IFA Talk

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!

A new paradigm: why structuring your client’s retirement investment portfolio needs a serious rethink -Episode #9

Given the economic headwinds of inflation and the (considerable) threats to global growth which exist today, the old 60/40 asset allocation model can often be found lacking, especially when we look ahead to what the next 10 years might have in store.

 

The subject for this week’s podcast is rather topical. It’s whether retirement portfolio management needs a new approach to reflect this changing market environment.

Podcast episode #8: Sir John Royden’s superhuman swim for The Brain Tumour Charity

This week's podcast episode is something a bit different for IFA Talk...but certainly not an episode to be missed! Sue and Bex talk to Sir John Royden, Head of Research at JM Finn, about his extraordinary feat of swimming Lake Geneva - and raising a whopping £408,000 for The Brain Tumour Charity!

Making sense of market mayhem with Ben Gutteridge - episode #7

Cutting through the jargon and getting to grips with the serious issues facing the global economy today – and all in just a 20 minute podcast– might seem like a tall order.

 

However, this week’s podcast conversation with Ben Gutteridge, Director of Model Portfolio Services at Invesco, manages to tick that box rather competently. And it’s not all gloom and doom either!

Why symbiosis is the new sustainability – with Global Returns Project Co-founder Yan Swiderski - Episode #6

In this week's episode of IFA Talk – the show where we talk to people who matter about subjects that matter in the world of financial services and financial advice – Yan Swiderski, Co-founder of the Global Returns Project, talks to our host Bex about why symbiotic wealth management is so important - and how it works in practice.

The benefits of intergenerational financial planning with M&G Wealth’s Vince Smith-Hughes - episode #5

In this in-depth episode led by IFA Magazine editor Sue Whitbread, M&G Wealth's Vince Smith-Hughes discusses the benefits and possibilities that intergenerational financial planning can give clients. 

 

London Climate Action Week Special with Gavin Francis - episode #4

In this episode of IFA Magazine’s podcast, IFA Talk - the show where we talk to people who matter about subjects that matter in the world of financial services and financial advice - Sue and Bex are joined by Gavin Francis, Founder and director of Worthstone.