Partner Insights
-

Podcast #149: Smarter retirement strategies for your clients, with Andrew Lewis, Senior Investment Director at Brooks Macdonald
In this week’s episode of IFA Talk, Matt Williams and Jenny Hunter dive into one of the most important and complex areas…
-

2025/26 Managed Portfolio Services (MPS) Insights
Welcome to our 2025/26 edition of Managed Portfolio Services (MPS) Insights – a refreshed and reimagined publication that we have developed with…
-

Why Brooks Macdonald’s retirement strategies could be timelier than ever
With sweeping demographic change and evolving regulation reshaping retirement planning, advisers are being called upon to do more than ever to help…
-

AFH Wealth Management publishes first IFA acquisitions white paper
AFH Wealth Management has commissioned a first-of-its kind white paper which explores the world of Independent Financial Adviser acquisitions. The landmark paper…
-

Long-term thinking in a short-term world: the value of capital market assumptions in multi-asset portfolios, with Scottish Widows
In a world where headlines often drive short-term market reactions, staying focused on long-term investment goals can be challenging. In the following…
-

Fixed income’s resurgence: why wealth managers should rethink allocations with PIMCO’s global lens
After a decade in which equities and alternative assets dominated portfolios, fixed income is firmly back in the spotlight. With interest rates…
-

TEI Podcast #8: Navigating a shifting IHT landscape with confidence; Pensions, IHT and the upcoming budget, with Toyin Oyeneyin, Tax Product Specialist at Octopus Investments
In this month’s Tax-Efficient Investment Magazine (TEI) special edition of IFA Talk, Matt and Sue take a look back at some of…
-

A fixed income strategy seeking to outperform markets across multiple credit and rate cycles
The L&G Strategic Bond Fund hit £1billion in assets under management earlier this year – a key milestone reflecting its continued growth…
-

An active and unconstrained approach to fixed income investing
Financial markets have been a rollercoaster in recent years; and no-one knows the twists and turns of the track ahead. The volatility,…
-

Podcast #145: Delivering value through multi-asset investing; a look inside the Scottish Widows Managed Growth Funds with Mithesh Varsani, Head of Investment Solutions
Multi-asset investing continues to sit at the heart of effective portfolio construction, helping advisers deliver diversification, risk alignment and consistent outcomes for…

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.








