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...
In this week’s IFA Talk Podcast, Sue and Brandon are looking at investment through the interesting lens of the world’s leading consumer brands.  Artemis will shortly be launching a new global equity strategy which looks to tap into the investment potential of these...
Property is a hot topic, especially with persistently high interest rates and record levels of inflation fueling interest. But this economic environment only serves to make getting on the property ladder even more difficult for first-time buyers. With affordability...
The use of platforms-and technology more broadly-have been transformative for the financial advice and wealth management professions in recent years. But, for advice businesses, choosing a wealth management partner isn’t always a straightforward decision. In this...
In this week’s IFA Talk podcast, we’re looking at the growing use of technology within financial services businesses. It’s been happening...
After a somewhat troubled year for fixed income in 2022, the sector has been pick of the pops this year for many advisers investment...
While many financial advisers and planners are generalists, others prefer to specialise in advising particular groups/professions – and...
Back in August on IFA Talk episode #52, Brandon and Sue had an excellent conversation about why clients decide to fire their adviser. It...
While this week’s news that Automatic Enrolment is to be extended has been widely welcomed by the industry, the pensions gap remains a...
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 main...
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...
In our latest IFA Talk podcast, we are delving into the world of behavioural finance – to explore some of the reasons which lie behind...
The use of technology in a successful financial planning or advice business is crucial. And it’s getting more important by the day. But...
In this episode of IFA Talk, Sue and Brandon welcome HSBC Life’s Mike Furniss as they explore the valuable extra benefits of modern...
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