最佳Financial Standard播客 (2025)

1
Macroeconomic outlook for 2025 - Fixed income 19:31

3h ago19:31

19:31

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 possib…

1
S4E8 Preferred Products 49:40

6d ago49:40

49:40

As an Australian financial adviser, you've heard of your Approved Product List, or APL. But do you have a Preferred Product List, or PPL (we're making it a thing). Of course you have the product you prefer, but how robust is the methodology you've used to build that out? Is it aligned with your ideal client, the space you work in, your investment p…

1
Outlook for private credit in 2025 15:28

7d ago15:28

15:28

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 po…

1
S4E7 Ethical Investing 54:31

13d ago54:31

54:31

How do you approach the ethical investing conversation with your clients? Open discussion? Advocate for the option? Or just avoid it and hope they don't ask? (Don't feel bad if this is you - you might be in the majority). In this week's episode, Nathan and Jordan explore this very big, somewhat intimidating topic. And, as always, the aim is to expl…

1
Australian equities outlook for 2025 16:05

14d ago16:05

16:05

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…

1
S4E6 Granny Flat Rights 1:07:42

20d ago1:07:42

1:07:42

After last week's digression down rant-y alley, this week we explore the more interesting, technically fascinating topic of Granny Flat Rights. What they are, why they matter, how financial advisers can help and the (many, many) traps to avoid as you're helping clients navigate this complex space. This is one of the more techincally complex topics …

1
The macro outlook for 2025 10:02

21d ago10:02

10:02

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.由Financial Standard

1
S4E5 Licensing (50th Episode!) 1:02:01

23d ago1:02:01

1:02:01

So, somehow, we've hit 50 episodes! And to celebrate, Nathan's allowed Jordan to climb up on his soapbox and wax lyrical about his favourite subject in advice - Licensing. While he insisted on keeping it relatively constructive and useful, Jordan still manages to provide his, uh, unvarnished thoughts on the merits of the current system. Nathan's pa…

1
How to stay relevant as a financial adviser 13:51

28d ago13:51

13:51

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.由Financial Standard

1
S4E4 Marketing 58:45

1M ago58:45

58:45

Building an outstanding financial planning practice boils down to two, simple (but not easy) ideas - finding new people to work with, and making the process of working together efficient, effective and excellent. Jordan and Nathan have discussed the second part of that equation - now it's for the first part: finding new people to work with. In this…

1
Why investing in processes reaps dividends 6:24

1M ago6:24

6:24

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.由Financial Standard

1
S4E3 Oh No, A Clip Episode! 55:07

1M ago55:07

55:07

Don't you hate it when you are really getting into a 2000's sitcom, and the writers go on leave mid season, so the producers peice together a clip episode of throw back moments from throughout the show? Well, I hope not, because that's what we have gone and done. With a full year of episodes under our belt, Nathan thought it would be great look gla…

1
Super funds get in front of digital advice 27:10

1M ago27:10

27:10

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.…

1
S4E2 Onboarding Process 1:00:41

2M ago1:00:41

1:00:41

How do you feel about the process you follow when you're bringing on clients? Are you one of those unicorns we hear about that has every, single element nailed down so the whole thing is tight as a drum? Or are you like the rest of us - it's fine. I mean, it could be better, but it could be worse. Right? Right...? Well, in this week's episode, Nath…

1
Swing dynamics in full flow: 2025 and beyond 29:07

2M ago29:07

29:07

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 brough…

1
S4E1 Christmas Client Conversations 1:00:31

2M ago1:00:31

1:00:31

Advisers are, famously, an empathetic bunch of people. So, let's imagine a situation our clients could very possibly find themselves in this festive season. Christmas lunch with the extended family. The matriarch of the family is at the head of the table, with the various siblings, cousins, in-laws and hangers on scattered around the festive tablec…

1
Young Aussies' mental health crisis and the economy 8:27

2M ago8:27

8:27

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.由Financial Standard

1
Making advice sexy again 18:15

2M ago18:15

18:15

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 olde…

1
S3E6 The PY Series Wrap Up 40:15

2M ago40:15

40:15

Following what was a steep learning curve for both of our hosts, in this episode Jordan and Nathan reflect on each episode and wrap up their thoughts on best practice for PY. They cover The importance of communication and structure for a PY. The cost/investment in the PY for a business Staging PYs for greater skill and advice capability in your bus…

1
Trump 2.0 and the outlook for equities 11:24

2M ago11:24

11:24

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.由Financial Standard

1
S3E5 Letters to the Editor 41:06

3M ago41:06

41:06

As part of preparing for this PY series, Nathan and Jordan put together a survey and asked people to provide some feedback on their experience of the PY. Employees. Business owners. Partners. Associates. Anybody with an opinion on the subject. In an outcome both surprising and gratifying for Nathan and Jordan, people actually responded! And their a…

1
S3E4 PY Insights with Danielle Waugh 48:48

3M ago48:48

48:48

This week, Jordan and Nathan speak with Danielle Waugh - Advice Education Manager from TAL's Risk Academy - about: TAL's commitment and contribution to the PY process Insights she's found from working with multiple practices, across multiple licensees Why some of the terminology can be a little bit misleading This is a really interesting discussion…

1
Busting retirement income myths 10:39

3M ago10:39

10:39

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 myt…

1
FS Power50: Using your influence for good 15:19

3M ago15:19

15:19

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.由Financial Standard

1
S3E3 The Next Generation of Adviser with Alisdair Barr 53:20

3M ago53:20

53:20

This episode of our Professional Year 'mini-series' is all about that pathway from university to the world of advice - and where the PY piece fits into that entire puzzle. Nathan and Jordan are joined by Alisdair Barr of Striver, a key player in the recruitment, training and retention of new talent in advice. Alisdair takes us through: Their ambiti…

1
FS Power50: The power of influence 10:16

3M ago10:16

10:16

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.…

1
S3E2 A PY Structure with Phil Thompson 1:03:26

3M ago1:03:26

1:03:26

In this week's episode, Jordan and Nathan are continuing their exploration of the Professional Year. They're joined by Phil Thompson from Skye Wealth this week, who with his characteristic openness and generosity, shares the structure they've built to help people grow through the PY. Phil explains: The structure they've built to bring on, develop a…

1
What does the Fed rate cut mean to investors? 13:13

3M ago13:13

13:13

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.…

1
S3E1 Intro to Our PY Series 42:51

3M ago42:51

42:51

So, what's the deal with this professional year thing? How's it work, why do we have it, what's wrong with it - what's right with it? In this week's quick episode, Jordan and Nathan introduce the framework for their upcoming series on the Professional Year (PY). Specifically, why they're doing this. Why bother dedicating multiple episodes to someth…

1
How advisers can embrace social media 12:39

4M ago12:39

12:39

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.由Financial Standard

1
S2E20 The Three Tier Problem 58:09

4M ago58:09

58:09

Financial advisers were up in arms a few months ago, at the introduction of a new 'lite' version of financial adviser being introduced to the market. These 'Qualified Advisers' wouldn't have the obligations of fully fledged advisers, and clients would be vulnerable to the same harms we've all spent years trying to eliminate. Yet - there's already a…

1
Doubling down on DEI 11:48

4M ago11:48

11:48

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 sec…

1
S2E19 Conscious Performance with Vanessa Bennett 1:05:37

4M ago1:05:37

1:05:37

This week's episode sees Vanessa Bennett, from Next Evolution Performance join Jordan and Nathan which, given how often her work has been referenced on this podcast, is timely! In this episode, Vanessa discusses: The corrosive impact ambiguity can have in the workplace. How an awareness of neuroscience can empower leaders to build the best environm…

1
AUKUS: Making a splash on the economy 11:20

4M ago11:20

11:20

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.由Financial Standard

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