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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

26:48

Investing in healthcare for positive impact, with...

The Advice Show ·

2022/05/12

ESG or impact fund managers often hold healthcare stocks because they align with the United Nations’ third Sustainable Development Goal: to ‘ensure healthy lives and promote well-being for all at all ages’. However, many larger healthcare companies have controversies to their name, ranging from charges of bribery to poor care. There is also a question about their role in the privatisation of healthcare in countries such as the UK which have a public health service. Chris

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31:43

What advisers should know about decentralised finance

The Advice Show ·

2022/05/06

In this episode of the Advice Show, reporter Chloé Meley speaks to two decentralised finance experts, Caroline Hughes and Lavinia Osbourne, about where DeFi opportunities lie for the UK in general and for the financial services sector in particular.

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31:43

What advisers should know about decentralised finance

The Advice Show ·

2022/05/06

In this episode of the Advice Show, reporter Chloé Meley speaks to two decentralised finance experts, Caroline Hughes and Lavinia Osbourne, about where DeFi opportunities lie for the UK in general and for the financial services sector in particular.

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28:17

AJ Bell director: 'We're creating the advised...

The Advice Show ·

2022/04/29

In this episode of The Advice Show, Kevin Doran, managing director of AJ Bell Investments, discusses 'Dodl', AJ Bell's consumer investment app aimed at first-time investors.

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28:17

AJ Bell director: 'We're creating the advised...

The Advice Show ·

2022/04/29

In this episode of The Advice Show, Kevin Doran, managing director of AJ Bell Investments, discusses 'Dodl', AJ Bell's consumer investment app aimed at first-time investors.

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31:11

How the (mis)use of lead generation services impacts...

The Advice Show ·

2022/04/22

In this episode of the Advice Show, Citywire New Model Adviser reporter Chloe Meley speaks to founder of Contact State Alain Desmier and director of Vision Business Advisers Peter Trotman about why lead generation in the advice industry should be better regulated, and why due diligence on the part of advisers is crucial.

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31:11

How the (mis)use of lead generation services impacts...

The Advice Show ·

2022/04/22

In this episode of the Advice Show, Citywire New Model Adviser reporter Chloe Meley speaks to founder of Contact State Alain Desmier and director of Vision Business Advisers Peter Trotman about why lead generation in the advice industry should be better regulated, and why due diligence on the part of advisers is crucial.

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44:52

Podcast: An ESG whistleblower's vision for the...

The Advice Show ·

2022/04/19

Desiree Fixler was formerly the group sustainability officer at German asset manager DWS. But after accusing DWS of publishing misleading information about its ESG integration and assets, she was fired. In this interview, Fixler shares her story, unpicks common issues within the ESG investment universe, and calls for a reform of how sustainability is regulated.

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44:52

Podcast: An ESG whistleblower's vision for the...

The Advice Show ·

2022/04/19

Desiree Fixler was formerly the group sustainability officer at German asset manager DWS. But after accusing DWS of publishing misleading information about its ESG integration and assets, she was fired. In this interview, Fixler shares her story, unpicks common issues within the ESG investment universe, and calls for a reform of how sustainability is regulated.

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19:08

British Steel redress scheme could fuel DB transfer...

The Advice Show ·

2022/04/08

In this week's edition of The Advice Show, NMA's James Fitzgerald speaks with PIMFA's Tim Fassam about how the FCA's British Streel redress scheme could affect the pensions transfer market.

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19:08

British Steel redress scheme could fuel DB transfer...

The Advice Show ·

2022/04/08

In this week's edition of The Advice Show, NMA's James Fitzgerald speaks with PIMFA's Tim Fassam about how the FCA's British Streel redress scheme could affect the pensions transfer market.

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35:02

Cost of living special: '90% of our job is reassuring...

The Advice Show ·

2022/04/01

This episode of New Model Adviser is a 'cost of living' special. Reporter Nicola speaks with Jessica Geere, financial planner at Magenta Financial Planning, Steven Cameron, public affairs director at Aegon, and Jon Dean, head of retirement strategy at Altus.

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35:02

Cost of living special: '90% of our job is reassuring...

The Advice Show ·

2022/04/01

This episode of New Model Adviser is a 'cost of living' special. Reporter Nicola speaks with Jessica Geere, financial planner at Magenta Financial Planning, Steven Cameron, public affairs director at Aegon, and Jon Dean, head of retirement strategy at Altus.

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23:18

Crypto & NFTs offer new wealth but beware the risks

The Advice Show ·

2022/03/25

Crypto and NFTs are rising in popularity, despite the high volatility of digital assets. In this episode of the Advice Show, Jonathan Warren discusses the risks and opportunities of crypto investments, and how advisers should approach the crypto conversation with their clients.

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23:18

Crypto & NFTs offer new wealth but beware the risks

The Advice Show ·

2022/03/25

Crypto and NFTs are rising in popularity, despite the high volatility of digital assets. In this episode of the Advice Show, Jonathan Warren discusses the risks and opportunities of crypto investments, and how advisers should approach the crypto conversation with their clients.

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8:31

How advisers can make the most of tax year end

The Advice Show ·

2022/03/18

In this episode of the Advice Show podcast, news editor Laura Purkess speaks to tax experts Tim Stovold from Moore Kingston Smith, Andrew Aldridge from Deepbridge Capital, and Jessica List from Curtis Banks, about how advisers can make the most of tax-year end for both clients and their own businesses and staff.

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8:31

How advisers can make the most of tax year end

The Advice Show ·

2022/03/18

In this episode of the Advice Show podcast, news editor Laura Purkess speaks to tax experts Tim Stovold from Moore Kingston Smith, Andrew Aldridge from Deepbridge Capital, and Jessica List from Curtis Banks, about how advisers can make the most of tax-year end for both clients and their own businesses and staff.

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15:21

‘The City was built on slavery… now it wants to...

The Advice Show ·

2022/03/11

After his speech at the NMA Conference & Awards historian David Olusoga sat down with NMA deputy editor Jack Gilbert to discuss how the UK is confronting the evils of slavery and colonialism and what financial services firms are doing about their own past role in the system.

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15:21

‘The City was built on slavery… now it wants to...

The Advice Show ·

2022/03/11

After his speech at the NMA Conference & Awards historian David Olusoga sat down with NMA deputy editor Jack Gilbert to discuss how the UK is confronting the evils of slavery and colonialism and what financial services firms are doing about their own past role in the system.

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29:09

Podcast: 'Always on' advisers must set boundaries...

The Advice Show ·

2022/03/04

Clients’ expectations of their advisers have changed. In this episode of The Advice Show, a managing director of wealth management firm Charles Stanley joins New Model Adviser to discuss how advisers can make the most of technology, from client portals to social media, to manage client demand and increase efficiency.

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469 results

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