IFA Talk

Podcast #106: Investing in 2025 - What to look out for with Morningstar’s Dan Kemp

This week, Jenny and Brandon are diving into what lies ahead for investing in 2025. After the rollercoaster of 2024, the year ahead might look calmer, but it’s still packed with important questions and opportunities for advisers and their clients. 

We are joined this week by Dan Kemp, Chief Research and Investment Officer at Morningstar. Dan shares his invaluable insights into the key challenges and opportunities that 2025 is likely to bring. He explores whether US stocks will remain a stronghold after their stellar performance in 2024 or if better value can be found elsewhere. Is the US bubble about to burst? Dan gives us his opinions on that too! 

Podcast #105: Financial Services in an AI Era with Stuart Breyer from Mallowstreet

In our latest IFA Talk podcast, hosts Jenny and Brandon sit down with Stuart Breyer, CEO of Mallowstreet, to talk all things AI and its growing role in financial services. 

Stu shares how Mallowstreet is using AI, especially their SOFI tool, to make things run smoother and drive innovation. They chat about how AI can work alongside advisers to boost client service and streamline processes. If you've been wondering how to choose the right AI tools or what to consider when integrating them into your business, this episode has you covered. 

M&P Podcast #13: Supporting first-time buyers in a challenging market. With Buckinghamshire Building Soc’s Claire Askham

A thriving property market relies on a strong foundation of first-time buyers. But with rising concerns about prolonged higher interest rates and the changes to those temporary stamp duty reliefs coming in from 1st April, the landscape is changing—and not in their favour.

These shifts will impact everyone looking to move, but first-time buyers face the biggest hurdles. For mortgage advisers, we know their success is vital to keeping the market moving.

So, how worried should we be? And more importantly, what practical steps can we take to support first-time buyers during these challenging times? Sue’s guest on this week’s podcast is Claire Askham, Head of Mortgage Sales at Buckinghamshire Building Society. 

Podcast #104: Partnering for success – working with a strategic investment partner

On this week’s IFA Talk podcast, Sue and Brandon sit down with Andrew Rockey, Head of Investment Solutions, and Tom Ball, Investment Solutions Director at Brooks Macdonald. Together, they explore how advisers can navigate today’s challenges and uncover opportunities to deliver effective, client-focused investment solutions. 

Podcast #103: What might Trump 2.0 mean for investing in the US? With Federated Hermes’ Mark Sherlock

Sue and Brandon’s guest on this week’s IFA Talk Podcast is Mark Sherlock, Head of US equities at Federated Hermes. In this episode, Mark tells us why he’s generally feeling positive about US investment prospects – particularly in the small and mid-cap arena where valuations remain compelling.

They discuss some of the uncertainties as well as risks that lie ahead as well as some of the reasons to be optimistic that 2025 will provide plenty of opportunity for active managers to deliver alpha. 

Podcast #101: The challenges of being a director in an authorised firm alongside being an IFA, with Charles Chami

In this episode of IFA Talk, Glamis IFA's Charles Chami, an IFA based in Bristol, discusses some of the many challenges he faces in his role as an IFA and as a director of a directly authorised business. 

Charles reveals what it was like moving from working an investment bank into the world of financial advice and what some of the biggest challenges are whilst being an IFA and a director in a directly authorised firm.

Also in the discussion, Sue and Brandon ask Charlie about the trials and tribulations of working in a family business as well as the benefits.

I&P Podcast #9: Income protection with Lloyds Banking Group’s Rose St Louis

When it comes to insurance, your clients almost always think about protecting their homes, cars, businesses and even lives but often neglect to shield the thing that makes that all possible, their income. 

On the show today, Sue and Brandon welcome back Rose St Louis, Protection Director at Lloyds Banking Group – someone who is particularly passionate about the need for protection and always has plenty to say! 

This week they’re talking income protection, why it’s important and how advisers can take a holistic view of protection. They also touch on an interesting new product that Scottish Widows have recently launched, their flexible income protection policy – it’s well worth checking out!

Don’t miss this insightful and thought-provoking discussion. Tune in now!

GBI Podcast #2: Powering the future and navigating the energy transition with experts from Blackfinch Ventures

Welcome to a special episode of IFA Talk, brought to you in partnership with GBI Magazine. In this week’s podcast, we’re diving headfirst into one of the most pressing and exciting topics of our time—how we’re powering the future and navigating the energy transition. 

Hosted by Matt Williams, Content Editor at GBI and IFA Magazine, alongside IFA Magazine’s Senior Financial Journalist Jenny Hunter, this episode brings together two exceptional guests from Blackfinch. Joining the conversation are Dr Reuben Wilcock, Head of Ventures, and Tim Wynn-Jones, Head of Energy Transition. 

Podcast #100: Women and financial advice – are advisers missing a trick? With Philip Wickenden and Gillian Hepburn

In this episode of IFA Talk, we're getting into a topic that’s been stirring up some serious conversation in the financial world—how well are advisers really connecting with their women clients? Jenny Hunter, our Senior Financial Journalist, and Editor Sue Whitbread dig into some eye-opening research called "Women and Financial Advice." 

M&P Podcast #12: Exploring opportunities in later-life lending with Dave Harris

Welcome to this week’s Mortgage & Property edition of IFA Talk! In this episode, we dive into the exciting world of later-life lending—a sector experiencing rapid growth and opening up incredible opportunities for advisers and their clients.

Joining us is Dave Harris, CEO of specialist later life lender, more2life. With his wealth of experience and optimism about the future, Dave shares insights on the evolution of later-life lending products and how these changes are creating new possibilities for mainstream mortgage advisers and IFAs with older clients.

 

We also explore some of the barriers that may be holding advisers back from engaging with this market and discuss the compelling reasons to get involved. Finally, Dave sheds light on the unique challenges of the later-life lending sector, especially in the context of Consumer Duty requirements, and how advisers can confidently navigate this space without needing to cover every available product.

Whether you’re already advising in this area or just curious about the opportunities, this episode is packed with valuable takeaways to help you grow your expertise and serve your clients better. Don’t miss it—tune in now!