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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.

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All Episodes

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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22:27

Podcast #89: Are we set for more market volatility?...

IFA Talk ·

2024/08/21

Sue and Brandon’s guest on this week’s IFA Talk podcast is Huw Davies, an Investment Manager in the Fixed Income - Absolute Return team, at Jupiter Asset Management.

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16:23

I&P Podcast #7: How can advisers help clients...

IFA Talk ·

2024/08/14

In this week’s edition of the podcast, Sue and Brandon are turning their attention to end of life planning. Specifically, about how advisers can help clients to prepare for that eventuality. Their expert guest is Mark Wood, Chairman at Funeral Concierge Service, Everest.

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16:08

Podcast #88: Consumer Duty one year on - has it...

IFA Talk ·

2024/08/07

As we look back on the first year of the FCA’s new Consumer Duty, we wanted to find out what it has actually meant for IFA and wealth management businesses in practice. Questions like what does Consumer Duty look like for advisers now? What’s actually changed on the front line within advice businesses? Were advice firms really ‘already doing it’ as was often suggested? What about technology? How has that adapted? These were all on our mind.

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20:28

Podcast #87: Consumer Duty one year on - Is it doing...

IFA Talk ·

2024/07/31

In this week’s IFA Talk podcast Sue and Jenny are marking the first anniversary of the Consumer Duty by exploring what the new reality has actually been like for financial advisers over this past year. So, is it doing what it says on the tin?

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17:34

M&P Podcast #9: The role of building societies in the...

IFA Talk ·

2024/07/24

On today’s episode of IFA Talk, we bring you a mortgage and property special with a focus on the role of building societies in the specialist lender market and the mortgage market in general. To help us through this discussion, our guest this week is Laura Sneddon, Head of Mortgage Sales and Distribution at Hinckley and Rugby Building Society.

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12:18

Podcast #86: Succession shares their strength and...

IFA Talk ·

2024/07/17

This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers & Acquisitions (M&A). More and more businesses are choosing to explore a potential merger or sale of their companies, whether it be due to upcoming retirements or increasing regulatory costs, as a way of ensuring their and their client’s legacies can continue.

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21:08

Podcast #85: Axyon AI explores the transformative...

IFA Talk ·

2024/07/10

This week’s podcast will be focusing on a hot topic of the moment, AI and how this impacts the investment industry. We are living in a world of rapid technological innovation, where AI is on an exponential upward curve. The asset management industry stands on the edge of a transformation and has potentially a lot to benefit from these advancements.

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15:53

I&P Podcast #6: Getting it right first time – the...

IFA Talk ·

2024/07/03

Insurance and protection as part of financial planning can often be overlooked or treated as an afterthought when in reality it should form part of the cornerstone of financial planning for many clients. So, on this week’s podcast Jenny and Brandon focus on insurance and protection, and in particular policy ownership, with their guest Gregor Sked, Senior Protection Technical Manager at Royal London.

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20:56

Podcast #84: What does the FCA’s Retirement income...

IFA Talk ·

2024/06/26

Has your client retirement proposition evolved following the publication of the FCA's thematic review of retirement income advice? In March, the FCA wrote to the Chief Executives of financial advice firms asking them to review their processes when providing retirement income advice. This thematic review has pretty massive implications for the advice profession. The regulator will be looking for clear evidence that advice firms are heeding its messages, making sure that they are delivering robust

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22:34

Podcast #83: Purely Paraplanning - The lang Cat’s...

IFA Talk ·

2024/06/19

Are you a paraplanner? Or maybe you’re an adviser or wealth manager who works with paraplanners? If so, this week’s podcast is for you. This week, Sue and Brandon speak to The Lang Cat’s Steve Nelson about their sixth annual State of the Advice Nation report – all about Paraplanning. It’s refreshing to hear such an influential and successful organisation highlighting what can often be an underrepresented profession within financial services. Steve was a pleasure to have on the podcast and his

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17:09

I&P Podcast #5: Why protection is the key to your...

IFA Talk ·

2024/06/12

On this, the latest Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the highly charismatic and influential voice that is Rose St Louis, Protection Director at Lloyds Banking Group.Their conversation with Rose, formerly a financial adviser herself, is perfect for today’s Consumer Duty landscape. Not only does it delve into the importance of financial resilience and all-round holistic advice - but the conversation also draws out plenty of practical

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22:37

Podcast #82: What have been the main impacts of...

IFA Talk ·

2024/06/05

Sue and Brandon’s guest on this week’s IFA Talk is Gillian Hepburn, Commercial Director of Benchmark, a leading provider of financial planning solutions and a part of the Schroders Group. In this episode, their conversation drills down into why Consumer Duty is about evolution not revolution and also some of the finer points about how the industry is adapting to life in this new regulatory environment, including the increased drive towards networks.

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26:21

Podcast #81: Should CGT replace IHT? Talking tax...

IFA Talk ·

2024/05/29

Sue and Brandon’s guest on the podcast today is Tom Adcock, Tax Partner at Gravita – and a former HMRC tax inspector.

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19:42

I&P Podcast #4: What do protection policies mean for...

IFA Talk ·

2024/05/22

In this week’s Insurance and Protection special edition of our IFA Talk podcast, Sue and Brandon’s guest is Ryan Griffin. Ryan is Protection Director at dedicated life insurance provider, Beagle Street.

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14:39

Podcast #80: Why MPS providers aren’t all the same -...

IFA Talk ·

2024/05/15

Sue and Brandon’s guest this week is Paul Hogg, Head of Distribution at 8AM. 8AM are providers of data-driven investment solutions in the model portfolio space, with a clear evidence and outcomes based focus.

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15:42

Podcast #79: Is it time to rethink property funds?...

IFA Talk ·

2024/05/08

In this conversation with Sue and Brandon, Matthew Norris, Head of Real Estate Securities and adviser to the VT Gravis Digital Infrastructure Income and VT Gravis UK Listed Property strategies at Gravis, drills down into exactly how it’s changed, into why it’s no longer about offices and shopping centres. As he explains, it’s now all about next generation property, about REITs and how the fourth industrial revolution is changing the way we work, live and play.

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14:32

M&P Podcast #8: The importance of having a survey...

IFA Talk ·

2024/05/01

Our guest on this week’s special Mortgage and Property edition of IFA Talk is Matthew Cumber, MD of Countrywide Surveying.Countrywide are one of the largest surveyors in the UK with around 500 employed surveyors on the team. Tune in to hear Matthew explaining in detail to Sue and Brandon all about the different types of survey that buyers can choose and what the downside risks are of making the wrong decision.

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15:24

Podcast #78: Is now the time for more defensive...

IFA Talk ·

2024/04/24

In today’s podcast, Sue and Brandon thought it was the ideal time to talk about defensive assets and find out where there might be some decent investment opportunities for those looking to diversify their portfolios just now. This week’s guest– a friend of the podcast as this is his third time on IFA Talk - is Jason Borbora Sheen, Diversified Income Fund Portfolio manager at Ninety One. In this broad ranging conversation, Jason gives us his practical take on gilts, bond markets more broadly and

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208 results

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