Best Financial Standard Podcasts (2024)

1
S2E13 Snitches Get Stitches 47:23

9h ago47:23

47:23

What do you do if a new client comes in, having received poor advice from another adviser? On this weeks episode Jordan and Nathan discuss the complexity that comes with dobbing in poor advice including Assessing if it is infact poor advice, Whether you should speak to the adviser yourself, Whether the client wants to do anything about it & If this…

1
Why now might be the time to bet on emerging markets 18:24

12h ago18:24

18:24

Although emerging markets have experienced a tough decade, abrdn senior investment director of emerging markets equities Nick Robinson points out several reasons for investors to be optimistic. Robinson also probes into the importance of the Federal Reserve’s upcoming interest rate decision and potential impact of the US election.…

1
S2E12 Binding Financial Agreements With Jemma Mackenzie 59:52

2h ago59:52

59:52

There's no such thing as a pre-nup in Australia right? That's at least what many people believe. This week, Jordan and Nathan welcome special guest Jemma Mackenzie from Forte Family Lawyers on the podcast to dispell that myth, and explore the how and why of Binding Finanical Agreements for people before a relationship, during a relationship or afte…

1
Four more years with Trump? 12:36

9h ago12:36

12:36

With the US presidential election set take place on November 5, investors are bracing for the possibility of another four more years with former president Donald Trump. What does this scenario look like for the markets, global trade, and economies like Australia? Schroders Australia head of multi-asset and fixed income Sebastian Mullins talks us th…

1
S2E11 Out On Your Own 58:44

14d ago58:44

58:44

Going out on your own isn't for the faint of heart - it's intimidating, stressful and plain old hard. However, it can also be tremendously rewarding building your own thing, the way you think it should be done. So this week, Jordan and Nathan explore what it looks like to really go out on your own. Between them, they've started more than their shar…

1
Megatrends impacting financial advice 13:00

15d ago13:00

13:00

The financial advice profession has reached a tipping point and a massive shift is taking place, if advisers seize seven megatrends or opportunities. Deloitte Access Economics partner and the report’s co-author John O'Mahoney shares how.By Financial Standard

1
Delivering Better Financial Outcomes (DBFO) tranche one in action 17:10

15d ago17:10

17:10

The Treasury Laws Amendment (Delivering Better Financial Outcomes and Other Measures) Bill recently passed into law. For financial advisers, what does this really all mean for their day-to-day operations? Mark Bastiaans, the principal financial adviser for AdviceSA, explains what the changes mean for those in the trenches.…

1
Global asset manager trends 11:18

29d ago11:18

11:18

Asset managers' priorities are changing from being concerned about cost management to now being focused on improving the investor experience, according to a recent survey by Northern Trust. Northern Trust head of global fund services in APAC, Caroline Higgins, joined the Financial Standard podcast to deep dive into some industry trends.…

1
Breaking down the government's final report on ASIC 15:34

1M ago15:34

15:34

The Senate Economics Committee recently handed down its final report on the investigation and enforcement capabilities of the Australian Securities and Investment Commission (ASIC). The report made 11 recommendations to overhaul the financial regulator. Clyde & Co corporate and regulatory partner Avryl Lattin speaks to the Financial Standard Podcas…

1
Financial advice and behavioural finance 12:23

1M ago12:23

12:23

Campbell Heggen, a senior Lecturer in Financial Planning at Deakin University Business School, explains why behavioural financial is a powerful tool for advisers to recognise not only their own biases and behaviours, but also their clients' so they can help them make rational and better-informed financial decisions.…

1
S2E10 Client Capacity 54:35

2M ago54:35

54:35

In this week's episode, Nathan and Jordan examine a big issue that ALL practitioners are going to have to confront in their career - our client's capacity to provide details, instructions and decisions with our advice. Nathan and Jordan discuss: What IS client capacity and what are the different forms it takes? Why should financial advisers care? W…

1
Demystifying hedge funds 13:30

2M ago13:30

13:30

When we think of hedge funds, we think high finance, complexity, high risk and high returns. But have hedge funds evolved since they boomed in the 1990s? Managing director, head of liquid markets at bfinance Dr. Toby Goodworth explains.By Financial Standard

1
S2E9 Values Based Advice 59:14

2M ago59:14

59:14

Financial advice is financial advice. Simple, right? Well, not when you think about the evolving spectrum of options we advisers have to choose from. Do you want to focus on technical advice? Product advice? Goals-based advice? Or values-based advice? Or something different again? What are these different approaches, what motivates these distinctio…

1
The barriers facing wealthy women 16:08

2M ago16:08

16:08

High-net-worth women report a number of barriers when it comes to receiving financial advice. They feel frustrated, like there are unnecessary obstacles that get in their way and increased scrutiny. Some even report feeling as though they're treated differently to men, they've been patronised, sometimes not listened to, and pushed out of the conver…

1
S2E8 CSLR with Phil Anderson 1:01:49

2M ago1:01:49

1:01:49

Has the advice profession ever been as united as it is now in the face of the Compensation Scheme of Last Resort? Nathan and Jordan have certainly spent more time than is healthy railing about it - even to the point of alluding to these eye-rolling sessions of exasperation in recent episodes. But instead of just ranting and raving, we thought the m…

1
Building a future proof portfolio 8:36

2M ago8:36

8:36

Building a portfolio to accommodate clients through every phase of life can be challenging. Mercer portfolios solutions lead Rebecca Jacques shares her thoughts on how to how to build a portfolio that aligns with client needs.By Financial Standard

1
S2E7 June 30 46:37

2M ago46:37

46:37

It's that time of year again! Where we advisers put ourselves under huge amounts of pressure to meet the deadline of the end of the financial year. From superannuation contributions to CPD points to those hardy souls still running on a year-end FDS regimen, it's a time of strain, pressure and, to be honest, sacrifice. So Jordan and Nathan spend som…

1
The false promise of super for homeownership 14:29

2M ago14:29

14:29

Super for housing? Some say it's blatantly obvious from all the evidence available that the policy doesn’t have a snowball’s chance of succeeding in helping prospective homebuyers. More staunch opposition believes the idea that such a policy would help more people enter the housing market is not only false but could also unleash a damaging chain re…

1
S2E6 A Game of Numbers with Phil Thompson 57:14

3M ago57:14

57:14

Risk advice is dead - but nobody seems to have told this week's guest, Phil Thompson of Skye Wealth. Phil's a business person who happens to own one of the fastest growing and, to our knowledge, most efficient risk-only practices in the country. In this week's episode, he helps us better understand: The perpetual evolution of systems, processes and…

1
Rethinking wholesale investor tests 12:57

3M ago12:57

12:57

*Editor’s note: This podcast was recorded prior to a report that the changes are now on pause until the federal election expected to be held in May next year. The 22-year-old wholesale investor tests are up for review, and this can have several implications for investors and product providers. Jesse Hamilton, the chief financial officer of Wilson A…

1
S2E5 Professional Year 50:25

3M ago50:25

50:25

In this week's episode, Jordan and Nathan discuss the Professional Year. We're a few years into this addition to our profession, so they discuss it from a few different perspectives: How it compares to how other professions tackle the idea of on-the-job experience. the opportunities it offers new advisers, employers and the profession as a whole. s…

1
Foreign investors eye Down Under 7:15

3M ago7:15

7:15

Australia is one of the most liveable places in the world. Not only is it a great place to live, but it is also a great country to invest in. Adam Dixon, the head of Kearney Australia and New Zealand, tells why Australia is an investment destination for foreigners.By Financial Standard

1
S2E4 End of Life Pt 2 37:54

3M ago37:54

37:54

If you're a financial adviser for long enough, you're going to come up against one of life's inevitabilities - the death of a client. And, because you're a diligent financial adviser, your client will have been well prepared. Insurance in place. Estate planning sorted. Wealth invested soundly. But, Nathan and Jordan ask in part of of a double-episo…

1
The super for housing debate 12:05

3M ago12:05

12:05

The Senate Economics Committee recently made a recommendation to lift the cap on how much first home buyers can remove from their super to buy a home. Senator Andrew Bragg joins the Financial Standard podcast to discuss why he believes owning a home is essential for retirement.By Financial Standard

1
S2E3 End of Life Pt 1 45:28

3M ago45:28

45:28

If you're a financial adviser for long enough, you're going to come up against one of life's inevitabilities - the death of a client. And, because you're a diligent financial adviser, your client will have been well prepared. Insurance in place. Estate planning sorted. Wealth invested soundly. But, Nathan and Jordan ask in part 1 of this double-epi…

1
Federal Budget analysis 13:12

3M ago13:12

13:12

Treasurer Jim Chalmers unveiled the Federal Budget this week making big promises to ease the cost-of-living burden while not adding to inflationary pressures. Senior financial market analyst at Capital.com Kyle Rodda explains why the Treasurer may be massaging the numbers.By Financial Standard

1
S2E2 Your Lifestyle Business with James D'Apice 56:34

4M ago56:34

56:34

Look, I'll be honest - I don't really know how to caption this episode. It's chaotic, it's hilarious, it's interesting and it was fun as all get out to record. We're joined by James D'Apice, of Gravamen Law and the Coffee and a Case Note podcast. And, wooee, does it get wild. Belt up, listen in and join us for the ride. Plus, you can reach James vi…

1
Super evolution: Then, now and what’s to come 17:28

4M ago17:28

17:28

There will be 25% less super funds in Australia in five years’ time, overseeing $5 trillion in assets. In 25 years, the number of funds will have halved again, and they’ll be the stewards of some $14 trillion. They’re the top-line predictions of Mercer’s inaugural Shaping Super report which looks at the state of our super system, how it’s evolving,…

1
S2E1 Practical Efficiency with Sacha Burchgart 56:25

4M ago56:25

56:25

This weeks episode has Nathan and Jordan talking with the inaugural FAAA Adviser of the Year - Sacha Burchgart. Jordan manages to absolutely mangle the intro - rolling through all sorts of mistakes - before leaving it up to Sacha and Nathan to save the episode. In doing so, they discuss: The efficiencies Sacha has found by rolling out a practical t…

1
The outlook for emerging markets 11:14

4M ago11:14

11:14

Emerging markets' second growth phase could be in the not-so-distant future, according to a new report from Robeco. To discuss the three main drivers of growth in the sector, Robeco's head of emerging markets Wim-Hein Pals joins the Financial Standard podcast.By Financial Standard

1
What are the worrying trends in aged care advice? 24:31

4M ago24:31

24:31

Aged Care Steps director Louise Biti is pushing for tougher regulations and consumer protections around aged care advice so that older Australians are not put at substantial risk.By Financial Standard

1
S1E20 Long Story Short with Jayden Adams 44:30

4M ago44:30

44:30

This week the boys are joined by Jayden Adams, Director and Financial Adviser at Adams Financial Group. Knowing from a young age he wanted to be a financial adviser, but not knowing the best path, Jayden takes Nathan and Jordan through his journey to date. Jayden discusses what he wishes he'd have known earlier, as well as the tips and ideas he'd l…

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