Schroder Investment Solutions
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TEI Podcast #6: Navigating tax-efficient planning in an era of rising taxes with Diana French from Triple Point
In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into the topic of tax-efficient planning…
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Podcast #138: Rethinking PII with Lee Robertson on BareRock’s mission to reward quality advice
Professional Indemnity Insurance (PII) might not be the most glamorous of topics but it’s a crucial one for every financial advice firm.…
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NI&P Podcast #16: Providing understandable and valued protection advice, with LifeSearch’s Debbie Kennedy & Homeowners Alliance’s Paula Higgins
In this month’s special New Insurance & Protection episode of IFA Talk, we shine a light on client protection, something which concerns…
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Podcast #137: The real AI opportunity? Better workplace culture! With Jenny Segal and Annabel Gillard
This week on IFA Talk, we’re flipping the script on one of the biggest topics in financial services – AI. But rather…
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Podcast #136: Succession planning for business owners under the new IHT rules, with Bishop Fleming’s Peter Ball
In this week’s episode of IFA Talk, we dive into the world of taxes, following changes to IHT rules. Recent changes and…
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Podcast #135: Making the most of your first client meeting with Melissa Kidd, Director, Speaker and Soft Skills Specialist
In this week’s episode of IFA Talk, we’re shining a spotlight on one of the most important and often overlooked parts of…
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Wealth DFM Talk Podcast #2: Seeking out Asia’s hidden gems, with Aberdeen’s Gabriel Sacks
The latest episode of the Wealth DFM Talk podcast explores relatively untapped opportunities across Asian and emerging market equities. In this episode,…
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Podcast #134: The paraplanner’s path to leadership, with Stuart Coombe, Partner and Rural Specialist at Old Mill
In this week’s episode of IFA Talk, we’re taking a look at the journey from paraplanning to partnership – and who better…
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NI&P Podcast #15: Heroes in the middle – How advisers are powering better protection advice, with L&G’s Mike Pritchard
In this week’s special New Insurance and Protection edition of the IFA Talk podcast,we’re shining a spotlight on the vital role financial…
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Podcast #133: Tariffs, interest rates and gold – what’s next for markets? With Capital.com’s Daniela Sabin Hathorn
In this week’s episode of IFA Talk, we’re tackling some of the big themes dominating market conversations in 2025, notably tariffs, interest rates,…
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IFA Talk Podcast – listen to the latest episode
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M&PI Podcast #18: How mortgage tech is transforming the lending journey, with Finova’s Rowan Clayton
July’s special Mortgage and Property Investment edition of the IFA Talk podcast is now live. And it’s one not to miss if you’re a financial adviser…
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Re-thinking multi-asset portfolios – insight from Brooks Macdonald
As market dynamics shift in response to renewed inflation concerns, elevated US valuations, and a changing geopolitical landscape, multi-asset investors must rethink…
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Marlborough’s Nathan Sweeney highlights six key multi-asset considerations for today’s age of uncertainty
As macroeconomic uncertainty reshapes the investment landscape, traditional portfolio models are under strain. Nathan Sweeney, CIO of multi-asset at Marlborough, highlights six…
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IFA Magazine reader survey: what are advisers really thinking – and doing – about using multi-asset funds in 2025?
As readers will no doubt testify, multi-asset funds have long held their place in the investment toolbox for financial advisers and their…
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Royal London AM’s Trevor Greetham assesses managing investment risks in clients’ retirement portfolios – the pitfalls and solutions
The importance of managing downside risk during retirement has never been more critical. Recent stock market volatility and inflation risks from tariffs…
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Voices from the market: what the experts are saying about multi-asset investing
The multi-asset landscape has been turned on its head over the past few years. From geopolitical instability to persistent inflation and policy…
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Key issues shaping multi-asset investing in 2025 – analysis from Aberdeen’s Katie Trowsdale
As volatility continues to define markets in 2025, multi-asset strategies are proving their worth through flexibility, diversification and risk-aware positioning. In this…
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The rise of multi-asset investing: part 2 of Defaqto’s exclusive analysis
This is the 2nd part of the detailed analysis from Defaqto which was featured in our Multi-Asset Fund Insights publication, sponsored by…
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Investing in a complex world: Artemis’ Jack Holmes asks can complex alternatives help?
In an age of uncertainty and complexity, can the answer really be to keep things simple? In the following article, Jack Holmes,…
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Podcast #132: What’s next for VCTs after the sunset clause extension, with Chris Lewis, Chair of the Venture Capital Trust Association
In this episode of IFA Talk, Matt and Jenny discuss all things VCTs, following the extension of the sunset clause. Joining them…
