Basis Points

Today’s guest interviewed 800 financial advisers across the world, over the past 2 years. They all described experiencing the same problem; 80% of their time is spent on admin, just 20% talking to clients.It’s an advice efficiency problem. One that our guest is endeavouring solve with AI. Shak Lala is the co-founder of Marloo, an AI powered tech platform built for financial advisers.In this episode00:00:00 Adviser Crisis And AI Opportunity00:02:00 AI Trends And Adviser Impact00:06:30 Structural Problems In Advice00:11:00 Building Marloo And Key Pain Points00:16:30 Compliance And Advice Evolution00:22:00 AI Adoption And Workflow Changes00:27:30 Scaling Advice And Future VisionThis episode was recorded on April 21st 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 HoursKnowledge Requirements: Managed Investments (0.50 hour) Legislated CPD Area: Technical Competence (0.50 hour)———This episode has been sponsored by Marloo. Try Marloo for free here!———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.

What if your ethics CPD this year actually made you a better advisor? Dr. Katherine Hunt, PhD-qualified financial planner and internationally recognised speaker on ethical growth, joins Basis Points to reveal how advisors can use client psychology and AI to scale trust, deepen relationships, and build a practice that compounds over generations.In this episode:00:00 AI Era Client Experience 00:30 Ethics and Adviser Mindset 03:00 Ego and Ethical Growth 06:02 Scaling Trust and Connection 09:56 AI, Trust, and Systems 14:34 The Human Code Framework 16:35 What Clients Truly Value 18:53 Fear, Growth, and AI 22:44 Future of Successful Advisers 23:44 One Action to Improve———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: Ethics (0.50 hour) Legislated CPD Areas: Professionalism and Ethics (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.

Markets shrugged off a US-Iran conflict and rallied, but should they have?Canaccord CIO David Cassidy breaks down why a lot of good news is already priced in before a deal has even been reached.In this episode:00:00 Market Setup And War Impact04:40 RBA Risks And Aussie Outlook08:05 Volatility Strategy And Corrections12:05 Fixed Income And Private Markets15:04 Rare Earths And ASX Opportunities20:25 Diversification And Tech Outlook📈 Stocks and ETFs Mentioned:Commonwealth Bank of Australia (ASX: CBA), Lynas Rare Earths Ltd (ASX: LYC), Evolution Mining Ltd (ASX: EVN), Alcoa Corporation (ASX: AAI), Telix Pharmaceuticals Ltd (ASX: TLX), ResMed Inc (ASX: RMD), Xero Ltd (ASX: XRO), Technology One Ltd (ASX: TNE)This episode was recorded on 21st April 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 HoursKnowledge Requirements: Economic Environment (0.25 hour) & Managed Investments (0.25 hour) Legislated CPD Areas: 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.

What can a Navy officer teach you about financial advice?Jason Petersen, Managing Partner at Five Financial, shares how military discipline shapes his approach to advice, leadership, and client relationships.He explains why his firm has gone all-in on a market beta investment strategy, arguing that consistent returns, tax efficiency, and low turnover matter more than chasing outperformance.Beyond investing, he highlights where advisers should really focus their time and why most clients care far less about performance than you think.He also makes a strong case for AI adoption in advice, warning that firms who ignore it risk being left behind as efficiency and scalability become critical.His message; control what you can (structure, strategy, and behaviour) and let the market do the rest.In this episode:00:00 From Navy To Financial Advice03:59 Leadership And Building Client Trust07:33 Scaling With Near Zero Attrition11:19 Strategy Over Returns That Matter15:58 How AI Is Changing Advice22:26 Why Staying Invested Wins———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.0.0 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.

If you've ever wondered how the pros really pick fund managers, this episode is for you.This week, we’re joined by Jo Cornwell, the Head of Manager Research at $34.5 billion managed account provider Evidentia Group.Plus, we discuss the red flags advisers should look out for when backing funds.In this episode:00:00 SMA Boom Explained03:23 Assessing Fund Managers09:02 Local vs Offshore Debate11:58 Culture Drives Performance13:56 Portfolio Construction Strategies18:42 Navigating Market Volatility22:38 Alignment and Growth Challenges23:03 Building a 3-Asset Portfolio25:13 Why Managed Accounts Matter📈 Stocks and ETFs Mentioned: Magellan Financial Group (ASX: MFG), Platinum Asset Management Limited (ASX: PTM)This episode was recorded on the 8th of April———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.0.0 Total Hours Knowledge Requirements: Financial Planning (0.25 hour, Managed Investments (0.25 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.

$3.5 to $5 trillion is set to change hands in Australia by 2034.For advisers, this is a once-in-a-generation client acquisition opportunity.In this episode, Ally Selby sits down with Candice Bourke, Senior Investment Adviser at Shaw & Partners, who has built a $600 million advice business alongside Felicity Thomas. Candice how advisers can position themselves to capture intergenerational wealth- particularly as more women take an active role in their financial future.She also unpacks how she’s guiding clients through today’s market volatility, including her “traffic light” framework for decision-making, and why communication, not portfolio changes, is often the most valuable lever in uncertain timesIn this episode:00:00:00 The $5 Trillion Wealth Shift00:02:57 Scaling A $600 Million Book00:05:25 Closing The Gender Wealth Gap00:07:58 Capturing The Next Generation00:12:01 AI Versus Human Advice Edge00:15:40 Investing Through Market Chaos00:20:12 What Clients Need Most NowThis episode was recorded 23rd March 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 HoursKnowledge 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.