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...
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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 adviser's clients. On this week's podcast, Sue and Brandon speak to Ian MacKendrick and Stephen Farnfield, both Chartered...
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 in for a while and putting in the huge amount of time and effort that it takes to get your own new financial advice business up...
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 at Canada Life. Jordan’s previous conversation on the IFA Talk podcast about theory vs reality in investment management went down...
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Mortgage and Property Monthly Podcast #2: Supporting First Time buyers in the mortgage market with Coventry Building Society’s Jonathan StintonÂ
Property is a hot topic, especially with persistently high interest rates and record levels of inflation fueling interest. But this...
Podcast #63: Avoiding costly mistakes when choosing a wealth management partner – with Third Financial’s Ian Partington
The use of platforms-and technology more broadly-have been transformative for the financial advice and wealth management professions in...
Podcast #62: The future of advice and the use of technology – with Chris Kenning, Stubben Edge
In this week’s IFA Talk podcast, we’re looking at the growing use of technology within financial services businesses. It’s been happening...
Podcast #61: Is 2023 the year of the bond? Talking Fixed Income with Robert Alster, CIO, Close Bros AM
After a somewhat troubled year for fixed income in 2022, the sector has been pick of the pops this year for many advisers investment...
Podcast #60: Finding your niche as an adviser– the benefits of being a specialist adviser with Macey Greenall DipPFS
While many financial advisers and planners are generalists, others prefer to specialise in advising particular groups/professions – and...
Podcast #59: Why do clients choose to HIRE a professional adviser? With Morningstar’s Samantha Lamas and Danielle Labotka
Back in August on IFA Talk episode #52, Brandon and Sue had an excellent conversation about why clients decide to fire their adviser. It...
Podcast #57: Mind the Gender Pensions Gap – with Caitlin Southall, Curtis BanksÂ
While this week’s news that Automatic Enrolment is to be extended has been widely welcomed by the industry, the pensions gap remains a...
Podcast #56: Tales of the Unexpected – Global market analysis with a difference, with Bill Blain
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...
Podcast #55: Health and mental health in the workplace – why it matters and what you can do about it. With Amy McKeown
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...
Podcast #52: Why do clients decide to fire their adviser? With Morningstar’s Samantha Lamas and Danielle Labotka
In our latest IFA Talk podcast, we are delving into the world of behavioural finance – to explore some of the reasons which lie behind...
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