In this episode of the ifa Show, host Keith Ford is joined by Ben Neilson, a financial adviser at Complete Wealth, to discuss streamlining the production of advice to help more clients.

Neilson breaks down the way he makes advice more efficient and why advisers should be trying to do the same, as well as explaining why taking on more clients doesn’t need to come at the expense of work/life balance.

Listen as they discuss:

• The roadblocks to implementing a more streamlined approach to advice.
• Why advisers should go to their licensees with a plan to simplify their SOAs.
• How improving the advice profession can make advice more affordable for clients.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by shadow treasurer Angus Taylor to discuss the current state of the financial advice sector, the economy, the housing affordability crisis and more.

Taylor, a key figure in the opposition, shared his views on a range of issues from the government’s handling of the Quality of Advice Review (QAR) to the challenges facing the Australian economy, including productivity, while also emphasising the principle that superannuation is Australians’ money, not the government’s.

The shadow treasurer shares his belief that the answer to most problems is less government intervention and not more.

“I’m a big believer in getting government out of the way as much as you can,” Taylor says.

Touching on Labor’s perceived regulatory overreach, specifically in financial services, Taylor says: “The commitment on our side … is to recognise that there has been regulatory overreach, that we have got a whole group of Australians now that are under-advised, underinsured and underbanked, and that we’ve got to have more accessible financial services and advice if Australians are to have the prosperity they deserve.”

Tune in to hear him speak about:

• The advice profession and the Coalition’s intentions.
• Broader economic challenges.
• The Help to Buy scheme, and more.

In this episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Estelle Parker, the co-CEO of the Responsible Investment Association Australasia (RIAA), to discuss the upcoming RIAA conference and how financial advisers can improve their skills in responsible investment.

Parker breaks down the areas of focus for the conference and the broader role of the RIAA in shaping investment practices that not only promise returns but also ensure alignment with ethical standards and values.

Listen as she discusses:

• The increasing demand among Australians for their investments to reflect their values.
• RIAA’s sustainable investment advice course, which will help financial advisers meet the evolving demands of the market.
• Why it is important for advisers to understand their clients’ attitudes towards responsible investing.