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PODCAST

IFA Talk

IFA Magazine‘s ground-breaking weekly editorial podcast, which breaks down the news that is shaping the global investment and economic landscape.Featuring exclusive conversations with the most influential voices in financial services.

business investing

All Episodes

31:22

Podcast #71 - Applying patience and a long-term...

IFA Talk ·

2024/01/24

On this week’s edition of IFA Talk, we invited back a guest from one of our most popular podcasts of 2023, Jordan Sriharan, fund manager at Canada Life.

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15:21

Mortgage & Property podcast #4: Managing clients’...

IFA Talk ·

2024/01/15

Our podcast guest today is Jaxon Stevens, Sales Director at Tuscan Capital. Tuscan are providers of short term bridging finance and Jaxon has got plenty of experience in this specialist market, as this conversation goes to prove!

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21:32

Podcast #70 Why impartial financial literacy matters...

IFA Talk ·

2024/01/10

Joining Sue and Brandon on today’s podcast episode is Kristen Cunliffe DipPFS. As an IFA herself and Managing Director at Red Star Wealth she’s clearly got all the technical know how. However, Kristen also runs Red Star Education – a company that aims to develop financial literacy skills for all.

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25:27

Podcast #69: What might the future of financial...

IFA Talk ·

2024/01/03

Sue and Brandon’s very first podcast guest of 2024 is someone who has strong views on the subject and a passion to drive progress – something he’s been working at for many years. No doubt, he’ll be well known to many IFA Magazine readers and podcast listeners, as our guest today is the one and only Ian McKenna of advisersoftware.com

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18:36

Podcast #68: Why you shouldn’t dismiss investing in...

IFA Talk ·

2023/12/13

Sue and Brandon’s podcast guest this week is Jian Shi Cortesi. Jian is Investment Director at GAM, where she’s a member of their Global Growth Equity team and manages China and Asian equity funds too.

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13:58

Podcast #67: Running an advice business – with...

IFA Talk ·

2023/12/06

This week Sue and Brandon speak to Ahmed Bawa, the CEO at Rosemount Financial Solutions (IFA), one of the largest independent mortgage and financial planning networks in the UK, about how they are managing to successfully run their advice business

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21:27

Podcast #3: The popularity of self-build and...

IFA Talk ·

2023/12/04

In this month’s Special Mortgage and Property edition of IFA Talk, Sue and Brandon dive into the world of self-builds with Tony Hall, Head of Business Development at the building society, Saffron for Intermediaries.

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18:52

Podcast #66: Dealing with Property Wealth as part of...

IFA Talk ·

2023/11/29

This week Sue and Brandon spoke to Roland Whyte, who is the Founder and CEO of Nokkel. Nokkel recently carried out a very interesting piece of research called the ‘Home Wealth Research Report’ in partnership with FNZ, with the actual in-depth research done by The Lang Cat. The research gauged advisers’ views on how housing wealth is being handled as part of the financial planning process and in particular explored property as a potential asset with which to fund retirement. With growing concerns

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15:41

Podcast #65: Working well with a wealth management...

IFA Talk ·

2023/11/22

On today’s IFA Talk podcast, Sue and Brandon are discussing this brave new world of wealth management and some of the challenges and opportunities created by working well with a wealth management partner.

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14:20

Podcast #64: What’s in a name? How and why leading...

IFA Talk ·

2023/11/15

In this week’s IFA Talk Podcast, Sue and Brandon are looking at investment through the interesting lens of the world’s leading consumer brands.

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14:24

Mortgage and Property Monthly Podcast #2: Supporting...

IFA Talk ·

2023/11/08

With affordability as well as the supply of suitable properties posing particular challenges for first time buyers, Brandon and Sue speak to Jonathan Stinton, Head of Intermediary Relationships at Coventry Building Society.

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21:01

Podcast #63: Avoiding costly mistakes when choosing a...

IFA Talk ·

2023/11/01

In this week’s IFA Talk podcast, Sue and Brandon are talking to Ian Partington, CEO at investment platform and investment software business, Third Financial.

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22:01

Podcast #62: The future of advice and the use of...

IFA Talk ·

2023/10/25

Chris Kenning, CEO at fintech, Stubben Edge, is our Podcast guest this week. In this conversation with Sue Whitbread, Chris explains why he believes that there’s still further to go in our use of tech and how it can already provide more solutions to the many business challenges which IFAs are facing today.

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21:36

Podcast #61: Is 2023 the year of the bond? Talking...

IFA Talk ·

2023/10/18

In this week’s IFA Talk Podcast, Sue and Brandon are talking Fixed Income with this week’s guest, Robert Alster, CIO of Close Brothers Asset Management.

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18:23

Podcast #60: Finding your niche as an adviser – the...

IFA Talk ·

2023/10/11

While many financial advisers and planners are generalists, others prefer to specialise in advising particular groups/professions – and they will often gain real synergies from doing so. Their specialism could be in advising dentists, teachers, doctors etc. But what are the benefits of having such specialist knowledge about particular types of professionals or individuals? No, Sue Barker hasn’t made a comeback via IFA Talk, but on this week’s IFA Talk Podcast, Brandon and (our) Sue’s guest is

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15:01

Podcast #59: Why do clients choose to HIRE a...

IFA Talk ·

2023/10/04

Samantha Lamas, Senior Behavioural researcher and Danielle Labotka, Behavioural Scientist at Morningstar, have returned to discuss yet another element of their research with Sue and Brandon. This time, Samantha and Danielle have been delving into the reasons why clients might decide to HIRE a professional financial adviser in the first place.

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13:02

Podcast #1 Mortgage and Property Monthly: Is AI here...

IFA Talk ·

2023/10/02

In this, our very first Mortgage and Property special episode, we’re taking a look at the role which artificial intelligence – or AI – might play within the advice community. Brandon and Sue’s guest this week is mortgage tech guru, Thora Kehoe. Thora is Chief Product Officer at mortgage tech platform Smartr365 – an end-to-end mortgage and protection platform connecting advisers, estate agents and home buyers.

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12:59

Podcast #58: IHT planning, PETs and the importance of...

IFA Talk ·

2023/09/27

On this latest IFA Talk Podcast we’re talking IHT planning, but with particular focus on the importance of Gift Cover – and we’re using that term purposely, as opposed to Gift Inter Vivos Life Insurance. That’s because there are some technical intricacies here that we explore in the conversation. Sue and Brandon’s guest this week is an adviser who’s an expert in these matters and it’s Jonathan Morris, Senior Associate at specialist protection assurance adviser, John Lamb Hill Oldridge.

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14:29

Podcast #57: Mind the Gender Pensions Gap...

IFA Talk ·

2023/09/20

In this insightful conversation, Caitlin Southall outlines not only the crux of the gender pensions gap problem, something she is clearly very passionate about, but also some of the ways in which a multi-faceted approach – with providers, the advice community and government working together – could look to help solve it.

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18:56

Podcast #56: Tales of the Unexpected - Global market...

IFA Talk ·

2023/09/13

What’s really going on in today’s global markets? On today’s IFA Talk, Sue and Brandon wanted to get to the bottom of some of the main things which might be on advisers’ minds just now. Refreshingly, you can forget technospeak and market jargon, today’s guest is Bill Blain, Strategist at Shard Capital, which guarantees an honest and properly down to earth assessment of what’s going on.

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215 results

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