On this episode of the ifa Show, Forte Asset Solutions principal Steve Prendeville joins host Keith Ford to break down the advice sector M&A outlook and why the feared wave of exits never aligned with what he was seeing on the ground, particularly among advice business owners.

While consolidation is accelerating, Prendeville stressed that successful deals are less about headline price and more about cultural alignment, client continuity and protecting staff outcomes, with many advisers choosing to sell without exiting and remain in advice roles post-transaction.

Tune in to hear:

• Why adviser exits linked to the education deadline have been far lower than forecast.
• How rising fees and profitability are underpinning strong M&A activity, with demand from both private equity-backed groups and traditional buyer-to-buyer transactions.
• Why the bottom line price isn't always the biggest factor.

On this episode of the ifa Show, Omura Wealth Advisers director Terry Vogiatzis joins host Keith Ford to dive into why aggressive, growth-focused investing, smart tax structures and customised portfolios can dramatically change long-term outcomes.

Vogiatzis argues that for many younger investors, the real risk is being too conservative for too long, rather than riding out volatility in pursuit of higher compounding returns, and why it is vital to adapt an investment strategy that recognises that these clients are providing consistent inflows.

Tune in to hear:

• Why the real risk is for younger clients is being too conservative for too long.
• How compliance and fee pressures are reshaping advice.
• Why customisation and tax efficiency are critical for higher‑earning younger clients.

In this episode of the ifa Show, Vanguard Australia head of multi-asset solutions Matthew Cho joins host Keith Ford to unpack how advisers are rethinking portfolio construction amid rising regulatory demands, administrative complexity and broader market uncertainty.

With advisers under pressure to deliver tailored portfolios while preserving efficiency, Cho explains why scalable, rules-based investment solutions – particularly managed accounts and model portfolios – are becoming essential tools for modern practices.

Tune in to hear:

• How utilising a core–satellite approach can balance the goals of diversification, cost efficiency, and alpha generation.
• Why rising compliance load and limited time is driving advisers to scalable model portfolio solutions.
• The practical benefits that model portfolios can provide for both advisers and their clients.

Vanguard Investments Australia Ltd (ABN 72 072 881 086 / AFS Licence 227263) (Vanguard) is the Portfolio Manager of the Vanguard Core-Satellite Model Portfolios (Portfolios). Lonsec Investment Solutions Pty Ltd (LIS) (ABN 95 608 837 583) is engaged to provide investment advisory services in relation to the Portfolios. LIS is a Corporate Authorised Representative (CAR) of Evidentia Financial Services Pty Ltd (ABN 97 664 546 525 / AFS Licence 546217).