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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

44:57

2022 Recap: NMA reporters discuss the biggest stories...

The Advice Show ·

2022/12/19

NMA reporters Nicola Blackburn, Chloe Meley, and Zach Sharif get together to chat about their favourite stories of the year, and reflect on a unique year in financial services and beyond.

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32:41

FCA directors discuss 10 years of RDR

The Advice Show ·

2022/12/12

NMA editors Jack Gilbert and Charles Walmsley sat down with FCA directors David Geale and Therese Chambers to talk about the 10 years since RDR, and how the reforms have changed the industry.

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32:40

FCA directors discuss 10 years of RDR

The Advice Show ·

2022/12/12

NMA editors Jack Gilbert and Charles Walmsley sat down with FCA directors David Geale and Therese Chambers to talk about the 10 years since RDR, and how the reforms have changed the industry.

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41:05

VR to mentors: How SJP, NextGen and the CISI train...

The Advice Show ·

2022/12/05

Recorded live from NextGen Planners’ Liverpool conference in October, NMA hears from podcast host and adviser Chanelle Pattinson on how to improve representation in advice, from SJP academy head Andy Payne on bringing through the newest batch of advisers at the UK’s largest advice firm, and CISI director for global business development Kevin Moore on why his organisation is doing more to bring in young people.

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41:04

VR to mentors: How SJP, NextGen and the CISI train...

The Advice Show ·

2022/12/05

Recorded live from NextGen Planners’ Liverpool conference in October, NMA hears from podcast host and adviser Chanelle Pattinson on how to improve representation in advice, from SJP academy head Andy Payne on bringing through the newest batch of advisers at the UK’s largest advice firm, and CISI director for global business development Kevin Moore on why his organisation is doing more to bring in young people.

en

29:01

Why this global equity fund manager is cautious on...

The Advice Show ·

2022/11/28

Reporter Nicola Blackburn speaks to Romain Mouquet, portfolio manager on the £214m CCLA Better World Global Equity fund, about the financial and sustainability risks that influence a strict investment policy: to avoid companies that generate more than 10% of revenues from oil and gas extraction.

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29:00

Why this global equity fund manager is cautious on...

The Advice Show ·

2022/11/28

Reporter Nicola Blackburn speaks to Romain Mouquet, portfolio manager on the £214m CCLA Better World Global Equity fund, about the financial and sustainability risks that influence a strict investment policy: to avoid companies that generate more than 10% of revenues from oil and gas extraction.

en

20:46

Autumn Statement: Will it work?

The Advice Show ·

2022/11/21

Will Hunt’s autumn budget fix our economy? Robert Lewis, director at Celtic Financial Planning, reacts to the budget. He discusses client concerns, market reaction and economic growth with reporter Zach Sharif.

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20:47

Autumn Statement: Will it work?

The Advice Show ·

2022/11/21

Will Hunt’s autumn budget fix our economy? Robert Lewis, director at Celtic Financial Planning, reacts to the budget. He discusses client concerns, market reaction and economic growth with reporter Zach Sharif.

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25:35

How to repair the reputation of financial planning

The Advice Show ·

2022/11/14

10 years on from RDR and in the midst of consumer duty, reporter Chloé Meley speaks to Ed Dymott from Benchmark Capital and Anthony Villis from First Wealth about how professional standards have evolved, and how chartered status could help boost the industry’s reputation.

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25:36

How to repair the reputation of financial planning

The Advice Show ·

2022/11/14

10 years on from RDR and in the midst of consumer duty, reporter Chloé Meley speaks to Ed Dymott from Benchmark Capital and Anthony Villis from First Wealth about how professional standards have evolved, and how chartered status could help boost the industry’s reputation.

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24:45

‘What was a wall is now a net’: How can firms protect...

The Advice Show ·

2022/11/07

Reporter Chloé Meley speaks to Aaron Cain, cybersecurity consultant at financial services consultancy Altus, about the cybersecurity risks firms face and the tangible steps they can follow to protect themselves.

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24:44

‘What was a wall is now a net’: How can firms protect...

The Advice Show ·

2022/11/07

Reporter Chloé Meley speaks to Aaron Cain, cybersecurity consultant at financial services consultancy Altus, about the cybersecurity risks firms face and the tangible steps they can follow to protect themselves.

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18:14

Pensions, living inheritance and the cost of living:...

The Advice Show ·

2022/10/31

In this episode of The Advice Show, Just Group director Stephen Lowe speaks to Citywire New Model Adviser reporter Zachariah Sharif about the state of pensions, the future of the 60:40 portfolio and the rise in ‘living inheritances’. He also discusses government policy, and what this will mean for those saving for retirement.

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18:13

Pensions, living inheritance and the cost of living:...

The Advice Show ·

2022/10/31

In this episode of The Advice Show, Just Group director Stephen Lowe speaks to Citywire New Model Adviser reporter Zachariah Sharif about the state of pensions, the future of the 60:40 portfolio and the rise in ‘living inheritances’. He also discusses government policy, and what this will mean for those saving for retirement.

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29:23

Netflix, Spotify, and financial planning: How a...

The Advice Show ·

2022/10/24

Reporter Chloé Meley speaks to Chanelle Pattinson, co-founder of subscription-based flexible advice service Money Means, about how subscription-based financial planning could make advice more accessible, while remaining profitable for advisers.

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29:22

Netflix, Spotify, and financial planning: How a...

The Advice Show ·

2022/10/24

Reporter Chloé Meley speaks to Chanelle Pattinson, co-founder of subscription-based flexible advice service Money Means, about how subscription-based financial planning could make advice more accessible, while remaining profitable for advisers.

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31:02

What are multi-asset managers doing with UK...

The Advice Show ·

2022/10/17

After September’s market volatility, are multi-asset managers ditching or keeping government bonds? In this episode, Schroders’ Alex Funk discusses why he remains cautious on gilts and the renewed appeal of bonds for equity income funds.

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31:01

What are multi-asset managers doing with UK...

The Advice Show ·

2022/10/17

After September’s market volatility, are multi-asset managers ditching or keeping government bonds? In this episode, Schroders’ Alex Funk discusses why he remains cautious on gilts and the renewed appeal of bonds for equity income funds.

en

20:14

The year of caution: Taking the advice industry’s...

The Advice Show ·

2022/10/10

Reporter Chloé Meley speaks to Heather Hopkins, managing director of NextWealth, about NextWealth’s latest report on the health of the advice industry and how a cautious attitude has defined 2022 for advisers.

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469 results

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