IFA Talk

Podcast #69: What might the future of financial advice look like? With Ian McKenna

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 

Podcast #68: Why you shouldn’t dismiss investing in China and Asia – with GAM’s Jian Shi Cortesi

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.

Podcast #67: Running an advice business – with Rosemount’s Ahmed Bawa

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

Podcast #3: The popularity of self-build and custom-build housing and its influence on the property market – with Saffron for Intermediaries’ Tony Hall

In this month’s Special Mortgage and Property edition of IFA Talk, Sue and Brandon dive into the world of self-builds with Tony Hall, Head of Business Development at the building society, Saffron for Intermediaries. 

Podcast #66: Dealing with Property Wealth as part of the financial planning process: with Roland Whyte

This week Sue and Brandon spoke to Roland Whyte, who is the Founder and CEO of Nokkel. Nokkel recently carried out a very interesting piece of research called the ‘Home Wealth Research Report’ in partnership with FNZ, with the actual in-depth research done by The Lang Cat. 

The research gauged advisers’ views on how housing wealth is being handled as part of the financial planning process and in particular explored property as a potential asset with which to fund retirement. With growing concerns about insufficient savings among current and soon-to-be retirees and the tightening grip of consumer duty, the timing of this research and the findings could not be better. 

Podcast #65: Working well with a wealth management partner - with Charles Stanley’s Tom Hawkins

On today’s IFA Talk podcast, Sue and Brandon are discussing this brave new world of wealth management and some of the challenges and opportunities created by working well with a wealth management partner.   

Podcast #64: What’s in a name? How and why leading consumer brands can offer great investment potential - with Artemis’ Swetha Ramachandran

In this week’s IFA Talk Podcast, Sue and Brandon are looking at investment through the interesting lens of the world’s leading consumer brands. 

Mortgage and Property Monthly Podcast #2: Supporting First Time buyers in the mortgage market with Coventry Building Society’s Jonathan Stinton

With affordability as well as the supply of suitable properties posing particular challenges for first time buyers, Brandon and Sue speak to Jonathan Stinton, Head of Intermediary Relationships at Coventry Building Society. 

Podcast #63: Avoiding costly mistakes when choosing a wealth management partner - with Third Financial’s Ian Partington

In this week’s IFA Talk podcast, Sue and Brandon are talking to Ian Partington, CEO at investment platform and investment software business, Third Financial. 

Podcast #62: The future of advice and the use of technology - with Chris Kenning, Stubben Edge

Chris Kenning, CEO at fintech, Stubben Edge, is our Podcast guest this week. 

In this conversation with Sue Whitbread, Chris explains why he believes that there’s still further to go in our use of tech and how it can already provide more solutions to the many business challenges which IFAs are facing today.