This week on IFA Magazine’s IFA Talk podcast, we explore what keeps advisers loyal to discretionary fund managers, how retirement income planning is evolving, and whether smaller independent IFAs can still compete in a rapidly changing advice market.
To discuss this further, Meg Bratley and Jenny Hunter are joined by Ian Kloss, Head of Intermediaries at RBC Brewin Dolphin, to unpack some of the biggest themes currently shaping the adviser landscape.
What does this episode feature?
- What really drives long-term adviser loyalty to a DFM
- Why retirement income planning has become more challenging
- Whether smaller independent IFAs can still compete amid market consolidation
- How client expectations of advisers and DFMs have evolved over time
- Ian’s key takeaway for advisers navigating today’s market
The conversation explores what really strengthens long-term relationships between advisers and DFMs, and why factors such as service, trust, communication and consistency are often just as important as investment performance.
Be sure to check out this episode and all other episodes of IFA Talk on Spotify, Apple Podcasts, and Amazon!
Also, listen to the episode with Minerva, mentioned in this podcast, by clicking here!
Ian Kloss
Ian joined RBC Brewin Dolphin in 2021 and has been responsible for leading some of our largest Intermediary partnerships as well as driving Intermediary Sales in the UK & EU. His career spans over 20 years in regulated financial services, including the advisory, investments, insurance and banking sectors in the US, UK, Hong Kong and Singapore.
Ian currently leads the RBC Brewin Dolphin Intermediaries team and is in charge of commercial direction, strategy, propositional development and governance of the intermediary division to deliver continued growth through the value of advisory partnerships.
Disclaimer
IFA Talk is for financial professionals only. All material has been carefully checked for accuracy, but no responsibility can be accepted for inaccuracies. Wherever appropriate, independent research and whatever necessary legal advice should be sought before acting on any information contained in this podcast.
Value of investments and income from them go down as well as up, so you may not get back the amount you originally invested.
