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Wealth Management Podcast Network

Prime Creative Media
Australia
Reserve Bank Of Australia
Superannuation
Artificial Intelligence
Inflation
Tariffs
Financial Advisors
Australian Economy
Financial Advice
Financial Services
Australian Budget
Self-Managed Superannuation Funds
Oil Prices
Compensation Scheme Of Last Resort
Aged Care
Division 296
United States
RBA
Financial Advice Reform
Bendel Decision

The Wealth Management Podcast Network is the gateway to Australia's leading wealth management shows including Relative Return, Relative Return Insider, The IFA Show and The SMSF Adviser Show. Tune in for the latest news, in-depth analysis and exclusive interviews with some of the biggest names in wealth management. Relative Return gets you closer to the people, products and strategies shaping Aust... more

PublishesWeeklyEpisodes430Founded9 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Wealth Management Podcast Network

Latest Episodes

In the latest episode of Relative Return, journalist Olivia Grace-Curran speaks with Ben Samuel and Ky Van Tang from First Sentier Investors Group about the shifting macro landscape, the outlook for rates, and why investors are increasingly revisitin... more

In this episode of Relative Return, Olivia Grace-Curran speaks with Haran Karunakaran from Capital Group about the changing role of fixed income in portfolios.

They discuss whether bonds still provide diversification benefits, why higher yields are... more

This week on Relative Return, Lonsec Deputy Head of Research Darrell Clark breaks down the fund manager's research framework and assessment processes, explaining how this translates into determining the winners for Money Management's upcoming Fund Ma... more

In this episode of Relative Return Insider, host Olivia Grace-Curran speaks with AMP Chief Economist Shane Oliver to unpack the latest developments in global and Australian markets. They discuss the Reserve Bank of Australia's latest minutes and what... more

Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Darrell Clark
Deputy Head of Research at Lonsec
Lonsec
Episode: Relative Return: Inside Lonsec's fund manager ratings framework
Andrew Essey
CIO at Centuria Capital
Centuria Capital Group
Episode: Relative Return: The evolving role of commercial real estate debt in Australian portfolios
Yehuda Gottlieb
Deputy CEO at Centuria Bass Credit
Centuria Bass Credit
Episode: Relative Return: The evolving role of commercial real estate debt in Australian portfolios
Shane Oliver
Chief Economist at AMP
AMP
Episode: Relative Return Insider: What are the long-term risks as the US-Iran war drags out?
Rachel White
Head of Financial Advisor Services at Vanguard
Vanguard
Episode: Relative Return Insider: RBA holds rates steady amid inflation concerns
Diana Mousina
Deputy Chief Economist at AMP
AMP
Episode: Relative Return Insider: Inflation spikes, the Fed cuts and AI booms
Liz McCarthy
MLC Expand CEO
MLC Expand
Episode: IFA: The future of AI, efficiency and client engagement in advice
Terry Dillon
CEO of Shadforth Financial Group
Shadforth Financial Group
Episode: IFA: The future of AI, efficiency and client engagement in advice
Richard Chesworth
Head of Specialized Distribution
Bluestone Home Loans
Episode: SMSF: Inside the evolving world of SMSF lending

Host

Keith Ford
Host/Co-host across multiple shows with focus on financial services and advice regulation

Reviews

4.3 out of 5 stars from 11 ratings
  • Smart stuff

    Love the new Relative Return podcast; good idea -- look forward to the chats.

    Apple Podcasts
    5
    Gillytel3434
    Australia3 years ago
  • Great podcast

    Really enjoying this podcast. It’s brief and to the point and provides a great summary of the week’s industry news.

    The audio could be better and the presenters could benefit from voice training if they want to pursue a career in podcasting, but the content is great!

    Apple Podcasts
    5
    Jagabata
    Australia5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Smart guests and concise insights make complex financial topics accessible.
Some feedback calls out audio quality improvements but praise the clarity of information.
Listeners appreciate practical takes on policy and market context.

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Talking Points

Recent interactions between the hosts and their guests.

Relative Return Insider: RBA holds rates steady amid inflation concerns
Q: How can advisors close the advice gap using Vanguard tools and partnerships?
Advisors can leverage a mix of lifecycle strategies, digital tools, and collaborative partnerships to deliver episodic or scaled advice, enabling them to reach more clients efficiently while maintaining quality and outcomes.
Relative Return Insider: RBA holds rates steady amid inflation concerns
Q: What does the Vanguard research say about the role of financial advisors in boosting retirement confidence?
The research shows that advised individuals are significantly more confident about funding their retirement lifestyle, with double the likelihood of feeling confident, and that advice also brings tangible emotional benefits like reduced anxiety and greater peace of mind.
SMSF: Inside the evolving world of SMSF lending
Q: How should practitioners view redraws and maintenance under LRBA rules?
Redraws are treated as new borrowings and must be carefully allocated to maintenance versus improvement; misclassifying can trigger non-compliance and adverse tax consequences.
SMSF: Inside the evolving world of SMSF lending
Q: What are the practical implications of the Division 296 changes for SMSF asset taxation going forward?
They will shift toward a realized earnings model with a cost base uplift and CGT considerations that depend on when gains are realized, requiring careful valuation and timing to manage tax liabilities for members.
Relative Return Insider: Economic shifts, political crossroads, and the digital future
Q: What are your thoughts on inflation and the trajectory of rates given the recent data and the RBA's stance?
Shane emphasizes that while inflation has shown some upticks, many of the surprises look temporary, and the RBA remains cautious about productivity and spare capacity. He suggests a slower path to rate cuts, with the hurdle higher than previously thought, and notes that the recovery will likely be gradual and subdued.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
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Professions
Age Range
Household Income
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Frequently Asked Questions About Wealth Management Podcast Network

What is Wealth Management Podcast Network about and what kind of topics does it cover?

A financial-focused program featuring discussions on Australian markets, regulatory changes, and the evolving financial advice landscape. Across recent episodes, topics include electorate-driven policy shifts, market volatility and client communications, SMSF policy and taxation, and reforms affecting financial advisors and the advice industry. A recurring thread is how policy decisions, regulation, and macro trends shape strategy for advisers, fund managers, and SMSF practitioners, with practical insights on messaging, client reassurance, and industry advocacy. Noteworthy is the blend of political analysis with practical financial guidance, and a willingness to address reforms and their real-world impact on advice access and compliance. Th... more

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Which podcasts are similar to Wealth Management Podcast Network?

These podcasts share a similar audience with Wealth Management Podcast Network:

1. The SMSF Adviser Show
2. The ifa Show
3. Talking Tech with MLC TechConnect
4. The Rules of Investing
5. The Money Puzzle

How many episodes of Wealth Management Podcast Network are there?

Wealth Management Podcast Network launched 9 years ago and published 430 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Wealth Management Podcast Network?

Recent guests on Wealth Management Podcast Network include:

1. Darrell Clark
2. Andrew Essey
3. Yehuda Gottlieb
4. Shane Oliver
5. Rachel White
6. Diana Mousina
7. Liz McCarthy
8. Terry Dillon

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