'Happy new financial year': Looking back and planning ahead

'Happy new financial year': Looking back and ...

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How financial advice firms can boost efficiency without losing sight of clients

In this episode of the ifa Show, host Keith Ford speaks with Shannon Freney of Direct Wealth about practical ways financial advice firms can improve efficiency without compromising client outcomes. Freney explains why firms should treat efficiency as part of an ongoing process, w ...  Show more

 . 39min 45sec
From silos to strategy: Managing intergenerational wealth effectively

In this episode of the ifa Show, host Keith Ford speaks with Dwayne Fernandes, senior financial adviser and partner at Principal Edge, about the complex realities of intergenerational wealth transfer for high‑net‑worth families and why a multi-disciplinary team is so important fo ...  Show more

 . 40min 16sec

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