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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

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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18:06

Advisers key to helping clients through cost of...

The Advice Show ·

2022/02/25

St. James's Place director Alex Loydon speaks to NMA's James Fitzgerald about how the advice giant's advisers are helping their clients through the cost of living crises.

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18:06

Advisers key to helping clients through cost of...

The Advice Show ·

2022/02/25

St. James's Place director Alex Loydon speaks to NMA's James Fitzgerald about how the advice giant's advisers are helping their clients through the cost of living crises.

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17:15

Podcast: Juggling market volatility, ESG and...

The Advice Show ·

2022/02/18

In this episode of The Advice Show, Citywire AA-rated fund manager Samantha Gleave chats to reporter Nicola about how macro market events have affected her stock selection decisions - from the indirect impact of a Russian invasion in Ukraine to incoming sustainable disclosure regulations.

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17:15

Podcast: Juggling market volatility, ESG and...

The Advice Show ·

2022/02/18

In this episode of The Advice Show, Citywire AA-rated fund manager Samantha Gleave chats to reporter Nicola about how macro market events have affected her stock selection decisions - from the indirect impact of a Russian invasion in Ukraine to incoming sustainable disclosure regulations.

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19:00

The IFA duo taking on City DFMs: Reader profile returns

The Advice Show ·

2022/02/14

In its first new digizine edition, NMA meets planners Colin Low and Jonathon Crisp to hear all about their joint DFM venture RXi Wealth

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19:10

Consumer duty rules more important than RDR

The Advice Show ·

2022/02/11

The FCA is set to implement its wide-ranging Consumer Duty later this year, which will see regulations that cover all forms of advice and client outcomes strengthened for all advice firms. SimplyBiz head of consultancy, Karl Dines, runs NMA senior reporter through the FCA's new regulations, and talks about why they will be good for advisers and consumers in the long run.

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19:10

Consumer duty rules more important than RDR

The Advice Show ·

2022/02/11

The FCA is set to implement its wide-ranging Consumer Duty later this year, which will see regulations that cover all forms of advice and client outcomes strengthened for all advice firms. SimplyBiz head of consultancy, Karl Dines, runs NMA senior reporter through the FCA's new regulations, and talks about why they will be good for advisers and consumers in the long run.

en

37:54

Podcast: Vertical integration and consolidation...

The Advice Show ·

2022/01/28

In this edition of The Advice Show, The Lang Cat’s principal, Mark Polson, reveals to Citywire New Model Adviser senior reporter James Fitzgerald what advisers are thinking, and why consolidation and regulation are the biggest topics in this year’s State of The Adviser Nation report.

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37:54

Podcast: Vertical integration and consolidation...

The Advice Show ·

2022/01/28

In this edition of The Advice Show, The Lang Cat’s principal, Mark Polson, reveals to Citywire New Model Adviser senior reporter James Fitzgerald what advisers are thinking, and why consolidation and regulation are the biggest topics in this year’s State of The Adviser Nation report.

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30:52

Podcast: Gillian Hepburn on the advice landscape in 2022

The Advice Show ·

2022/01/21

In this episode of The Advice Show, reporter Nicola Blackburn speaks with Gillian Hepburn, head of UK intermediary solutions at Schroders. In December, Gillian published the 2021 edition of the Schroders UK Financial Adviser Survey, which gained responses from 203 advisers across the UK. The survey captured how advice businesses were facing up to trends affecting the profession in 2021, such as increased M&A activity, and rising client interest in sustainable investing and

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30:52

Podcast: Gillian Hepburn on the advice landscape in 2022

The Advice Show ·

2022/01/21

In this episode of The Advice Show, reporter Nicola Blackburn speaks with Gillian Hepburn, head of UK intermediary solutions at Schroders. In December, Gillian published the 2021 edition of the Schroders UK Financial Adviser Survey, which gained responses from 203 advisers across the UK. The survey captured how advice businesses were facing up to trends affecting the profession in 2021, such as increased M&A activity, and rising client interest in sustainable investing and cryptocurrencies.

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27:54

FCA's ESG rules give investors a clearer climate picture

The Advice Show ·

2022/01/14

In the first episode of The Advice Show for 2022, Citywire NMA senior reporter James Fitzgerald speaks with 7iM’s head of investment and ESG, Terence Moll. Moll tells Fitzgerald that the FCA’s proposed climate disclosure regulations will help wealthy financial firms provide clarity on their net-zero goals and investments, and explains why world governments need to implement a carbon tax to tackle climate change.

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27:54

FCA's ESG rules give investors a clearer climate picture

The Advice Show ·

2022/01/14

In the first episode of The Advice Show for 2022, Citywire NMA senior reporter James Fitzgerald speaks with 7iM’s head of investment and ESG, Terence Moll. Moll tells Fitzgerald that the FCA’s proposed climate disclosure regulations will help wealthy financial firms provide clarity on their net-zero goals and investments, and explains why world governments need to implement a carbon tax to tackle climate change.

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32:08

Podcast: 'Change will only happen if they're under...

The Advice Show ·

2021/12/17

In this week's episode of The Advice Show podcast, ShareAction CEO Catherine Howarth discusses whether the world's largest asset managers are stepping up to their proxy voting responsibilities. She reveals to New Model Adviser reporter Nicola Blackburn that the world's largest asset managers do not support two thirds of ESG resolutions in their proxy voting.

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32:08

Podcast: 'Change will only happen if they're under...

The Advice Show ·

2021/12/17

In this week's episode of The Advice Show podcast, ShareAction CEO Catherine Howarth discusses whether the world's largest asset managers are stepping up to their proxy voting responsibilities. She reveals to New Model Adviser reporter Nicola Blackburn that the world's largest asset managers do not support two thirds of ESG resolutions in their proxy voting.

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15:35

‘Taper tax savings aren't worth its implications for...

The Advice Show ·

2021/12/10

In this episode of the Advice Show podcast, news editor Laura Purkess speaks to Tom Skinner and Emma Walker, co-founders of advice firm Barnaby Cecil, about whether changes to the tapered annual allowance have resolved problems with doctors being hit with high tax charges and whether more could be done to ease pressure on the NHS.

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15:35

‘Taper tax savings aren't worth its implications for...

The Advice Show ·

2021/12/10

In this episode of the Advice Show podcast, news editor Laura Purkess speaks to Tom Skinner and Emma Walker, co-founders of advice firm Barnaby Cecil, about whether changes to the tapered annual allowance have resolved problems with doctors being hit with high tax charges and whether more could be done to ease pressure on the NHS.

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25:55

'Everyone was 40 years older': NextGen adviser on...

The Advice Show ·

2021/12/03

In this episode of The Advice Show, New Model Adviser reporter Nicola Blackburn talks to Daniel Martin, creator of TikTok, Instagram and Twitter platforms @dantalksmoney. The NMA top 35 NextGen adviser shares his insights into the financial values of Gen Z and discusses how to bridge the financial literacy gap among young people.

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25:55

'Everyone was 40 years older': NextGen adviser on...

The Advice Show ·

2021/12/03

In this episode of The Advice Show, New Model Adviser reporter Nicola Blackburn talks to Daniel Martin, creator of TikTok, Instagram and Twitter platforms @dantalksmoney. The NMA top 35 NextGen adviser shares his insights into the financial values of Gen Z and discusses how to bridge the financial literacy gap among young people.

en

469 results

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