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IFA Talk

IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.

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All Episodes

20:44

Podcast #104: Partnering for success – working with a...

IFA Talk ·

2025/01/22

On this week’s IFA Talk podcast, Sue and Brandon sit down with Andrew Rockey, Head of Investment Solutions, and Tom Ball, Investment Solutions Director at Brooks Macdonald. Together, they explore how advisers can navigate today’s challenges and uncover opportunities to deliver effective, client-focused investment solutions.

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23:26

Podcast #103: What might Trump 2.0 mean for...

IFA Talk ·

2025/01/15

Sue and Brandon’s guest on this week’s IFA Talk Podcast is Mark Sherlock, Head of US equities at Federated Hermes. In this episode, Mark tells us why he’s generally feeling positive about US investment prospects – particularly in the small and mid-cap arena where valuations remain compelling.They discuss some of the uncertainties as well as risks that lie ahead as well as some of the reasons to be optimistic that 2025 will provide plenty of opportunity for active managers to deliver alpha.

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19:43

Podcast #101: The challenges of being a director in...

IFA Talk ·

2025/01/08

In this episode of IFA Talk, Glamis IFA's Charles Chami, an IFA based in Bristol, discusses some of the many challenges he faces in his role as an IFA and as a director of a directly authorised business. Charles reveals what it was like moving from working an investment bank into the world of financial advice and what some of the biggest challenges are whilst being an IFA and a director in a directly authorised firm. Also in the discussion, Sue and Brandon ask Charlie about the trials and

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16:27

I&P Podcast #9: Income protection with Lloyds Banking...

IFA Talk ·

2024/12/18

When it comes to insurance, your clients almost always think about protecting their homes, cars, businesses and even lives but often neglect to shield the thing that makes that all possible, their income. On the show today, Sue and Brandon welcome back Rose St Louis, Protection Director at Lloyds Banking Group – someone who is particularly passionate about the need for protection and always has plenty to say! This week they’re talking income protection, why it’s important and how advisers can

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18:13

GBI Special: Powering the future and navigating the...

IFA Talk ·

2024/12/11

Welcome to a special episode of IFA Talk, brought to you in partnership with GBI Magazine. In this week’s podcast, we’re diving headfirst into one of the most pressing and exciting topics of our time—how we’re powering the future and navigating the energy transition. Hosted by Matt Williams, Content Editor at GBI and IFA Magazine, alongside IFA Magazine’s Senior Financial Journalist Jenny Hunter, this episode brings together two exceptional guests from Blackfinch. Joining the conversation are Dr

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27:55

Podcast #100: Women and financial advice – are...

IFA Talk ·

2024/12/04

In this episode of IFA Talk, we're getting into a topic that’s been stirring up some serious conversation in the financial world—how well are advisers really connecting with their women clients? Jenny Hunter, our Senior Financial Journalist, and Editor Sue Whitbread dig into some eye-opening research called "Women and Financial Advice."

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11:06

M&P Podcast #12: Exploring opportunities in...

IFA Talk ·

2024/11/27

Welcome to this week’s Mortgage & Property edition of IFA Talk! In this episode, we dive into the exciting world of later-life lending—a sector experiencing rapid growth and opening up incredible opportunities for advisers and their clients.Joining us is Dave Harris, CEO of specialist later life lender, more2life. With his wealth of experience and optimism about the future, Dave shares insights on the evolution of later-life lending products and how these changes are creating new possibilities

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19:18

Podcast #99: Opportunities for closing the advice gap...

IFA Talk ·

2024/11/20

Our guest on this week’s IFA Talk is Ruth Handcock, Chief Executive of Octopus Money – and someone who’s always been so passionate about the future of financial advice as she makes so clear in this conversation. During her chat with Sue and Brandon, Ruth explains how by using a combination of coaches (aka humans!) and great tech, Ruth and her team at Octopus Money is now partnering with financial advice businesses to deliver practical and cost effective solutions to these big challenges.

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19:53

Podcast #98: What can we expect from markets in...

IFA Talk ·

2024/11/13

In this week’s show, Sue and Brandon talk to Shanti Kelleman firstly to reflect on some of the ideas her and her team got right in 2024. They progress to talk about her thoughts on some of the possible positive events she’s seeing ( spoiler alert – look out for some surprises here!), then it rolls into where some of the key risks might lie and how she and her team use these ideas to create diversification within portfolios.

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14:53

Podcast #97: IFA Talk’s Budget Special | What do...

IFA Talk ·

2024/11/06

In this week’s special edition of our IFA Talk, Sue and Brandon focus on the measures announced in last week’s budget that are of most relevance to advisers and their clients. Chancellor Rachel Reeves’ first budget was always going to involve some big decisions. And big was what she delivered - announcing the biggest budget tax rises we’ve seen in the modern era - at a whopping £40bn. Whether it’s employer NICs, IHT, CGT, pensions, the property market, gilts etc. the chancellor has given advisers

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12:37

M&P Podcast #11: Why are long-term fixed rate...

IFA Talk ·

2024/10/30

We’re used to seeing fixed rate mortgages being offered for a 2 year term or even up to 5 years but recently the market has been moving to offer even longer fixed rate products. Sue and Brandon’s guest on today’s Mortgage & Property special edition of the IFA Talk podcast is really on top of all this and she is Rachael Hunnisett, Director Of Mortgage Distribution at April Mortgages. April is a lender which specialises in longer term fixes – and in her role there, Rachael is very much involved

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16:05

I&P Podcast #8: Unlocking the power of Business...

IFA Talk ·

2024/10/23

In this episode of IFA Talk, Jenny and Brandon dig into the topic of Business Protection and why it’s something advisers shouldn’t overlook. In fact, it’s something that should be at the forefront of planning for businesses to have the right cover in place to protect both the company and its clients when the unexpected happens.

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19:46

Podcast #96 - Revitalising UK REITs: The factors...

IFA Talk ·

2024/10/16

Welcome to our latest IFA Talk podcast! In this episode, we dive into the evolving landscape of UK Real Estate Investment Trusts (REITs), which have faced recent challenges but currently show signs of revitalisation. Joining us is Matt Norris, Head of Real Estate Securities at Gravis, who will walk us through seven key factors that could spark a positive shift in the sector, beginning with the impact of declining interest rates.

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23:11

Podcast #95: Why your advice business needs to take...

IFA Talk ·

2024/10/09

Getting to grips with marketing is the subject for this week’s IFA Talk. Sue and Brandon’s guest is Nicola McCoosh. Nicola is founder of Yada Yada Finance, a financial marketing business based in Northern Ireland. It was set up by Nicola – a seasoned marketing professional herself- to help financial services firms to bridge the gap between the needs of the business and needs of the clients which that business serves.

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18:41

Podcast #94: Boosting the uptake of advice in the...

IFA Talk ·

2024/10/02

In this episode of IFA Talk, we are joined by TPT's Philip Smith to discuss the main reasons why so few people approaching retirement will use an adviser, how advisers can boost the uptake of professional advice at this key point and also set out a wish list for what some the biggest priorities might be for the new Labour government when it comes to DC schemes.

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13:33

Podcast #93: What practical AI solutions look like,...

IFA Talk ·

2024/09/25

In this episode of IFA Talk, Jenny and Brandon delve into the rapidly evolving world of AI within financial services—a sector ripe with opportunities for innovation. Despite the buzz around AI, many advice firms are still navigating how to translate talk into tangible, practical solutions. Thankfully, we had Arran Kingston, Founder and CEO of 4admin, join us to share how his company is doing just that. P

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15:34

Podcast #92: AIM IHT Solutions - Combining Growth...

IFA Talk ·

2024/09/18

Joining us is James Rae, Head of the AIM Inheritance Tax Service at Charles Stanley—one of the UK’s leading wealth management firms. Charles Stanley’s award-winning AIM service has helped countless advisers, and their clients navigate the complexities of IHT planning. In this episode James will share his insights on how this service works, what makes it stand out, and how advisers can confidently offer it to their clients. He also very kindly looks into the future to give us his opinion on what the

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13:12

M&P Podcast #10: Helping first time buyers achieve...

IFA Talk ·

2024/09/11

Welcome to our latest IFA Talk podcast – which this week is our latest Mortgage and Property special edition. On our agenda today, are the MANY challenges facing first time buyers in the property market, which are amongst the most difficult they’ve faced for over 70 years.

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15:18

Podcast #91: How to break down barriers and...

IFA Talk ·

2024/09/04

In this week’s episode of IFA Talk, we tackle a pressing issue: the financial advice gap. Did you know that in 2023, 10 million people sought financial advice, but only 4 million received it? That leaves a staggering 6 million people without the guidance they need. Brandon and Jenny sit down with Karen Barret, CEO and Founder of Unbiased, to explore what’s preventing financial advisers from reaching more people and the barriers standing in their way.

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15:08

Podcast #90: The 2024 Game Plan: Markets, Politics,...

IFA Talk ·

2024/08/28

In this week's episode, Brandon and Jenny chat with Jordan Sriharan, a Fund Manager at Canada Life Asset Management, to break down what’s ahead for the rest of 2024. Jordan talks about all the big stuff, such as how fund managers like himself are adjusting to all the shifting pieces in the markets, changes in UK interest rates and what the upcoming U.S. election could mean for global markets. These are shaping how people are thinking about strategy, risk management, and asset allocation during

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206 results

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