IFA Talk

Episode #49 - Foresight VCT’s Hugi Clarke discusses benefit VCT investment can have on a client’s retirement

On this week's episode of IFA Talk, Brandon and Jac talk to Hugi Clarke, partner at Foresight VCT about the growth of VCT investment and the benefits it can have for retirement.

Podcast #48: An alternative to consolidators - Angus MacNee highlights the impact Validpath is having on the advice sector

On this week’s IFA Talk, Brandon and Jac talk to Angus MacNee, CEO of Validpath, whose network over the past 20 years has helped 100s of IFAs and IFA businesses to operate and thrive across the UK.

They recently launched their alternative to consolidators, a do-it-yourself option called ‘Succession Solution” for those advisers looking to sell their business or retire. We caught up with Angus to find out more about the dynamics of the marketplace.

Podcast #47: Delivering smarter professional financial advice: with Defaqto’s CEO, John Milliken

Working smarter and not just harder is increasingly important for advisers. Defaqto is an organisation with which advisers will be familiar, with 30% of IFAs already using its financial planning software, Engage. 

However, with big plans to empower advisers’ propositions still further, through more effective business development tools and clever client proposition models – such as the recent addition of a new cash-flow modelling tool within Engage, we wanted to find out more.  

In this week’s IFA Talk, Sue and Brandon are talking to Defaqto’s CEO, John Milliken, to find out more about those plans – especially given the new Consumer Duty. 

Podcast #46: Is technology leaving your advice business too exposed to risk? With ITRS CEO, Guy Warren

Technology has transformed not just what adviser businesses can do but also how they do it. But, and it’s a big ‘but’, this digital age brings with it new threats and risks to business that can be a bit too easy for advisers and wealth managers to overlook. 

Podcast #45: Consumer Duty and Vulnerable Clients - Are you ready? With Comentis’ Jonathan Barrett

Sue and Brandon’s guest this week is Jonathan Barrett, CEO and Co-Founder of Comentis, an organisation he helped set up a few years ago to use innovation and technology to help identify and protect the vulnerable and those at risk.

Podcast #44: ‘Is increasing M&A in wealth management driven by shareholders’ or can it deliver for clients??’ With Shard Capital’s Richard Bacon

This week’s IFA Talk podcast guest is Richard Bacon, Head of Business Development at Shard Capital.

Tune in to hear Richard’s conversation with Sue Whitbread – about some of the positives and negatives of the changing landscape of today’s wealth management arena. And how and why the role of advisers remains key if clients’ needs really are to be properly fulfilled. 

Podcast #43: Advisers warn financial planning is getting harder: with HSBC Life’s Mark Lambert

There’s been some interesting new adviser research out today from HSBC Life carried out in association with consultancy Technical Connection.

We thought it would be fascinating to delve into some of the detail of the report.  And so, we’re very pleased that HSBC Life’s Head of Onshore Bond Distribution, Mark Lambert, is our guest on today’s IFA Talk podcast – the perfect person to tell us more about it. 

 

Podcast #42: The state of the UK and Global economy -with Brooks Macdonald’s Dr. Niall O’Connor

The UK and global economy has been subject to turbulence for what seems like forever and as there are seemingly few signs of things getting easier, we wanted to help shed some light on the situation and we found the perfect man to do so.

Joining IFA Magazine editor, Sue Whitbread on the podcast this week is Dr. Niall O'Connor, Fund Manager at Brooks Macdonald. Throughout our conversation, Niall discussed the dreaded 'R' word - recession, stagflation and the attractiveness of investment trusts as an asset class.

Podcast #41: Is the green agenda in mortgages set to take off? – with IMLA’s Kate Davies

Sue and Brandon’s guest in this episode is Kate Davies, Executive Director at IMLA - The Intermediary Mortgage Lenders Association.  Kate is someone who has vast experience in the mortgage, property and financial sectors as will become clear when you hear the conversation. 

Podcast #40: Growing an advice and fund management business – with One Four Nine’s Matthew Bugden

On this week’s IFA Talk podcast, Sue and Brandon talk to Matthew Bugden about how One Four Nine is growing, in particular looking at acquisitions.

They discuss not only how the Group has grown so far or how the team identifies firms of interest but also some of the more common mistakes Matthew sees acquirers making – as well as how to avoid them.