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Podcast
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Podcast #96 – Revitalising UK REITs: The factors driving change in real estate with Matt Norris from Gravis
Welcome to our latest IFA Talk podcast! In this episode, we dive into the evolving landscape of UK Real Estate Investment Trusts…
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Podcast #95: Why your advice business needs to take marketing seriously – and how to be better at doing it
If we’re honest, we know that most financial advisers are absolutely brilliant at working ‘in’ their businesses and supporting their clients’ needs…
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Podcast #94: Boosting the uptake of advice in the approach to retirement, with TPT’s Philip Smith
Helping us to dig down into the topic of retirement is Sue and Meg’s guest on the IFA Talk podcast today, Philip…
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Podcast #93: What AI practical solutions look like, with 4admin’s Arran Kingston
In this episode of IFA Talk, Jenny and Brandon delve into the rapidly evolving world of AI within financial services—a sector ripe…
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Podcast #92: AIM IHT Solutions – Combining Growth Potential and Tax Planning, with Charles Stanley’s James Rae
Welcome to this week’s episode of IFA Talk! In this edition, Brandon and Jenny dive into a compelling investment strategy that blends…
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M&P Podcast #10: Helping first time buyers achieve their property goals with Purplebricks Mortgages’ Jo Pocklington
Welcome to our latest IFA Talk podcast – which this week is our latest Mortgage and Property special edition. On our agenda…
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Podcast #91: How to break down barriers and capitalise on the demand for financial advice – with Karen Barrett from Unbiased
In this week’s episode of IFA Talk, we tackle a pressing issue: the financial advice gap. Did you know that in 2023,…
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Podcast #90: The 2024 Game Plan: Markets, Politics, and the Rise of AI in Finance with Canada Life’s Jordan Sriharan
In this week’s episode, Brandon and Jenny chat with Jordan Sriharan, a Fund Manager at Canada Life Asset Management, to break down…
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Podcast #89: Are we set for more market volatility? With Jupiter AM’s Huw Davies
There’s been a lot going on with market moves of late with plenty of volatility to keep investment strategists on their toes.…
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I&P Podcast #7: How can advisers help clients navigate end of life planning? With Everest’s Mark Wood
As Benjamin Franklin famously said years ago… nothing is certain except death and taxes. Here on previous IFA Talk podcasts, we’ve spent…
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IFA Talk Podcast – listen to the latest episode
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Podcast #88: Consumer Duty one year on – has it really been a game changer for advice firms? With Matt Wood, MD at AMFA
As we look back on the first year of the FCA’s new Consumer Duty, we wanted to find out what it has…
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Podcast #87: Consumer Duty one year on – Is it doing what it says on the tin? with Dynamic Planner’s Chris Jones
On this week’s IFA Talk podcast Sue and Jenny are marking the first anniversary of the Consumer Duty which takes place today,…
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M&P Podcast #9: The role of building societies in the specialist lending market
On today’s episode of IFA Talk, we bring you a mortgage and property special with a focus on the role of building…
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Podcast #86: Succession shares their strength and passion for the present and future of the M&A market
This week on the IFA Talk Podcast, Jenny and Brandon explore a growing theme in the financial services industry: Mergers & Acquisitions…
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Podcast #85: Axyon AI explores the transformative impact of AI on the asset management industry
This week’s podcast will be focusing on a hot topic of the moment, AI and how this impacts the investment industry. We…
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I&P Podcast #6: Getting it right first time – the importance of policy ownership with Gregor Sked, Royal London
Insurance and protection as part of financial planning can often be overlooked or treated as an afterthought when in reality it should…
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Podcast #84: What does the FCA’s retirement income review mean for advisers? With BNY Investments’ Richard Parkin
Has your client retirement proposition evolved following the publication of the FCA’s thematic review of retirement income advice? In March, the FCA…
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Podcast #83 Purely Paraplanning: The lang cat’s Steve Nelson on the findings from the recent State of the Advice Nation report
Are you a paraplanner? Or maybe you’re an adviser or wealth manager who works with paraplanners? If so, this week’s podcast is…
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I&P Podcast #5: Why protection is the key to your clients’ financial resilience, with Lloyds Banking Group’s Rose St. Louis
On this, the latest Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the highly…
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Podcast #82: What have been the main impacts of Consumer Duty on advisers so far? With Benchmark’s Gillian Hepburn
Last year’s introduction of Consumer Duty was a massive regulatory change for advisers. But what have been the main impacts of it?…