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Explore our latest podcast episodes tailored for Wealth DFMs, featuring expert insights on markets, strategy, and client solutions.

Latest Episode of Wealth DFM Talk

Podcast #174: Tackling the great wealth transfer, with Gallagher’s Tara Gillespie

June 3, 2026

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Matt Williams

In this week’s episode of IFA Talk, the weekly podcast from IFA Magazine, we unpack intergenerational wealth transfers and the…
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Explore more Podcasts

June 3, 2026

·

Matt Williams

Podcast #174: Tackling the great wealth transfer, with Gallagher’s Tara Gillespie
May 27, 2026

·

Matt Williams

Podcast #173: DFM loyalty and the future for independent IFAs, with RBC Brewin Dolphin’s Ian Kloss
May 26, 2026

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Matt Williams

Wealth DFM Talk Podcast #10: Building resilient portfolios, with Franklin Templeton’s Lisa Wang
May 20, 2026

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Matt Williams

Podcast #172: Estate planning and why great financial planning is really about people, with Penguin’s Craig Palfrey
May 13, 2026

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Matt Williams

Podcast #171: Supporting client outcomes in uncertain markets, with Wesleyan’s James Tothill
May 6, 2026

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Matt Williams

Podcast #170: Bespoke portfolio services and tax-smart structuring, with Brooks Macdonald’s Adam Temple
April 29, 2026

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Matt Williams

Podcast #169: Making the case for passive investing, with Evelyn Partners’ Dan Caps
April 22, 2026

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Matt Williams

Podcast #168: Finding the middle ground between in-house and outsourced investment solutions, with Minerva’s Chris Edmeades
April 15, 2026

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Matt Williams

Podcast #167: How platforms can prove their worth in the face of uncertainty, with Novia Global’s Linda Johnstone
April 14, 2026

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Matt Williams

Wealth DFM Talk Podcast #9: Staying grounded amid global uncertainty, with Nedgroup Investments’ Rob Burdett

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