Financial Standard Podcast

Untapped resource: Superannuation fund advice

Thu, 02 Apr 2026 01:00:00 +1100

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.

Structural change underway: Digging into SMSFs’ outperformance

Thu, 26 Mar 2026 01:00:00 +1100

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.

Sailing into financial advice

Thu, 19 Mar 2026 01:00:00 +1100

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.

Keeping calm during the storm

Thu, 12 Mar 2026 01:00:00 +1100

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, legacies and financial advice

Thu, 05 Mar 2026 01:00:00 +1100

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.

ESG in 2026: Evolution or revolution?

Thu, 26 Feb 2026 01:00:00 +1100

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 of transparency, 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.

The rising tide of regulatory red tape for advisers in 2026

Thu, 19 Feb 2026 01:00:00 +1100

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.

The re-emergence of emerging markets

Thu, 12 Feb 2026 01:00:00 +1100

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.

Cool and calm: Alternatives outlook

Thu, 05 Feb 2026 01:00:00 +1100

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.

AI boom, bubble worries and the road ahead

Thu, 29 Jan 2026 01:00:00 +1100

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.

Heightened demand continues to turbocharge Australian fixed income in 2026

Thu, 22 Jan 2026 01:00:00 +1100

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.

Potential speed humps for private credit in 2026

Thu, 15 Jan 2026 01:00:00 +1100

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.

Financial advice: Confidence in the future

Thu, 08 Jan 2026 01:00:00 +1100

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.

AI and what lies beyond the known path (2025 Rewind)

Thu, 01 Jan 2026 01:00:00 +1100

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.

A strong year so far for private credit (2025 Rewind)

Thu, 25 Dec 2025 01:00:00 +1100

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.

What you need to know about crypto in 2025

Thu, 18 Dec 2025 01:00:00 +1100

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.

How did Australian equities perform in 2025?

Thu, 11 Dec 2025 01:00:00 +1100

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.

The rise and rise of alternatives

Thu, 04 Dec 2025 01:00:00 +1100

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.

The best-performing asset class since 2010

Thu, 27 Nov 2025 01:00:00 +1100

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.

LICs vs. LITs: Same but very different

Thu, 20 Nov 2025 01:00:00 +1100

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.

Dissecting advice opportunities in different sectors: medical professionals

Thu, 13 Nov 2025 01:00:00 +1100

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.

Are global equities in a bubble?

Thu, 06 Nov 2025 01:00:00 +1100

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.

Navigating the Private Credit Boom: Opportunities and Challenges for Investors

Thu, 30 Oct 2025 01:00:00 +1100

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

Moving beyond a ‘member’ experience

Thu, 23 Oct 2025 01:00:00 +1100

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.

Outlook for the RBA

Thu, 16 Oct 2025 01:00:00 +1100

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.

Founder-led companies: A cut above?

Thu, 09 Oct 2025 01:00:00 +1100

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, Lawrence Lam, 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.

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The technical side of AI, technology investments

Thu, 02 Oct 2025 01:00:00 +1100

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.

What will the big regulatory issues of 2025 prove to be?

Thu, 25 Sep 2025 01:00:00 +1100

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.

It’s a wrap: Reporting season FY25

Thu, 18 Sep 2025 01:00:00 +1100

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.

The industry that soared through bumpy turbulence

Thu, 11 Sep 2025 01:00:00 +1100

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.

Volatile US policies open doors for emerging markets

Thu, 04 Sep 2025 01:00:00 +1100

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.

There is more than just long-term vision in dividend investing

Thu, 28 Aug 2025 01:00:00 +1100

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: The allure of Aussie wealth managers

Thu, 21 Aug 2025 01:00:00 +1100

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.

Profits and pints: Investing in Aussie pubs as alternative assets

Thu, 14 Aug 2025 01:00:00 +1100

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.

Sky high: America’s dizzying debt level

Thu, 07 Aug 2025 01:00:00 +1100

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.

AI and what lies beyond the known path

Thu, 31 Jul 2025 01:00:00 +1100

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

Embracing AI in investments

Thu, 24 Jul 2025 01:00:00 +1100

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.

Gaming industry presents unique investment opportunity

Thu, 17 Jul 2025 01:00:00 +1100

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.

The investment vehicle capturing advisers’ client inflows

Thu, 10 Jul 2025 01:00:00 +1100

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

Investment market state of play amid the fog of war

Thu, 03 Jul 2025 01:00:00 +1100

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.

Clearing the air: What are managed accounts?

Thu, 26 Jun 2025 01:00:00 +1100

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.

Longevity in financial advice: The secret sauce

Thu, 19 Jun 2025 01:00:00 +1100

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.

A strong year so far for private credit

Thu, 12 Jun 2025 01:00:00 +1100

Ready to scale: Active ETFs

Thu, 05 Jun 2025 01:00:00 +1100

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.

High yield is misunderstood by investors

Thu, 29 May 2025 01:00:00 +1100

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.

Market volatility and the lessons from the past

Thu, 22 May 2025 01:00:00 +1100

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.

Payday super and the impact on small business

Thu, 15 May 2025 01:00:00 +1100

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.

Unpacking the most critical reforms for the financial advice profession

Thu, 08 May 2025 01:00:00 +1100

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.

Sensitive client conversations

Thu, 01 May 2025 01:00:00 +1100

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.

Are investment consultants failing the not-for-profit sector?

Thu, 24 Apr 2025 01:00:00 +1100

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.

The US exceptionalism in the modern world

Thu, 17 Apr 2025 01:00:00 +1100

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.

Why now for active management in fixed income?

Thu, 10 Apr 2025 01:00:00 +1100

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.

Small business success

Thu, 03 Apr 2025 01:00:00 +1100

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.

Budget breakdown

Thu, 27 Mar 2025 01:00:00 +1100

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.

Insights from the Minister for Financial Services

Thu, 20 Mar 2025 01:00:00 +1100

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.

International Women’s Day: Accelerating Action with The Parenthood

Thu, 13 Mar 2025 01:00:00 +1100

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.

Reporting season: A reality check on valuations

Thu, 06 Mar 2025 01:00:00 +1100

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.

Super fund insurance claims is a ‘lottery’

Thu, 27 Feb 2025 01:00:00 +1100

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.

Debunking myths about investment bonds

Thu, 20 Feb 2025 01:00:00 +1100

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.

The case for financial advice in 2025

Thu, 13 Feb 2025 01:00:00 +1100

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.

Macroeconomic outlook for 2025 - Fixed income

Thu, 06 Feb 2025 01:00:00 +1100

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.

Outlook for private credit in 2025

Thu, 30 Jan 2025 01:00:00 +1100

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.

Australian equities outlook for 2025

Thu, 23 Jan 2025 01:00:00 +1100

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.

The macro outlook for 2025

Thu, 16 Jan 2025 01:00:00 +1100

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.

How to stay relevant as a financial adviser

Thu, 09 Jan 2025 01:00:00 +1100

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.

Why investing in processes reaps dividends

Thu, 02 Jan 2025 01:00:00 +1100

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.

Super funds get in front of digital advice

Thu, 26 Dec 2024 01:00:00 +1100

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.

Swing dynamics in full flow: 2025 and beyond

Thu, 19 Dec 2024 01:00:00 +1100

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.

https://www.mercer.com/en-au/insights/investments/market-outlook-and-trends/themes-and-opportunities/?utm_source=financialstandard&utm_medium=referral&utm_campaign=to25&utm_term=dec_2024&utm_content=podcast&utm_campaign_country=au

Young Aussies' mental health crisis and the economy

Thu, 12 Dec 2024 01:00:00 +1100

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.

Making advice sexy again

Thu, 05 Dec 2024 01:00:00 +1100

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.

Trump 2.0 and the outlook for equities

Thu, 28 Nov 2024 01:00:00 +1100

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.

Busting retirement income myths

Thu, 21 Nov 2024 01:00:00 +1100

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.

FS Power50: Using your influence for good

Thu, 14 Nov 2024 01:00:00 +1100

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.

FS Power50: The power of influence

Thu, 07 Nov 2024 01:00:00 +1100

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.

What does the Fed rate cut mean to investors?

Thu, 31 Oct 2024 01:00:00 +1100

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.

How advisers can embrace social media

Thu, 24 Oct 2024 01:00:00 +1100

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.

Doubling down on DEI

Thu, 17 Oct 2024 01:00:00 +1100

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.

AUKUS: Making a splash on the economy

Thu, 10 Oct 2024 01:00:00 +1100

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.

Insights from reporting season

Thu, 03 Oct 2024 01:00:00 +1100

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.

Navigating opportunities and risks in Asian markets

Thu, 26 Sep 2024 01:00:00 +1100

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.

Fund managers: Own up to your mistakes

Thu, 19 Sep 2024 01:00:00 +1100

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.

Understanding crypto in SMSFs

Thu, 12 Sep 2024 01:00:00 +1100

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.

The rise of fixed income solutions

Thu, 05 Sep 2024 01:00:00 +1100

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: The Apple Pay of private markets

Thu, 29 Aug 2024 01:00:00 +1100

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.

Why now might be the time to bet on emerging markets

Thu, 22 Aug 2024 01:00:00 +1100

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.

Four more years with Trump?

Thu, 15 Aug 2024 01:00:00 +1100

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.

Megatrends impacting financial advice

Thu, 08 Aug 2024 01:00:00 +1100

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.

Delivering Better Financial Outcomes (DBFO) tranche one in action

Thu, 01 Aug 2024 01:00:00 +1100

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.

Global asset manager trends

Thu, 25 Jul 2024 01:00:00 +1100

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.

Breaking down the government's final report on ASIC

Thu, 18 Jul 2024 01:00:00 +1100

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.

Financial advice and behavioural finance

Thu, 11 Jul 2024 01:00:00 +1100

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.

Demystifying hedge funds

Thu, 04 Jul 2024 01:00:00 +1100

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.

The barriers facing wealthy women

Thu, 27 Jun 2024 01:00:00 +1100

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 future proof portfolio

Thu, 20 Jun 2024 01:00:00 +1100

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.

The false promise of super for homeownership

Thu, 13 Jun 2024 01:00:00 +1100

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.

Rethinking wholesale investor tests

Thu, 06 Jun 2024 01:00:00 +1100

*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.

Foreign investors eye Down Under

Thu, 30 May 2024 01:00:00 +1100

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 super for housing debate

Thu, 23 May 2024 01:00:00 +1100

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.

Federal Budget analysis

Thu, 16 May 2024 01:00:00 +1100

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.

Super evolution: Then, now and what’s to come

Thu, 09 May 2024 01:00:00 +1100

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.

The outlook for emerging markets

Thu, 02 May 2024 01:00:00 +1100

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.

What are the worrying trends in aged care advice?

Thu, 25 Apr 2024 01:00:00 +1100

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.

Crypto replacing gold is ‘straightforward propaganda’

Thu, 18 Apr 2024 01:00:00 +1100

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.

Advisers, retail investors size up private markets

Thu, 11 Apr 2024 01:00:00 +1100

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.

The great consolidation: The future of Australia's super fund's

Thu, 04 Apr 2024 01:00:00 +1100

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.

When will interest rates be cut?

Thu, 28 Mar 2024 01:00:00 +1100

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.

Know your worth: Salary insights 2024

Thu, 21 Mar 2024 01:00:00 +1100

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.

Farming assets in SMSFs

Thu, 14 Mar 2024 01:00:00 +1100

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.

The younger generation's retirement roadmap

Thu, 07 Mar 2024 01:00:00 +1100

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.

Recruitment outlook for 2024

Thu, 29 Feb 2024 01:00:00 +1100

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.

Active vs. passive strategies: Who leads the pack?

Thu, 22 Feb 2024 01:00:00 +1100

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?

Investment themes and opportunities in 2024

Thu, 15 Feb 2024 01:00:00 +1100

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.

Precious lessons for investing in diamonds

Thu, 08 Feb 2024 01:00:00 +1100

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.

The year of elections

Thu, 01 Feb 2024 01:00:00 +1100

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.

What new regulation will affect advisers in 2024?

Thu, 25 Jan 2024 01:00:00 +1100

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

Superannuation: Performance, fees, and the retirement revolution

Thu, 18 Jan 2024 01:00:00 +1100

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.

Australia’s luxury real estate gold rush

Thu, 11 Jan 2024 01:00:00 +1100

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.

Mental health in financial services

Thu, 04 Jan 2024 01:00:00 +1100

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.

Unpacking the economic impact of Australia's superannuation changes

Thu, 28 Dec 2023 01:00:00 +1100

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.

Genetics still testing life sector

Thu, 21 Dec 2023 01:00:00 +1100

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.

The outlook for bonds in 2024

Thu, 14 Dec 2023 01:00:00 +1100

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.

The rise and rewards of impact investing

Thu, 07 Dec 2023 01:00:00 +1100

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.

Discovering the active advantage in small and mid-caps

Thu, 30 Nov 2023 01:00:00 +1100

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.

Where to fish for winners in a sea of small and mid-cap companies

Thu, 23 Nov 2023 01:00:00 +1100

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.

Investing in global small and mid-caps today

Thu, 16 Nov 2023 01:00:00 +1100

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.

Putting impact first

Mon, 13 Nov 2023 01:00:00 +1100

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.

Exploring the global small and mid-caps universe

Thu, 09 Nov 2023 01:00:00 +1100

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.

Hollywood havoc: Impacts beyond the screen

Thu, 02 Nov 2023 01:00:00 +1100

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 Middle East and the markets

Thu, 26 Oct 2023 01:00:00 +1100

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.

Why bonds remain relevant

Thu, 19 Oct 2023 01:00:00 +1100

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 impact of payday super

Thu, 12 Oct 2023 01:00:00 +1100

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.

REITs: From elite to defeat?

Thu, 05 Oct 2023 01:00:00 +1100

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.

A case for Aussie agriculture

Thu, 28 Sep 2023 01:00:00 +1100

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 future of advice

Thu, 21 Sep 2023 01:00:00 +1100

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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2023 performance test unpacked

Thu, 14 Sep 2023 01:00:00 +1100

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 how far the test’s scope should be expanded.

China’s growth story remains

Thu, 07 Sep 2023 01:00:00 +1100

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.

Breaking down the IGR

Thu, 31 Aug 2023 01:00:00 +1100

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.

Longevity risk: Big super's big fail?

Thu, 24 Aug 2023 01:00:00 +1100

It's no secret Australia's population is ageing, and the superannuation industry is being called to effectively manage the influx of retirees over the next decade. However, cautionary calls from governmental and regulatory bodies say the sector isn't ready. Senior journalist Cassandra Baldini sits down with KPMG superannuation advisory partner Melinda Howes, who explains where the industry is at and what still needs to be done to ensure all Australians retire with dignity.

What the RBA refresh means for Australia

Thu, 17 Aug 2023 01:00:00 +1100

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 Standard to share what she believes we can expect.

#financialstandard #cassandrabaldini

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A prosperous pursuit: enhancing Indigenous financial literacy

Thu, 10 Aug 2023 01:00:00 +1100

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 Standard to discuss the organisation's mission to enhance financial wellbeing within Indigenous communities and how the industry can contribute to fostering improved future outcomes.

#financialstandard #cassandrabaldini

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The future of asset management

Thu, 03 Aug 2023 01:00:00 +1100

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

Shared equity - the next generation

Thu, 27 Jul 2023 01:00:00 +1100

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 joins Financial Standard to discuss alternative co-investment solutions that look to tackle the growing problem with a more meaningful approach.

Data is the new oil

Thu, 20 Jul 2023 01:00:00 +1100

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.

A seller's market: Practice values rise

Thu, 13 Jul 2023 01:00:00 +1100

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.

FY23 returns: Super doing what it's meant to

Thu, 06 Jul 2023 01:00:00 +1100

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 Standard to discuss why the industry is so robust despite the current macroeconomic climate and if the good fortune will last.

A work in progress

Thu, 29 Jun 2023 01:00:00 +1100

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 joins Financial Standard to discuss the positives to come from the reforms and the things that remain on the wish list.

Simple advice, better outcomes?

Thu, 22 Jun 2023 01:00:00 +1100

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.

No fear this EOFY

Thu, 15 Jun 2023 01:00:00 +1100

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

Battle of the biases

Thu, 08 Jun 2023 01:00:00 +1100

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.

Debt disaster

Thu, 01 Jun 2023 01:00:00 +1100

Earlier in the week, US lawmakers struck a tentative deal to raise the debt ceiling. The decision was imperative to avoid a national default disaster however, some believe it's just pushing the can further down the road.

AMP Capital's chief economist Shane Oliver joins Financial Standard to discuss the agreement and what the event means for Australia.

What’s of interest amid high interest rates?

Thu, 25 May 2023 01:00:00 +1100

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.

Mega-fund's mega blunder

Thu, 18 May 2023 01:00:00 +1100

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.

Budget backlash

Thu, 11 May 2023 01:00:00 +1100

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.

A brutal reminder

Thu, 04 May 2023 01:00:00 +1100

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 joins Financial Standard to discuss the possible impacts of the rate call and also offers insight into what to expect from next week’s federal budget.

Adviser experience pathway shakeup

Thu, 27 Apr 2023 01:00:00 +1100

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?

A growth in green

Thu, 20 Apr 2023 01:00:00 +1100

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.

Not a stop sign

Thu, 13 Apr 2023 01:00:00 +1100

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 was among those that correctly predicted the RBA's decision.

He speaks to Financial Standard about 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.

A unified voice

Thu, 06 Apr 2023 01:00:00 +1100

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.

Combatting cyberwarfare

Thu, 30 Mar 2023 01:00:00 +1100

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 Standard about the 21st-century plague, who's behind it and what's to come, and how financial service providers should be responding.

CALI: The voice for life insurers

Thu, 23 Mar 2023 01:00:00 +1100

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.

Spotlight on SBV

Thu, 16 Mar 2023 01:00:00 +1100

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.

Women at the top means more in the end

Thu, 09 Mar 2023 01:00:00 +1100

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.

Mind the gap: Do super tax changes mean anything for women?

Thu, 02 Mar 2023 01:00:00 +1100

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.

Super shakeup

Thu, 23 Feb 2023 01:00:00 +1100

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

Material change

Thu, 16 Feb 2023 01:00:00 +1100

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.

The rise of managed accounts

Thu, 09 Feb 2023 01:00:00 +1100

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.

Recruitment update 2023: Advice

Thu, 02 Feb 2023 01:00:00 +1100

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.

Navigating the storm: What financial advisers need to know about today’s economic climate

Thu, 26 Jan 2023 01:00:00 +1100

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.

A case for fixed income in 2023

Thu, 15 Dec 2022 01:00:00 +1100

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.

Equities outlook for 2023 with Ben Powell

Thu, 08 Dec 2022 01:00:00 +1100

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.

Full circle

Thu, 01 Dec 2022 01:00:00 +1100

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.

Sowing the seeds

Thu, 24 Nov 2022 01:00:00 +1100

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.

We get it: Levy

Thu, 17 Nov 2022 01:00:00 +1100

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.

Comfortable in your own skin

Thu, 10 Nov 2022 01:00:00 +1100

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.

An empathetic edge

Thu, 03 Nov 2022 01:00:00 +1100

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.

The UK bond crisis explained

Thu, 27 Oct 2022 01:00:00 +1100

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.

PWC Chief Economist Amy Auster shares her budget predictions

Thu, 20 Oct 2022 01:00:00 +1100

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.

A call to action

Thu, 13 Oct 2022 01:00:00 +1100

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.

Investing in the infrastructure

Thu, 06 Oct 2022 01:00:00 +1100

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.

Fundamental change

Thu, 29 Sep 2022 01:00:00 +1100

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.

How to create and communicate a decarbonisation strategy

Thu, 26 May 2022 01:00:00 +1100

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 Geremia 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 and to subscribe to FS Sustainability, visit www.fssustainability.com.au.

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Website: https://www.financialstandard.com.au

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Integrating ESG in fixed income

Thu, 14 Apr 2022 01:00:00 +1100

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 www.fsssustainability.com.au

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We discuss what integration of ESG data and ratings means for fixed income portfolios and the role of sustainable bonds.

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Website: https://www.financialstandard.com.au

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What is authentic ESG integration?

Wed, 16 Mar 2022 14:00:00 +1100

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/. To subscribe to FS Sustainability, visit www.fssustainability.com.au.

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Seeking the truth behind net zero ambitions

Fri, 10 Dec 2021 01:00:00 +1100

'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.

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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.

Emerging market debt - finally a time for optimism?

Fri, 26 Nov 2021 01:00:00 +1100

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/

Supply chain chaos: adding another 'S' to ESG?

Fri, 12 Nov 2021 01:00:00 +1100

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/

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Wayfinding for ethical investment

Fri, 05 Nov 2021 01:00:00 +1100

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 Ethical Investment Week.

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https://www.financialstandard.com.au/

https://www.fssustainability.com.au/

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Crypto and super: weighing the opportunities

Fri, 29 Oct 2021 01:00:00 +1100

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/

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COP26: challenges, opportunities and risks for Australia

Fri, 22 Oct 2021 01:00:00 +1100

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

https://www.fssustainability.com.au/

https://www.financialstandard.com.au/

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How beneficial are super fund mergers really?

Fri, 15 Oct 2021 01:00:00 +1100

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.

For more information and similar articles please go to -

https://www.financialstandard.com.au/

https://www.fssuper.com.au/

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What DDO means for Y-O-U

Fri, 08 Oct 2021 01:32:00 +1100

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.

For more information please visit -

https://www.financialstandard.com.au/

https://www.iress.com/

https://www.fsadvice.com.au/article/d-and-d-for-beginners-product-design-and-distribution-179774593

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Your Future, Your Super and that letter

Fri, 01 Oct 2021 02:00:00 +1100

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.

For more information on this and other topics please go to https://www.financialstandard.com.au/

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Fixing financial advice: too little too late?

Fri, 24 Sep 2021 02:00:00 +1100

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.

For more please visit

https://www.financialstandard.com.au/

https://www.fsadvice.com.au/

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Coming Soon: The Financial Standard Podcast. Take The lead.

Tue, 07 Sep 2021 00:53:00 +1100

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