IFA Talk

IFA Magazine
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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.

  1. 5 天前

    Podcast #187: MPS versus TPS and what advisers should look for, with Blackfinch’s Mark Keogh

    In this week’s episode of IFA Talk, the weekly podcast from IFA Magazine, Mark Keogh, Head of Asset Management at Blackfinch joins us to discuss both Model Portfolio Services (MPS) and Tailored Portfolio Services (TPS). Mark outlines the differences between the two services, explaining what advisers should look at beyond investment performance to judge whether the relationship will work in practice. We also discuss the importance of access to the investment team during times of volatile markets and the questions which advisers should be asking. Finally, for firms deciding between MPS and TPS, Mark answers how they can assess whether the provider will strengthen their relationship with clients rather than simply taking investment decisions off their hands.

  2. 6 天前

    M&PI Podcast #30: How AI is reshaping compliance and the mortgage journey, with Curvestone AI's Dawid Kotur

    In the latest special Mortgage & Property edition of IFA Talk, we explore the growing role of artificial intelligence across the mortgage sector and how technology is changing compliance, Consumer Duty and day-to-day workflows across financial services. As AI continues to move further into the financial services landscape, Meg and Sue are joined by Dawid Kotur, CEO and co-founder of Curvestone AI, who shares his experience of applying AI within regulated industries. Together, they explore where the technology is already making a difference, and where the biggest opportunities could lie for the mortgage sector. The conversation looks at the limitations of traditional spot-checking approaches to compliance, how technology can support greater oversight while keeping human judgement and accountability at the centre, and what brokers and lenders should consider when assessing AI solutions. The episode also looks ahead to the opportunities for AI across the wider mortgage journey, including pre-underwriting and other areas where technology could improve efficiency and support better outcomes.

  3. 8月26日

    Podcast #186: The dangers of chasing the latest investment fads, with PortfolioMetrix’s Ben Peele

    Mag7, gold, Bitcoin, SpaceX… when the latest investment story dominates the headlines, how can advisers help clients avoid the FOMO? In the latest episode of IFA Talk, Sue and Meg are joined by Ben Peele, Managing Director of Partner Group at PortfolioMetrix, to explore the dangers of chasing the latest investment fashions. From the Magnificent Seven and gold to Bitcoin and SpaceX, headline-grabbing investment options can be incredibly compelling – and it’s only human not to want to miss out. But for clients, jumping on the latest investment bandwagon can also mean taking on unintended risks and losing sight of the bigger picture. So, what role can advisers and investment managers play in helping clients keep their heads when the latest “must-have” investment is tempting them into a speculative approach rather than sensible financial planning? Ben discusses not only why these stories attract so much attention, but also the role MPS can play in keeping portfolios on track, and how advisers can help clients visualise the benefits of a diversified, strategic approach to long term investing. After all, it’s the latter which can really help deliver their financial planning objectives as well as the peace of mind to sleep at night.

  4. 8月24日

    TEI Podcast #17: Backing early-stage climate-friendly ventures, with Carbon13’s Dr Nicky Dee

    In this month’s special Tax-Efficient Investment edition of IFA Talk, the podcast from IFA Magazine, we dive into sustainable, climate-friendly investing. Joining us is Dr Nicky Dee, the Co-Founder of Carbon13, a venture builder and investor designed to accelerate high-impact climate tech solutions at scale. Nicky discusses SEIS and shares how a venture builder such as Carbon13 offers a structurally different approach. She also walks us through what she’s learnt in her time surrounded by emerging climate tech, looking back to Cleantech 1.0 and revealing where the industry is now. After that, Nicky shares some of Carbon13’s experiences with early-stage climate tech companies, detailing some of the key lessons she’s learnt while watching hundreds of companies succeed and fail. Nicky also voices her approval for the SEIS scheme, which has become a source of envy across Europe.

  5. 8月19日

    Podcast #185: A financial adviser’s journey in the AI era, with Exposure Ninja’s Charlie Marchant

    In this week’s episode of IFA Talk, the weekly podcast from IFA Magazine, Charlie Marchant, CEO of Exposure Ninja, joins us to share her insights on AI. Here on IFA Talk, it’s very rare that we do a podcast without at least mentioning AI, but this week, we focus specifically on AI and how it is impacting the world of financial advising. Charlie explains how the journey of a financial adviser is changing today, answering why more and more people are relying on AI tools like ChatGPT and Google’s AI Overviews instead of just searching. After that, Charlie reveals how these AI tools decide which firms to recommend and where it pulls its information from. Then, Charlie shares her expert insights to firms with just one marketing person, or even none, outlining what they should be doing over the next 90 days to improve their AI visibility while staying financially compliant.

  6. 8月17日

    NI&P Podcast #26: The value of protection advice, with L&G’s Vikki Jefferies

    In this month's special New Insurance & Protection episode of IFA Talk, we explore the value of protection advice and why it should sit at the heart of holistic financial planning. To discuss this, Matt and Jenny are joined by Vikki Jefferies, Market Development Director at Legal & General. Vikki shares her insights into the importance of protection advice, the challenges around the protection customer knowledge gap, and how advisers can help clients better understand the value of protection. The episode also explores the wider value protection can provide beyond simply paying claims, with Vikki sharing some of the stories recognised through the British Quality Awards and the impact advisers can have on their clients’ lives. Lastly, we turn our attention to discuss why protection should be viewed as a core part of holistic financial planning, while offering key takeaways for advisers looking to have more meaningful protection conversations with their clients.

  7. 8月12日

    Podcast #184: Why great financial advice starts with planning, with Five Wealth’s Steve Jordan

    In this week’s episode of IFA Talk, IFA Magazine’s weekly podcast, Steve Jordan, co-founder and director of Five Wealth, joins us to discuss professional financial advice and the importance of proper planning. Together, we look at what really makes professional financial advice so valuable to the client.  It’s about so much more than investment performance. The real difference comes from understanding your clients, building trusted, long-term relationships with them and helping them plan for the future with peace of mind. Steve shares the key lessons from building and scaling a financial advice business, all while maintaining the focus on genuine client relationships. He also outlines how the roles of wealth managers and financial advisers have evolved, noting what clients increasingly value from getting professional advice, beyond investment performance. After that, Steve reveals how Five Wealth have approached scaling their business while keeping the client experience at the heart of it all. Then finally, Steve looks ahead to pinpoint some of the key opportunities and challenges which independent advisers are likely to face over the next decade.

  8. 8月5日

    Podcast #183: Are you ready for the Great Wealth Transfer? With Financial Solutions Simon Hemley

    The Great Wealth Transfer is already underway, with trillions of pounds expected to pass from baby boomers to younger generations over the coming decades. But what does this mean for financial advisers, and is the profession ready for one of the biggest shifts in wealth the UK has ever seen? In this week’s episode of IFA Talk, Meg Bratley and Sue are joined by Simon Hemley, Non-Executive Director and Board Adviser at Financial Solutions. Together, they explore how the advice profession can prepare for changing client demographics, whether younger investors are at risk of turning to finfluencers instead of regulated advice, and what advisers need to do to remain relevant in the years ahead. The discussion also looks at the continued wave of consolidation across the advice market, asking whether bigger really is better for advisers and clients, or whether independent firms still have an important role to play.

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簡介

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.

資訊

  • 創作者
    IFA Magazine
  • 活躍年代
    2022年 - 2026年
  • 集數
    100
  • 年齡分級
    兒少適宜
  • 版權
    © Copyright 2021 All rights reserved.
  • 節目網站
    IFA Talk

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