IFA Talk

IFA Talk

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IFA Talk episodes

  • Podcast #48: An alternative to consolidators - Angus MacNee highlights the impact Validpath is having on the advice sector
    On this week’s IFA Talk, Brandon and Jac talk to Angus MacNee, CEO of Validpath, whose network over the past 20 years has helped 100s of IFAs and IFA businesses to operate and thrive across the UK.

    They recently launched their alternative to consolidators, a do-it-yourself option called ‘Succession Solution” for those advisers looking to sell their business or retire. We caught up with Angus to find out more about the dynamics of the marketplace.

    20 min
  • Podcast #47: Delivering smarter professional financial advice: with Defaqto’s CEO, John Milliken
    Working smarter and not just harder is increasingly important for advisers. Defaqto is an organisation with which advisers will be familiar, with 30% of IFAs already using its financial planning software, Engage. 
    However, with big plans to empower advisers’ propositions still further, through more effective business development tools and clever client proposition models – such as the recent addition of a new cash-flow modelling tool within Engage, we wanted to find out more.  

    In this week’s IFA Talk, Sue and Brandon are talking to Defaqto’s CEO, John Milliken, to find out more about those plans – especially given the new Consumer Duty. 

    22 min

About IFA Talk

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IFA Magazine‘s ground-breaking weekly editorial podcast, which breaks down the news that is shaping the global investment and economic landscape.

Featuring exclusive conversations with the…