Podcasts
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TEI Podcast #7: How advisers should be preparing for IHT and pension reforms with Praetura Investments’ Jon Prescott
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In this month’s special TEI (Tax-Efficient Investment) special edition of IFA Talk, Matt and Jenny dive into a topic which…
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Wealth DFM Talk Podcast #10: Building resilient portfolios, with Franklin Templeton’s Lisa Wang
In this month’s episode of Wealth DFM Talk, we’re focusing on portfolio construction, looking at how advisers make their decisions in relation…
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Royal London refreshes anniversary emails to strengthen protection customer engagement
Royal London has refreshed its anniversary emails for protection customers giving them clearer, more helpful information and strengthening ongoing engagement with their…
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Aberdeen: Will gilt yields hit 6%?
Right now, British politics and the bond market have become essentially the same story, and the question every fixed income manager needs…
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Succession doesn’t have to be defined by uncertainty
Many financial advisers consider discussing retirement plans with clients to be one of our profession’s greatest pleasures. It can produce moments that…
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SMEs held back by cybersecurity training gaps amid attacks on 2/5 UK firms
More than two in five (43%) businesses reported a cybersecurity breach or attack in 2025[6]. Against this backdrop of cyber threats, the…
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Why platforms prove their worth in the face of uncertainty
The standard advice for investors during times of turmoil is to stay calm. Yet it would be quite wrong to infer that…
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UK weighs ‘invite only’ investor Visa with £5 million price tag
Bloomberg has reported that the UK is weighing a new visa that would give three years of residency to wealthy individuals investing…
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Canada Life: Employer-provided virtual wellbeing boosted workplace productivity in 2025
Insights from workplace protection provider Canada Life reveal employers who provided group protection insurance and access to holistic wellbeing service WeCare actively…
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Football’s Coming Home… on crutches: Football accounts for one in five injury claims
With major drama building in football – from Thomas Tuchel’s recent England squad announcement to the relegation fight facing West Ham United…
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Price comparison is driving AI shopping adoption, but consumers still select merchant brands they know
Price is the single most influential factor in AI-assisted shopping, with almost a third of consumers (32%) citing it as their primary…
![[uns] cybersecurity](https://wealthdfm.com/wp-content/uploads/2025/08/mike-hindle-YSgZGl_a_3Q-unsplash.webp)
Wealth DFM Talk is our flagship podcast, that fits perfectly into your busy life, bringing the latest insight, analysis, news and interviews to you, wherever you are.