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IFA Magazine‘s ground-breaking weekly editorial perspective on the news that is shaping the global investment and economic landscape. Featuring exclusive conversations with the financial service’s most influential voices.
Episodes
Wednesday Feb 21, 2024
Wednesday Feb 21, 2024
In this week’s IFA Talk podcast, Sue and Brandon are looking at the world of technology, how the use of tech has changed so dramatically in recent years within both insurance and mortgage brokerages and also about how AI is already manifesting across the lending and insurance spectrum.
Wednesday Feb 14, 2024
Wednesday Feb 14, 2024
For this week’s IFA Talk GBI Special podcast, the first in our new series, our focus turns to VCTs. Joining Matt and Sue on the podcast is Mark O’Donnell, Head of Research at MICAP.
MICAP are part of Defaqto and are the leading provider of research and reporting solutions for financial advisers recommending tax-advantaged products like VCTs.
Wednesday Feb 07, 2024
Wednesday Feb 07, 2024
On this week's podcast, Sue and Brandon speak to Ian MacKendrick and Stephen Farnfield, both Chartered Financial Planners at Paladin Advice, an independent advice firm which is part of Rosemount IFA.
Both Ian and Steve have worked together at previous firms and have come together to focus their energy and expertise towards clients with a range of vulnerabilities. The inspiration for finding this niche within their careers comes from Ian’s disability and Steve’s brother who became disabled through medical negligence, so they really are true experts in their field.
Wednesday Jan 31, 2024
Wednesday Jan 31, 2024
For any financial planner, it’s never an easy thing to do to make the bold move of breaking away from an advice firm and role you’ve been in for a while and putting in the huge amount of time and effort that it takes to get your own new financial advice business up and running.
On this podcast, Sue and Brandon talk to Jack Mason Brown from Mason-Brown Financial Planning who has done just that. Jack set up his business in 2023 partnering with St James’ Place Wealth Management after starting his career at NFU Mutual.
Wednesday Jan 24, 2024
Wednesday Jan 24, 2024
On this week’s edition of IFA Talk, we invited back a guest from one of our most popular podcasts of 2023, Jordan Sriharan, fund manager at Canada Life.
Monday Jan 15, 2024
Monday Jan 15, 2024
Our podcast guest today is Jaxon Stevens, Sales Director at Tuscan Capital. Tuscan are providers of short term bridging finance and Jaxon has got plenty of experience in this specialist market, as this conversation goes to prove!
Wednesday Jan 10, 2024
Wednesday Jan 10, 2024
Joining Sue and Brandon on today’s podcast episode is Kristen Cunliffe DipPFS. As an IFA herself and Managing Director at Red Star Wealth she’s clearly got all the technical know how. However, Kristen also runs Red Star Education – a company that aims to develop financial literacy skills for all.
Wednesday Jan 03, 2024
Wednesday Jan 03, 2024
Sue and Brandon’s very first podcast guest of 2024 is someone who has strong views on the subject and a passion to drive progress – something he’s been working at for many years.
No doubt, he’ll be well known to many IFA Magazine readers and podcast listeners, as our guest today is the one and only Ian McKenna of advisersoftware.com
Wednesday Dec 13, 2023
Wednesday Dec 13, 2023
Sue and Brandon’s podcast guest this week is Jian Shi Cortesi. Jian is Investment Director at GAM, where she’s a member of their Global Growth Equity team and manages China and Asian equity funds too.
Wednesday Dec 06, 2023
Wednesday Dec 06, 2023
This week Sue and Brandon speak to Ahmed Bawa, the CEO at Rosemount Financial Solutions (IFA), one of the largest independent mortgage and financial planning networks in the UK, about how they are managing to successfully run their advice business