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 most influential voices in financial services.
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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 most influential voices in financial services.
Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth's Steve Coleman and Steve Owen
IFA Talk
21 minutes
1 month ago
Podcast #141: What do advisers and paraplanners want and need from retirement planning? With Morningstar Wealth's Steve Coleman and Steve Owen
Retirement income planning has always been front and centre for advisers and paraplanners – and it’s evolving fast.
In this week’s episode of IFA Talk, Matt and Sue are joined by not one but two expert guests from Morningstar Wealth: Steve Coleman, Head of Product, and Steve Owen, Head of Proposition. Together, they explore what advisers and paraplanners really want and need from providers when it comes to helping clients achieve secure, sustainable retirement income.
In this conversation, we cover:
What advisers and paraplanners are telling providers about their biggest retirement income priorities
How retirement planning might change over the next decade
The role of regulation, technology, and consumer behaviour in shaping better client outcomes
Ways to engage younger people with financial planning – both as investors and as a profession
Whether you’re focused on immediate client conversations or planning for the long-term evolution of your advice business, this episode is full of insights to support your thinking in today’s ever-changing retirement landscape.
IFA Talk
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 most influential voices in financial services.