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Podcast #168: Finding the middle ground between in-house and outsourced investment solutions, with Minerva’s Chris Edmeades
In this week’s episode of IFA Talk, in partnership with Minerva Fund Management Solutions (Minerva), we explore how some firms are rethinking…
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Podcast #167: How platforms can prove their worth in the face of uncertainty, with Novia Global’s Linda Johnstone
In this week’s episode of IFA Talk, we explore how investment platforms can demonstrate real value during periods of heightened uncertainty, and what…
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Wealth DFM Talk Podcast #9: Staying grounded amid global uncertainty, with Nedgroup Investments’ Rob Burdett
In this month’s episode of Wealth DFM Talk, we unpack how global tensions are shaping the investment landscape in real time. Joining…
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Podcast #166: Navigating AI and regulation in financial advice with True Potential’s Jamie Sexton
In this week’s episode of IFA Talk, Meg Bratley and Sue Whitbread are joined by Jamie Sexton, Chief Client Officer at True Potential,…
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Podcast #165: The real value of financial planning beyond short-term performance, with First Wealth’s Anthony Villis
In this week’s episode of IFA Talk, Jenny Hunter, Deputy Editor of IFA Magazine, and Editor Sue Whitbread are joined by Anthony…
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Podcast #164: Guiding clients through market uncertainty, with Tyndall’s James Sullivan
In this week’s episode of IFA Talk, we unpack one of the biggest challengers facing advisers; helping clients stay calm when markets…
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Podcast #163: How AI is helping advisers to work smarter, with PlannerPal’s Mark Whitcroft
AI continues to dominate conversations across the advice profession and it remains one of the most popular topics with readers of IFA…
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Podcast #162: Surviving the current market storm, with Royal London’s Trevor Greetham
Markets have been shaken again with the continuing war in the Gulf adding fresh uncertainty for advisers and clients alike. With the…
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Podcast #161: The emotional side of retirement | What great advisers do differently, with former financial planner, James Woodfall
In this week’s episode of IFA Talk, IFA Magazine’s weekly podcast, we’re diving into retirement planning with a difference, looking at both…
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Wealth DFM Talk Podcast #8: Rethinking equity portfolios after the Gulf strikes, with Avantis Investors’ Phil McInnis
Geopolitical tensions have returned sharply to the forefront of markets this week. Recording at 2pm on Monday 2 March, just hours after…
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Podcast #160: How data will shape the future of advice, with Dynamic Planner’s Rowan Whittington
In this week’s episode of IFA Talk, IFA Magazine’s weekly podcast, we focus on data, talking about how advisers can turn raw…
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Podcast #159: Unifying adviser tech: solving the complexity puzzle, with Defaqto’s John Milliken
In this week’s episode, Matt and Sue are looking into one of the most consistent challenges faced by advice firms: technology complexity.…
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Wealth DFM Talk Podcast #7: What’s going on with Gold? With WisdomTree’s Nitesh Shah
When the national news headlines feature what’s going in the markets, you know there’s something out of the ordinary going on. In…
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Podcast #158: Paraplanners under the spotlight in the langcat’s State of the Advice Nation
In this week’s episode of IFA Talk, we’re talking all things paraplanning and why the role continues to grow in importance across…
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Podcast #157: Meet the new CII President | Callum Beaton on the year ahead
In this episode of IFA Talk, Matt and Sue are joined by the new President of the Chartered Insurance Institute (CII), Callum Beaton, to talk…
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Podcast #156: Why behaviour, not knowledge, will decide the profession’s future, with Patrick Murphy
After more than 50 years in financial planning, Patrick Murphy has seen the profession evolve. Although he’s recently stepped back from advising…
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Wealth DFM Talk Podcast #6: Concentration risk, the weakening dollar and the case for UK equities, with Morningstar Wealth’s Mike Coop
In the first episode of Wealth DFM Talk for 2026, our Content Editor Matt Williams and Editor Sue Whitbread explore how portfolio…
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Podcast #155: Targeted support and what advisers need to know, with EV’s Chet Velani
The FCA’s plans to introduce Targeted Support from April 2026 represent one of the most significant regulatory developments which advisers need to…
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Podcast #154: Succession planning and valuing adviser independence, with Westminster Wealth’s Martin Lockyer
This week on IFA Talk, we’re joined by Martin Lockyer, Co-Founder and Managing Partner at Westminster Wealth Management, to find out from…
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Podcast #153: Growing your business and closing the advice gap, with Thrive’s Alex Sumner
In this episode of IFA Talk, Sue and Matt are joined by Alex Sumner from Thrive, Blackfinch Group’s dedicated workplace pensions and benefits platform. Thrive is designed…