Recent Episodes
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The post-election future of financial services
May 14, 2025 – 28:30 -
Election aftermath: What a landslide Labor victory means for advice
May 7, 2025 – 46:55 -
Navigating market volatility: How to contextualise the swings for clients
Apr 30, 2025 – 33:27 -
Did Jones fix the ‘hot mess’?
Apr 23, 2025 – 40:53 -
Problems and promises: The profession’s expectations for the next government
Apr 16, 2025 – 51:26 -
Angus Taylor on economic management and the path to 30k advisers
Apr 10, 2025 – 49:16 -
How to prepare for the aged care reforms
Apr 2, 2025 – 38:27 -
Taking a deep dive into DBFO 1.5 with Phil Anderson
Mar 27, 2025 – 48:43 -
Why there’s cause to be optimistic about the future of advice
Mar 19, 2025 – 36:42 -
‘Massive opportunity for regrowth’: How to revive the risk advice sector
Mar 12, 2025 – 32:57 -
‘Feeling like they're in control’: Understanding the diverse needs of clients
Mar 5, 2025 – 39:14 -
‘The greatest bloody manipulation’: What can be done about the CSLR?
Feb 27, 2025 – 41:05 -
Advisers’ key concerns leading up to the federal election
Feb 19, 2025 – 50:17 -
‘Big win for the profession’: The importance of education reform
Feb 12, 2025 – 37:22 -
Navigating the complexities of cyber security in 2025
Feb 5, 2025 – 43:07 -
Leadership in a changing world – Trump’s influence on DEI and beyond
Jan 29, 2025 – 36:15 -
Why firms bringing on PY advisers is vital for the future of advice
Jan 22, 2025 – 29:35 -
M&A trends and the Australian financial services landscape in 2025
Jan 14, 2025 – 41:06 -
The Coalition’s vision for financial advice with shadow minister Luke Howarth
Dec 19, 2024 – 50:58 -
Navigating the intergenerational wealth transfer
Dec 11, 2024 – 31:38 -
NCAs on the horizon: What does DBFO part 2 mean for advice?
Dec 4, 2024 – 35:21 -
Key issues emerging from the Dixon/CSLR inquiry
Nov 27, 2024 – 55:00 -
Unlocking efficiencies in the financial advice process
Nov 20, 2024 – 33:03 -
Top legislative issues impacting advice profession
Nov 13, 2024 – 30:33 -
Understanding the tax deductibility of advice fees
Nov 6, 2024 – 42:51 -
How an advice framework can boost serviceability
Oct 30, 2024 – 26:09 -
Navigating the complex world of aged care advice
Oct 23, 2024 – 31:31 -
Guiding clients through uncertainty
Oct 16, 2024 – 39:02 -
Will the DBFO ever be legislated?
Oct 2, 2024 – 34:52 -
From research to reality: How Dawn Thomas aims to transform super for Generation Z
Sep 25, 2024 – 29:02 -
AI in financial advice: Cutting through the hype and evaluating opportunities
Sep 18, 2024 – 27:33 -
Financial advice at the Olympics – Learning from the track
Sep 11, 2024 – 18:03 -
The future of single practitioner advice firms
Sep 4, 2024 – 30:30 -
Unlocking the potential of your CRM with Matt Esler
Aug 28, 2024 – 24:14 -
Finding the ‘secret sauce’ for advice firm operations
Aug 21, 2024 – 33:40 -
‘Milestone event’: Inside the Entireti, AMP deal
Aug 14, 2024 – 32:03 -
‘I’m really bullish on the profession’: The opportunity to provide value
Aug 7, 2024 – 27:51 -
Don’t wait for the silver bullet of regulatory reform
Jul 31, 2024 – 33:54 -
Navigating financial advice and finding a niche
Jul 24, 2024 – 30:25 -
Insights on the UK and Australian financial advice landscape
Jul 17, 2024 – 40:10 -
‘Sanity prevailed’: How adviser action helped change the DBFO bill
Jul 10, 2024 – 40:12 -
The evolving landscape for advice platforms
Jul 3, 2024 – 22:50 -
Understanding the regulatory costs impacting advice
Jun 27, 2024 – 33:25 -
Insights from Insignia’s Cable Rickard on evolution, expansion, and industry adaptation
Jun 19, 2024 – 21:35 -
Breaking down the impact of the CSLR
Jun 12, 2024 – 34:30 -
The crucial role of client portals
Jun 5, 2024 – 17:40 -
How PPS Mutual is redefining insurance with CEO Michael Pillemer
Jun 4, 2024 – 19:25 -
The transformative power of data
May 29, 2024 – 27:06 -
The changing preferences for advice across generations
May 22, 2024 – 23:28 -
Budget special: Government provides little for advice and super
May 15, 2024 – 36:15
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