Exclusives
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The power of people: how culture and trust shape successful IFA acquisitions
For over two decades, AFH Wealth Management has been steadily acquiring IFA firms, building a business that prioritises long-term stability, strong cultural…
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The importance of remaining invested
Market volatility can shake client confidence, but history shows that staying invested is key to long-term success. In this article, Brooks Macdonald’s…
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Retirement fears are rising: but are you ready with the right retirement strategy for your client?
With nearly two thirds of UK adults fearing they’ll run out of money in retirement, advisers are under pressure to offer stable,…
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Estate planning with heart – how award-winning Chartered Adviser Rhiannon Gogh’s personal experience led to positive change for vulnerable clients
In 2016, when Rhiannon started researching Special Needs Planning, she was met with many curious looks from the professionals she mentioned it…
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What to be aware of when contesting a will
Written by Jenny Ray, Partner at DMH Stallard Financial advisors should be mindful of the growing risk to financial planning strategies involving…
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I’m a clinical expert: Here are eight ways to help your client if you suspect cognitive decline
Written by Beth Yolland-Jones, Clinical Lead at duty of care assessment company Comentis There are three recognised states of cognitive decline; normal…
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The FCA’s five-year vision: an opportunity for firms to reimagine regulation, according to Bernadine Reese, Protiviti
Let’s be honest—when someone says “regulation”, many people in the industry can disengage. But for Bernadine Reese, Managing Director of the Risk…
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Government’s consultation on agricultural and business property reforms: how will this affect inheritance tax?
On 7 April 2025, the Department for Environment, Food & Rural Affairs (‘DEFRA’) published its Farming Profitability Review, adding further dialogue to…
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Highlights of our April IFA Talk podcast guests and topics
After a whirlwind March – both in and out of the IFA Talk studio – we’ve turned the page on another tax…
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Smoothed funds: charting a steady path through increasingly uncertain times
‘Smoothing the way’, the new study from Wesleyan and the Lang Cat reveals that advisers recognise benefits of smoothed funds but are put off by complexity…
IFA Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
