Latest Podcast Episodes
M&P Podcast #6 Sustainability special: How can retrofitting shake up the mortgage market? With Mike Lindsay-Bailey and Thomas Farquhar
In this eco-friendly edition of our IFA Talk Mortgage and Property special podcast, Sue and Brandon have two great guests to share their knowledge and insight about retrofitting homes and installing energy-saving tech – and the financing of such projects. Today’s...
Podcast #77: Later-life finance options for clients. With Standard Life Home Finance’s Kay Westgarth
Helping older clients to raise finance is becoming an increasingly important part of the advice process. Our guest on IFA Talk today is Kay Westgarth, Sales Director at Standard Life Home Finance. Kay is highly experienced in this area and is keen to raise...
Podcast #76: SDR labels – the future of the UK sustainability-labelled funds landscape. With Morningstar’s Hortense Bioy
Sustainability is back under the microscope after the FCA recently unveiled its Sustainability Disclosure Requirements (SDR) and investment labels regime for investment products. It’s aimed at improving the transparency of sustainable investment products and...
Podcasts
IFA Talk is our flagship podcast, designed to fit perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.
Podcast #66: Dealing with Property Wealth as part of the financial planning process: with Roland Whyte
Housing wealth can often be overlooked in the financial planning process, as homes are usually considered ‘off-limits’ and illiquid...
Podcast #65: Working well with a wealth management partner – with Charles Stanley’s Tom Hawkins
With 2024 just around the corner, advice firms are busy reviewing their business strategy for the year ahead. One key area which advice...
Podcast #64: What’s in a name? How and why leading consumer brands can offer great investment potential – with Artemis’ Swetha Ramachandran
In this week’s IFA Talk Podcast, Sue and Brandon are looking at investment through the interesting lens of the world’s leading consumer...
Mortgage and Property Monthly Podcast #2: Supporting First Time buyers in the mortgage market with Coventry Building Society’s Jonathan Stinton
Property is a hot topic, especially with persistently high interest rates and record levels of inflation fueling interest. But this...
Podcast #63: Avoiding costly mistakes when choosing a wealth management partner – with Third Financial’s Ian Partington
The use of platforms-and technology more broadly-have been transformative for the financial advice and wealth management professions in...
Podcast #62: The future of advice and the use of technology – with Chris Kenning, Stubben Edge
In this week’s IFA Talk podcast, we’re looking at the growing use of technology within financial services businesses. It’s been happening...
Podcast #61: Is 2023 the year of the bond? Talking Fixed Income with Robert Alster, CIO, Close Bros AM
After a somewhat troubled year for fixed income in 2022, the sector has been pick of the pops this year for many advisers investment...
Podcast #60: Finding your niche as an adviser – the benefits of being a specialist adviser with Macey Greenall DipPFS
While many financial advisers and planners are generalists, others prefer to specialise in advising particular groups/professions – and...
Podcast #59: Why do clients choose to HIRE a professional adviser? With Morningstar’s Samantha Lamas and Danielle Labotka
Back in August on IFA Talk episode #52, Brandon and Sue had an excellent conversation about why clients decide to fire their adviser. It...
Podcast #1 Mortgage and Property Monthly: Is AI here to replace or assist mortgage advisers? With Smartr365’s Thora Kehoe
With the continuing success of our weekly IFA Talk podcasts, we’re really excited to bring you a brand new monthly podcast special. On the...
Most Popular this week
Santander UK reduces selected fixed mortgage rates by up to 0.24% and launches new buy-to-let tracker products
Santander UK has today made reductions to selected fixed rates across its purchase, remortgage, and buy-to-let range. It is also launching a...
How could Iran’s attack on Israel affect markets?
Analysis from John Plassard, senior investment specialist at Mirabaud Group, into how Saturday night's attack by Iran on Israel might affect...
The Leasehold and Freehold Reform Bill Beyond Headlines
Removal of the two-year qualification period is welcomed as a sensible step forward by Association of Leasehold Enfranchisement Practitioner...
UK inflation down to 3.2% – but what does it mean for interest rates? Analysis from across the industry
This morning, the Office for National Statistics has reported the latest UK CPI inflation data, showing that prices rose by 3.2% during the...
2023 another record year for group risk market – Swiss Re
The UK group risk market saw another record year of growth in 2023, according to Swiss Re’s annual Group Watch report published today. The l...
Defaqto reveals top 10 recommended MPS investments in Q1 2024
Defaqto, one of the UK’s most trusted sources of financial product and market intelligence, has identified the top 10 most recommended platf...
House prices skyrocket at faster rate than wages in these English areas
The London Borough of Barking and Dagenham has seen the most significant decline in homeownership affordability over the last decade in Engl...
UK businesses record a 55% increase in sick leave
New analysis of over 1,700 businesses has revealed that the average business has seen a sharp rise in sick leave - with 55 percent more days...
I&P Podcast #3: Family Income Benefit – an under-advised protection product with Shelley Read, Royal London
Insurance and Protection, Podcasts
This week we will be taking a look at a much under-advised protection product, Family Income Benefit (FIB). Protection planning, can at time...
Twenty7tec unveils FINPLAN wealth solution for financial advice businesses
Leading advice tech business Twenty7tec has announced the launch of FINPLAN Wealth today, a sophisticated web-based practice management and...