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China's economy is splitting in two, and the investment opportunities aren't necessarily where you'd expect. While property investment has plunged and consumer spending has stalled, AI, advanced manufacturing and robotics are booming. Stillpoint Investments' Eric Wong joins Ally Selby to unpack China's K-shaped economy, why some of the most interesting stocks are hiding in struggling sectors, and what Western investors are missing about the world's second-largest economy. Plus, how Chinese manufacturers are navigating US tariffs, why political risk isn't unique to China, and whether China's lead in robotics can last. Chapters: 00:00 China’s Two-Speed Economy 01:37 China’s Economic Outlook 05:43 Is China Investible? 09:00 US–China Tensions and Opportunity 12:23 What Headlines Miss 16:22 Slower Growth, Sharper Differences 18:08 China’s K-Shaped Consumer 22:27 Overlooked Stock Opportunities 25:16 Chinese Manufacturing Moves to Mexico 31:30 China’s AI Frenzy 35:49 The Race for Cheaper AI 38:02 China’s Robotics Lead 📈 Stocks and ETFs Mentioned: JOYY Inc. (NASDAQ: JOYY), Intel (NASDAQ: INTC), Ferrari (NYSE: RACE), NVIDIA (NASDAQ: NVDA) FinFest Industry day is nearly here! Come join us on the 23rd October 2026. Register your interest here. ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.75 Total Hours Knowledge Requirements: Economic Environment (0.75 hour) Legislated CPD Area: General (0.75 hour) ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Fundamental stock picking is losing ground to systematic investing. But does that mean traditional active management is dead? Dr David Allen, Head of Long Short Strategies and Co-Head of Research at Plato Investment Management, joins Ally to explain how systematic managers are using data, technology and AI to find opportunities across thousands of companies. He takes us inside Plato's investment process, including the 154 red flags the team uses to identify short opportunities. Plus, David explains why diversification can improve returns when systematic strategies struggle, and the one metric he believes every adviser should use when assessing quantitative managers. Chapters: 00:00 Is Fundamental Investing Dead? 01:52 Why Traditional Stock Picking Is Changing 04:20 Inside the Black Box of Systematic Investing 07:25 Plato's 154 Red Flags for Identifying Risky Stocks 13:09 Separating Genuine Investment Signals From Noise 17:06 How Plato Uses AI to Analyse Markets 19:29 The Red Flags Emerging in Markets Today 25:34 Diversification, Performance and Choosing a Quant Manager Stocks and Funds Mentioned: Plato Global Alpha Fund, Echo IQ (ASX: EIQ), Allbirds (NASDAQ: BIRD), Meta Platforms (NASDAQ: META), DroneShield (ASX: DRO), Cettire (ASX: CTT), Tesla (NASDAQ: TSLA), Commonwealth Bank of Australia (ASX: CBA), GQG Partners (ASX: GQG), IBM (NYSE: IBM) CPD Points: This episode is accredited by the Financial Advice Association of Australia (FAAA). Complete the CPD quiz ___ to claim your points. Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

It was once a given that investing across a variety of asset classes, meant you were diversified. Today’s guest believes that may no longer be the case. AI for example touches debt, equities and infrastructure. When the old asset-class labels no longer explain the risks and opportunities, what should advisers change in client portfolios? John Woods, the Deputy Chief Investment Officer and Head of Multi-Asset at Australian Ethical Investment shares the portfolio audit that every adviser should run to ensure clients are properly diversified. Chapters: 00:00 Introduction 03:15 When Asset Classes Overlap 05:59 Auditing Portfolio Risk 09:43 Themes with Staying Power 13:05 Resources and Spotting Hype 16:23 Ethical Investing and Risk 18:28 Opportunity in Infrastructure 20:23 Private Markets and Portfolio Fit 21:43 Three Checks for Advisers 23:23 Renewable Energy Meets AI Demand 📈 Stocks and ETFs Mentioned: Alphabet (NASDAQ: GOOG, GOOGL), TSMC (NYSE: TSM; TWSE: 2330), Sandfire Resources (ASX: SFR), Capstone Copper (ASX: CSC), Kodak (NYSE: KODK), Allbirds, now Smartbird (NASDAQ: BIRD), GoPro (NASDAQ: GPRO) ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Financial Planning (0.25 hour), Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— This episode has been sponsored by Australian Ethical. To learn more, visit AustralianEthical.com.au Please read the PDS and TMD to consider if the product is right for you. Issued by Australian Ethical Investment Limited ABN 47 003 188 930, AFSL 229949. ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Jason Entwistle is worried. Australian advisers have one of the highest AI adoption rates in the world at a time when there are so many "shiny new toys” coming out. But he sees a real risk to the speed of this adoption. Taking up AI tools without enough DD could lead the industry to “end up in a bit of a scandal where data has ended up in the wrong spot,” giving the regulator another reason to intervene. So how can advisers still change with the times without risking their business? Jason joins Ally to explain why he thinks nailing your data and processes is the key. Chapters: 00:00:00 Introduction 00:01:45 Why Advisers Should Take AI Slowly 00:04:51 The Future of Financial Advice 00:07:10 The Risks of Getting AI Wrong 00:10:00 Which AI Start-ups Will Survive? 00:14:06 How Platforms Will Use AI 00:16:31 Keeping Client Data Secure 00:21:17 Building MyHub for the Industry 00:26:37 MyHub’s Launch, Pricing and Partners 00:31:17 AI Adoption and Advice Productivity This episode was recorded on 17th of September 2026. ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Generic Knowledge (0.25 hour), Practice Management (0.25 hour) Legislated CPD Area: Client Care & Practice (0.25 hour), General (0.25 hour) ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The world’s biggest technology companies are burning through their once-abundant cash reserves to fund the AI arms race. Increasingly, they’re turning to debt markets to fund the buildout. That means the most speculative part of the market is finding its way into defensives. So what does that mean for advisers and their clients? Fixed Income Director at Capital Group, Haran Karunakaran, joins Ally to explain: What previous debt-fuelled booms can teach usThe warning signs emerging in credit marketsWhy this cycle could still play out differently Chapters: 00:00 AI’s Debt-Fuelled Boom 03:53 Lessons From Past Bubbles 05:57 Cracks in Credit Markets 09:12 Is Credit an AI Hedge? 12:08 How Credit Investors Analyse AI 13:46 What Separates Hyperscalers 17:29 Are AI Bonds Attractive? 20:09 Beyond the AI Trade 22:52 Credit’s Biggest Risks 25:50 Where Credit Looks Attractive 28:18 Rethinking Defensive Allocations 📈 Stocks and ETFs Mentioned: Microsoft (NASDAQ: MSFT), Oracle (NYSE: ORCL), Meta Platforms (NASDAQ: META) ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Fixed Interest (0.25 hour), Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— This episode has been sponsored by Capital Group. To find out more about Capital Group and their funds, head to their website: https://www.capitalgroup.com/intermediaries/au/en/ Thanks to Capital Group for supporting this episode of Basis Points and helping to keep our content free. Disclaimer: Past results are not a guarantee of future results. This information has been provided solely for informational purposes and is not an offer, or solicitation of an offer, or a recommendation to buy or sell any security or instrument listed herein. Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. The information provided is not intended to be comprehensive or to provide advice. ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

What separates advice practices that scale well from those that get stuck? After meeting with thousands of advisers, Trellia Wealth Partners Managing Partner Cameron Spittle says the difference often comes down to one thing: the operating model. In this episode you will learn: How leaders can create greater adviser capacityWays to improve operational efficiency, and deliver better client outcomesWhere businesses should look when workflows start slowing them down Chapters: 00:00 What Sets Top Practices Apart 02:56 Building Adviser Capacity 06:31 Fixing Operational Bottlenecks 09:08 Scaling Advice Practices 14:10 The Managed Accounts Shift 18:35 Making Managed Accounts Work 23:03 AI and the Future Adviser 27:11 What Top Practices Do Differently This episode was recorded on 26th of August 2026 ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Practice Management (0.50 hour) Legislated CPD Area: Client Care & Practice (0.50 hour) ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The rules around leverage have changed. So what does that mean for advisers? With residential property LRBAs no longer available inside SMSFs, instalment warrants remain one way advisers can use leverage in super. Citi Global Markets Director Elizabeth Tian and Five Financial Managing Partner and Head of Advice Jason Petersen join Ally to explain how instalment warrants actually work, where they fit compared to geared ETFs and margin loans, and the risks advisers need to consider. Plus, Jason shares two real client strategies, including how leverage can be used for retirees and younger accumulators. Chapters: 00:00 Leverage After Budget Changes 02:23 Instalment Warrants Explained 05:13 New Tax Rules Reshape Gearing 09:48 Why Use Leverage? 12:12 Who Uses Instalment Warrants? 14:57 Gearing Across Life Stages 18:36 SMSF Risks and Guardrails 21:10 The Long-Term Gearing Impact 📈 Stocks and ETFs Mentioned: Citigroup (NYSE: C) This episode was recorded on 25th August 2026. —— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Derivatives (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour) —— This episode has been sponsored by TMX Australia Exchange - formerly Cboe Australia. To learn more or subscribe for insights and events, visit www.tmxaustralia.com. Thanks to TMX Australia for helping us keep our content free. Citi’s warrants are traded on TMX. If you're looking to understand the structured product options available to your clients, head to https://au.citifirst.com/ to find out more. —— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube —— Basis Points is a product of Equity Mates Media. his podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

AI tools have had a very “superficial” impact on financial advice so far. That’s according to today’s guest Simon O’Keefe, founder and CEO of Alcova, an AI adoption and safety company for Australian wealth management firms. He believes AI can be a “big unlock” for persistent capacity constraints the industry faces. But that so far, financial advisers are using it in ways that barely scratch the surface of what the technology can do. In this episode, Simon joins Ally to explain why note-takers and copilots aren’t transforming advice businesses, what an AI-native advice practice could look like, and why the traditional CRM model may be under threat. By the end of this episode, you’ll have a clearer picture of what AI could actually change in financial advice, and how to prepare your practice for it. Chapters: 00:00 AI’s Adoption Problem 03:14 Why AI Adoption Takes Time 05:42 The Problem With AI Tools 07:49 The Future Advice Tech Stack 09:53 Is Your Client Data Safe? 12:49 Future-Proofing Your AI Strategy 15:29 Who’s Actually Using AI Well? 17:52 How Leading Firms Use AI 20:29 One AI Experiment To Try 23:59 AI Isn’t Driving Growth Yet 📈 Stocks and ETFs Mentioned: Salesforce (NYSE: CRM) This episode was recorded on 11th August, 2026. ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Practice Management (0.50 hour) Legislated CPD Area: Client Care & Practice (0.50 hour) ——— This episode has been sponsored by Alcova AI. To see how Alcova can future proof your AI roadmap head to alcova.ai ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Defensive assets are meant to be the boring part of a portfolio. Now, it’s where advisers are making some of their hardest calls. Bonds spent the past few decades earning a reputation as the go-to hedge to equities. Since 2022, that reputation has been tested, with the correlation between the two asset classes flipping to positive territory. So, are bonds broken? Are they still good diversifiers for stocks? Or do advisers need to be looking elsewhere to “diversify their diversifiers”? In this episode, Zenith Investment Partners’ Head of Portfolio Solutions, Andrew Yap, and Head of Alternatives and Global Fixed Income, Rodney Sebire, outline why they believe now is the time for advisers and investors alike to rebuild the defensive portion of their portfolios. They share where they are seeing the most opportunity (across both public and private markets), how they assess managers (and the red flags you can look out for), as well as some of the recent innovations in managed accounts that can help advisers track public and private exposures. Chapters: 00:00 Why Bonds Aren’t Broken 05:05 Is De-Dollarisation a Threat? 07:00 Why Private Credit Boomed 11:11 Spotting Private Credit Risks 15:44 Private Credit’s “Cockroach” Problem 19:00 Navigating Private Asset Structures 21:53 Managers That Stand Out 24:38 Building the Defensive Portfolio 27:43 Why Fixed Interest Excites Register for your ticket to FinFest Industry Day here! ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Managed Investments (0.25 hour), Fixed Interest (0.25 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— This episode has been sponsored by Zenith Investment Partners. Zenith Investment Partners is a leading investment research and managed account provider, with a 20-year track record of delivering premium investment research, fund ratings and investment portfolio solutions for financial advisers. https://www.zenithpartners.com.au/ ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Stephen Otter, Partners Group’s Global Head of Private Markets Royalties, argues that royalties are uncorrelated to markets, low volatility, an inflation hedge, and generate a predictable yield. So, it’s surprising that most investors still have zero allocation to the asset class - despite royalties being around for a good 600 years. They originated with royal families (as the name suggests), where a payment would be made to a sovereign in return for the granting of mining rights. Today, they cover everything from music, healthcare, film, television, mining, oil and gas, books, theatre, and increasingly YouTube. To be clear, the asset class isn't without risk. Development-stage royalties can return zero if a drug fails approval or a mine never produces. Even established assets can disappoint. In this interview, we dive into the opportunity in royalties today, what advisers get wrong about the asset class, and perhaps the most perplexing question of all - why so few investors have exposure. Chapters: 00:00 Introduction 01:18 Why Evergreen Fits Royalties 03:56 Streaming Transformed Music 08:31 Beyond Music Royalties 11:41 Energy and Mining Royalties 13:42 How Royalties Are Valued 17:37 Royalties in Client Portfolios 19:07 Understanding Regulatory Risk 20:57 When Royalty Investments Go Wrong 24:03 Why Invest in Royalties Now 27:08 Music’s Untapped Growth 📈 Stocks and ETFs Mentioned: Deterra Royalties (ASX: DRR), BHP Group (ASX: BHP) Register for your ticket to FinFest Industry Day here! ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Alternative Assets (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Grant Hackett has now spent more time working in finance than he did in the pool, but he’s still best known for being one of, if not the greatest, distance swimmers Australia has ever produced. Hackett hung up his goggles in 2008 and is now the group CEO of ASX-listed Generation Development Group. In this episode of Basis Points, he takes advisers through the highs and lows of his Olympic career, his early days in business, as well as the significant shifts he believes are coming for the industry. He also shares his views on what some of the Government’s policy changes (super, capital gains tax, negative gearing and trusts) mean for advisers and their clients. Chapters: 00:00 Meet Grant Hackett 01:47 From Olympic Gold to Finance 06:20 Olympic Lessons for Leadership 10:44 Inside Generation Development Group 13:44 How GDG Finds Growth 19:28 The Future of Financial Advice 21:05 Investment Bonds and Tax 27:04 What Advisors Are Worried About 29:32 Life After Olympic Swimming 📈 Stocks and ETFs Mentioned: Generation Development Group (ASX: GDG) Apple Inc. (NASDAQ: AAPL) Westpac Banking Corporation (ASX: WBC) Register for your ticket to FinFest Industry Day here! ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Generic Knowledge (0.25 hour), Managed Investments (0.25 hour) Legislated CPD Area: Technical Competence (0.25 hour), General (0.25 hour) ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Will Hamilton has enshrined a simple belief at Hamilton Wealth Partners: Most financial advice practices pay lip service to client experience, yet it makes all the difference in the eyes of clients. In this episode, he shares how HWP differentiates through hyper-personalised service, from capping advisers at 50 clients to running large-scale client events that function more like weddings than seminars. He also gets into the harder conversations, how he manages complex family dynamics, what he screens for when acquiring practices, and the delicate balance of incorporating AI to expand capacity without compromising on service. Finally, he shares his view on markets. Australian equities are at their lowest weighting in the firm's history, and he explains why he thinks the market is overpaying for AI. Chapters: 00:00 Introduction 01:12 Why Advisers Need Differentiation 03:10 Creating Memorable Client Experiences 07:29 Events That Drive Growth 10:32 Scaling with AI and Acquisitions 15:07 Managing Complex Family Wealth 19:52 AI, Security, and Advice 22:36 Market Outlook and Portfolio Positioning 26:44 Chart of the Week & Closing 📈 Stocks and ETFs Mentioned: Magnificent 7 - Apple (NASDAQ: AAPL), Microsoft (NASDAQ: MSFT), NVIDIA (NASDAQ: NVDA), Amazon (NASDAQ: AMZN), Alphabet (NASDAQ: GOOGL / GOOG), Meta Platforms (NASDAQ: META), Tesla (NASDAQ: TSLA) Register for your ticket to FinFest Industry Day here! ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Practice Management (0.50 hour) Legislated CPD Area: Client Care & Practice (0.50 hour) ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Advisers’ entire tech stack will collapse in the next two years; that is the bold prediction of Paradino AI Co-Founder and CEO Alex Gassner. He sees the glaring gap between the 15,000 financial advisers in Australia and those 16 million Australian’s who need advice, as being closed in one way only- by purpose-built AI tools. Courtenay Fox, Co-Founder of Fox & Hare Financial, knows this firsthand. After testing around 10 AI tools before narrowing it down, her firm now runs AI across everything from file notes and paraplanning to document review and client communications. No client data goes into any general LLM tool. In this interview, Gassner and Fox outline why purpose-built AI is set to transform the advice industry, how Fox & Hare are already putting it into practice, and what every adviser needs to know about data security, liability and the looming advice gap. Chapters: 00:00 AI Will Transform Advice 01:23 The Future Advice Tech Stack 04:05 How Firms Use AI Today 05:17 AI Security and Compliance 10:28 Human Oversight Still Matters 13:00 Client Trust and Transparency 15:32 Data Privacy and AI Models 19:59 Can AI Close the Advice Gap? 21:20 Practical AI Tips Today 24:08 The Future of Financial Advice Register for your ticket to FinFest Industry Day here! ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.50 Total Hours Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— This episode has been sponsored by Paradino AI. Paradino is the AI advice automation platform built specifically for Australian financial advisers. To find out more head to paradino.ai. ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

The Hall of Fame fund manager and IML founder, Anton Tagliaferro, has seen enough cycles to know we’re nearing the top. He is convinced we are in a "speculative frenzy" of a bubble. In this episode, he provides his outlook on markets and where he’s seeing value. Chapters: 00:00 Introduction 01:22 AI Bubble or Déjà Vu? 03:54 Why AI May Disappoint 07:40 Is Value Investing Dead? 10:17 How Anton Invests Personally 15:15 Back Into Fund Management 16:56 Small Caps and New Fund 20:45 Advice for Uncertain Markets 23:25 Quant Funds Take Over 24:41 Final Market Outlook 📈 Stocks and ETFs Mentioned: Brambles (ASX: BXB), Coles Group (ASX: COL), Amcor (NYSE: AMCR), Main Pharma (ASX: MYX), DroneShield (ASX: DRO), WiseTech Global (ASX: WTC) Register for your ticket to FinFest Industry Day here! ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.5 Total Hours Knowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ——— Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.

Do you understand what you're investing in within private credit? Frank Danieli, Managing Director and Head of Global Credit Solutions at MA Financial explains why that is so important. From funds providing better disclosures, to advisers having a clearer understanding of what classifies as “private credit”- Danieli talks through the road ahead for the asset class. Plus, Ally asks for his take on whether we’re in a private credit reckoning. Chapters: 00:00 Introduction 01:34 Defining Private Credit 04:17 Diversification Beats Specialisation 07:47 Why Close A Fund? 10:31 Biggest Credit Opportunities 14:56 The Quality Concentration Trap 18:46 Due Diligence Red Flags 20:27 Questions Every Adviser Should Ask 21:36 Alternatives In Portfolios Register for your ticket to FinFest Industry Day here! ——— CPD Points: This episode is accredited for the following CPD points by the Financial Advice Association of Australia (FAAA). Complete the quiz here to claim your points. 0.50 Total Hours Knowledge Requirements: Fixed Interest (0.25 hour), Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour) ——— This episode has been sponsored by MA Financial. To learn more about MA Financial’s listed and unlisted private credit strategies, visit MAFinancial.com. Thanks to MA Financial for helping us keep all our content free. ——— Want more Basis Points? Sign up to the Basis Points emailJoin the conversation on LinkedInWatch all episodes in full and relive some of our favourite clips on YouTube ———- Basis Points is a product of Equity Mates Media. This podcast is intended for education and entertainment purposes. Any advice is general advice only, and has not taken into account your personal financial circumstances, needs or objectives. Before acting on general advice, you should consider if it is relevant to your needs and read the relevant Product Disclosure Statement. And if you are unsure, please speak to a financial professional. Equity Mates Media operates under Australian Financial Services Licence 540697. Hosted on Acast. See acast.com/privacy for more information.