Latest Episode
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 firms have been working on in recent years is the outsourcing of the investment/wealth management function– and carrying out due...
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 #58: IHT planning, PETs and the importance of gift cover – with financial adviser, Jonathan Morris
On this latest IFA Talk Podcast, we’re talking IHT planning, but with particular focus on the importance of Gift Cover – and we’re using...
Podcast #57: Mind the Gender Pensions Gap – with Caitlin Southall, Curtis Banks
While this week’s news that Automatic Enrolment is to be extended has been widely welcomed by the industry, the pensions gap remains a...
Podcast #56: Tales of the Unexpected – Global market analysis with a difference, with Bill Blain
What’s really going on in today’s global markets? On today’s IFA Talk, Sue and Brandon wanted to get to the bottom of some of the...
Podcast #55: Health and mental health in the workplace – why it matters and what you can do about it. With Amy McKeown
We always like to think that we have great guests on our podcast and this episode is certainly no exception. Today on IFA Talk, Sue and...
Podcast #54: Theory Vs Reality – why markets don’t follow the textbooks with Jordan Sriharan
In the investment world we love to talk about economic theory – but often we treat it as fact rather than theory. But when it comes to...
