaldini

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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world.

Brought to you by Financial Standard. Take the lead.

Endeavours to enhance financial literacy across the nation remain a significant task. This is specifically relevant for Australia's Indigenous population, who continue to grapple with elevated levels of financial stress and lack of financial stability. First Nations Foundation chief executive Phil Usher joins Financial Standardto discuss the organisation's mission to enhance financial wellbeing within Indigenous communities and how the industry can contribute to fostering improved future outcomes.

In today’s tumultuous investment landscape, the asset management industry faces a host of challenges. In this episode, Northern Trust Asset Management president of asset servicing Pete Cherecwich discusses how asset managers are facing adversity with optimism and navigating challenges for growth.

The acknowledged housing crisis in Australia has led to the emergence of build-to-rent schemes as a potential solution. While such initiatives have garnered interest from super funds, they may not directly address the needs of those most in need. Hope Housing chief executive Tim Buskens joinsFinancial Standardto discuss alternative co-investment solutions that look to tackle the growing problem with a more meaningful approach.

The nature and severity of cyber-attacks is constantly evolving, posing a significant risk for the financial services industry which holds some of the most sensitive data of all. Government and regulators remain committed to initiatives that bolster internal cybersecurity practices, but whether these measures will be able to prevent data breaches remains uncertain, EY Asia Pacific financial services cybersecurity leader Rohit Rao tells Financial Standard.

Demand for financial advice practices is surging following a squeeze in property supply that had led to market shortages, increasing valuations between 6-11%. In particular, buyers are snapping up life insurance practices as soon as they hit the market following a drop in risk advisers and a lack of newly established firms.

As the advice sector starts to recover following years of uncertainty, Radar Results chief executive John Birt joins Financial Standard to discuss reasons behind the shifts and the outlook for practice valuations.

Super funds appear to have bounced back with the surge in equities boosting MySuper products, delivering starkly different returns to just 12 months ago.

Rainmaker Information executive director of research Alex Dunnin joins Financial Standardto discuss why the industry is so robust despite the current macroeconomic climate and if the good fortune will last.

Following the government's update to the annual superannuation performance test, industry feedback has been varied and some are saying there is still work to do. Industry Super Australia deputy chief executive Matthew Linden joinsFinancial Standardto discuss the positives to come from the reforms and the things that remain on the wish list.

Australia's superannuation sector is set to be given a larger role in making financial advice more affordable following the passing of 14 out of the 22 recommendations from the Quality of Advice Review. Association of Superannuation Funds of Australia deputy chief executive Glenn McCrea joins Financial Standard to discuss the proposed reforms, how to best navigate conflicts of interest, and whether super funds are ready.

As we come to the close of another financial year, BT Financial Group technical consultant Tim Howard joins Financial Standard todiscuss the big themes for financial advisers and their clients this EOFY.

Last year saw value stocks wake from a decade-long slumber, rallying significantly. However, as interest rates soared a new favourite was crowned. BlackRock head of investment strategy APAC Thomas Taw joins Financial Standard to unpack the market rotation.

Shane Oliver

It’s been a challenging period for investors looking to shelter from inflation and high interest rates. Stockspot founder and chief executive Chris Brycki speaks to Financial Standard about investment trends and client concerns that are dominating while the globe braces for a potential recession.

AustralianSuper’s breach around intra-fund consolidation has led to consumer advocates calling for regulatory action and greater transparency within the superannuation industry. Holding Redlich partner superannuation Luke Hooper joins Financial Standard to discuss the necessity for tighter rules and what that might look like if implemented.

The government's budget, handed down by Treasurer Jim Chalmers, has received some mixed reviews and backlash from stakeholders who believe certain opportunities were missed.

HLB Mann Judd wealth management partner Michael Hutton joins Financial Standard to discuss some of the key points and weighs in on proposals he believes need more work.

The RBA's surprise rate rise has left a bad taste in the mouths of Australians who feel another so soon is uncalled for. Commonwealth Bank head of Australian economics joinsFinancial Standard to discuss the possible impacts of the rate call and also offers insight into what to expect from next week’s federal budget.

In this podcast, The Advisers Association chief executive Neil Macdonald discusses the newly proposed regulatory changes to financial advisers’ experience pathway. What will the proposals mean for the financial advice profession?

ESG has taken the financial services industry by storm and held a microscope up to greenwashing and climate disclosure.

Regulators are strengthening their approach and legislative pressure has companies across the globe feeling the heat.

FS Sustainability managing director Rachel Alembakis talks to Financial Standard about ESG investing, worldwide initiatives and what firms can expect if caught falsely reporting.

The Reserve Bank of Australia's decision this month to pause cash rate hikes was welcome relief for struggling Aussies. However, it's already been signalled that given economic instability more hikes are likely in store.

HSBC chief economist Australia and New Zealand Paul Bloxham wasamong those that correctly predicted the RBA's decision.

He speaks to Financial Standardabout the central bank's major considerations ahead of next month's meeting, what's likely to occur over the next year, and what it all might mean for the upcoming federal budget.

It's official, the Financial Planning Association (FPA) and the Association of Financial Advisers (AFA) have merged to create the Financial Advice Association Australia (FAAA). Amid the transition, chief executive of the new entity Sarah Abood, joins Financial Standard to discuss the association's upcoming initiatives, why the merger is beneficial for industry and how the FAAA plans to support the future of Australian advisers.

The threat of cyber-attacks is growing and they're becoming more sophisticated with each attempt. With a super fund the latest to fall victim to hackers, everyone is looking to strengthen their defences. Horizon Government Relations managing partner Carl Ungerer speaks to Financial Standardabout the 21st-century plague, who's behind it and what's to come, and how financial service providers should be responding.

We talk to Council of Australian Life Insurers chief executive, Christine Cupitt, who was appointed in early 2023 to spearhead advocacy and policy initiatives for the local life insurance sector.

Following the crash of Silicon Valley Bank, all eyes have been on the US banking system. Now, what’s trying to be understood is how it happened and if the contagion will spread. Texas State University Associate Professor of Finance William Chittenden talks to Financial Standard and provides clarity on recent events while explaining if more regional slumps are likely and if we can expect global fallout.

Diversity is playing an important role in boosting superannuation fund members’ balances in retirement following new research that reveals women-led MySuper products outperforming by a consistent 0.3% per annum over three, five and 10 years.

Rainmaker Information research manager Pooja Antil joins Financial Standard on International Women’s Day to talk through the findings.

Labor’s recently announced objective of superannuation highlights the importance of ensuring the system is equitable, yet there’s no mention of women in its proposals. At the same time, Treasurer Jim Chalmers has softly committed to paying super contributions on paid parental leave but gave no indication of when. So is the government really targeting equity? Rainmaker Information executive director of research Alex Dunnin speaks to Financial Standard about the proposals and what, if any, benefit there will be to women.

Following Labor’s proposed objective of superannuation, QMV Legal managing partner Jonathan Steffanoni speaks to Financial Standardand explains what a legislated objective really means for industry and Australians.

Association of Financial Advisers (AFA) chief executive Phil Anderson talks to Financial Standard about industry feedback on the Quality of Advice Review (QAR) final proposals and discusses some of the hottest debated topics.

Three times as many Australian advisers are now using managed accounts to implement client solutions compared to just a decade ago. State Street ETF model portfolio strategist Sinead Schaffer talks to Financial Standard and explains the upward trend and if it's here to stay.

What can financial advisers expect in terms of salary and remuneration in 2023? Vivere chief executive Christopher Gordon provides Financial Standard with a recruitment update, highlighting market trends and guidance on what a shrinking pool of advisers means for those left standing.

Join Vanguard’s senior economist Alexis Gray as she takes a deep dive into domestic economic conditions and market outlooks, providing actionable insights for financial advisers to position their clients for success.

Any way you slice it, fixed income has had a bad year in 2022. However, Schroders deputy head of fixed income Kellie Wood says better fixed income returns are ahead, and the asset class will retain its strong strategic value in portfolios.

Against a backdrop of diverse and complex challenges in the global economy, how will equities perform both at home and overseas in the coming year? And, in turn, what does that mean for bonds? Blackrock’s chief investment strategist for APAC Ben Powell shares his insights.

Last week the Financial Planning Association (FPA) celebrated 30 years of operation and its first in-person Congress since the pandemic. Its chief executive Sarah Abood talks to Financial Standard about the highlights from this year's ‘Reunite and Reset’ themed Congress as well as the next steps for the association.

Centaur Financial Services managing director and Power 50 adviser Hugh Robertson talks to Financial Standard about overcoming challenges in the advice sector and why leaving the industry in better shape for the next generation is imperative.

One month out from the release of her final proposals, Quality of Advice Review chair Michelle Levy clears up speculation around some of the most hotly debated proposed changes, including non-relevant providers, and busts myths on the construction of the who’s behind the scenes.

The Wealth Designers financial adviser and Power 50 recipient Dawn Thomas talks to Financial Standard about the importance of being true to yourself while forging a professional career and grabbing opportunities with both hands.

FMD senior financial adviser and Power 50 recipient Nicola Beswick talks to Financial Standard about her involvement in the pro bono advice space and why changing careers has been the most rewarding decision she’s made yet.

FMD senior financial adviser and Power 50 recipient Nicola Beswick talks to Financial Standard about her involvement in the pro bono advice space and why changing careers has been the most rewarding decision she’s made yet.

Much of the news cycle since late September has been dominated by ongoing issues in the UK's gilt market and broader economy following the government's mini-budget. GSFM investment strategies advisor Stephen Miller explains what went wrong and whether the same scenario could ever be seen in Australia.

As the cost of living rises and geopolitical uncertainty grows, Chloe Walker sits down with pwc chief economist Amy Auster to find out her thoughts on the upcoming October budget and more.

Recipient of the Association of Financial Advisers (AFA) Female Excellence in Advice Award Amie Baker discusses the importance of financial literacy for women and their role in the advice sector going forward.

Diverger Managing Director Nathan Jacobsen spoke to Financial Standard at the Association of Financial Advisers (AFA) Thrive conference. He explains that bringing institutional scale to small businesses will help in building and maintaining the future of advice.

Association of Financial Advisers (AFA) chief executive Phil Anderson talks to Financial Standard from the AFA Thrive Conference. Amid a year of significant change for both the advice sector and the AFA, Anderson discusses industry wins and where work is still needed.

In this episode brought to you by MFS Investment Management, we discuss decarbonisation, and how a net-zero strategy can be used to communicate not only investment strategies, but also a narrative belief to key groups including clients, super fund members, investee companies, governments and regulators. We speak with MFS President Carol Geramaya and UniSuper governance and sustainability manager Sybil Dixon about why and how net zero targets are used to guide investment decisions and the way investors talk about climate risks and opportunities. For more information on MFS Investment management, visit http://www.mfs.com (http://www.mfs.com) and to subscribe to FS Sustainability, visit www.fssustainability.com.au. Subscribe: https://financial-standard.captivate.fm/listen (Click here to choose your favourite podcasting app) Contact Us: podcast@financialstandard.com.au Website: https://www.financialstandard.com.au

The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.

In this episode brought to you by MFS Investment Management we discuss what integration of environmental, social and governance-related means for fixed income portfolios. We will also explore the strengths and challenges of finding transparent, comparable and meaningful ESG data relevant to fixed income securities and the role of sustainable bonds. We speak with MFS fixed income research Analyst Mahesh Jayakumar and ISS head of ESG for Australia and New Zealand Julia Leske. For more information on MFS Investment Management, visit https:www.mfs.com/ . To subscribe to FS Sustainability, visit http://www.fsssustainability.com.au (www.fsssustainability.com.au) Sponsored content: We discuss what integration of ESG data and ratings means for fixed income portfolios and the role of sustainable bonds.

financialstandard #rachelalembakis

Subscribe: https://financial-standard.captivate.fm/listen (Click here to choose your favourite podcasting app) Contact Us: podcast@financialstandard.com.au Website: https://www.financialstandard.com.au (https://www.financialstandard.com.au) The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.

In this episode brought to you by MFS Investment Management, we discuss what integration of environmental, social and governance-related means for stock selection in investment portfolios, how fund managers can demonstrate that they’re authentically using ESG information to manage risk and enhance return. We speak with MFS head of global ESG strategy Vishal Hindocha and Zenith Investment Partners head of responsible investment and real assets Dugald Higgins. For more information on MFS Investment Management, visit https://www.mfs.com/ (https://www.mfs.com/). To subscribe to FS Sustainability, visit http://www.fssustainability.com.au (www.fssustainability.com.au).

financialstandard #jamiewilliamson

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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.

'Net zero' might be the phrase of the year for the ESG sector, but what does a net zero target actually mean and how can we be sure that a company has clear plans to decarbonise its operations? In this episode of Financial Standard, Rachel Alembakis, managing editor of FS Sustainability, is joined by Andrew Maple-Brown, co-founder and managing director of Maple-Brown Abbott Global Listed Infrastructure, and Georgia Hall, global listed infrastructure analyst at Maple-Brown Abbott, to discuss net zero commitments, engagement, and the important role infrastructure will play in meeting 2050 targets.

financialstandard #jamiewilliamson

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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.

While the developed world comes off the back of a record, stimulus fuelled investment year, the effects of stubborn COVID-19 friction, supply chain disruption, and inflationary pressures have taken their toll on developing economies. So is now the time for long term money to find growth and risk-adjusted returns from emerging markets? In this episode of Financial Standard, senior journalist Karen Vergara talks to Arif T. Joshi, managing director, portfolio manager and analyst at Lazard Asset Management about the emerging opportunities that lie ahead for investors. For more information and similar articles please go to https://www.financialstandard.com.au/ (https://www.financialstandard.com.au/)

Supply chain disruptions are making daily headlines, particularly leading into a highly anticipated Christmas period. The challenges and financial risks for most businesses have been significant and well documented, but supply chains can also increase exposure to often hidden ESG risks with negative implications for a company's overall goals.

In this special FS Sustainability episode of Financial Standard, managing editor Rachel Alembakis talks to Sam MacPherson, Head of Treasury at Earlytrade, to discuss ESG issues, essential working capital considerations, and opportunities to improve transparency along the supply chain.

For similar articles please got to https://www.financialstandard.com.au/ (https://www.financialstandard.com.au/) See https://omnystudio.com/listener (omnystudio.com/listener) for privacy information.

The purpose and scope of ethical investment has appropriately gained the momentum it deserves, and continues to capture the attention of investors and advisors around the globe. A majority of Australians now expect ESG considerations to be the standard when it comes to investing their money, reducing risk and increasing overall returns.

But the evolution of greenwashing has also proven that talk is cheap and deeper engagement is needed for a sustainable future. Recently, as part of Ethical Investment Week, Professor Chellie Spiller and Dr Rodger Spiller shared their insights into Wayfinding, the process of finding one's route while navigating, and the benefits of practicing a spiritual dimension to ethical investing.

Chellie Spiller is a professor of leadership and management at The University of Waikato Management School, while Rodger Spiller is the managing director and founder of Money Matters, an ethical investment adviser firm in NZ, and the first New Zealand member of the Ethical Advisers' Co-op. In this special episode of Financial Standard, both join Rachel Alembakis, managing editor of FS Sustainability, to get to the heart of the Wayfinding philosophy.

FS Sustainability was the official media partner to https://www.ethicaladviserscoop.org/ethical-investment-week.html (Ethical Investment Week).

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Interest in crypto currency has undeniably increased over the last few years, and its potential as a legitimate investment option also continues to grow. Institutional investors around the world are starting to take notice. However, despite member demand, Australia's superannuation funds are not among them. So what's stopping them, and what will it take for the sector to realistically get onboard?

In this episode of Financial Standard, editor Jamie Williamson is joined by Jonathan Armitage, chief investment officer at MLC Asset Management, to share his views on Australia's appetite for crypto currency assets.

For more information and similar articles please go to https://www.financialstandard.com.au/ (https://www.financialstandard.com.au/) See https://omnystudio.com/listener (omnystudio.com/listener) for privacy information.

The United Nations Climate Change Conference (COP26) is set to take place in Glasgow from October 31st to November 12th, and is anticipated to set in motion accelerated commitments by governments, businesses and investors with the goals of securing global net zero targets and keeping global warming to less than 1.5 degrees.

In this special episode of Financial Standard, managing editor of FS Sustainability Rachel Alambakis is joined by Linda Romanovska, ESG specialist and sustainable finance senior manager at PwC Australia, to discuss the role of investors at COP26 and the potential impacts of COP26 on capital markets.

For more information and similar articles please go to

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Over the last few years the superannuation industry has seen significant consolidation of funds as larger players open their doors to merger activity with the promise of lower costs, increased efficiency, and ultimately better member outcomes.

Economies of scale are certainly one way to achieve these features, but recently Spirit Super chief executive Ross Barry spoke of some of the myths associated with super fund mergers, arguing that they don't always lead to such scale benefits.

In this episode of Financial Standard, Ross joins editor Jamie Williamson to discuss some of these misconceptions, management and administration of the process, and the evolving future of the industry landscape.

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October has brought with it a raft of regulatory reforms, and none more important than the design and distribution obligations legislation (DDO) to ensure that financial products meet the needs of consumers and are distributed in a more targeted fashion. So what exactly are these changes and what are some of the implications for an adviser's business?

In this episode of Financial Standard, editor Jamie Williamson is joined by Michael Blomfield, chief commercial officer at Iress, to discuss the reality of the DDO regulations in more detail, what financial advisers should be aware of, and how Iress has natively integrated DDO solutions into its Xplan wealth management software to support their clients.

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https://www.fsadvice.com.au/article/d-and-d-for-beginners-product-design-and-distribution-179774593 (https://www.fsadvice.com.au/article/d-and-d-for-beginners-product-design-and-distribution-179774593) See https://omnystudio.com/listener (omnystudio.com/listener) for privacy information.

Results of the first APRA Your Future, Your Super performance test have come and gone putting a spotlight on thirteen My Super products that have underperformed by those standards. Members of those funds will by now have been informed of the results in writing, also telling them that they should consider moving their savings to other superannuation products.

With broader discussion around the transparency of results and what impact such letters might have, editor of Financial Standard Jamie Williamson recently spoke with Jonathan Steffanoni, partner at QMV Legal, to get some background information on APRA's current approach and his thoughts on what the test might look like the next time around.

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It's no secret that financial advisers have suffered in recent years with costly compliance and education requirements taking their toll. Now, the ASIC levy paid by advisers has finally been frozen and reverted back to 2018/2019 levels, but recent statistics from FASEA show that more than 2000 that took the exam and passed have left the industry anyway.

So is it too little too late?

In this episode of Financial Standard, editor Jamie Williamson is joined by Phil Anderson, General Manager Policy and Professionalism at the Association of Financial Advisers (AFA), to give us some background on the current situation and his views on the future of financial advice in Australia.

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The weekly Financial Standard podcast covers the latest developments in finance, investment trends, and economics that are shaping the future of Australia’s wealth management landscape by talking to leading professional voices in Australia and from around the world. Brought to you by Financial Standard. Take the lead.

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