IFA Talk

IFA Talk Podcast #19: Featuring new PFS President, Caroline Stuart

On this week’s IFA Talk podcast, we were delighted to welcome the new PFS President, Caroline Stuart, as our guest.

 

Caroline has become the first paraplanner to be elected as President of the Personal Finance Society, back at their AGM in September.

Podcast episode #18: Achieving Chartered Status by 24 - with Lawrence Bearman

In this week's episode of IFA Talk - the show where we talk to people who matter about things that matter in the world of financial services - Sue and Bex chat with Lawrence Bearman of Ablestoke Wealth Management.

In this interesting and engaging episode, Lawrence tells Sue and Bex all about his career in the financial planning profession so far, and how he came Chartered by the age of just 24!

A spotlight on ‘quality’ investing with Abrie Pretorius - Episode #17

On this week’s IFA Talk podcast, we’re talking investment – but specifically looking at ‘quality’ investing. What actually is it? How is it different to growth? What makes a quality company?  How do they perform in different market environments?  Why does quality investment make sense in today’s volatile markets?

This week’s podcast guest who is talking to Sue and Bex is Abrie Pretorius, portfolio manager of Ninety One’s global quality equity income fund, who is particularly well placed to talk on the subject of quality investing.  

Financial Planners unite in support of Ukrainian Refugees: Podcast #16

In this week’s edition of IFA Talk, Sue and Bex have been talking to Shannon, Phil and David to find out exactly what they’ve been doing – and why. It’s a very emotional and powerful conversation which we’re sure you’ll want to hear.

In it, the three planners talk not only about the trips they have made personally out to Poland and Moldova in support of refugees but about what really is happening on the ground over there. This is such a powerful story and one which we feel extremely privileged to be able to share with IFA Talk listeners.

Trussonomics: IFA Magazine’s ‘mini-budget’ podcast special featuring AJ Bell’s Tom Selby - Episode #15

The details of the new economic Growth Plan revealed by Chancellor Kwarteng last week have been dominating the national news headlines - as well as spooking the markets – ever since.

But what do changes announced in the ‘mini-budget’/ ‘fiscal event’ - or whatever you wish to call it - actually mean for advisers and their clients?

This week’s podcast guest is Tom Selby, Head of Retirement at AJ Bell. Sue and Bex’ conversation with Tom is crammed full of detail and yet with real clarity.

Podcast episode #14: How M&G’s Catalyst strategy can benefit investors, businesses and the planet

Over the next five years M&G aims to invest up to £5 billion in privately-owned enterprises that are tackling environmental and social challenges across the globe.

The initiative is called Catalyst and in this episode of IFA Talk, Adrian Gaspar, Investment Director at M&G’s Treasury and Investment office, and Alex Seddon, Head of Catalyst at M&G Investments, highlight how M&G is galvanising the growth of innovative companies working to create a more sustainable world. 

Podcast episode #13: Finding a solution to gender imbalance within the advice industry – with Nicola Crosbie

In the latest episode of IFA Talk, Sue and Bex had the pleasure of speaking with Nicola Crosbie, Principal at Moran Wealth Management, about a subject that is very close to their hearts — women in finance.

Nicola is a powerful female voice in the industry and was even awarded the prestigious title of SJP’s Chartered Financial Planner of the year for 2021.

Podcast episode #12: How Open Data and Open Finance can be used to help your business thrive

In this week's episode of IFA Talk, Sue Whitebread and Brandon Russell look at a way to make the complex world of banking, finance, and data both simple and accessible. 

Discussing the issue of open data, our guest this week Samantha Seaton, CEO of Moneyhub, tells IFA Talk how her company are building technology that will allow businesses to be closer to their customers through the use of data. 

 

Podcast episode #11: Why financial firms have a cybersecurity blind spot – and what they can do about it

This week, IFA Talk is looking at the murky world of cyber security as we welcome a cyber security specialist to the podcast.

Talking to Editor Sue Whitbread, is Nicola Hartland, Senior Vice President at Falanx Cyber, about why she believes that it’s so important for financial companies to put cyber threats higher up the list of priorities when conducting due diligence.

Podcast #10: Get your advice firm ready for the great wealth transfer; with Octopus Investments CEO Ruth Handcock

With the Great Wealth Transfer coming our way in the not-so-distant future, Ruth Handcock, CEO of Octopus Investments says advice firms need to think about future-proofing their business by engaging with the next generation sooner rather than later!