Financial Services Podcast Network Momentum Media

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 coming years.
They also discuss the balance of having two co-portfolio managers on the fund and how they share their expertise.
The group discuss:
What makes Australian small caps special and the standout sectors they are favouring in the fund. How the fund generates alpha with low risk relative to its peers. Their day to day as fund managers and how they work together as co-managers.

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 development based on adviser feedback. Offering access to cryptocurrency. How Aussie investors compare to global peers.

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 grown steadily, now serving nearly 12,000 members with 38,000 benefits in place.
Pillemer also highlights the advantages and success that the mutual model offers to advisers using PPS Mutual’s growth and unique position within Australia’s risk insurance space as proof.
Listen to hear:
How the mutual model creates an alignment of interests and reduces conflicts between the company’s goals and clients’ needs. How the model helps advisers manage client expectations and maintain long-term relationships, and more.

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 popularity after a temporary lull. How an active ETF can potentially outperform passive ones. The downside of exclusionary screens in ESG. Ensuring an ESG fund doesn’t fall foul of ASIC’s greenwashing focus.

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 understanding client advice data and identifying gaps in CRM and portfolio information.
The pair discuss:
How data-driven insights have revolutionised investment strategies and platform choices. The opportunities and potential pitfalls of integrating AI into financial advice. The risks and challenges of navigating a complex data landscape.

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 the future distribution of their superannuation funds, particularly in the context of blended families and estate planning.
Listen as they discuss:
How to deal with benefit payments before the end of the financial year. The considerations around different fund assets from a tax perspective. What advisers need to be talking to their SMSF clients about.