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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.

Sito del podcast

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Episodi

100 episodi

  1. Podcast #197: Navigating the emotional side of investing to support clients, with Wesleyan’s Jim Stacey 17:54
  2. Podcast #196: Budget debrief and what advisers need to know, with AJ Bell’s Rachel Vahey 29:44
  3. Podcast #195: Rethinking portfolio diversification beyond bonds, with Fortem Capital’s Kevin Gray 20:18
  4. M&PI Podcast #32: Navigating complex property finance with MERA’s Edward Matthews 17:51
  5. Podcast #194: Navigating risk and opportunity in multi-asset investing, with Premier Miton Investors’ David Jane 20:13
  6. NI&P Podcast #28: Exploring the FCA’s Pure Protection Market Study, with LifeSearch’s Justin Harper 23:57
  7. Podcast #193: Why critical thinking and human judgement matter as AI enters financial advice, with Pilot's Nick Ryan and Michaela Pashley 21:25
  8. TEI Podcast #19: VCTs and the importance of tax-free income, with Chelsea Financial Services’ Peter Hicks 19:28
  9. Podcast #192: Helping advisers rethink retirement planning, with M&G’s Ed Green 23:19
  10. Podcast #191: Beyond diversification: what advisers need from multi-asset portfolios today | With Schroders’ Ella Davies 13:30
  11. M&PI Podcast #31: The conveyancing conversation, with conveybuddy’s Harpal Singh 17:17
  12. Podcast #190: Clients considering a move to Italy? What advisers need to know, with Ariete Capital 18:10
  13. NI&P Podcast #27: Navigating professional risk, PI, regulation and AI, with Kova Professions Kate Albert 18:18
  14. Podcast #189: When clients ask about investing in crypto – how should advisers respond? with 7IM’s Ben Kumar 20:08
  15. TEI Podcast #18: The continued benefits of EIS in a diversified portfolio, with the EIS Association’s Christiana Stewart-Lockhart 18:56
  16. Podcast #188: What PruFund on Platform means for advisers, with Scottish Widows’ Jamie Drewett and M&G’s Karen Fitzpatrick 18:14
  17. Podcast #187: MPS versus TPS and what advisers should look for, with Blackfinch’s Mark Keogh 18:59
  18. M&PI Podcast #30: How AI is reshaping compliance and the mortgage journey, with Curvestone AI's Dawid Kotur 22:04
  19. Podcast #186: The dangers of chasing the latest investment fads, with PortfolioMetrix’s Ben Peele 19:43
  20. TEI Podcast #17: Backing early-stage climate-friendly ventures, with Carbon13’s Dr Nicky Dee 16:45
  21. Podcast #185: A financial adviser’s journey in the AI era, with Exposure Ninja’s Charlie Marchant 18:28
  22. NI&P Podcast #26: The value of protection advice, with L&G’s Vikki Jefferies 19:15
  23. Podcast #184: Why great financial advice starts with planning, with Five Wealth’s Steve Jordan 16:10
  24. Podcast #183: Are you ready for the Great Wealth Transfer? With Financial Solutions Simon Hemley 17:09
  25. Podcast #182: What the Burnham government could mean for advisers, with AJ Bell’s Rachel Vahey 17:33
  26. Podcast #181: Getting AI right in financial advice, with Dynamic Planner’s Rory McLaren 14:48
  27. M&PI Podcast #29: Building a stronger mortgage business, with The Wealthy Advisers Club's Terry Blackburn 25:52
  28. Podcast #180: Why bereavement support should start before a crisis, with Equilibrium’s Sam Patterson 18:20
  29. TEI Podcast #16: The evolving role of VCTs in a changing tax landscape with AlbionVC’s Will Fraser-Allen 14:52
  30. Podcast #179: DIY investing, risk and building resilient portfolios, with Rohit Vaswani of Omnis 21:45
  31. NI&P Podcast #25: What does AI mean for protection, inclusion and the future of insurance? 21:54
  32. Podcast #178: Closing the investment confidence gap across generations, with NatWest’s Aroma Khan 14:48
  33. Podcast #177: The importance of succession planning, with Hoxton Wealth’s Chris Ball 17:30
  34. Podcast #176: What psychology teaches us about client trust, with BareRock's Babs Crane and John Netting 21:43
  35. M&PI Podcast #28: The role of specialist networks in later life lending, with Equity Release Group's Mark Gregory 17:07
  36. Podcast #175: Tackling the advice gap and alleviating hesitance, with PIMFA’s David Ostojitsch 18:37
  37. TEI Podcast #15: The evolving role of Business Relief, with PXN Group’s Caroline Flagg 17:18
  38. Podcast #174: Tackling the great wealth transfer, with Gallagher’s Tara Gillespie 17:23
  39. Podcast #173: DFM loyalty and the future for independent IFAs, with RBC Brewin Dolphin's Ian Kloss 21:59
  40. M&PI Podcast #27: Providing Islamic-compliant mortgages, with StrideUp's Sakeeb Zaman 16:44
  41. Podcast #172: Estate planning and why great financial planning is really about people, with Penguin’s Craig Palfrey 17:59
  42. NI&P Podcast #24: The value of AI beyond efficiency, with Vitality AI’s Emile Stipp 14:54
  43. Podcast #171: Supporting client outcomes in uncertain markets, with Wesleyan’s James Tothill 16:30
  44. TEI Podcast #14: How UK timber and forestry fit into a tax‑efficient investment portfolio, with Gresham House’s Anthony Crosbie Dawson 16:44
  45. Podcast #170: Bespoke portfolio services and tax-smart structuring, with Brooks Macdonald’s Adam Temple 13:43
  46. Podcast #169: Making the case for passive investing, with Evelyn Partners’ Dan Caps 19:26
  47. NI&P Podcast #23: What does insured IHT investing look like in practice? With Blackfinch’s Gordon Pugh 15:34
  48. Podcast #168: Finding the middle ground between in-house and outsourced investment solutions, with Minerva’s Chris Edmeades 15:23
  49. M&PI Podcast #26: Exploring long-term fixed-rate mortgages and market innovation with Perenna's Colin Bell 18:06
  50. Podcast #167: How platforms can prove their worth in the face of uncertainty, with Novia Global’s Linda Johnstone 15:55