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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

47:41

The Balance Episode 2: How I work in wealth with...

The Advice Show ·

2021/05/21

When Beth Yates was 13, she was taken to hospital with extreme tiredness and a ‘paralysing’ pain in her arms and legs. She was diagnosed with myalgic encephalomyelitis, which is also known as chronic fatigue syndrome. In this episode of The Balance, reporter Laura Purkess speaks to Yates, who now works in the personal wealth support team at Schroders Personal Wealth, about how she manages to work in financial planning with a debilitating condition. Yates has a had a successful career in

en

47:41

The Balance Episode 2: How I work in wealth with...

The Advice Show ·

2021/05/21

When Beth Yates was 13, she was taken to hospital with extreme tiredness and a ‘paralysing’ pain in her arms and legs. She was diagnosed with myalgic encephalomyelitis, which is also known as chronic fatigue syndrome. In this episode of The Balance, reporter Laura Purkess speaks to Yates, who now works in the personal wealth support team at Schroders Personal Wealth, about how she manages to work in financial planning with a debilitating condition. Yates has a had a successful career

en

23:47

Hiring graduate's only way to stop IFA 'brain drain'

The Advice Show ·

2021/05/14

In this edition of The Advice Podcast, NMA reporter James Fitzgerald speaks with the managing director of Manchester-based advice firm Wetherall’s Financial Planning, James Wetherall. Wetherall talks about his new guide which provides tips to help advice firm principles fine, hire and train graduate financial planners. The guide, which contains articles and contributions from Zero Support’s Phil Young, and Sandringham CEO Tim Sargisson, among others, details why hiring young people is key

en

23:47

Hiring graduate's only way to stop IFA 'brain drain'

The Advice Show ·

2021/05/14

In this edition of The Advice Podcast, NMA reporter James Fitzgerald speaks with the managing director of Manchester-based advice firm Wetherall’s Financial Planning, James Wetherall. Wetherall talks about his new guide which provides tips to help advice firm principles fine, hire and train graduate financial planners. The guide, which contains articles and contributions from Zero Support’s Phil Young, and Sandringham CEO Tim Sargisson, among others, details why hiring young people is

en

37:13

Yoga, Dance, and Quora: Meet the Mumbai planner...

The Advice Show ·

2021/05/07

For this edition of Advice Around the World, we discuss the importance of financial literacy in India, and how planners can use their online presence to make a difference to a mass audience. Preeti Zende is one of India’s leading financial planners. For starters, she offers a fee-based and client centric advice service in a market that is largely propped up by advisers earning commission through investment sales. Besides this, she has developed an impressive following on the popular

en

37:13

Yoga, Dance, and Quora: Meet the Mumbai planner...

The Advice Show ·

2021/05/07

For this edition of Advice Around the World, we discuss the importance of financial literacy in India, and how planners can use their online presence to make a difference to a mass audience. Preeti Zende is one of India’s leading financial planners. For starters, she offers a fee-based and client centric advice service in a market that is largely propped up by advisers earning commission through investment sales. Besides this, she has developed an impressive following on the popular question

en

32:09

AUM grabs pose risk to consolidators' long-term survival

The Advice Show ·

2021/05/07

In this episode of The Advice Podcast, NMA reporter James Fitzgerald speaks to the chief executive of consolidator Truinvest, Mark Smith, about how his business not only survived but thrived during last year’s multiple lockdowns. Smith makes clear that consolidators who only buy firms to increase their AUM, and who do not take into account their new clients’ needs, are at risk of failing in the long term. This, he says, is because if AUM is all a consolidator is after, and if client

en

32:09

AUM grabs pose risk to consolidators' long-term survival

The Advice Show ·

2021/05/07

In this episode of The Advice Podcast, NMA reporter James Fitzgerald speaks to the chief executive of consolidator Truinvest, Mark Smith, about how his business not only survived but thrived during last year’s multiple lockdowns. Smith makes clear that consolidators who only buy firms to increase their AUM, and who do not take into account their new clients’ needs, are at risk of failing in the long term. This, he says, is because if AUM is all a consolidator is after, and if client

en

27:52

Making governments go green - Bryn Jones, Rathbone...

The Advice Show ·

2021/04/26

Welcome to the Anthropocene: the epoch of the Earth's geological history defined by the impact of humanity. The UK government is is talking up its eco credentials now, but this week's guest from fund management, Bryn Jones, recounts meetings in Westminster where the very idea of a green bond was roundly dismissed. The Rathbone Ethical Bond Fund manager meets futurist Mark Stevenson and New Model Adviser editor Will Robins to discuss how fixed-income investors can be an effective force for

en

27:52

Making governments go green - Bryn Jones, Rathbone...

The Advice Show ·

2021/04/26

Welcome to the Anthropocene: the epoch of the Earth's geological history defined by the impact of humanity. The UK government is is talking up its eco credentials now, but this week's guest from fund management, Bryn Jones, recounts meetings in Westminster where the very idea of a green bond was roundly dismissed. The Rathbone Ethical Bond Fund manager meets futurist Mark Stevenson and New Model Adviser editor Will Robins to discuss how fixed-income investors can be an effective force for

en

27:55

IWP CEO talks acquisitions, Bartholomew Hawkins and...

The Advice Show ·

2021/04/23

IWP's chief executive David Inglesfield speaks to NMA reporter Laura Purkess about IWP and its future plans. They discuss how the businesses chooses firms to acquire and its due diligence process, its relationship with the FCA, the acquisition of Bartholomew Hawkins Asset Management and the launch of the IWP adviser academy later this year.

en

27:55

IWP CEO talks acquisitions, Bartholomew Hawkins and...

The Advice Show ·

2021/04/23

IWP's chief executive David Inglesfield speaks to NMA reporter Laura Purkess about IWP and its future plans. They discuss how the businesses chooses firms to acquire and its due diligence process, its relationship with the FCA, the acquisition of Bartholomew Hawkins Asset Management and the launch of the IWP adviser academy later this year.

en

25:12

Why wildfires are a burning issue w/Guillermo Rein

The Advice Show ·

2021/04/21

The last few years have seen a growing number of wildfires around the world. As well as major fires in Australia and California we have started to see more fires across Europe. A recent University of Reading report found that there was an increased risk of wildfires in the UK. There have even been fires in the Arctic. We are joined by Guillermo Rein, professor of fire science at the department of mechanical engineering of Imperial College London, to discuss how companies can counter fire risk,

en

25:12

Why wildfires are a burning issue w/Guillermo Rein

The Advice Show ·

2021/04/21

The last few years have seen a growing number of wildfires around the world. As well as major fires in Australia and California we have started to see more fires across Europe. A recent University of Reading report found that there was an increased risk of wildfires in the UK. There have even been fires in the Arctic. We are joined by Guillermo Rein, professor of fire science at the department of mechanical engineering of Imperial College London, to discuss how companies can counter

en

36:31

Life after Standard Life: Adviser platforms CEO Noel...

The Advice Show ·

2021/04/20

Noel Butwell is CEO, adviser platforms at Standard Life Aberdeen. He looks after Wrap, Elevate and the adviser business 1825 and has big ambitions to number one platform of choice for advice firms. That, Butwell tells New Model Adviser editor Will Robins, would involve deep integration with back offices and to only pay for what is used. But could an ESG 'look through' be needed too? A similar 'pick and mix' approach will reshape its advice offer as well.

en

36:31

Life after Standard Life: Adviser platforms CEO Noel...

The Advice Show ·

2021/04/20

Noel Butwell is CEO, adviser platforms at Standard Life Aberdeen. He looks after Wrap, Elevate and the adviser business 1825 and has big ambitions to number one platform of choice for advice firms. That, Butwell tells New Model Adviser editor Will Robins, would involve deep integration with back offices and to only pay for what is used. But could an ESG 'look through' be needed too? A similar 'pick and mix' approach will reshape its advice offer as well.

en

20:13

Advisers 'crazy' not to embrace ESG considerations

The Advice Show ·

2021/04/19

In this edition of the NMA podcast, reporter James Fitzgerald speaks with Quilter Financial Planning investment director, Rick Eling, about the firm's new mandatory ESG assessment rules. Eling also claims that advisers who aren't taking ESG investing seriously will fall behind the pack as client demand for this area of investment advice will only become more popular.

en

20:13

Advisers 'crazy' not to embrace ESG considerations

The Advice Show ·

2021/04/19

In this edition of the NMA podcast, reporter James Fitzgerald speaks with Quilter Financial Planning investment director, Rick Eling, about the firm's new mandatory ESG assessment rules. Eling also claims that advisers who aren't taking ESG investing seriously will fall behind the pack as client demand for this area of investment advice will only become more popular.

en

13:21

IR35: 'Firms imposing blanket bans will lose out'

The Advice Show ·

2021/04/09

In this episode, reporter Laura Purkess speaks to Dave Chaplin, CEO of ContractorCalculator, about the reforms to IR35 off-payroll working rules, which came into effect on 5 April 2021. They discuss why the reforms went ahead, what contractors and businesses should do to prepare and what the future holds for the contractor market.

en

13:21

IR35: 'Firms imposing blanket bans will lose out'

The Advice Show ·

2021/04/09

In this episode, reporter Laura Purkess speaks to Dave Chaplin, CEO of ContractorCalculator, about the reforms to IR35 off-payroll working rules, which came into effect on 5 April 2021. They discuss why the reforms went ahead, what contractors and businesses should do to prepare and what the future holds for the contractor market.

en

469 results

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