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PODCAST

The Advice Show

Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.

business investing

All Episodes

23:53

Monthly Round-up: Consumer Duty’s arrival, the fall...

The Advice Show ·

2023/08/14

In another big month for New Model Adviser, consumer duty’s time finally came, the once-might Gars was merged away. The NMA reporters also discussed claims management firms targeting SJP clients, as well as industry gossip.

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26:03

55% of UK adults don’t trust advisers. How do we turn...

The Advice Show ·

2023/08/07

New FCA data shows that the lack of trust in financial advice is as bad as ever. With failed firms still phoenixing, questions over independent advice, and the promotion of unregulated advice, the challenges for the industry are clear. How can we turn this around? We’re joined by co-founder of Celtic Financial Planning Rob Lewis to discuss.

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26:02

55% of UK adults don’t trust advisers. How do we turn...

The Advice Show ·

2023/08/07

New FCA data shows that the lack of trust in financial advice is as bad as ever. With failed firms still phoenixing, questions over independent advice, and the promotion of unregulated advice, the challenges for the industry are clear. How can we turn this around? We’re joined by co-founder of Celtic Financial Planning Rob Lewis to discuss.

en

18:41

EBI’s CEO: Great stock-picking is more luck than skill

The Advice Show ·

2023/07/31

In an uncertain macroeconomic climate, the passive versus active debate rages on. Evidence Based Investing CEO Craig Burgess told NMA reporters why his firm favours passive investing in this climate, and just how low EBI’s prices will go. NMA Reporter Zach Sharif is joined by NMA’s Senior Investment Reporter Nicola Blackburn.

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18:42

EBI’s CEO: Great stock-picking is more luck than skill

The Advice Show ·

2023/07/31

In an uncertain macroeconomic climate, the passive versus active debate rages on. Evidence Based Investing CEO Craig Burgess told NMA reporters why his firm favours passive investing in this climate, and just how low EBI’s prices will go. NMA Reporter Zach Sharif is joined by NMA’s Senior Investment Reporter Nicola Blackburn.

en

24:40

Cash profits, tech and consumer duty: what's next for...

The Advice Show ·

2023/07/25

Parmenion’s Mike Morrow discusses Intelliflo’s partnership with SS&C, the FCA’s cash margin concerns, and the impact of consumer duty. He is joined by NMA reporters Zachariah Sharif and Alicja Hagopian.

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24:39

Cash profits, tech and consumer duty: what's next for...

The Advice Show ·

2023/07/25

Parmenion’s Mike Morrow discusses Intelliflo’s partnership with SS&C, the FCA’s cash margin concerns, and the impact of consumer duty. He is joined by NMA reporters Zachariah Sharif and Alicja Hagopian.

en

25:00

'Suing advisers on a weekly basis': dispatches from...

The Advice Show ·

2023/07/17

In the US, numerous issues are plaguing the IFA (‘RIA’) marketplace. How can the UK market avoid those mistakes? In this episode, Citywire RIA editor Ian Wenik discusses the fallout from too much private equity money in financial advice, from a lack of IPOs to cultural issues.

en

24:59

'Suing advisers on a weekly basis': dispatches from...

The Advice Show ·

2023/07/17

In the US, numerous issues are plaguing the IFA (‘RIA’) marketplace. How can the UK market avoid those mistakes? In this episode, Citywire RIA editor Ian Wenik discusses the fallout from too much private equity money in financial advice, from a lack of IPOs to cultural issues.

en

28:20

Monthly Round-up: Odey investigation, Consolidators...

The Advice Show ·

2023/07/10

In our first monthly roundup, the NMA reporters explore industry gossip, the biggest stories of the last month, and what’s yet to come. Last month, Odey Asset Management founder Crispin Odey was ousted from his firm, following allegations of sexual misconduct from 13 women. NMA revealed that advice consolidator Perspective was up for sale, with private equity buyers looking like a safe bet. We also discuss private equity’s impact in the platform space, and how the market is changing.

en

28:19

Monthly Round-up: Odey investigation, Consolidators...

The Advice Show ·

2023/07/10

In our first monthly roundup, the NMA reporters explore industry gossip, the biggest stories of the last month, and what’s yet to come. Last month, Odey Asset Management founder Crispin Odey was ousted from his firm, following allegations of sexual misconduct from 13 women. NMA revealed that advice consolidator Perspective was up for sale, with private equity buyers looking like a safe bet. We also discuss private equity’s impact in the platform space, and how the market is

en

36:02

The financial planning aha moment with Dimensional’s...

The Advice Show ·

2023/07/03

Dimensional co-CEO Dave Butler joined the Advice Show during his first visit to the UK since the pandemic to discuss financial planning, AI in investing, and how Dimensional navigated markets in 2022.

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36:01

The financial planning aha moment with Dimensional’s...

The Advice Show ·

2023/07/03

Dimensional co-CEO Dave Butler joined the Advice Show during his first visit to the UK since the pandemic to discuss financial planning, AI in investing, and how Dimensional navigated markets in 2022.

en

22:56

Custom indexing with Fundment CEO

The Advice Show ·

2023/06/26

Fundment CEO Ola Abdul chats custom indexing, the new service his platform launched last month, which allows advisers to tailor index funds to their clients need. Custom indexing has made a big splash in the US market, in this episode we ask Abdul if it will take off in the UK and what its challenges and benefits are for advisers.

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22:55

Custom indexing with Fundment CEO

The Advice Show ·

2023/06/26

Fundment CEO Ola Abdul chats custom indexing, the new service his platform launched last month, which allows advisers to tailor index funds to their clients need. Custom indexing has made a big splash in the US market, in this episode we ask Abdul if it will take off in the UK and what its challenges and benefits are for advisers.

en

25:13

Why do deals break down?

The Advice Show ·

2023/06/19

Nowadays, deals are completed all the time in the advice market, with more money flowing in than ever before. But not all deals get over the line. Dominic Rose, CEO at MKC Wealth, has completed over 100 acquisitions. He joins NMA Reporter Zach Sharif to talk about his biggest frustrations, different acquisition models, and the advice market.

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25:14

Why do deals break down?

The Advice Show ·

2023/06/19

Nowadays, deals are completed all the time in the advice market, with more money flowing in than ever before. But not all deals get over the line. Dominic Rose, CEO at MKC Wealth, has completed over 100 acquisitions. He joins NMA Reporter Zach Sharif to talk about his biggest frustrations, different acquisition models, and the advice market.

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37:40

The murky world of investor stewardship and why IFAs...

The Advice Show ·

2023/06/12

Most ESG portfolio managers have a policy to engage with their investee companies to influence positive change. But what does the engagement process actually look like?In this episode, CEO of impact-focused technology company Tumelo, Georgia Stewart, discusses why advisers should pay closer attention to the murky world of investor engagement.

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37:41

The murky world of investor stewardship and why IFAs...

The Advice Show ·

2023/06/12

Most ESG portfolio managers have a policy to engage with their investee companies to influence positive change. But what does the engagement process actually look like?In this episode, CEO of impact-focused technology company Tumelo, Georgia Stewart, discusses why advisers should pay closer attention to the murky world of investor engagement.

en

27:57

How advisers can evidence ‘fair value’ under consumer...

The Advice Show ·

2023/05/31

Holly Mackay and Ed Dymott explore the 27 drivers of ‘fair value’, and what clients are looking for from their advisers.

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469 results

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