Best Protiviti Podcasts (2025)

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I&P Podcast #13: Electronic wills and digital legacy planning with Adeus Life’s Nick Adams 21:20

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1d ago21:20

21:20

In this month's special Insurance & Protection edition of IFA Talk, Sue and Meg are diving into the topic of electronic wills and the future of legacy planning. Joining them to share his expert knowledge on the area is Adeus Life's Nick Adams. Together, they explore what’s changing in the legal landscape around wills, and how digital innovation cou…

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„Lagani hrvatski“ – epizoda 199. Šteti li umjetna inteligencija okolišu? 6:36

6d ago6:36

6:36

This is „Easy Croatian“ – a weekly podcast brought to you by SBS Croatian and the Croatian Studies Centre at Macquarie University. “Easy Croatian” is intended for those who want to brush up on their Croatian. News is written in simpler and shorter sentences and read at a slower pace. Before we move on to the feature, you will hear some of the more …

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Podcast #124: Paraplanners in the spotlight! Results from The Lang Cat’s 'State of The Advice Nation' report with Steve Nelson 22:29

7d ago22:29

22:29

In the latest episode of IFA Talk, we’re diving into the findings of The Lang Cat’s State of The Advice Nation report with Steve Nelson, Insights Director at The Lang Cat. Co-hosting with our Editor, Sue Whitbread is our very own Senior Financial Journalist, Jenny Hunter, who brings a unique perspective as a part-time Chartered Paraplanner herself.…

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M&P Podcast #16: Opportunities and Insights for Advisers, with Will Hale (Air) and Adrian Brewer (Access FS) 19:18

9d ago19:18

19:18

In this month’s special Mortgage & Property edition of IFA Talk, Jenny and Meg explore the fast-evolving world of later life lending — a sector which is gaining momentum and rapidly beginning to capture growing interest among advisers and clients alike. As demand grows for more flexible borrowing options in later life, we’ll be unpacking how advise…

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Podcast #123: AI, advice and the ‘golden age’ – what’s next for financial planning? With Saturn's Amal Jolly and Rohit Vaish 19:52

14d ago19:52

19:52

For this week’s episode, we’re diving into the world of AI in financial advice. With tech adoption on the rise, there’s plenty to unpack – from the potential of AI to streamline processes to the risk of losing that all-important human touch. Joining IFA Magazine’s Senior Financial Journalist Jenny Hunter and Editor Sue Whitbread are two industry ex…

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„Lagani hrvatski“ – epizoda 198. - S poštovanjem prema prirodi 5:49

14d ago5:49

5:49

This is „Easy Croatian“– a weekly podcast brought to you by SBS Croatian and the Croatian Studies Centre at Macquarie University. “Easy Croatian” is intended for those learning or wanting to brush up on their Croatian. News is written in simpler and shorter sentences and read at a slower pace. Before we move on to the feature, you will hear some of…

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Podcast #122: Exploring the popularity of MPS and why partnerships make all the difference, with L&G’s James Giblin 13:12

21d ago13:12

13:12

In this week’s episode, Matt and Jenny dive into the world of MPS with expert James Giblin, a Multi-Asset Fund Manager at L&G. James discusses how advisers view MPS—whether it’s more of a product, a service, or something in between—and what really matters when it comes to picking the right solution. James explores what makes an MPS relationship wor…

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Trump’s First 100 Days: Navigating an Uncertain Future 58:44

26d ago58:44

58:44

This podcast is the replay of a webinar Protiviti hosted in January. April 30 marked the 100th day of the second Trump administration. Since Inauguration Day, the administration’s actions have reshaped national and international policies, resulting in economic uncertainty, geopolitical risk and global instability. Traditional scenario-planning and …

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Podcast #121: The friction and fixes for Letters of Authority, with Flag's Justine Pattullo and Criterion's Nick Green 19:05

28d ago19:05

19:05

Let’s face it—Letters of Authority (LoAs) are one of the biggest pain points in financial services. They should be straightforward, but more often than not, they’re anything but. In this week’s episode of IFA Talk, we’re digging into why that is, and more importantly, what’s being done to make the process better. Joining us for a proper deep-dive i…

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„Lagani hrvatski“ – epizoda 197. - Kako se glasa na australskim saveznim izborima 7:08

1M ago7:08

7:08

This is „Easy Croatian“– a weekly podcast brought to you by SBS Croatian and the Croatian Studies Centre at Macquarie University. “Easy Croatian” is intended for those learning or wanting to brush up on their Croatian. News is written in simpler and shorter sentences and read at a slower pace. Before we move on to the feature, you will hear some of…

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Podcast #120: Rethinking advice - The behavioural finance advantage with Oxford Risk’s Dr. Greg B. Davies 21:26

1M ago21:26

21:26

In this week’s episode of IFA Talk, we dive into one of the most exciting developments in personalised advice: behavioural finance. We explore why the days of one-size-fits-all advice are numbered — and how understanding how clients feel and behave around money can make all the difference. Joining Matt and Sue to unpack all of this is Dr Greg B. Da…

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„Lagani hrvatski“ – epizoda 196. Tradicionalni načini zaštite od požara 5:10

1M ago5:10

5:10

This is „Easy Croatian“– a weekly podcast brought to you by SBS Croatian and the Croatian Studies Centre at Macquarie University. “Easy Croatian” is intended for those learning or wanting to brush up on their Croatian. News is written in simpler and shorter sentences and read at a slower pace. Before we move on to the feature, you will hear some of…

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Podcast #119: What the FCA’s new strategy really means for advisers and their firms, with Protiviti's Bernadine Reese 17:40

1M ago17:40

17:40

In this week’s episode of IFA Talk, Jenny Hunter and Sue Whitbread dig into one of the most important regulatory developments facing financial advisers and firms today – the FCA’s newly launched strategy for 2025 to 2030. What does the strategy actually say? What does it mean for firms in the short and long term? And how can advisers prepare for wh…

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„Lagani hrvatski“ – epizoda 195.- Mogu li starosjedilački jezici preživjeti? 5:56

2M ago5:56

5:56

This is „Easy Croatian“– a weekly podcast brought to you by SBS Croatian and the Croatian Studies Centre at Macquarie University. “Easy Croatian” is intended for those learning or wanting to brush up on their Croatian. News is written in simpler and shorter sentences and read at a slower pace. Before we move on to the feature, you will hear some of…

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Responding to Tariffs: Achieving Financial and Operational Agility in a Volatile Regulatory Environment – with Kerry Buchar and Lucas Mangan 27:30

2M ago27:30

27:30

Tariffs are the dominant issue of the day and the focus of our latest edition of Powerful Insights as we discuss how companies can assess and respond to them effectively in their organizations. Without question, tariffs are dominating agendas and discussions in boardrooms, C suites and more as organizations try to figure out their impact on their p…

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Podcast #118: Trump, tariffs and what advisers need to know, featuring Morningstar Wealth’s Nicolò Bragazza 20:39

2M ago20:39

20:39

This week on IFA Talk, hosts Matt and Sue tackle one of the most significant developments shaking global markets—Trump’s reintroduction of tariffs. With markets on edge and economic forecasts shifting rapidly, we’re joined by Nicolò Bragazza, Associate Portfolio Manager on Morningstar Wealth’s multi-asset team, to break down what financial advisers…

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I&P Podcast #12: How advisers can demonstrate true value in protection with Shelley Read of Royal London 22:32

2M ago22:32

22:32

In this month's special 'Insurance & Protection' episode of IFA Talk, Matt and Sue are diving into a topic that sits at the core of great financial planning; value in the protection space. We hear the word 'value' all the time, but what does it actually mean? Is it just about price? Or is it about the true worth and benefits protection brings to cl…

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Podcast #117: Where does ‘liberation’ leave the markets? With Ninety One’s Paul Vincent and Will Nott 22:34

2M ago22:34

22:34

In this week’s episode of IFA Talk, Jenny and Sue are diving into the world of US investing—at a time when markets feel more jittery than ever. With recent volatility shaking investor confidence and big headlines dominating the financial news, it’s never been more important for advisers to help clients keep calm and stay focused. That’s why we have…

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M&P Podcast #15: Bridging the mortgage gap with Chris Blewitt, Darlington Building Society 19:45

2M ago19:45

19:45

In this special Mortgage and Property edition of IFA Talk, hosts Sue and Matt explore how financial advisers can better support clients with more complex borrowing needs. They’re joined by Chris Blewitt, Head of Mortgage Distribution at Darlington Building Society, an organisation known for its flexible and personal approach to lending. Together, t…

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Podcast #116: A Decade of Pension Freedoms - Success, Challenges, and the Future of Retirement Planning, with Ed Monk, Associate Director at Fidelity International 22:00

2M ago22:00

22:00

In this week’s episode of IFA Talk, we mark a major milestone in retirement planning: ten years since the introduction of Pension Freedoms. Jenny Hunter and Sue Whitbread are joined by Ed Monk, Associate Director at Fidelity International, to reflect on how this seismic shift has shaped the retirement landscape – and what advisers need to consider …

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„Lagani hrvatski“ – epizoda 194. - Koliko je onečišćen australski zrak? 4:33

2M ago4:33

4:33

This is „Easy Croatian“– a weekly podcast brought to you by SBS Croatian and the Croatian Studies Centre at Macquarie University. “Easy Croatian” is intended for those learning or wanting to brush up on their Croatian. News is written in simpler and shorter sentences and read at a slower pace. Before we move on to the feature, you will hear some of…

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Podcast #115: The big market questions - Corrections, inflation, interest rates & AI disruptions with Downing's Simon Evan-Cook 22:54

2M ago22:54

22:54

In this episode of IFA Talk, we’re tackling some of the biggest questions in today’s global stock markets. US stockmarket indices have recently dipped to their lowest levels since last September, as concerns over tariffs, inflation, and even a potential US recession weigh on investors’ minds. Is this just a short-term correction, or the start of so…

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GBI Podcast #4: The evolving VCT landscape: opportunities, challenges, and key growth sectors with James D’Mello, Fuel Ventures 14:30

2M ago14:30

14:30

Welcome to another special episode of IFA Talk in partnership with GBI Magazine. This time, we look at the ever-evolving VCT landscape and the opportunities it brings. IFA Magazine’s Senior Financial Journalist, Jenny Hunter, and GBI’s Content Editor, Matt Williams, are joined by James D’Mello, the Head of IFA Distribution at Fuel Ventures. With 15…

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„Lagani hrvatski“ – epizoda 193. - Umjetnom inteligencijom protiv usamljenosti 4:40

3M ago4:40

4:40

This is „Easy Croatian“– a weekly podcast brought to you by SBS Croatian and the Croatian Studies Centre at Macquarie University. “Easy Croatian” is intended for those learning or wanting to brush up on their Croatian. News is written in simpler and shorter sentences and read at a slower pace. Before we move on to the feature, you will hear some of…

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Podcast #114: Helping clients step out of the cash comfort zone and into investing, with AJ Bell's Laura Suter 18:30

3M ago18:30

18:30

In this latest episode of IFA Talk, Sue and Jenny explore a challenge that financial advisers frequently face—helping clients move beyond the security of cash savings and towards long-term investment growth. This discussion highlights why so many savers still default to Cash ISAs, despite decades of evidence showing that investment returns have sig…

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I&P Podcast #11: Why advisers should be talking more about pensions and protection in 2025 – with Royal London’s Clare Moffat 18:45

3M ago18:45

18:45

The Autumn Budget shook things up when the Chancellor announced plans to bring pensions into the inheritance tax (IHT) net from April 2027. This shift has sparked big questions for advisers, especially around balancing pension strategies with protection planning. In this episode, we dive into: How the IHT changes impact pension planning — especiall…

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Trump 2.0: Possible Winners and Losers 59:41

3M ago59:41

59:41

This podcast is the replay of a webinar Protiviti hosted in January 2025. President Donald Trump took office in January with Republican control of both the Senate and the House and with a conservative-leaning Supreme Court. He has moved quickly to appoint cabinet members, agency heads and others who share his vision for the United States. He has al…

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Podcast #113: The gender gap in finance - Jenny Segal addresses the barriers, solutions, and the business case for equity 24:52

3M ago24:52

24:52

In this episode of IFA Talk, we’re tackling one of the biggest issues in financial services today: the gender gap. While progress has been made, women in finance still face significant barriers to leadership, a persistent gender pay gap, and a workplace culture that often overlooks their contributions. But this isn’t just a matter of fairness—it’s …

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Podcast #112 | Mind the gap: empowering women investors with Barclays' Clare Francis for #IWD2025 20:17

3M ago20:17

20:17

In honour of last Saturday’s International Women's Day, IFA Magazine is excited to share this special edition of our weekly podcast, IFA Talk, focusing on strategies to bridge the gender investing gap. Recent data from Barclays Smart Investor indicates that women are disproportionately at risk of falling through the "advice gap" when it comes to in…

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Podcast #111: #IWD25 special with The Apprentice winner Yasmina Siadatan (Dynamic Planner) 24:09

3M ago24:09

24:09

In celebration of International Women’s Day, we’re bringing you a special episode of IFA Talk, the weekly podcast from IFA Magazine. This time, we’re shining a well-deserved spotlight on the incredible contributions of women in financial services. Join Jenny Hunter and Sue Whitbread as they sit down with Yasmina Siadatan, Chief Revenue Officer at D…

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M&P Podcast #14: Are you up to date with later life lending options? Featuring Sanjay Gadhia, Standard Life Home Finance 18:09

3M ago18:09

18:09

Later life lending is evolving rapidly, with new products, changing regulations, and growing opportunities for advisers and their clients. In this special Mortgage and Property edition of IFA Talk, we’re joined by Sanjay Gadhia, Head of Sales at Standard Life Home Finance, who brings his expertise and passion for supporting advisers in this importa…

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Podcast #110: The growing appeal of insurance bonds, tax-efficient strategies and the fast-approaching TYE with M&G's Mark Devlin 16:29

3M ago16:29

16:29

In this episode of IFA Talk, Jenny and Sue are diving into the evolving financial landscape and what it means for advisers and their clients. With tax and pension changes following the 2024 Autumn Budget, it’s more important than ever for advisers to stay informed on the latest trends and opportunities in financial planning. To discuss these develo…

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„Lagani hrvatski“ – epizoda 192. – Fleksibilni radni uvjeti 5:13

3M ago5:13

5:13

This is „Easy Croatian“– a weekly podcast brought to you by SBS Croatian and the Croatian Studies Centre at Macquarie University. “Easy Croatian” is intended for those learning or wanting to brush up on their Croatian. News is written in simpler and shorter sentences and read at a slower pace. Before we move on to the feature, you will hear some of…

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Podcast #109: What advisers need to know about the changing face of retirement income planning in 2025 — with BNY Investments’ Richard Parkin 18:43

3M ago18:43

18:43

Retirement income planning is evolving fast — and staying ahead of the curve is crucial for advisers. With the FCA’s retirement income advice review sparking big conversations last year, 2025 brings even more focus from the regulator on ensuring firms deliver the best outcomes for clients. The regulator is watching closely, so it’s essential to sta…

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„Lagani hrvatski“ – epizoda 191. - Veća prava za putnike u zračnom prometu 6:36

3M ago6:36

6:36

This is „Easy Croatian“– a weekly podcast brought to you by SBS Croatian and the Croatian Studies Centre at Macquarie University. “Easy Croatian” is intended for those learning or wanting to brush up on their Croatian. News is written in simpler and shorter sentences and read at a slower pace. Before we move on to the feature, you will hear some of…

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I&P Podcast #10: What is driving increased demand and strong growth in Income Protection? With Shelley Read of Royal London 16:41

4M ago16:41

16:41

In this episode of IFA Talk, we explore the rising demand for income protection and what is driving its strong growth over the past 12 months. To help us unpack this topic, we are joined by Shelley Read, Senior Protection Technical Manager at Royal London. Shelley shares her expert insights into the factors influencing this increase, how advisers c…

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GBI Podcast #3: 30 years of VCTs - The past, present and future 14:54

4M ago14:54

14:54

Welcome to a special episode of IFA Talk in partnership with GBI Magazine. In this discussion, we take a deep dive into Venture Capital Trusts (VCTs) as they mark their 30th anniversary. How have they evolved since their inception? Why do they remain relevant in today’s investment landscape? And what does the future hold? To answer these questions,…

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Podcast #108: Three ways IFAs can enhance their advisory portfolios – with Collidr’s Symon Stickney 14:53

4M ago14:53

14:53

Many financial advisers are turning to outsourced investment solutions—but for those who prefer to keep full control in-house, the challenges are different. Can technology help? If so, how? What are the key obstacles, and how can advisers overcome them? In this episode, we dive into these pressing questions with Symon Stickney, Founder and CEO of C…

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„Lagani hrvatski“ – epizoda 190. - Koliko je pouzdan indeks tjelesne mase (BMI)? 5:21

4M ago5:21

5:21

This is „Easy Croatian“– a weekly podcast brought to you by SBS Croatian and the Croatian Studies Centre at Macquarie University. “Easy Croatian” is intended for those learning or wanting to brush up on their Croatian. News is written in simpler and shorter sentences and read at a slower pace. Before we move on to the feature, you will hear some of…

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Podcast #107: The evolving role of Paraplanners - Mentorship, motivation and success strategies with Sam Patterson 31:46

4M ago31:46

31:46

We’re excited to bring you another insightful conversation from the world of financial services. Hosted by Sue Whitbread, editor of IFA Magazine, and senior financial journalist, Jenny Hunter, this week’s episode shines a spotlight on key topics from within the paraplanner profession.By IFA Magazine

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Podcast #106: Investing in 2025 - What to look out for with Morningstar’s Dan Kemp 21:04

4M ago21:04

21:04

This week, Jenny and Brandon are diving into what lies ahead for investing in 2025. After the rollercoaster of 2024, the year ahead might look calmer, but it’s still packed with important questions and opportunities for advisers and their clients. We are joined this week by Dan Kemp, Chief Research and Investment Officer at Morningstar. Dan shares …

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„Lagani hrvatski“ – epizoda 189. - Islamofobija u Australiji 4:46

4M ago4:46

4:46

This is „Easy Croatian“– a weekly podcast brought to you by SBS Croatian and the Croatian Studies Centre at Macquarie University. “Easy Croatian” is intended for those learning or wanting to brush up on their Croatian. News is written in simpler and shorter sentences and read at a slower pace. Before we move on to the feature, you will hear some of…

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Podcast #105: Financial Services in an AI Era with Stuart Breyer from Mallowstreet 18:03

4M ago18:03

18:03

In our latest IFA Talk podcast, hosts Jenny and Brandon sit down with Stuart Breyer, CEO of Mallowstreet, to talk all things AI and its growing role in financial services. Stu shares how Mallowstreet is using AI, especially their SOFI tool, to make things run smoother and drive innovation. They chat about how AI can work alongside advisers to boost…

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M&P Podcast #13: Supporting first-time buyers in a challenging market. With Buckinghamshire Building Soc’s Claire Askham 15:52

4M ago15:52

15:52

A thriving property market relies on a strong foundation of first-time buyers. But with rising concerns about prolonged higher interest rates and the changes to those temporary stamp duty reliefs coming in from 1st April, the landscape is changing—and not in their favour. These shifts will impact everyone looking to move, but first-time buyers face…

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„Lagani hrvatski“ – epizoda 188. - Antisemitizam u Australiji 6:37

4M ago6:37

6:37

This is „Easy Croatian“– a weekly podcast brought to you by SBS Croatian and the Croatian Studies Centre at Macquarie University. “Easy Croatian” is intended for those learning or wanting to brush up on their Croatian. News is written in simpler and shorter sentences and read at a slower pace. Before we move on to the feature, you will hear some of…

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Podcast #104: Partnering for success – working with a strategic investment partner 20:44

4M ago20:44

20:44

On this week’s IFA Talk podcast, Sue and Brandon sit down with Andrew Rockey, Head of Investment Solutions, and Tom Ball, Investment Solutions Director at Brooks Macdonald. Together, they explore how advisers can navigate today’s challenges and uncover opportunities to deliver effective, client-focused investment solutions.…

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„Lagani hrvatski“ – epizoda 187.- Kako odabrati i otvoriti račun u banci 9:01

4M ago9:01

9:01

This is „Easy Croatian“– a weekly podcast brought to you by SBS Croatian and the Croatian Studies Centre at Macquarie University. “Easy Croatian” is intended for those learning or wanting to brush up on their Croatian. News is written in simpler and shorter sentences and read at a slower pace. Before we move on to the feature, you will hear some of…

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Podcast #103: What might Trump 2.0 mean for investing in the US? With Federated Hermes’ Mark Sherlock 23:26

5M ago23:26

23:26

Sue and Brandon’s guest on this week’s IFA Talk Podcast is Mark Sherlock, Head of US equities at Federated Hermes. In this episode, Mark tells us why he’s generally feeling positive about US investment prospects – particularly in the small and mid-cap arena where valuations remain compelling. They discuss some of the uncertainties as well as risks …

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"Lagani hrvatski“ – epizoda 186. – Starosjedilačka znanja o godišnjim dobima 7:46

5M ago7:46

7:46

This is „Easy Croatian“– a podcast brought to you by SBS Croatian and the Croatian Studies Centre at Macquarie University. “Easy Croatian” is intended for those learning or wanting to brush up on their Croatian. News is written in simpler and shorter sentences and read at a slower pace. Before we move on to the feature, you will hear some of the mo…

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Podcast #101: The challenges of being a director in an authorised firm alongside being an IFA, with Charles Chami 19:43

5M ago19:43

19:43

In this episode of IFA Talk, Glamis IFA's Charles Chami, an IFA based in Bristol, discusses some of the many challenges he faces in his role as an IFA and as a director of a directly authorised business. Charles reveals what it was like moving from working an investment bank into the world of financial advice and what some of the biggest challenges…