The pathway to increasing adviser numbers

In this episode of the SMSF Adviser Show, host Keith Ford is joined by Marloo co-founder Shak Lala to unpack how AI is moving from note-taking to becoming a true AI partner for financial advisers. Shak explains how AI can materially increase adviser capacity, manage SMSF complexi ...  Show more

In this episode of the SMSF Adviser Show, hosts Keith Ford and Aaron Dunn explore some of the key developments shaping the SMSF landscape, including whether the Division 296 tax on high‑balance members could lead to a spike in wind‑ups. They also break down how the proposed finan ...  Show more

Following the Women in Finance Summit and Awards 2023, we're catching up with some of the leading women in the financial services space.

In this episode, we chat to Rebecca Warren, executive general manager of small-business banking at CommBank, about how she navigated ...

While great strides towards gender equality have been made over the years, crucial issues remain. In the world of personal finance, concerns include "the gender wage gap" and that many women looking to invest are underserved by the male-dominated financial services sector. Accord ...  Show more

Have you ever felt stuck in a workplace catch-22? You work hard, play by the rules, but somehow never get ahead? This episode of Financial Feminist tackles the frustrating reality many women face in the professional world. We're joined by June Carbone — author and Chair of Law, S ...  Show more

Sohee Jun: The Aligned Mindset Sohee Jun is a leadership coach for female executives, leaders, founders, and entrepreneurs. She is also a TEDx speaker, Forbes Coaches Council member, keynote speaker, leadership development expert, and author. With over twenty years in the corpora ...  Show more