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Financial Services Podcast Network

De: Momentum Media
  • Resumen

  • Financial Services Podcast Network is the gateway to Australia’s leading financial services shows including Relative Return, InvestorDaily Uncut, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. Relative Return is a weekly podcast that gets you closer to the people, products and strategies shaping Australia's financial services industry. From super funds and investment managers to economists and advisers, Relative Return explores the many moving parts of Australia's wealth management industry. Investor Daily Uncut is your essential guide to the biggest news and headlines in financial services this week. Join the Investor Daily team for a wrap of the top stories and what they mean for the industry, markets and the economy. The ifa Show is your guide to the stories behind the headlines in financial advice. Join the ifa team as they discuss the latest developments in the advice sector. The SMSF Adviser Show features insights from the leading experts in the SMSF industry and explores the biggest themes shaping the SMSF landscape today. Join us as we dive into the latest headlines and developments in the industry.
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Episodios
  • Setting the scene of a small-cap fund
    Jun 7 2024

    In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic speaks with Mike Younger and Richard Ivers, co-portfolio managers of the Prime Value Emerging Opportunities Fund.

    The pair share their experiences and investment process of the Australian and New Zealand small-cap fund, with small-cap earnings growth set to be stronger in the coming years.

    They also discuss the balance of having two co-portfolio managers on the fund and how they share their expertise.

    The group discuss:

    • What makes Australian small caps special and the standout sectors they are favouring in the fund.
    • How the fund generates alpha with low risk relative to its peers.
    • Their day to day as fund managers and how they work together as co-managers.
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    21 m
  • Relative Return: How advisers can use thematic ETFs in portfolios
    Jun 6 2024

    In the latest episode of Relative Return, host Laura Dew chats with Manny Damianakis, head of sales at Global X, about the popularity of thematic ETFs and the benefits they offer advisers.

    Listen as they discuss:

    • How advisers are turning to thematic ETFs to access tech opportunities.
    • The impact of artificial intelligence.
    • Global X’s product development based on adviser feedback.
    • Offering access to cryptocurrency.
    • How Aussie investors compare to global peers.
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    14 m
  • IFA: How PPS Mutual is redefining insurance with CEO Michael Pillemer
    Jun 5 2024

    Michael Pillemer, CEO of PPS Mutual, to discuss the sustainability and advantages of the mutual insurance model.

    Pillemer highlights that the mutual model allows for profit sharing among members, contributing to long-term sustainability and client satisfaction. Despite industry challenges like the adviser exodus and economic crises, PPS Mutual has grown steadily, now serving nearly 12,000 members with 38,000 benefits in place.

    Pillemer also highlights the advantages and success that the mutual model offers to advisers using PPS Mutual’s growth and unique position within Australia’s risk insurance space as proof.

    Listen to hear:

    • How the mutual model creates an alignment of interests and reduces conflicts between the company’s goals and clients’ needs.
    • How the model helps advisers manage client expectations and maintain long-term relationships, and more.
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    19 m

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