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IFA Talk

IFA Magazine

IFA Magazine‘s ground-breaking weekly editorial podcast, which breaks down the news that is shaping the global investment and economic landscape.Featuring exclusive conversations with the most influential voices in financial services.

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Épisodes

100 épisodes

  1. Podcast #198: The wealth transfer conversation - connecting with every generation of the family with Alastair Greener 23:37
  2. Podcast #197: Navigating the emotional side of investing to support clients, with Wesleyan’s Jim Stacey 17:54
  3. Podcast #196: Budget debrief and what advisers need to know, with AJ Bell’s Rachel Vahey 29:44
  4. Podcast #195: Rethinking portfolio diversification beyond bonds, with Fortem Capital’s Kevin Gray 20:18
  5. M&PI Podcast #32: Navigating complex property finance with MERA’s Edward Matthews 17:51
  6. Podcast #194: Navigating risk and opportunity in multi-asset investing, with Premier Miton Investors’ David Jane 20:13
  7. NI&P Podcast #28: Exploring the FCA’s Pure Protection Market Study, with LifeSearch’s Justin Harper 23:57
  8. Podcast #193: Why critical thinking and human judgement matter as AI enters financial advice, with Pilot's Nick Ryan and Michaela Pashley 21:25
  9. TEI Podcast #19: VCTs and the importance of tax-free income, with Chelsea Financial Services’ Peter Hicks 19:28
  10. Podcast #192: Helping advisers rethink retirement planning, with M&G’s Ed Green 23:19
  11. Podcast #191: Beyond diversification: what advisers need from multi-asset portfolios today | With Schroders’ Ella Davies 13:30
  12. M&PI Podcast #31: The conveyancing conversation, with conveybuddy’s Harpal Singh 17:17
  13. Podcast #190: Clients considering a move to Italy? What advisers need to know, with Ariete Capital 18:10
  14. NI&P Podcast #27: Navigating professional risk, PI, regulation and AI, with Kova Professions Kate Albert 18:18
  15. Podcast #189: When clients ask about investing in crypto – how should advisers respond? with 7IM’s Ben Kumar 20:08
  16. TEI Podcast #18: The continued benefits of EIS in a diversified portfolio, with the EIS Association’s Christiana Stewart-Lockhart 18:56
  17. Podcast #188: What PruFund on Platform means for advisers, with Scottish Widows’ Jamie Drewett and M&G’s Karen Fitzpatrick 18:14
  18. Podcast #187: MPS versus TPS and what advisers should look for, with Blackfinch’s Mark Keogh 18:59
  19. M&PI Podcast #30: How AI is reshaping compliance and the mortgage journey, with Curvestone AI's Dawid Kotur 22:04
  20. Podcast #186: The dangers of chasing the latest investment fads, with PortfolioMetrix’s Ben Peele 19:43
  21. TEI Podcast #17: Backing early-stage climate-friendly ventures, with Carbon13’s Dr Nicky Dee 16:45
  22. Podcast #185: A financial adviser’s journey in the AI era, with Exposure Ninja’s Charlie Marchant 18:28
  23. NI&P Podcast #26: The value of protection advice, with L&G’s Vikki Jefferies 19:15
  24. Podcast #184: Why great financial advice starts with planning, with Five Wealth’s Steve Jordan 16:10
  25. Podcast #183: Are you ready for the Great Wealth Transfer? With Financial Solutions Simon Hemley 17:09
  26. Podcast #182: What the Burnham government could mean for advisers, with AJ Bell’s Rachel Vahey 17:33
  27. Podcast #181: Getting AI right in financial advice, with Dynamic Planner’s Rory McLaren 14:48
  28. M&PI Podcast #29: Building a stronger mortgage business, with The Wealthy Advisers Club's Terry Blackburn 25:52
  29. Podcast #180: Why bereavement support should start before a crisis, with Equilibrium’s Sam Patterson 18:20
  30. TEI Podcast #16: The evolving role of VCTs in a changing tax landscape with AlbionVC’s Will Fraser-Allen 14:52
  31. Podcast #179: DIY investing, risk and building resilient portfolios, with Rohit Vaswani of Omnis 21:45
  32. NI&P Podcast #25: What does AI mean for protection, inclusion and the future of insurance? 21:54
  33. Podcast #178: Closing the investment confidence gap across generations, with NatWest’s Aroma Khan 14:48
  34. Podcast #177: The importance of succession planning, with Hoxton Wealth’s Chris Ball 17:30
  35. Podcast #176: What psychology teaches us about client trust, with BareRock's Babs Crane and John Netting 21:43
  36. M&PI Podcast #28: The role of specialist networks in later life lending, with Equity Release Group's Mark Gregory 17:07
  37. Podcast #175: Tackling the advice gap and alleviating hesitance, with PIMFA’s David Ostojitsch 18:37
  38. TEI Podcast #15: The evolving role of Business Relief, with PXN Group’s Caroline Flagg 17:18
  39. Podcast #174: Tackling the great wealth transfer, with Gallagher’s Tara Gillespie 17:23
  40. Podcast #173: DFM loyalty and the future for independent IFAs, with RBC Brewin Dolphin's Ian Kloss 21:59
  41. M&PI Podcast #27: Providing Islamic-compliant mortgages, with StrideUp's Sakeeb Zaman 16:44
  42. Podcast #172: Estate planning and why great financial planning is really about people, with Penguin’s Craig Palfrey 17:59
  43. NI&P Podcast #24: The value of AI beyond efficiency, with Vitality AI’s Emile Stipp 14:54
  44. Podcast #171: Supporting client outcomes in uncertain markets, with Wesleyan’s James Tothill 16:30
  45. TEI Podcast #14: How UK timber and forestry fit into a tax‑efficient investment portfolio, with Gresham House’s Anthony Crosbie Dawson 16:44
  46. Podcast #170: Bespoke portfolio services and tax-smart structuring, with Brooks Macdonald’s Adam Temple 13:43
  47. Podcast #169: Making the case for passive investing, with Evelyn Partners’ Dan Caps 19:26
  48. NI&P Podcast #23: What does insured IHT investing look like in practice? With Blackfinch’s Gordon Pugh 15:34
  49. Podcast #168: Finding the middle ground between in-house and outsourced investment solutions, with Minerva’s Chris Edmeades 15:23
  50. M&PI Podcast #26: Exploring long-term fixed-rate mortgages and market innovation with Perenna's Colin Bell 18:06