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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

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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16:03

In Conversation With…Benjamin Gilbert, Senior...

The Money Marketing Podcast ·

2023/12/04

In this episode of "In Conversation With," Kimberley Dondo discusses client-centric portfolio management and market trends with Benjamin Gilbert, Senior Associate Partner at Sarasin & Partners LLP. Gilbert provides insights into tailoring investment strategies, balancing risk and reward in portfolio construction, and adapting to recent market trends. The conversation also covers Sarasin & Partners' approach to ethical and sustainable investing, the importance of strong client relationships,

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05:26

Why becoming a parent sharpens those financial questions

The Money Marketing Podcast ·

2023/12/01

In his first Weekend Essay, Editor Tom Browne shares his journey from scepticism to parenthood, navigating the chaos of editorship and fatherhood. A tale of yoghurt-stained meetings, sleepless nights, and the newfound importance of good-enough financial planning. Tune in now:

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13:25

Pensions & Protection Podcast: Pension Resilience:...

The Money Marketing Podcast ·

2023/11/29

Reflect on a year of pivotal changes in pensions with host Kimberley Dondo and industry experts Fiona Hanrahan and Ken Scott from Royal London. Dive into the impact on advisers and strategies for navigating the evolving pension landscape, ensuring financial resilience for clients. Tune in: And if you’d like any further resources or support to help grow your business and deliver value for your clients, visit: adviser.royallondon.com/PeoplePowered

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36:25

In Conversation With…Nicolo Bragazza, Portfolio...

The Money Marketing Podcast ·

2023/11/27

Explore the world of sustainable investing in the latest episode of "In Conversation With" featuring Nicolo Bragazza, Portfolio Manager at Morningstar Investment Management Europe. From COP28's impact on ESG investing to navigating complexities and future outlook. Listen now:

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05:57

Would being super rich solve all my problems?

The Money Marketing Podcast ·

2023/11/24

Join Lois Vallely's intriguing journey of daydreams about winning the lottery and the profound realisations that follow. From paying off debts to contemplating the purpose of immense wealth, Lois shares her candid thoughts on how money may solve some problems but not necessarily lead to lasting happiness. Tune in for a captivating Weekend Essay:

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27:06

Autumn Statement 2023

The Money Marketing Podcast ·

2023/11/24

Tune in for a deep dive into the 2023 Autumn Statement with the Money Marketing editorial team. Get real insights and candid discussions on the Chancellor's announcements. Tune in for the raw breakdown:

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27:36

In Conversation With...James Jones-Tinsley,...

The Money Marketing Podcast ·

2023/11/22

In the latest "In Conversation with" episode, James Jones-Tinsley, Self-Invested Pensions Technical Specialist at Barnett Waddingham LLP, delves into the intricate landscape of evolving pension policies with host Kimberley Dondo. Explore topics from the proposed Lifetime Allowance abolition to amendments in the Finance Bill 2023-24, as James navigates the complexities of evolving pension policies. Gain practical advice for financial advisers dealing with uncertainties surrounding the State Pension

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33:03

In Conversation With... Alasdair Walker, chartered...

The Money Marketing Podcast ·

2023/11/20

For this episode, host Lois Vallely chats to Alasdair Walker - managing director of Handford Aitkenhead & Walker - about everything from Consumer Duty to the advice gap to artificial intelligence. They also talk about the consolidation trend currently rife within the advice space, and the struggle faced by smaller advice firms in getting directly authorised.

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05:02

We need to use cash, or we’ll lose it

The Money Marketing Podcast ·

2023/11/17

In the Weekend Essay Podcast, Head of Sales at Headlinemoney, Martin Quinn, reflects on concerns raised during his appearance on the Farage show about a potential Central Bank digital currency (CBDC). He questions CBDC's privacy implications and highlights accessibility challenges for digitally excluded groups. Quinn discusses worries about government control over finances and the impact on bank profits. Comparing the UK to the EU, he notes the ongoing war on physical cash driven by banks. With a

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19:41

In Conversation With… Justin Macrae, COO, Fortunis...

The Money Marketing Podcast ·

2023/11/13

Uncover the world of impact investing with Kimberley Dondo in this episode of "In Conversation With." Joined by Justin Macrae, COO at Fortunis Capital, they delve into the company's mission, criteria for project selection, and the unique approach to driving social change through venture capitalism. Discover real-world examples, challenges, and the future goals of Fortunis Capital in the dynamic landscape of impact investing.

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09:10

’Over and out’ - A goodbye message from Katey Pigden

The Money Marketing Podcast ·

2023/11/10

Tune in to the latest Weekend Essay podcast: 'Over and out' – A heartfelt goodbye message from Katey Pigden. Join Katey on a journey through her impactful years at Money Marketing, the challenges, triumphs, and heartwarming moments. Don't miss the final chapter!

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27:29

In Conversation With… Jess Franks, Head of Investment...

The Money Marketing Podcast ·

2023/11/06

Join Kimberley Dondo and Jess Franks, Head of Investment Products at Octopus Investments. They discuss democratising private markets, partnerships with Crowdcube, encouraging pension funds to invest in high-growth companies, EIS opportunities, and the role of advisers in shaping retail investors' strategies. Explore the evolving private market landscape.

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248 results

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