In this episode of Phil's Payola, Phil chats with IFA Broker Jonathan Newell of IFA Prosure about the PI Market, what's been happening recently, why it currently functions in the way it does and what the future might look like.
In this feature episode of the ASHL Media Podcast, Ella Davies of Ella Rose Financial and Katie McCann of Lowry Legal, discuss the importance of collaboration during divorce and separation, emphasising the benefits of engaging a Financial Planner early on in the process. They also explore the critical role of pre-nups and post-nups in estate and succession planning. For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.
What will a Donald Trump Presidency bring for world markets? Scroll to start. Liquidity has driven risk asset prices higher – will this remain a feature for markets? Scroll to 13 minutes 10 seconds. Can you explain the strange behaviour in bond market in recent times? Scroll to 18 minutes 48 seconds. What portfolio changes have we made and why? Scroll to 25 minutes 19 seconds. For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.
A soft landing, hard landing, or no landing for global economies? Scroll to start. The long run relationship between equities and bonds and resumed recently, benefitting multi asset portfolios. Why is that? Scroll to 10 minutes 30 seconds. What's happening in China? Scroll to16 minutes 0 seconds. For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.
What caused the latest market volatility? Scroll to start. Has anything changed from an investment point of view? Scroll to 4 minutes 46 seconds. US election and implications to markets? Scroll to 11 minutes 32 seconds. Portfolio considerations? Scroll to 17 minutes 37 seconds For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.
What caused the market pick-up and can it last? Is inflation defeated and what are the implications for interest rates? Scroll to 8 minutes 17 seconds. What portfolio changes have we made / are we thinking about? Scroll to 17 minutes 24 seconds. For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.
What is the value of Financial Advice? Hear Elliot Smith of Wealth Spring delve into the value of advice in the era of democratised information.
Welcome to this edition of ASHL Media Podcast. This is part one of a two part podcast with Harry Thiel of WealthWave. This podcast was recorded during our Business Development event series.
Join John Netting & Jonathan Newell of IFAProsure as they discuss the landscape of the PII market in 2023, unpack the Sense Network block policy arrangement and highlight the key areas in which our policy provides real value to the network membership. go to www.ashlgroup.co.uk to find out more about what makes us the #PartnerOfChoice for UK Financial Advisers
Inflation – is it now finally rolling over? Is the recession cancelled or postponed? Scroll to 9 minutes 33 seconds. Are equity growth prospects solely down to technology and AI, or can progress be broadened out? Scroll to 18 minutes 10 seconds. What is the bond market telling us? Scroll to 25 minutes 50 seconds. What changes have we made or plan to make at portfolio level? Scroll to 30 minutes 39 seconds.
In this episode, I sat down with Tom Davey, Director of the Norfolk based financial advice practice Tom&Co. Tom is currently taking the ASHL Academy Chartered Level Six Programme. As you'll soon hear, it's been a very busy year for Tom, but with the flexible learning styles and available support through the Academy, Tom has been able to balance the necessary learning time with everything else he has been working on.
Investment Proposition Manager for the ASHL Group of Companies, James Smith, covers off the key changes required to your CIP to make it Consumer Duty ready. James looks at provider assessment of value reports, target market descriptions, the four consumer outcomes and client vulnerability. Other topical matters are discussed along with best practice considerations.
Our final Rockhold Podcast of the year. Check out the chapter timings below for specific themes featured in this month's Podcast. Thanks to all of our subscribers and see you again in 2023. 2022 has been a year of “the great reset”? Scroll to 33 seconds. Is fixed income a buy yet? What about equity markets? Scroll to 7 minutes 59 seconds. 2023 prognosis? Scroll to 12 minutes 46 seconds. Portfolio updates and news? Scroll to 16 minutes 40 seconds. What investment related book can you recommend to listeners for the holiday season? Scroll to 18 minutes 19 seconds.
In this series of blogs and podcasts, we speak to principals and advisers from the AR firms of both Lyncombe and Sense Network. This series was created to give our firms an opportunity to introduce themselves, discuss what's on the horizon and get a sneak peek into what keeps them busy outside of financial planning.
Click here download "The Great Normalisation" guide. Our latest ASHL Media Podcast has been added to the ASHL media channel, featuring the current market views of Rockhold's MPS partner, Alpha Beta.
In this episode of the Rockhold Podcast we ask whether inflation has peaked in US and what's the prognosis for UK? US rates reached neutral according the Federal Reserve – are there more hikes to come and what about US dollar strength? Treasury yields have been trending lower again – what are the risks? Soft landing, hard landing or crash landing? Favoured investment themes? Changes to portfolios? Only on the Rockhold Podcast
Weclome to the latest podcast from Rockhold, featuring the current market views of Rockhold's MPS partner, Alpha Beta. Today's topics: What happened to so-called diversification benefits in recent market falls? Has inflation peaked? Short term rates have further to go but long term rates appear to be falling already? Is that correct? Markets are an efficient discounting mechanism – but what does that mean? A recession looks likely – a technical one or something altogether more real?
Join Andrew Thompson, John Reynolds and Asim Javed from Rockhold's MPS partner Alpha Beta, as they discuss recent portfolio changes, Bond yield considerations, recessionary pressures and more. Find out more at rockholdinvest.co.uk
It is normal business practice for a company to mitigate the risks they may face but so often they overlook the impact of the loss of a co-owner. Indeed, 41% of surveyed business owners say they have never considered the risk, yet the impact of not having the rules and a framework in place can be the same as an individual dying intestate. We discuss the importance of shareholder protection and take you through, step by step, the most common solutions used when creating shareholder protection arrangements. We will also delve a bit deeper, looking at areas which can differentiate you from the pack, including how you can tailor solutions to be IHT efficient and creating bespoke agreements for when a husband or wife hold a position as a minority/non-working shareholder.
In this webinar we'll be taking a deep dive into the world of income protection insurance (IP). We'll be covering why this protection product is so important for clients, particularly now given the economic climate, and covering who IP is suited to and how you can introduce IP into your conversations with clients. We'll also be highlighting sales tools to support those conversations
Join Andrew Thompson, John Reynolds and Asim Javed from Rockhold's MPS partner Alpha Beta, as they discuss recent portfolio changes, the continued impact of the war in Ukraine on markets as well as thoughts on possible future changes to portfolio bond duration exposure. They also discuss central bank policy and the impact on individual equity sectors.
We recently asked financial advice business consultant Brett Davison (FP Advance) to deliver three webinars to our membership, covering everything from pricing consideration to implementation. To find out more about the CPD available through our Development Programme, get in touch today.
We recently asked financial advice business consultant Brett Davison (FP Advance) to deliver three webinars to our membership, covering everything from pricing consideration to implementation. To find out more about the CPD available through our Development Programme, get in touch today.
We recently asked financial advice business consultant Brett Davison (FP Advance) to deliver three webinars to our membership, covering everything from pricing consideration to implementation.
Tim Cotton (Upper Street Financial Planning), Sebastian Elwell (Switchfoot Wealth Limited) and Colin Tomlinson (Sense) discuss later life & vulnerable clients from an adviser's perspective.
Episode six of our National Advice Forum Podcast featuring Gavin Francis.
Episode five of our National Advice Forum Podcast featuring Mike Barrett
Episode four of our National Advice Forum Podcast featuring Michelle Hoskin.
Episode three of our National Advice Forum Podcast featuring Rory Percival
Episode two of our National Advice Forum Podcast featuring Abraham Okusanya.
Welcome to the first in a six part podcast series recorded at our inaugural Sense National Advice Forum. Today's episode features a strategic update from our Chairman Phil Young. A session on developing new talent with President and Member Director at the PFS Adam Owen and the first of two adviser panels, which was an opportunity for Sense members to discuss issues such as the advice gap and succession planning.
In this episode of Phil's Payola, Phil chats with IFA Broker Jonathan Newell of IFA Prosure about the PI Market, what's been happening recently, why it currently functions in the way it does and what the future might look like.
© 2020-2025 Ivy Podcast Discovery LLC
