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PODCAST

The Money Marketing Podcast

Get the latest news, views, and expert analysis as the Money Marketing team speaks to leading guests about the industry’s hot topics.

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All Episodes

41:56

In Conversation With... Amyr Rocha Lima, managing...

The Money Marketing Podcast ·

2024/02/28

In this episode of “In Conversation With”, host Lois Vallely chats to Amyr Rocha Lima – chartered financial planner and co-founder of Strategic Wealth Partners, which launched in September last year. They talk about what it was like launching a brand-new advice firm, how AI can help advisers become more efficient, and the topic on everyone’s mind at the moment: the Consumer Duty. They also discuss the challenge of regulation more generally, and how advisers can help close the advice gap.

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05:25

Weekend Essay: And now for something completely familiar

The Money Marketing Podcast ·

2024/02/23

In his Weekend Essay, Tom Browne delves into a spat between ex-Monty Python stars Eric Idle and John Cleese, shedding light on their history of bickering and the financial challenges faced by Idle at 80. Listen in for a quick exploration of fame, fortune, and the importance of sound financial planning:

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41:03

In Conversation With... Franklin Templeton's UK...

The Money Marketing Podcast ·

2024/02/21

Gain insights into the asset management landscape with the latest episode of "In Conversation With." Host Kimberley Dondo engages in a thought-provoking discussion with Martyn Gilbey, UK Country Head at Franklin Templeton. Delve into topics such as Franklin Templeton's strategic focus, prevailing market trends, evolving client demands, and more. Listen now:

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05:32

Weekend Essay: Being single is so expensive

The Money Marketing Podcast ·

2024/02/16

In her Weekend Essay, Lois Vallely reflects on the financial implications of being single. From the soaring costs of living independently to the retirement savings struggle, she uncovers the harsh realities faced by single individuals. With insights into the challenges of finding affordable housing and saving for retirement on a single income, Lois sheds light on the hidden costs of flying solo. Listen now:

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34:02

In Conversation With…Nathan Waldron and Ryan Nobbs,...

The Money Marketing Podcast ·

2024/02/14

It is not easy starting your own financial advice firm, and it is not easy bringing two businesses together. Nathan Waldron and Ryan Nobbs have done both in the space of three years.Waldron launched Waldron and Co in 2021, to offer advice which covers a range of financial areas including retirement planning, protection, investments and estate planning. Nobbs launched RN Financial Planning, also in 2021. In October last year, the pair combined their two businesses to create Evergreen Financial

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04:59

Weekend Essay: My wake-up call

The Money Marketing Podcast ·

2024/02/09

Join Darius McQuaid as he reflects on his journey as a reporter at Money Marketing and the surprising realization that prompted him to take a closer look at his own financial standing. From the pressing need for a financial roadmap to insights into financial planning statistics, Darius shares his personal wake-up call and the shift in perspective towards securing his financial future. Listen now

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25:24

In Conversation With… Kunal Desai, Emerging Markets...

The Money Marketing Podcast ·

2024/02/07

Join Kimberley Dondo in an enlightening conversation with Kunal Desai, Emerging Markets Portfolio Manager at GIB Asset Management. Discover how sustainability influences investment decisions, the challenges of transitioning from Mobius Capital Partners, insights into emerging market trends, the significance of active engagement, navigating global economic shifts, and advice for financial advisers. Listen now:

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37:32

Podcast: Month in Review – January 2024

The Money Marketing Podcast ·

2024/02/06

Join us in this month's Money Marketing podcast as we unravel the highs and lows of January and offer a sneak peek into what's brewing for our February issue. Don't miss out on this special episode! Tune in now:

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07:12

Weekend Essay: How can we demystify the world of...

The Money Marketing Podcast ·

2024/02/02

Unlocking the mysteries of pensions in this Weekend Essay by Caitlin Southall! Join the conversation as she delves into the complexities of retirement planning, demystifying jargon, and the crucial role of financial education. Listen now:

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35:49

In Conversation With… Alastair Black, Head of Savings...

The Money Marketing Podcast ·

2024/01/31

In this episode of "In Conversation with," Kimberley Dondo sits down with Alastair Black, Head of Savings Policy at abrdn, to delve into the post-Consumer Duty landscape for financial advisers. Gain insights into emerging trends, anecdotes, and strategies, and discover how advisers can navigate evolving client dynamics successfully. Listen now:

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11:32

Weekend essay: Blitzing the myths about financial...

The Money Marketing Podcast ·

2024/01/26

In this Weekend Essay, Amanda Newman Smith reflects on her daughter's poignant artwork, prompting thoughts on the myths surrounding the creative process, whether it be through art or music. Drawing parallels with financial planning myths, Amanda explores how misconceptions can shape societal views and the importance of debunking them. She emphasises the need for clear, inclusive language in the financial industry to break down barriers and make financial planning accessible to a wider audience

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24:12

In Conversation With... Andrew Tully, Technical...

The Money Marketing Podcast ·

2024/01/24

Tune in to 'In Conversation With' as Kimberley Dondo talks with Andrew Tully, Technical Services Director at Nucleus. They cover the Advice Guidance Boundary Review, retirement concerns, and Nucleus' support for advisers in navigating regulations. Listen now:

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34:10

In Conversation With... Navigating Markets with...

The Money Marketing Podcast ·

2024/01/17

In the latest episode of "In Conversation With," host Kim Dondo delves into 2023 predictions, midcap opportunities, and managing risks with Jordan Sriharan, Fund Manager at Canada Life Asset Management. Explore insights on long-term investments, economic influences, and strategies for navigating uncertainty in 2024. Tune in now:

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34:28

In Conversation With... Ben Peele, UK Managing...

The Money Marketing Podcast ·

2024/01/10

In this episode, chief reporter Lois Valley talks to Ben Peele – UK managing director for Portfoliometrix – about why more advisers are switching from building advisory models to using a discretionary service. He also discusses the pros and cons of an off-the-shelf vs customised centralised investment proposition, and whether advisers switching to cash should be encouraged to keep their money in investments and funds.

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07:23

How Luke Littler can avoid the pitfalls of overnight...

The Money Marketing Podcast ·

2024/01/05

Dive into the captivating journey of 16-year-old darts prodigy Luke Littler with Money Marketing's Tom Browne. Explore the highs and potential pitfalls of sudden fame and fortune. Insights from Big Brother winner Anthony Hutton and financial experts highlight the importance of professional advice and long-term financial planning. Join us for a quick chat on the intersection of sports, fame, and financial responsibility.

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48:28

End Of Year Podcast 2023

The Money Marketing Podcast ·

2023/12/29

Dive into the reflections and insights on the financial landscape of 2023! Join the Money Marketing's editorial team in their special End of Year episode as they share key takeaways through the highs, lows, and surprises of the year. Tune in now:

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31:58

In Conversation With…Richard Bate, Partner at Weightmans

The Money Marketing Podcast ·

2023/12/18

Hosted by Kimberley Dondo, our latest 'In Conversation With' episode features Richard Bate, Partner at Weightmans. Together, they explore critical aspects of wealth transfer, from basics and legal pitfalls to navigating inheritance tax complexities. Tune in for practical tips and insights on optimizing wealth transfer strategies. Listen here:

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19:50

In Conversation With… Jonathan Griffiths, investment...

The Money Marketing Podcast ·

2023/12/11

For this episode, host Lois Vallely speaks to EBI's investment product manager Jonathan Griffiths to help navigate the world of ESG and sustainable investing. He explores the Financial Conduct Authority's upcoming Sustainability Disclosure Requirements (SDR) regulations, and the impact these will have on the industry. He also talks about the impact of market uncertainty on the performance and take-up of ESG portfolios.

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10:16

Shouting about the lesser-known benefits of advice

The Money Marketing Podcast ·

2023/12/08

In this episode, journalist Amanda Newman Smith explores the surprising benefits of financial advice. She shares the story of Frances Bean Cobain, the daughter of Nirvana singer Kurt Cobain, who has struggled to manage her inherited wealth. Newman Smith also discusses research that suggests financial planning can help people live longer, especially those with limited resources. She argues that financial advisers can provide more than investment advice; they can also help clients develop healthy

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27:18

Pensions & Protection Podcast: Unleashing Value in...

The Money Marketing Podcast ·

2023/12/06

Tune in to the fifth episode of our Pensions & Protection Podcast series, presented by Kimberley Dondo and featuring guests Andy Walton, Protection Proposition Director at Mortgage Advice Bureau, and Tony Ormond, Strategic Partnerships Manager at Royal London. This episode explores why protection providers must go above and beyond, offering clients more value and support than ever. Gain valuable insights into the changing expectations in the industry and discover how providers are adapting to

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260 results

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