IFA Talk

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.  

Podcast #39: Working together to boost the take-up of professional advice: With FSCS’ Lila Pleban

On this week’s IFA Talk podcast, IFA Magazine Editor Sue Whitbread’s guest is FSCS’ Chief Communications Officer, Lila Plebain – a member of their Executive Team. 

Their conversation not only delves into the detail of the survey, but also gives real insight into not only some aspects of FSCS’ work that you might not be aware of.

It sheds light on why FSCS is so keen to work together with the advice profession to enable more consumers to benefit from properly regulated, financial advice.

Podcast #38 - Why retirement income advice needs a serious rethink – With 7IM’s Verona Kenny

Recent research by 7IM has highlighted some of the underlying problems which advisers and providers must tackle if we are to provide the kind of retirement solutions that people really need. 

In this week’s IFA Talk Podcast Sue and Brandon are talking to Verona Kenny, Managing Director, Intermediary, at 7IM  - someone who will be well known to many IFA Magazine readers. 

Podcast #37 - Does protection get the level of attention that it requires?

At IFA Magazine, we know all too well that financial advisers deliver an incredibly valuable service for clients – but one thing that often intrigues us is whether protection gets the same level of attention as a client’s investments or pensions.

So today, we’re exploring just that – the need for advisers to full consider clients’ protection needs. Joining Sue and Brandon on this week's IFA Talk Podcast is Ken Maxwell, director at John Lamb Hill Oldridge – a leading adviser in the specialist protection advice space.

Podcast #36 - Why diversification and risk management really matter in multi-asset investing: With Brooks Macdonald’s David Appleton

It’s an investment theme for today’s IFA Talk Podcast, as Sue and Brandon welcomed David Appleton as this week’s guest. 

David is Senior Investment Director at the asset manager, Brooks Macdonald. As you’ll hear in this conversation, he is an open and easy communicator about all things investment – as we focus on multi-asset investing and take a look into the Cornelian Risk-Managed Passive fund range too. 

Podcast #35: How can Flagstone help maximise the return on your clients’ cash?

In this episode, Sue and Brandon talk to Mark Hicks from Flagstone - the UK's leading cash deposit platform.

While we know our listeners are familiar with investment platforms, Flagstone offers something a little different and potentially equally valuable to help build your clients’ interest income and grow your business.  

Discover how Flagstone gives you the perfect opportunity to quickly and easily distribute your clients' wealth into multiple savings accounts for greater returns and protection.