x

75% of people globally want unbiased news (Pew Research) but are concerned they're not getting that.

Get balanced coverage with Symby. See how stories are covered across diverse outlets and spot when one side covers a story the other skips.

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

40:40

Charlotte Wood: 'My trolls did me a favour'

The Advice Show ·

2021/09/24

In this episode of the Advice Show podcast, reporter Laura Purkess speaks to Charlotte Wood, director of Rosewood Financial Planning, about her work to help make the financial planning profession more inclusive for women. From launching a Facebook Group and growing it to over 800 members, to planning an all-female conference, Wood is on a mission to make her mark on the profession's relative lack of diversity. Earlier this year, she wrote a series of articles that re-ignited the

en

40:40

Charlotte Wood: 'My trolls did me a favour'

The Advice Show ·

2021/09/24

In this episode of the Advice Show podcast, reporter Laura Purkess speaks to Charlotte Wood, director of Rosewood Financial Planning, about her work to help make the financial planning profession more inclusive for women. From launching a Facebook Group and growing it to over 800 members, to planning an all-female conference, Wood is on a mission to make her mark on the profession's relative lack of diversity. Earlier this year, she wrote a series of articles that re-ignited the discussion around

en

32:26

Either call out bad advice or stop whinging about the...

The Advice Show ·

2021/09/17

In this edition of The Advice Show, reporter James Fitzgerald speaks with Neil Moles, the CEO of national IFA Progeny, about why advisers need to come together and create a code of ethics and how that can stop the ‘claims culture’ currently being seen in financial services.

en

32:26

Either call out bad advice or stop whinging about the...

The Advice Show ·

2021/09/17

In this edition of The Advice Show, reporter James Fitzgerald speaks with Neil Moles, the CEO of national IFA Progeny, about why advisers need to come together and create a code of ethics and how that can stop the ‘claims culture’ currently being seen in financial services.

en

28:49

PFS members demand deregistration clarity from CII

The Advice Show ·

2021/07/09

PFS members have been up in arms ever since NMA revealed in April that the CII was planning to deregister the professional body for the third time. If subsumed by its parent body, the PFS would lose control over its own finances, operations and, most importantly, members. Former PFS presidents and senior society members have recently formed pressure groups in an effort to force the CII to change its approach, but although the PFS board voted down registration the other week, later events at its

en

28:49

PFS members demand deregistration clarity from CII

The Advice Show ·

2021/07/09

PFS members have been up in arms ever since NMA revealed in April that the CII was planning to deregister the professional body for the third time. If subsumed by its parent body, the PFS would lose control over its own finances, operations and, most importantly, members. Former PFS presidents and senior society members have recently formed pressure groups in an effort to force the CII to change its approach, but although the PFS board voted down registration the other week, later events

en

40:03

How to master your firm's Google rankings

The Advice Show ·

2021/07/02

We were lucky enough to receive some pearls of wisdom from experienced planners recently. ‘Understand marketing. Most people forget about it,’ said Craig Palfrey, managing partner of Cardiff IFA Penguin Wealth Planners. ‘If you can’t get people to sit in front of you, there is no point being in the game.’ In this episode of the Advice Show podcast, reporter Laura Purkess tries to do just that. In conversation with Dan Graham, head of community experience and

en

40:03

How to master your firm's Google rankings

The Advice Show ·

2021/07/02

We were lucky enough to receive some pearls of wisdom from experienced planners recently. ‘Understand marketing. Most people forget about it,’ said Craig Palfrey, managing partner of Cardiff IFA Penguin Wealth Planners. ‘If you can’t get people to sit in front of you, there is no point being in the game.’ In this episode of the Advice Show podcast, reporter Laura Purkess tries to do just that. In conversation with Dan Graham, head of community experience and marketing at NextGen

en

25:41

Why advisers need a better solution for women

The Advice Show ·

2021/06/30

Finding a solution for clients is not just about picking an investment strategy based on the assets they have. More and more advisers are looking to segment client bases differently to ensure they have the best solution for each client. Gillian Hepburn, UK intermediary solutions director at Schroders, joins us to discuss how advisers can serve divorced and widowed women.

en

25:41

Why advisers need a better solution for women

The Advice Show ·

2021/06/30

Finding a solution for clients is not just about picking an investment strategy based on the assets they have. More and more advisers are looking to segment client bases differently to ensure they have the best solution for each client. Gillian Hepburn, UK intermediary solutions director at Schroders, joins us to discuss how advisers can serve divorced and widowed women.

en

20:34

Your clients want to talk about ESG, so ask them...

The Advice Show ·

2021/06/18

In this edition of The Advice Show, NMA reporter James Fitzgerald speaks with Foster Denovo’s head of investment research, Declan McAndrew, about why advisers need to broach ESG considerations with clients first before being pushed into action. In recent weeks, some IFAs have taken to social media to say that as their clients have never asked them about sustainable investing or ESG considerations, then there is no need for them to bring it up. Indeed, there is no regulatory framework

en

20:34

Your clients want to talk about ESG, so ask them...

The Advice Show ·

2021/06/18

In this edition of The Advice Show, NMA reporter James Fitzgerald speaks with Foster Denovo’s head of investment research, Declan McAndrew, about why advisers need to broach ESG considerations with clients first before being pushed into action. In recent weeks, some IFAs have taken to social media to say that as their clients have never asked them about sustainable investing or ESG considerations, then there is no need for them to bring it up. Indeed, there is no regulatory framework

en

27:49

Forecast: Lat Am locals spy tech green shoot amid...

The Advice Show ·

2021/06/14

Citywire Americas editor Atholl Simpson dialed in from the other side of the pond to talk through the region’s success stories with New Model Adviser editor Will Robins. Latin America’s financial sector might be a well-trodden area for global investors, but a tech start-up scene is making waves in a region so reliant on exports. Whether fintech or e-commerce, from Brazil to Colombia, investors looking for the next Amazon (not the forest) could do worse than look at Latin America.

en

27:49

Forecast: Lat Am locals spy tech green shoot amid...

The Advice Show ·

2021/06/14

Citywire Americas editor Atholl Simpson dialed in from the other side of the pond to talk through the region’s success stories with New Model Adviser editor Will Robins. Latin America’s financial sector might be a well-trodden area for global investors, but a tech start-up scene is making waves in a region so reliant on exports. Whether fintech or e-commerce, from Brazil to Colombia, investors looking for the next Amazon (not the forest) could do worse than look at Latin America.

en

31:20

This Olympian deserves a medal for his financial...

The Advice Show ·

2021/06/11

When Olympic rower Alex Partridge left the sport he had spent nearly a decade and a half devoted to, he soon became unstuck. A breakdown beckoned, and he realised he needed to change something to get his life back on track. That change turned out to be people. Partridge realised he missed being part of a team, missed helping others, and missed the thrill of achieving something as a unit. A couple of roles in consulting and fund management later, and he has now found a niche in a

en

31:20

This Olympian deserves a medal for his financial...

The Advice Show ·

2021/06/11

When Olympic rower Alex Partridge left the sport he had spent nearly a decade and a half devoted to, he soon became unstuck. A breakdown beckoned, and he realised he needed to change something to get his life back on track. That change turned out to be people. Partridge realised he missed being part of a team, missed helping others, and missed the thrill of achieving something as a unit. A couple of roles in consulting and fund management later, and he has now found a niche in a technology

en

26:59

Professional bodies need to learn from exam mistakes

The Advice Show ·

2021/06/03

In this edition of The Advice Show podcast, NMA reporter James Fitzgerald speaks with director of content at NextGen planners and former Personal Finance Society (PFS) president Adam Owen about exam problems and student success stories during the pandemic. Owen tells Fitzgerald the CII was ‘brave’ to bring in remote exams so quickly after lockdown, but after continual issues over the last 14 months, the body needs to listen to student feedback instead of pretending the technical

en

26:59

Professional bodies need to learn from exam mistakes

The Advice Show ·

2021/06/03

In this edition of The Advice Show podcast, NMA reporter James Fitzgerald speaks with director of content at NextGen planners and former Personal Finance Society (PFS) president Adam Owen about exam problems and student success stories during the pandemic. Owen tells Fitzgerald the CII was ‘brave’ to bring in remote exams so quickly after lockdown, but after continual issues over the last 14 months, the body needs to listen to student feedback instead of pretending the technical problems

en

17:43

The founder of VouchedFor has a new project: Changing...

The Advice Show ·

2021/05/28

Octopus Group bought financial coaching business Hatch last month, rebranding it to Octopus Moneycoach with a pledge to invest £10m to help it achieve scale. The coaching service partners with employers to offer financial coaching to staff for £250 per year, but newly-appointed CEO Adam Price - formerly chair and founder of advice directory Vouchedfor - says this can be paid through salary sacrifice, taking the real cost to roughly £144. Staff can also choose to upgrade to a full

en

17:43

The founder of VouchedFor has a new project: Changing...

The Advice Show ·

2021/05/28

Octopus Group bought financial coaching business Hatch last month, rebranding it to Octopus Moneycoach with a pledge to invest £10m to help it achieve scale. The coaching service partners with employers to offer financial coaching to staff for £250 per year, but newly-appointed CEO Adam Price - formerly chair and founder of advice directory Vouchedfor - says this can be paid through salary sacrifice, taking the real cost to roughly £144. Staff can also choose to upgrade to a

en

469 results

Similar Podcasts

TaxTalent.com The Golden Rule Podcast

Adam Golden

TaxTalent.com Podcast

Tony Santiago

Handelsblatt Crime - spannende Streitfälle der deutschen Wirtschaft

Ina Karabasz, Solveig Gode, Sönke Iwersen

Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT

WELT

Black Box - La scatola nera della finanza

Guido Brera e Gian Luca Comandini -...