Sustainability is back under the microscope after the FCA recently unveiled its Sustainability Disclosure Requirements (SDR) and investment labels regime for investment products. It’s aimed at improving the transparency of sustainable investment products and...
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Podcast #75: Looking back at the Budget and ahead to International Women’s Day – an expert perspective, with Dynamic Planner’s Steph WillcoxÂ
his week’s IFA talk is a Budget Special! Where we highlight the changes announced in yesterday’s Spring Budget 2024 that advisers need to be most aware of. Joining Jenny and Sue this week is Steph Willcox, Head Actuary at Dynamic Planner. Bringing a wealth...
Podcast #74. What advisers need to know about gifts when IHT planning: With M&G Wealth’s Cat McInally
HT planning is always a key focus area for advisers  – but it can be complicated. Advising clients on making gifts is one of the key tools in the adviser’s IHT planning toolbox.  But it’s a matter for great care and attention as there’s so much technical information...
Insurance & Protection Podcast special #1 Delivering a great tech experience – with Magiclick’s Mark Lusted
In this week’s IFA Talk podcast, Sue and Brandon are looking at the world of technology, how the use of tech has changed so dramatically in recent years within both insurance and mortgage brokerages and also about how AI is already manifesting across the lending and...
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Podcast #73: How finding your niche can help you make a difference to your clients with Chartered Financial Planners Ian MacKendrick and Stephen FarnfieldÂ
Being part of a financial advice firm that has a clear mission that you can be proud of is sure to help deliver the best outcomes for an...
Podcast #72: The ups and downs of setting up your own financial advice business. With Chartered Financial Planner, Jack Mason-BrownÂ
For any financial planner, it’s never an easy thing to do to make the bold move of breaking away from an advice firm and role you’ve been...
Podcast #71 – Applying patience and a long-term investment strategy in an uncertain world – with Canada Life’s Jordan Sriharan
On this week’s edition of IFA Talk, we invited back a guest from one of our most popular podcasts of 2023, Jordan Sriharan, fund manager...
Podcast #70: Why impartial financial literacy matters – and what we can do about it. With Kristen Cunliffe DipPFS
Financial literacy is something that we are very passionate about here at IFA Magazine and our IFA Talk guest this week feels exactly the...
Podcast #69: What might the future of financial advice look like? With Ian McKenna
We’re kicking off 2024 by dusting down our crystal balls and debating what the future of financial advice might look like. It’s certainly...
Podcast #68: Why you shouldn’t dismiss investing in China and Asia – with GAM’s Jian Shi CortesiÂ
Despite ongoing worries about risks from the Chinese real estate sector, it’s clear that we can’t ignore the investment prospects within...
Podcast #67: Running an advice business – with Rosemount’s Ahmed BawaÂ
These days, running a financial advice business is not an easy task. Doing the client work is one thing but running the business is a huge...
Podcast #66: Dealing with Property Wealth as part of the financial planning process: with Roland Whyte
Housing wealth can often be overlooked in the financial planning process, as homes are usually considered ‘off-limits’ and illiquid...
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...
Podcast #64: What’s in a name? How and why leading consumer brands can offer great investment potential – with Artemis’ Swetha Ramachandran
In this week’s IFA Talk Podcast, Sue and Brandon are looking at investment through the interesting lens of the world’s leading consumer...
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