Кращі подкасти про Financial Standard (2025)

1
Market volatility and the lessons from the past 12:34

1h ago12:34

12:34

With the recent market mayhem global investors have endured, it can be beneficial to look back in time and the take stock of the lessons learnt and how they can be applied to navigate what may be a bumpy road ahead. Challenger head of investment strategy Pete Robinson joined the Financial Standard podcast to share his biggest takeaways.…

1
S5E2 Ongoing Advice Series - Legislation & Regulations 58:56

6d ago58:56

58:56

Starting off a new series with an episode dedicated to reviewing legislation and regulations might, for any other podcast, be pretty dull. But that's exactly what Jordan and Nathan take on this week - what the actual legislative and regulatory background is when it comes to Ongoing Advice. From INFO256 to INFO286, pre-FoFA, Corps Act and the docume…

1
Payday super and the impact on small business 20:34

8d ago20:34

20:34

In March this year, the payday super laws draft legislation was released and set to come into effect from 1 July 2026. While many – particularly those within the superannuation sector – had been calling for this legislation for some time, other professionals have urged the government not to rush. IPA senior tax advisor Tony Greco explains why.…

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S5E1 Intro to Our Ongoing Advice Series 56:31

13d ago56:31

56:31

After the success of our series on the ins and outs of the PY, Nathan and Jordan have decided to launch another series focused on a very specific, very important part of financial advice - Ongoing Advice. In this week's episode, they walk through their plans for the series, as well as where they're coming from as they embark down this path. They ag…

1
Unpacking the most critical reforms for the financial advice profession 19:43

15d ago19:43

19:43

Financial Standard journalist Andrew McKean and Financial Advice Association of Australia general manager of policy, advocacy, and standards Phil Anderson discuss draft legislation aimed at improving access to affordable and quality financial advice. This episode covers opposition to collective charging for retirement planning advice, the risks of …

1
S4E20 Neurodiversity with Katherine Spitzkowsky 1:08:36

20d ago1:08:36

1:08:36

This week's episode is a must-listen, especially for any business owners or managers out there. Katherine Spitzkowsky, of Yulania Financial, takes us through the power of meeting people where they are - clients, staff, family, friends. She helps us explore the realities of working with the neurodiverse population and shows the care and attention th…

1
Sensitive client conversations 8:48

21d ago8:48

8:48

Family planning, divorce, binding financial agreements – topics that are taboo for many financial advisers. Albeit sensitive, these are important issues that advisers should never shy away from. To tell us why, Jordan Vaka, an independent financial adviser at Jordan Vaka PlanningSolo, and Cara Graham , principal wealth adviser at The Wealth Designe…

1
Are investment consultants failing the not-for-profit sector? 12:24

29d ago12:24

12:24

Unlike retail investors, not-for-profits do not have the same protections against conflicted advice, leaving them more vulnerable to costly and complex strategies. Stockspot chief executive Chris Brycki joined the Financial Standard podcast for more.Financial Standard

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S4E19 Discussing Big Issues with Sarah Abood 1:07:43

1M ago1:07:43

1:07:43

In this week's episode, Nathan and Jordan speak with Sarah Abood, CEO of the FAAA. Sarah and her team have been in the front lines for all of the big fights affecting advice in recent years, from: The outrageous debacle that is CSLR The quicksand that's been the QAR > DBFO stream The ballooning costs of providing advice And the myriad of other issu…

1
The US exceptionalism in the modern world 18:48

1M ago18:48

18:48

As we enter a constantly evolving environment, the term 'US exceptionalism' has shifted through different lenses. Daniel Martin from Alvia Asset Partners describes the distinctive traits of the US and its global importance, also detailing how Australian investors can navigate the recent tariff waves.…

1
S4E18 Q & A 59:54

1M ago59:54

59:54

We're mixing it up this week - breaking away from our usual programming around one big topic, to answering a handful of the questions we've had come through. Ranging from dealing with overly-long SoAs, the power of peer groups, living in a vertical house of integrated conflicts, the questions are universally interesting, well-worded and powerful. T…

1
Why now for active management in fixed income? 10:52

1M ago10:52

10:52

Despite a wobbly environment across the stock market, active management has seemingly outperformed in fixed income. Insight Investment head of global credit Adam Whiteley believes the outperformances are driven by the inefficiencies in the sector, highlighting that the asset class provides more channels to “gain exposure” when compared to equities.…

1
S4E17 'Fixing' SoAs 1:04:44

2M ago1:04:44

1:04:44

Aren't SoAs just the worst? Clients hate them. Regulators hate them. We hate them. If only the DBFO changes had have swept them away and saved us. Instead, we get stuck with that throwback to the 80s - the CAR. Nothing's changed, what're they doing, come on. Well. Yes and no, is our argument in this week's episode. You're right - nothings really ch…

1
Small business success 29:24

2M ago29:24

29:24

What makes a small business successfully tick? How does social media play a part? How do you keep clients front and centre? Ronald Pratap, the founder and senior financial planner of RP Wealth Management, shares his secret behind his practice’s success.Financial Standard

1
S4E16 Branding with Abi Gatling 1:01:03

2M ago1:01:03

1:01:03

A recurring theme in this latest series is the idea that being clear on who you love to serve, how you serve them and the value you provide them is, really, the key to success in financial advice. Entwined with this idea is the importance of how you're branding yourself - as a practitioner, business owner and professional. Which is why we've invite…

1
Budget breakdown 14:59

2M ago14:59

14:59

Treasurer Jim Chalmers unveiled his fourth Federal Budget with a focus on easing the cost of living and boosting government spending. With the Federal election expected to be called any day now, AMP deputy chief economist Diana Mousina joined the Financial Standard podcast to break down the major Budget measures.…

1
S4E15 Growing a Firm with James D'Apice 1:09:24

2M ago1:09:24

1:09:24

We were going to call this one 'Return of the D'Ap', in line with the Mark Morrison classic jam. But, as with all things Challenge the Standard, we've gone the more professional and serious route for this return episode with James D'Apice. Founder of Gravamen. purveyor of Coffees and Case Notes, prolific podcast participant, you probably know James…

1
Insights from the Minister for Financial Services 16:06

2M ago16:06

16:06

As Minister Stephen Jones prepares to leave politics, he joined Financial Standard to talk about his greatest achievements, hopes for the future of financial advice and how super funds can improve.Financial Standard

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S4E14 The Review SoA Dilemma 1:01:00

2M ago1:01:00

1:01:00

It's an ethical dilemma all advisers have faced - should you charge ongoing clients for new SoAs? And if you should, then how do you do it? Or, if you think you shouldn't - why not? This week's episode sees Jordan and Nathan explore this potentially thorny topic, but with the clear goal of unpacking why this is something that makes so many of us fe…

1
International Women’s Day: Accelerating Action with The Parenthood 19:42

2M ago19:42

19:42

Chief executive Georgie Dent shares how The Parenthood, which has a network of 82,000 members, parents, carers and allies, is doing its bit to accelerate progress on gender equality by moving the needle on early childhood education and care.Financial Standard

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S4E13 Cybersecurity 1:11:56

3M ago1:11:56

1:11:56

This week's episode is a unique one - informative and terrifying. Well, terrifying if you're as nervous about a cyber breach as Jordan is. Our guest this week, the unflappable Fraser Jack, joins Nathan in more calmly exploring the importance of cybersecurity for professional service firms. Fraser takes us through: Their approach, which involves sta…

1
Reporting season: A reality check on valuations 12:31

3M ago12:31

12:31

Financial Standard journalist Andrew McKean speaks with Morningstar analyst Lochlan Halloway about the latest ASX reporting season, unpacking why the fundamentals suggest business as usual – despite the market’s reaction telling a different story.Financial Standard

1
S4E12 Adviser Activity 1:03:32

3M ago1:03:32

1:03:32

In a worryingly slow turnaround time, this week's episode is a full 7 days after Nathan wrote, published and shared our survey around The Activity of the Average Adviser. We're disappointed at taking nearly half as long as your average insurance amendment quote, so would like to apologise to our listeners. Even so, hopefully you enjoy our examinati…

1
Super fund insurance claims is a ‘lottery’ 10:52

3M ago10:52

10:52

Financial Standard journalist Andrew McKean speaks with Super Consumers Australia advocacy manager Susan Quinn about how data exposes stark differences in insurance claim processing times, leaving superannuation fund members in the dark on service quality.Financial Standard

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S4E11 Tech Stack 1:00:09

3M ago1:00:09

1:00:09

It's fun, shiny and exciting - but is chasing the newest part of your tech stack really going to help you with your business? In this week's episode, Nathan and Jordan unpack the role of the tech stack you use in your practice. They discuss: What's the best approach to searching out new tech? What are some of the pitfalls to avoid? Will new tech so…

1
Debunking myths about investment bonds 16:50

3M ago16:50

16:50

What are investment bonds and how can they help build wealth when it comes to estate planning? Vincent Stranges, the head of product and projects at Generation Life, dispels common misconceptions about investment bonds and explains why they are tax-effective investment vehicles.Financial Standard

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S4E10 Connecting & Referring 44:24

3M ago44:24

44:24

Every successful (throwback to last week) advisory practice will have found a way to bring more referrals into the business. But, in this weeks episode, Jordan and Nathan explore some of the other parts of the referral equation. For instance: Is there such a thing as a 'bad' referral? How can you increase the chances of a referral contributing to t…

1
The case for financial advice in 2025 16:40

3M ago16:40

16:40

What are the golden opportunities advisers should embrace and what challenges will they face over the next 12 months? John Cachia, the founder and strategic wealth adviser of Thriving Wealth, shares why this year promises to be another interesting and exciting one for the profession.Financial Standard

1
S4E9 Defining Success 56:51

3M ago56:51

56:51

What makes a 'successful' financial adviser? Do you feel like a successful financial adviser? If not, why not? This week's episode is all about answering these questions (and a few more). Jordan and Nathan highlight: The importance of defining your own version of success Why articulating and sharing that with the people around you matters The metri…

1
Macroeconomic outlook for 2025 - Fixed income 19:31

4M 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

4M 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

4M 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

4M 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…

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