Best Insignia Podcasts (2024)

1
IFA: Insights from Insignia’s Cable Rickard on evolution, expansion, and industry adaptation 21:35

20d ago21:35

21:35

On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Cable Rickard, general manager of Wrap Solutions and Product Integration at Insignia Financial, to discuss the evolution of Insignia Financial, the impact of recent acquisitions, and the future of their flagship platform, Expand. Tune in to hear insights on how Insigni…

1
Insights on the UK and Australian financial advice landscape 40:10

8h ago40:10

40:10

In this episode of The ifa Show, host Keith Ford is joined by experienced financial services executive Tony Beaven to take a look at the similarities and differences between the UK and Australian financial advice sectors – and what each can learn from one another. Beaven, who has worked in advice businesses across both countries, explains how the r…

1
IFA: ‘Sanity prevailed’: How adviser action helped change the DBFO bill 40:12

6h ago40:12

40:12

In this episode of The ifa Show, host Keith Ford is joined by managing director of WT Financial Group Keith Cullen to discuss the recent passage of the first Delivering Better Financial Outcomes bill and the need to expand the advice profession. Cullen explains how advisers engaging with the political process delivered a tangible outcome in the ame…

1
SMSF: Regulatory round-up: The changes SMSF professionals need to know 37:20

1d ago37:20

37:20

In this special budget episode, hosts Keith Ford and Aaron Dunn discuss the flurry of activity happening on the regulatory front – and the noticeable absence of the $3 million super tax from the final two sitting weeks of Parliament. They discuss what has led to the debate over Division 296 being delayed, including the government’s increasingly pre…

1
Relative Return: Where MFS is seeing bond opportunities 12:28

3d ago12:28

12:28

In this episode of Relative Return, host Laura Dew speaks with Owen Murfin, investment officer and institutional fixed income portfolio manager at MFS Investment Management, to discuss opportunities in bonds amid potential rate cuts. Listen as they discuss: The impact of upcoming rate cuts. How the market environment compares to the global financia…

1
‘Sanity prevailed’: How adviser action helped change the DBFO bill 40:12

3d ago40:12

40:12

In this episode of The ifa Show, host Keith Ford is joined by managing director of WT Financial Group Keith Cullen to discuss the recent passage of the first Delivering Better Financial Outcomes bill and the need to expand the advice profession. Cullen explains how advisers engaging with the political process delivered a tangible outcome in the ame…

1
The evolving landscape for advice platforms 22:50

6d ago22:50

22:50

On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Matthew Rady, the chief executive officer at BT Financial Group, to discuss the evolution of BT and how its BT Panorama platform stands out in a competitive space. Tune in to hear insights on the importance of embracing digital as well as having a great culture, and ho…

1
Relative Return: Advisers’ role in supporting the retirement transition 19:13

13d ago19:13

19:13

In this latest episode of Relative Return, host Maja Garaca Djurdjevic speaks with Justine Marquet, head of technical services at Allianz Retire+, to discuss the financial and emotional challenges that consumers face as they approach retirement. Listen as they discuss: Flexibility in retirement products. How advisers can support pre-retirees. The s…

1
The evolving landscape for advice platforms 22:50

16d ago22:50

22:50

On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Matthew Rady, the chief executive officer at BT Financial Group, to discuss the evolution of BT and how its BT Panorama platform stands out in a competitive space. Tune in to hear insights on the importance of embracing digital as well as having a great culture, and ho…

1
IFA: Understanding the regulatory costs impacting advice 33:25

13d ago33:25

33:25

In this episode of The ifa Show, host Keith Ford is joined by Phil Anderson to discuss a range of pressing issues for the advice profession that are adding a cost burden to the provision of advice. Anderson, who is the general manager of policy, advocacy and standards at the Financial Advice Association Australia (FAAA), explains the different mech…

1
SMSF: Taking a human-centric approach to SMSF lending 47:57

20d ago47:57

47:57

In this episode of the SMSF Adviser Show, Adrian Fisher, head of distribution and product at RedZed, joins host Maja Garaca Djurdjevic to discuss why the self-employed lender has launched a new offering for SMSFs. Fisher explains that SMSFs are a natural fit for small business owners, but they often run into hurdles, with infrequent super contribut…

1
Understanding the regulatory costs impacting advice 33:25

23d ago33:25

33:25

In this episode of The ifa Show, host Keith Ford is joined by Phil Anderson to discuss a range of pressing issues for the advice profession that are adding a cost burden to the provision of advice. Anderson, who is the general manager of policy, advocacy and standards at the Financial Advice Association Australia (FAAA), explains the different mech…

1
Relative Return: Changing perceptions on responsible investing 32:24

17d ago32:24

32:24

In this week’s episode of Relative Return, host Laura Dew speaks with Jordan Cvetanovski, chairman and chief investment officer at Pella Funds Management, about running his own business, ESG, and global equities. Listen as they discuss: Taking the step to set up his own asset manager. The philosophy and process of the Pella Global Generations Fund.…

1
Relative Return: Demystifying the use of hedge funds 19:20

1M ago19:20

19:20

In this episode of Relative Return, host Keith Ford sits down with Mariana Paul, investment specialist for O’Connor and head of sales and distribution for South-East Asia at UBS Asset Management, to discuss alternative investments and hedge funds. Listen as they discuss: UBS’ single-manager hedge fund group O’Connor. Demystifying hedge funds. The a…

1
Insights from Insignia’s Cable Rickard on evolution, expansion, and industry adaptation 21:35

1M ago21:35

21:35

On this week’s episode of The ifa Show, host Maja Garaca Djurdjevic is joined by Cable Rickard, general manager of Wrap Solutions and Product Integration at Insignia Financial, to discuss the evolution of Insignia Financial, the impact of recent acquisitions, and the future of their flagship platform, Expand. Tune in to hear insights on how Insigni…

1
Ep. 890 - Deandra Duggans (VP Brand Marketing, Las Vegas Aces) 43:48

29d ago43:48

43:48

Deandra Duggans is working to merge the gap between brand and fans, by invoking a new sense of what that relationship means in the digital and traditional media world. Duggans shares about her time in the NFL with the Baltimore Ravens, trying to play music that the players like, but also that the fanbase will accept. Duggans then talks about her mo…

1
IFA: Breaking down the impact of the CSLR 34:30

1M ago34:30

34:30

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford following the first Compensation Scheme of Last Resort payments being made to discuss how the scheme is impacting the advice profession. The pair delve into the details behind the CSLR, including how the scheme works and why advisers won’t be on the…

1
SMSF: The grey area of wholesale investor thresholds for SMSFs 50:35

1M ago50:35

50:35

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Tracey Scotchbrook, head of policy and advocacy at the SMSF Association, to discuss the intricacies surrounding possible changes to the wholesale investor tests. Scotchbrook explains the background to the current inquiry into the wholesale thresholds, including how SMSFs find th…

1
SuperApp execs' toughest challenge driving retail innovation in rural Indonesia | Call 166 22:13

1M ago22:13

22:13

We’re back with Nadira Zahiruddin and Gisella Tjoanda, VP of Innovation and VP of Business Development, respectively, at SuperApp (Super), the leading social commerce platform in Indonesia, innovating the future of retail in underserved areas in the country. In Part 1, we got caught up on Super’s business, how it's developed and evolved over the la…

1
Relative Return: What do fund managers look for in new hires? 35:10

1M ago35:10

35:10

In this episode of Relative Return, host Laura Dew speaks with Mischa Bennett, managing director of Capital Executive Search, to dig into the intricacies of fund management recruitment. Capital Executive Search is a partner of the Money Management Fund Manager of the Year Awards, which took place on 13 June. Listen as they discuss: The areas of fun…

1
Breaking down the impact of the CSLR 34:30

1M ago34:30

34:30

In this episode of The ifa Show, host Maja Garaca Djurdjevic is joined by ifa news editor Keith Ford following the first Compensation Scheme of Last Resort payments being made to discuss how the scheme is impacting the advice profession. The pair delve into the details behind the CSLR, including how the scheme works and why advisers won’t be on the…

1
Ep. 889 - Justin Rogers (Assistant Athletic Director / Resource Development, Boise State) 41:39

1M ago41:39

41:39

As NAATSO time in Las Vegas hits, it's a visit with Justin Rogers, who oversees the revenue generation aspects of Boise State Athletics as "Resource Development." While that title is a bit new on the landscape, the role features many old school interests such as ticket sales, marketing and gift development. Rogers shares his viewpoint of capturing …

1
IFA: The crucial role of client portals 17:40

1M ago17:40

17:40

In this episode of The ifa Show, hosted by Keith Ford, Hans Egger, managing director of Astute Wheel, delves into the importance of client portals for financial advisers. The discussion centres on the benefits of using client portals to enhance data security and improve the overall client experience. The pair discuss: The critical role of client po…

1
Setting the scene of a small-cap fund 20:32

1M ago20:32

20:32

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…

1
Relative Return: How advisers can use thematic ETFs in portfolios 13:35

2M ago13:35

13:35

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 develop…

1
IFA: How PPS Mutual is redefining insurance with CEO Michael Pillemer 19:25

2M ago19:25

19:25

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 …

1
The crucial role of client portals 17:40

2M ago17:40

17:40

In this episode of The ifa Show, hosted by Keith Ford, Hans Egger, managing director of Astute Wheel, delves into the importance of client portals for financial advisers. The discussion centres on the benefits of using client portals to enhance data security and improve the overall client experience. The pair discuss: The critical role of client po…

1
The Brand Portfolio Strategy Behind the Store-Less Walmart of Indonesia with SuperApp VP of Innovation Nadira Zahiruddin and VP of Business Development & Strategy Gisella Tjoanda | Call 165 21:06

1M ago21:06

21:06

SuperApp VP of Innovation Nadira Zahiruddin and VP of Business Develompent & Strategy Gisella Tjoanda return to On Call with Insignia to give us the latest on Super’s growing portfolio of 36 private label and exclusivity brands, covering a wide variety from skincare products to mineral water. They share how SuperApp’s social commerce network of 48,…

1
How PPS Mutual is redefining insurance with CEO Michael Pillemer 19:25

2M ago19:25

19:25

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by 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 …

1
Relative Return: Taking an ESG lens to active ETFs 15:11

2M ago15:11

15:11

In this episode of Relative Return, host Maja Garaca Djurdjevic chats with James Harwood, director and senior portfolio manager of the APAC region at Russell Investments, about ESG and active exchange-traded funds (ETFs) Listen as they discuss: Russell launching its first global equity ESG ETF in Australia. Why ESG vehicles are growing in popularit…

1
IFA: The transformative power of data 27:06

2M ago27:06

27:06

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Padua Solutions co-founder and co-CEO Matt Esler ahead of the Adviser Innovation Summit in June to discuss the power of data in financial advice. Esler explains the pivotal role that data plays in shaping the future of financial advice, and the importance of understandi…

1
SMSF: End of financial year contribution considerations 42:22

2M ago42:22

42:22

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn are joined by Tim Miller, SMSF technical and education manager at Smarter SMSF, to discuss some of the contribution considerations advisers need to keep in mind ahead of 30 June. Miller explains the concept of a ‘contributions matrix’ and how it can help SMSF members consider…

1
Relative Return: The long view – megatrends to watch 24:12

2M ago24:12

24:12

In this episode of Relative Return, host Keith Ford speaks with Matt Reynolds, investment director at Capital Group, about how the firm’s history and fundamental research help it maintain a long-term investing mindset. Listen as they discuss: The companies successfully incorporating AI. The long-term potential of healthcare stocks. How investors ca…

1
The transformative power of data 27:06

2M ago27:06

27:06

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by Padua Solutions co-founder and co-CEO Matt Esler ahead of the Adviser Innovation Summit in June to discuss the power of data in financial advice. Esler explains the pivotal role that data plays in shaping the future of financial advice, and the importance of understandi…

1
IFA: The changing preferences for advice across generations 23:28

2M ago23:28

23:28

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by DASH chief executive officer Andrew Whelan ahead of the Adviser Innovation Summit in June to discuss the intergenerational transfer of wealth. Whelan explains how the wealth transfer is leading to seismic shifts within financial advice, which is compounded by younger ge…

1
Relative Return: The role of real estate in a portfolio 31:03

2M ago31:03

31:03

In this episode of Relative Return, host Laura Dew speaks with Andrew Lockhart, managing partner at Metrics Credit Partners, about commercial property and real estate equity. Listen as they discuss: The appeal of real estate debt and equity funds. Possible returns generated by the asset class. Metrics’ upcoming real estate income fund. Which commer…

1
The changing preferences for advice across generations 23:28

2M ago23:28

23:28

In the latest episode of the ifa Show, host Maja Garaca Djurdjevic is joined by DASH chief executive officer Andrew Whelan ahead of the Adviser Innovation Summit in June to discuss the intergenerational transfer of wealth. Whelan explains how the wealth transfer is leading to seismic shifts within financial advice, which is compounded by younger ge…

1
Fazz exec Mark Hew on keeping the underdog mindset alive as a post-Series C regional fintech | Call 164 24:02

2M ago24:02

24:02

Our conversation with Mark Hew continues in this episode. The Chief of Staff and Head of Payments and Agents Business for regional fintech group Fazz spends part 2 sharing with us his approach to leadership and sustaining an underdog / David vs Goliath culture (find out what SOS means) in an organization as diverse and as mature as Fazz’s. Revisit …

1
Relative Return: The appeal of global private credit 23:18

2M ago23:18

23:18

In this episode of Relative Return, host Laura Dew speaks with Russel Pillemer, chief executive of Pengana Capital Group, to discuss the opportunities in global private credit in this market environment. Listen as they discuss: The different segments of the global private credit market. Its new listed global private credit vehicle, launching this m…

1
InvestorDaily Uncut: Navigating the evolving private equity landscape 23:37

2M ago23:37

23:37

In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic welcomes private equity portfolio manager at MLC Asset Management, Laura Hotaling, to delve into the intricacies of private equity investing, particularly in the Australian market. Hotaling explains that private equity offers a unique value proposition to investors, providing…

1
SMSF: Budget special: Government provides little for advice and super 36:12

2M ago36:12

36:12

In this special budget episode, hosts Keith Ford, Maja Garaca Djurdjevic, and Aaron Dunn discuss the outlook for financial advice and SMSFs on the back of a budget that revealed little in terms of detail for either sector. They also take a look at some of the measures that were included, as well as why some high-profile topics were left out complet…

1
Relative Return: What can we learn from behavioural finance? 32:16

2M ago32:16

32:16

In this episode of Relative Return, host Laura Dew speaks with Steve Johnson, founder and CIO at Forager Funds Management, about the impact of human psychology on investing and whether fund managers can ever beat algorithms. Listen as they discuss: Setting up his own firm at 30. How behavioural finance informs his investment process. Why the crypto…

1
Budget special: Government provides little for advice and super 36:15

2M ago36:15

36:15

In this special budget episode, hosts Keith Ford, Maja Garaca Djurdjevic, and Aaron Dunn discuss the outlook for financial advice and SMSFs on the back of a budget that revealed little in terms of detail for either sector. They also take a look at some of the measures that were included, as well as why some high-profile topics were left out complet…

1
Fazz exec Mark Hew on approaching growth from payments differently from other fintechs | Call 163 19:52

2M ago19:52

19:52

We've been able to document the journey of fintech Fazz all the way back since our podcast started in 2020 with the CEO and co-founder, Hendra Kwik’s origin story. We've followed their evolution into what is now a regional FinTech group through a merger with Xfers. We also got to talk to Tianwei Liu, co-founder of Xfers, who is now the group deputy…

1
IFA: Streamlining the process of advice creation 27:09

2M ago27:09

27:09

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’…

1
SMSF: Looking beyond traditional property investment 47:37

2M ago47:37

47:37

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Andrew McVeigh, managing partner at Remara, to discuss the property market and how the current landscape can impact how an SMSF invests. McVeigh explains what is happening in the real estate market, the factors affecting it, and the strategies that SMSFs can utilise, as well as …

1
Relative Return: Interest reignites in cash as an asset class 25:29

2M ago25:29

25:29

In this episode of Relative Return, host Laura Dew speaks with Daniel Bower, chief product officer at FinClear, and Bill Keogh, chief executive of Transact1 (a FinClear subsidiary) to discuss cash as an asset class. Listen as they discuss: Demystifying cash as an asset class. Uncovering better rates on offer. The pitfalls of early “teaser rates”. F…

1
Streamlining the process of advice creation 27:09

2M ago27:09

27:09

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’…

1
From pitching at Davos to hiring, controls, and fundraising: What it takes to be AwanTunai CFO with Shilpa Gautam 21:49

2M ago21:49

21:49

Welcome back to our continuing conversation with ⁠Shilpa Gautam⁠, CFO of supply chain digitization and purchase financing platform ⁠AwanTunai⁠. In the last episode, we talk about the recent progress AwanTunai has made with its Series B and what that means for its business. We also hear from Shilpa’s perspective as CFO how AwanTunai develops cost-ef…

1
InvestorDaily Uncut: Exploring the strategic value of infrastructure investments with John Julian 18:36

3M ago18:36

18:36

In the latest episode of InvestorDaily Uncut, host Maja Garaca Djurdjevic welcomes a seasoned fund manager at Dexus Core Infrastructure Fund, John Julian, for an in-depth discussion on the nuances and potential of infrastructure investments. Infrastructure, as Julian elucidates, encompasses a broad array of assets essential for economic growth and …

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