Exploring opportunities and challenges in the advice market
Exploring opportunities and challenges in the advice market
In this episode of the ifa show, host Maja Garaca Djurdjevic sits down with Marc Hraiki, the executive director of sales... Read more
26 Jul 2023
•
16mins
From AFA to a new era: Phil Anderson discusses the evolving advice landscape
From AFA to a new era: Phil Anderson discusses the evolving advice landscape
In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by the head of policy at the Financial Advice ... Read more
19 Jul 2023
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33mins
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Unlocking efficiency and engagement: The power of client portals in financial advice
Unlocking efficiency and engagement: The power of client portals in financial advice
In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by AstuteWheel’s managing director, Hans Egger... Read more
12 Jul 2023
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20mins
QAR and the ‘golden age of advice’
QAR and the ‘golden age of advice’
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Addressing access to advice: Will QAR make a material difference?
Addressing access to advice: Will QAR make a material difference?
In this special episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by My Money Buddy and The Savings Squa... Read more
28 Jun 2023
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28mins
How platforms can streamline quality of advice amid ongoing changes
How platforms can streamline quality of advice amid ongoing changes
In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Denis Orrock, chief strategy officer of wea... Read more
21 Jun 2023
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17mins
What’s in the government’s QAR response?
What’s in the government’s QAR response?
In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by ifa journalist Keith Ford to break down the... Read more
14 Jun 2023
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24mins
How to tackle the unmet advice needs of high-net-worth investors
How to tackle the unmet advice needs of high-net-worth investors
In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Matt van Dijk, general manager distribution... Read more
7 Jun 2023
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27mins
How you can attract Millennial clients
How you can attract Millennial clients
In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by My Money Buddy and The Savings Squad podcas... Read more
31 May 2023
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22mins
How advisers and digital tools can work together
How advisers and digital tools can work together
In this episode of the ifa podcast, host Maja Garaca Djurdjevic is joined by Jacqui Henderson, founder and chief executi... Read more
24 May 2023
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20mins
