View Legal is a specialist law firm, focusing on tax, structuring, asset protection, business succession and estate planning.
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Introducing "Let's Talk IP," presented by Matthew Chapman, The Protection Coach, proudly brought to you by the Income Protection Task Force (IPTF). Join us as we look beyond financial advice, focusing on income protection, a subject often overlooked but undeniably vital for financial resilience. In each episode, Matthew Chapman, renowned as The Protection Coach, along with industry experts brings his expertise to the forefront, shining a spotlight on income protection. Whether you're a seaso ...
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Fred Saide discusses proper planning to and through retirement. His goal is to provide information on financial matters related to planning a successful retirement. Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.
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Welcome to Wisdom & Wealth™ with Donna Kendrick and Jim Gehan. On each show, they'll aim to take the intimidation out of financial planning, so your family can handle any transition that comes its way. From investing to retirement, each episode will cover all angles of financial planning. If you have a 401(k), IRA or other investments and want to know how you can protect your hard-earned assets and live a life of financial success, then this is the show for you. If your financial life feels ...
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Exploring timely insurance and retirement planning topics for today's forward-thinking financial professionals. Crump Insights is a presentation of Crump Life Insurance Services, a leading third-party distributor and service provider of insurance and retirement products. Join us for the latest market updates, sales strategies and information that impact the industry, your practice, and your clients.
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Welcome to the Just Covered podcast series, where financial planners, mortgage advisers, and protection advisers come together for insightful discussions on the latest topics in the financial services industry. Join us for short and engaging conversations designed specifically for professionals like you. We'll be exploring current trends and pressing issues that impact your work and provide valuable insights to keep you up-to-date in the ever-evolving landscape. So, grab a cuppa, sit back, a ...
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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.
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Despite the growing attention on industrial cybersecurity, there is still much work to be done to keep pace with the increasing risks. To mature and comprehensively protect against cyber threats to operational technology (OT), it will take collaboration among key players from various sectors and industries. The PrOTect OT Cybersecurity podcast brings together experts in the field of cybersecurity for critical infrastructure and industrial organizations. Join Aaron Crow, the Chief Technology ...
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Get the latest news, views, and expert analysis as the Money Marketing team speaks to leading guests about the industry’s hot topics.
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Investment Matters connects you with the investment themes shaping our world. Featuring insights from our investment teams on key economic and market drivers, this channel explains the risks and opportunities uncovered by our research and highlights the implications for investors. Views presented are as of the date published and may not reflect the views of others in the organization. This material shall not be deemed to be a direct or indirect provision of investment management services. No ...
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intelliflo Insider addresses the most important topics affecting financial advisers today. Joined by industry friends, intelliflo will provide its insight and analysis where the latest technology meets financial services.All podcasts were recorded and produced by the Content Team at Lansons.
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America faces a new war — new threats to your savings and your way of life. Put America and your investments first with the only financial news show to provide a war room for you to develop your personal financial battle plan.
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JAAOS (aka the Yellow Journal) is a trusted source of cutting edge primary research and in-depth review articles from world experts in the field of orthopaedics. Every month, join us as we summarize research articles and review a featured article from the latest issue of the Yellow Journal. This podcast is intended for any and all learners of orthopaedics - from the first year medical student to the emeritus professor!
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Let’s Talk ETFs is Seeking Alpha's podcast dedicated to the exchange traded fund space. Hosted by Seeking Alpha’s ETF expert, Jonathan Liss, the podcast features long-form conversations with industry insiders, ETF issuers, asset managers and investment advisers to explore the ways in which ETFs continue to evolve, helping investors to reach their financial goals.
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Security Nation Podcast is hosted by ESA, and it brings the voice of the electronic security and life safety industry to you! Host Hannah Boone brings on security pros to discuss best practices, real-life experiences, industry forecasts, and more on this monthly podcast. It's the ever-present voice in an ever-changing industry.
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As an athlete, entertainer or artist, your talent may be helping you to build a successful career and reputation. However, it is important to remember that your reputation and image has value and you need to protect it. Safeguarding your personal brand and identity is very important in the early stages of your career, and will help you protect your future position and commitments.In this podcast series, hosted by Michael Rueda, we talk to experienced advisers who share useful tips and consid ...
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Brand & New is a podcast produced by the International Trademark Association (INTA) and focused on innovation. Published monthly, each episode consists of an open dialogue with experts, visionaries, and influential people from all over the world in order to learn more about the evolution of the legal and intellectual property ecosystem, its concepts, and all actual or potential consequences. Because we consider innovation as a pillar of INTA’s Strategic Plan, and because it is key to “walk t ...
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Myron Scholes On Time provides insight into the thinking of Nobel Laureate in Economic Sciences and Janus Henderson’s Chief Investment Strategist, Myron Scholes. Aimed at sophisticated investors, and those who wish to be sophisticated investors, these episodes provide a fresh, and at times controversial, take on foundational investment principles through the lens of the dynamics of time. Views presented are as of the date published and may not reflect the views of others in the organization. ...
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Regular podcast hosted by Money Marketing journalists featuring leading financial services commentators. Covering pensions, politics, regulation, mortgages, investments. Money Marketing is a website and weekly magazine for the professional financial adviser industry.
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Brass Tacks. John Lappin interviews leading figures in the Financial Services sector
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'Get lost in yourself and you'll find everything is a soul-searching podcast in which you would learn the necessary stuff, which is everything, you already got, and unlearn the unnecessary stuff, you might be looking forward, to complete you, anyhow. Back your mental health with soul-searching.
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1
Pensions and Protection Podcast: Adviser Incubator Program
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Join us in this episode as we explore the Adviser Incubator programme, developed by the Verve Foundation to support new and early-stage financial advice firms. Hayley Rabbets, Head of the Verve Foundation, and Chris Kane, Strategic Partnerships Manager at Royal London, discuss the programme’s goals, structure, and successes. Learn how this initiati…
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During an election year, the debate arises about which party, Democrats or Republicans, is more beneficial for the stock market and the economy. However, Fred points out the impact of elections on the markets is not as significant as other factors, such as the actions of the Federal Reserve and government policies. Studies show that there is no cle…
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1
Weekend Essay: Will I have enough to retire on? Who knows
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In this weekend essay, Lois Vallely explores the uncertainties of retirement planning. Despite early pension contributions and financial guidance from her dad, she worries about having enough savings for a comfortable retirement. Vallely discusses various factors affecting retirement needs and highlights the conflicting advice on required pension p…
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Ep 299 | Faith, Freedom, and the Fight Against Wokeness
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Join Kevin Freeman at Liberty University as he explores the institution's firm stance on faith, freedom, and its resistance to wokeness with Ryan Helfenbein, VP of communications and public engagement. Discover the unique blend of academics, athletics, and spiritual emphasis that differentiates Liberty from other universities. Gain insights into ho…
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Podcast #84: What does the FCA’s Retirement income review mean for advisers? With BNY Investments’ Richard Parkin
20:56
20:56
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Has your client retirement proposition evolved following the publication of the FCA's thematic review of retirement income advice? In March, the FCA wrote to the Chief Executives of financial advice firms asking them to review their processes when providing retirement income advice. This thematic review has pretty massive implications for the advic…
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1
In Conversation With…Tessa Lee, Managing Director at moneyinfo
34:08
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On this episode of "In Conversation With...," host Kimberley Dondo sits down with Tessa Lee, Managing Director at moneyinfo, to dive into the findings from recent research by moneyinfo and Compeer. They explore the evolving digital landscape in financial advising, highlighting what high-net-worth investors now demand in digital services, the specif…
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1
Global Perspectives: Where do we go from here?
25:55
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Janus Henderson’s asset class heads discuss their outlook for the second half of 2024 in a panel discussion from our recent Global Investment Summit. Jim Cielinski, Global Head of Fixed Income, joins Lucas Klein, Head of EMEA and Asia Pacific Equities and Marc Pinto, Head of Americas Equities in a session hosted by Matthew Bullock, EMEA Head of Por…
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Fred’s special guest is Corey Carver, Vice-President of Business Development at Magellan Financial and Insurance Services. Fred and Corey discuss the challenges of securing protected income for retirement. They explore the complexities of retirement planning and the importance of reliable and predictable income. They discuss different strategies, s…
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Weekend essay: Why the future is broader than ‘full fat’ advice and wealthy clients
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In this Weekend Essay, Amanda Newman Smith argues for inclusive financial advice, traditionally reserved for the wealthy. She highlights the need for scalable, tech-driven solutions and praises firms offering subscription-based services and detailed benefits research. Smith hopes regulatory changes will spur innovation, making financial advice acce…
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Ep 298 | The Electric Grid Crisis: Threats, Vulnerabilities, and Solutions
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Join Kevin Freeman in the Economic War Room with grid security experts Tommy Waller and David Tice as they delve into the imminent threats facing America's electric grid. From solar flares to cyberattacks, watch to discover why our power infrastructure is at risk and what can be done to secure it. Learn how you can take action by watching the impac…
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1
When Is The Right Time To Talk Finance When Dating?
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Talking about finances in a dating relationship can be daunting, but it’s an important part of building a strong, transparent, and trusting partnership. So, when is the right time to discuss money matters with your partner? Should you discuss your financial status early on or wait until the relationship is more serious? Donna and Jim are here to sh…
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Podcast #83: Purely Paraplanning - The lang Cat’s Steve Nelson on the findings from the recent State of the Advice Nation report
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Are you a paraplanner? Or maybe you’re an adviser or wealth manager who works with paraplanners? If so, this week’s podcast is for you. This week, Sue and Brandon speak to The Lang Cat’s Steve Nelson about their sixth annual State of the Advice Nation report – all about Paraplanning. It’s refreshing to hear such an influential and successful organi…
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In Conversation With... Steve Jordan, director and co-founder, Five Wealth
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In this episode of In Conversation With, host Lois Vallely chats to Steve Jordan, director and co-founder of Five Wealth. Jordan shares his views on why he believes the future lies in ESG portfolios, despite their current patchy performance. He also discusses his path into the financial advice profession and offers insights into what the future of …
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S1:EP7 - Prioritising Income Protection During the Mortgage Advice Process with Ollie Basnett
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Send us a message! In today's episode We speak to Ollie Basnett from New Homes. Together, we uncover why income protection should be a top priority for clients, especially when purchasing a new home. In #AskIPTF this week, we’ll be answering some of your burning questions with questions on ASU policies and Executive Income Protection And of course,…
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#89 – To bind or not to bind – unbundling the great BDBN debate
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In many holistic estate planning exercises, superannuation is either the second largest – or largest – asset. As superannuation savings continue to accumulate the number of disputes in relation to death benefit payments also seems to be growing. Particularly in the SMSF space, it is critical for advisers to understand the interplay between the vari…
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Factors that Promote and Protect Against Financial Toxicity after Orthopaedic Trauma: A Qualitative Study
40:57
40:57
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Host Katherine Mallett, MD Guest interviewees Nathan N. O’Hara, PhD, MHA and Lily R. Mundy, MD, discussing their article “Factors that Promote and Protect Against Financial Toxicity after Orthopaedic Trauma: A Qualitative Study” from the June 1, 2024 issue (https://journals.lww.com/Jaaos/toc/2024/06010) Article summarized from the June 1, 2024 issu…
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Fred Saide discusses the challenges and changes in retirement planning, focusing on the impact of Social Security, healthcare, the Secure Act, and inflation. He highlights the strain on Social Security and Medicare due to the increasing number of baby boomers reaching retirement age and the system's inability to accommodate this demographic shift. …
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Weekend Essay: The benefits of bringing IFAs and VR together
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In this Weekend Essay, Darius McQuaid discusses how St. James’s Place (SJP) uses Virtual Reality (VR) to enhance training for Independent Financial Advisers (IFAs), improving empathy and vulnerability skills. Supported by PwC research, VR proves more effective than traditional methods. McQuaid humorously suggests VR zombie scenarios to make regulat…
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Join Kevin Freeman as he welcomes historian and author William J. Federer to the Economic War Room to discuss his latest book, "Silence Equals Consent." This thought-provoking conversation highlights the pivotal role of the church in modern America and emphasizes the consequences of staying silent amidst moral decay. Join them to discover the histo…
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I&P Podcast #5: Why protection is the key to your clients’ financial resilience, with Lloyds Banking Group’s Rose St. Louis
17:09
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On this, the latest Insurance & Protection special edition of our IFA Talk podcast, Sue and Brandon are joined by the highly charismatic and influential voice that is Rose St Louis, Protection Director at Lloyds Banking Group. Their conversation with Rose, formerly a financial adviser herself, is perfect for today’s Consumer Duty landscape. Not onl…
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In Conversation With... Matt Storey, Head of Business Development at @sipp
28:48
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In this episode, Kimberley Dondo talks with Matt Storey about the impact of the DWP levy on SSAS, highlighting increased costs and alternative strategies for retirement planning. They explore the potential for non-standard assets like cryptocurrencies in SIPPs, the challenges of utilising property in pensions, and how AI can aid advisors in selecti…
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Progress in Europe: Advancing DEI, Leveraging AI, and Protecting Consumers
25:14
25:14
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The European Union formed in 1992 with the signing of the Maastricht Treaty in the city located at southern tip of the Netherlands. 12 counties initially joined the EU, and this has since grown to 27 member states. The European Union was once described as the “grand experiment.” Experiments are not without challenges… and setbacks. The exit of the …
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In this episode, Fred Saide provides a comprehensive overview of annuities, their relevance in retirement planning, and the different types of annuities available. He discusses the importance of annuities in providing guaranteed income and addresses the significance of monitoring annuity purchases. Additionally, he emphasizes the need for comprehen…
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Weekend Essay: What advisers can learn from this hellish election campaign
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This episode explores Tom Browne's Weekend Essay on the chaotic election campaign and its lessons for financial advisers. Highlighting political blunders and public distrust, Browne draws parallels to the financial sector, emphasizing the importance of mastering basics, understanding client needs, and effective communication. Listen now:…
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Ep 296 | Unmasking Pirate Money: Rediscovering America's Financial Freedom
52:51
52:51
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Join Kevin Freeman and cohost Mike Carter in this eye-opening segment as they delve into the revolutionary concept of pirate money. Discover how gold and silver, historically known as pirate money, can counter inflation, safeguard your economic liberty, and provide real value in uncertain times. Learn about the pirate money clause in the Constituti…
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1
Mistakes When Choosing A Financial Advisor
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21:07
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Choosing a financial advisor can feel daunting, especially when you're not sure what to look for or what questions to ask. In today’s episode, we’re going to cover some of the critical mistakes people make when they’re on the hunt for the perfect match. Listen in as Donna shares her personal experiences as a widow searching for a financial advisor …
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Podcast #82: What have been the main impacts of Consumer Duty on advisers so far? With Benchmark’s Gillian Hepburn
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Sue and Brandon’s guest on this week’s IFA Talk is Gillian Hepburn, Commercial Director of Benchmark, a leading provider of financial planning solutions and a part of the Schroders Group. In this episode, their conversation drills down into why Consumer Duty is about evolution not revolution and also some of the finer points about how the industry …
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In Conversation With... Benjamin Mitchell, founder, Headsup Wealth
27:49
27:49
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In this episode of In Conversation With, host Lois Vallely talks to Benjamin Mitchell, founder of Headsup Wealth, about what it was like to set up his own directly authorised advice firm. They chat about some of the challenges and highlights of his journey from employed adviser to business owner. They also look at some of the biggest challenges for…
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S1:EP6 - Integrating Income Protection with Sarah Parkin of Hollybeck
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Send us a message! In today's episode What if you could seamlessly incorporate income protection into every financial plan you develop? Join us on this episode of "Let's Talk IP" as we chat with Sarah Parkin from Hollybeck, a seasoned expert whose journey from TSB Bank to the Mortgage Advice Bureau has made her a passionate advocate for income prot…
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Tune in to our latest Money Marketing podcast as we recap May and give you a glimpse of what's in store for our June issue. Don't miss this special episode! Listen now: https://www.moneymarketing.co.uk/By moneymarketing
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Fred Saide discusses the challenges and statistics related to retirement planning, longevity, market volatility, and the unique challenges faced by women in retirement. He also addresses the importance of guaranteed income, annuities, and the need for comprehensive financial planning. The conversation delves into the impact of inflation, pay equity…
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Weekend Essay: Millions of Brits risk sleepwalking into a retirement shock
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In this week's Weekend Essay, Momodou Musa Touray explores the looming retirement crisis facing millions of Brits. While politicians battle over policy pledges, a recent study by AJ Bell reveals that nearly half of British adults under state-pension age are uncertain about when they'll receive their pensions. With implications for retirement planni…
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1
Pensions and Protection Podcast: Boosting Workplace Pension Value
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Join us for the first episode in our new series of Royal London’s informative pensions and protection podcasts. In this episode, Rory Marsh, Customer Life Stage Director at Royal London, discusses how advisers can provide value and long-term financial resilience for workplace clients’ pension savings. Topics covered include: Financial planning deci…
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EP 295 | The Emerging Threat of Debanking: Protecting Financial Liberty
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In this revealing episode, Kevin Freeman engages with Lathan Watts, vice president of public affairs for Alliance Defending Freedom, to uncover the concerning trend of "debanking" — where individuals and organizations are denied banking services due to their social or political beliefs. This discussion sheds light on how this practice mirrors aspec…
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Unlocking Success: Navigating the Foreign Nationals Life Insurance Market
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According to US Census data, 14% of the US population, or 46 million, are foreign-born and/or non-citizens. This represents a significant life insurance sales opportunity, as foreign nationals seek safety and security from US life insurance carriers. In this episode, our Crump experienced professionals explore the opportunity. Joining us: Jess Metz…
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Podcast #81: Should CGT replace IHT? Talking tax fallout after the Spring Budget with Ex-HMRC tax inspector, Gravita’s Tom Adcock
26:21
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Sue and Brandon’s guest on the podcast today is Tom Adcock, Tax Partner at Gravita – and a former HMRC tax inspector.By IFA Magazine
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MM Talks: Episode 1 - Financial Advice in 2024
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Join us for a casual conversation with Lois Vallely and Kimberley Dondo, as we dive into the hot topics shaping the future of financial advice in 2024. We'll tackle Consumer Duty, regulatory challenges, the importance of mental health in the industry, and what lies ahead for financial advisers. This is your insider's look at the world of financial …
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Weekend Essay: Money matters – How Saudi Arabia’s influence is changing sport
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This week, Dan Cooper explores the transformative impact of Saudi Arabia's financial influence on global sports. From Cristiano Ronaldo's move to the Saudi Pro League to hosting the 2034 World Cup, Saudi investment is reshaping football, Formula One, golf, and more. As the Kingdom's Public Investment Fund (PIF) continues to expand its reach, the im…
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In this conversation, Fred Saide discusses retirement surprises and how to navigate them. He emphasizes the importance of understanding Medicare and making informed choices about healthcare coverage. Fred also explores options for long-term care and the potential costs associated with it. He highlights the need to plan for inflation, taxes, and lon…
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Ep 294 | The Great Campaign: A Quest for Humanity and Love
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Dive into an enlightening conversation with Jason Jones, a seasoned film producer, author, and human rights activist, as he shares his profound insights on the Great Reset from a uniquely humanitarian and ethical perspective. Jason is known for his remarkable work defending the most vulnerable and promoting human dignity. He discusses his new book,…
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1
Stay-At-Home Parents: Balancing Family and Finances
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Donna and her husband, Jim, have both navigated the path of stay-at-home parenting and are no strangers to what it looks like to manage finances during family transitions. We’re excited to officially welcome Jim onto the podcast for the first time in today’s episode. Together, Donna and Jim will share their unique perspectives on the emotional and …
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I&P Podcast #4: What do protection policies mean for your clients? With Beagle Street’s Ryan Griffin
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In this week’s Insurance and Protection special edition of our IFA Talk podcast, Sue and Brandon’s guest is Ryan Griffin. Ryan is Protection Director at dedicated life insurance provider, Beagle Street.By IFA Magazine
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In Conversation With... Gee Foottit: How Mentorship & Diversity Are Shaping the Future of Financial Advice
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In this episode of "In Conversation With," Kimberley Dondo chats with Gee Foottit about the challenges and opportunities in the financial advice industry. They discuss recruitment, retention, the importance of diversity, and initiatives to attract talent from diverse backgrounds. Foottit also highlights "The Switch" podcast, which focuses on second…
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#88 – Trust Horror Stories… the 8th Edition
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Many specialist advisers have business plans that consist of one word – ‘trusts’. A significant reason for this is the myriad of seemingly never ending problems with trust deeds. In the lead up to another 30 June, this webinar will explore numerous trust ‘horror’ stories that View has helped resolve – all shared with the aim of helping avoid simila…
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S1:EP5 - Understanding the Psychology of Selling Insurance with Julie Botha from Vitality
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Send us a message! In today's episode Unlock the psychological secrets behind selling income protection with this eye-opening episode featuring Julie Botha, Sales Training & Academy Manager from Vitality. Storytelling isn't just for bedtime; it's a powerful tool that can reshape how we talk about insurance with clients. Tap into the shared wisdom o…
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Global Perspectives: Tapping into a broad set of growth drivers in mid-caps
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Portfolio Manager Brian Demain discusses diverse growth drivers in mid-cap stocks, including opportunities tied to artificial intelligence (AI), electrification, and healthcare. Further, he advocates for a selective approach given wide valuation dispersion, the higher cost of capital environment, and hidden risks such as stock-based compensation.…
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Fred covers topics such as inflation, government spending, Federal Reserve policies, innovation in the private sector, Social Security and Medicare, and potential solutions for the financial challenges facing the country. The conversation covers various topics related to Social Security, taxes, inflation, and government spending. The main themes in…
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Weekend Essay: My plan for the end of the world
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In this week's episode, Lois Vallely shares her fascination with end-of-the-world scenarios, from zombie outbreaks to natural disasters. She explores the reasons behind this fascination and how it ties into the real-life threat of ancient viruses being released due to climate change. Additionally, she dives into the potential economic consequences …
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