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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

27:51

Google & Facebook profiting from Gov't inaction on...

The Advice Show ·

2021/03/26

Online investment scams are on the rise, and there is an ongoing debate about who is responsible for taking them down. In this edition of the New Model Adviser podcast, reporter James Fitzgerald speaks with Tim Fassam, who is director of government relations at the Personal Investment Management & Financial Advice Association (Pimfa) Fassam tells Fitzgerald that the government needs to seriously consider including online financial harms into its bill, otherwise Google and Facebook

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27:51

Google & Facebook profiting from Gov't inaction on...

The Advice Show ·

2021/03/26

Online investment scams are on the rise, and there is an ongoing debate about who is responsible for taking them down. In this edition of the New Model Adviser podcast, reporter James Fitzgerald speaks with Tim Fassam, who is director of government relations at the Personal Investment Management & Financial Advice Association (Pimfa) Fassam tells Fitzgerald that the government needs to seriously consider including online financial harms into its bill, otherwise Google and Facebook will

en

28:21

Why I launched a support group for women under 30

The Advice Show ·

2021/03/19

In this episode, reporter Laura Purkess talks to Chanelle Pattinson, a financial adviser at P&P Invest, about Chanelle's new support group for women under 30 within the NextGen Planners community and why she set it up. They also discuss what it's like attending industry events as a young woman and what event organisers can do to make attendees feel more comfortable.

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28:21

Why I launched a support group for women under 30

The Advice Show ·

2021/03/19

In this episode, reporter Laura Purkess talks to Chanelle Pattinson, a financial adviser at P&P Invest, about Chanelle's new support group for women under 30 within the NextGen Planners community and why she set it up. They also discuss what it's like attending industry events as a young woman and what event organisers can do to make attendees feel more comfortable.

en

27:13

Robo advice revolution to continue post-pandemic

The Advice Show ·

2021/03/12

In this edition of the NMA podcast, reporter James Fitzgerald speaks with Anthony Morrow, founder of Manchester-based digital advice firm Openmoney. Morrow tells Fitzgerald that the FCA is right that digital advice is the way forward, and has proven its value after every financial adviser in the country was forced to work remotely - and therefore provide digital advice - after the Covid-19 pandemic hit the UK last March. In addition, Morrow said that Openmoney has had an excellent year

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27:13

Robo advice revolution to continue post-pandemic

The Advice Show ·

2021/03/12

In this edition of the NMA podcast, reporter James Fitzgerald speaks with Anthony Morrow, founder of Manchester-based digital advice firm Openmoney. Morrow tells Fitzgerald that the FCA is right that digital advice is the way forward, and has proven its value after every financial adviser in the country was forced to work remotely - and therefore provide digital advice - after the Covid-19 pandemic hit the UK last March. In addition, Morrow said that Openmoney has had an excellent year despite

en

28:38

Investing for new weather fronts

The Advice Show ·

2021/03/05

Changing weather around the world is affecting companies. From storms knocking out communication networks in the US, to flooding hitting supply chains in parts of the UK, businesses are having to adapt to the future. Alex Monk, co-manager of the Schroder Global Energy Transition fund, explains what this means for investment portfolios. We discuss the companies adapting to the new world, the economics of going green, and the businesses that are doing something to change the course of climate

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28:38

Investing for new weather fronts

The Advice Show ·

2021/03/05

Changing weather around the world is affecting companies. From storms knocking out communication networks in the US, to flooding hitting supply chains in parts of the UK, businesses are having to adapt to the future. Alex Monk, co-manager of the Schroder Global Energy Transition fund, explains what this means for investment portfolios. We discuss the companies adapting to the new world, the economics of going green, and the businesses that are doing something to change the course of

en

35:41

Budget 2021 recap: ‘Freezing allowances is a stealth...

The Advice Show ·

2021/03/04

In this episode, NMA reporter Laura Purkess speaks to Tom Selby, senior analyst at AJ Bell, about some of the biggest announcements in the 2021 Budget, including freezing the lifetime allowance and income tax thresholds, hiking corporation tax for bigger businesses to 25%, extending the stamp duty holiday and re-introducing 95% mortgages.

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35:41

Budget 2021 recap: ‘Freezing allowances is a stealth...

The Advice Show ·

2021/03/04

In this episode, NMA reporter Laura Purkess speaks to Tom Selby, senior analyst at AJ Bell, about some of the biggest announcements in the 2021 Budget, including freezing the lifetime allowance and income tax thresholds, hiking corporation tax for bigger businesses to 25%, extending the stamp duty holiday and re-introducing 95% mortgages.

en

33:31

Platforms' profits have led to PE takeover frenzy

The Advice Show ·

2021/02/26

In this latest episode of the New Model Adviser podcast, reporter James Fitzgerald speaks with Ben Hammond, platforms director at Altus Consulting. They speak about the inner workings of recent private equity deals for platforms, and what recent takeovers mean for platforms’ staff, advisers and clients. Hammond tells Fitzgerald that Platforms have become attractive options for private equity firms in recent years, and that the recent acquisitions we have seen may just be the beginning of

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33:31

Platforms' profits have led to PE takeover frenzy

The Advice Show ·

2021/02/26

In this latest episode of the New Model Adviser podcast, reporter James Fitzgerald speaks with Ben Hammond, platforms director at Altus Consulting. They speak about the inner workings of recent private equity deals for platforms, and what recent takeovers mean for platforms’ staff, advisers and clients. Hammond tells Fitzgerald that Platforms have become attractive options for private equity firms in recent years, and that the recent acquisitions we have seen may just be the beginning

en

31:11

Verona Kenny: 'There's never been more interest in...

The Advice Show ·

2021/02/19

In this episode, reporter Laura Purkess talks to 7IM’s Verona Kenny about the biggest changes she’s seen in the advice profession over the course of her career. They talk about pension freedoms and the rise of responsible investing, as well as the growth and consolidation of advice firms.

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31:11

Verona Kenny: 'There's never been more interest in...

The Advice Show ·

2021/02/19

In this episode, reporter Laura Purkess talks to 7IM’s Verona Kenny about the biggest changes she’s seen in the advice profession over the course of her career. They talk about pension freedoms and the rise of responsible investing, as well as the growth and consolidation of advice firms.

en

37:29

Nationals' acquisition drought could last years

The Advice Show ·

2021/02/12

The Covid-19 pandemic put a stop to most consolidation and IFA buyouts last year. But although the vaccine means we may return to normality sooner rather than later, there are some who think the acquisition market may stay stagnant for a while yet. In this episode of the New Model Adviser podcast, reporter James Fitzgerald speaks to the managing director of Vision Business Advisers, Peter Trotman, who gives tips to IFAs wanting to sell their business, how the market struggled last year and why it

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37:29

Nationals' acquisition drought could last years

The Advice Show ·

2021/02/12

The Covid-19 pandemic put a stop to most consolidation and IFA buyouts last year. But although the vaccine means we may return to normality sooner rather than later, there are some who think the acquisition market may stay stagnant for a while yet. In this episode of the New Model Adviser podcast, reporter James Fitzgerald speaks to the managing director of Vision Business Advisers, Peter Trotman, who gives tips to IFAs wanting to sell their business, how the market struggled last year

en

26:34

The Balance - Episode 1: How my boss helped seizure...

The Advice Show ·

2021/02/05

Episode One. Welcome to a new ongoing series The Balance looking at real stories of personal difficulty within the advice profession and financial services. In this episode James Thorneley, former global head of media relations at Standard Life, recounts how he smashed his skull during an epileptic fit. He required serious surgery and over a month off work. Laura Purkess asks what support he received from his employer and colleagues, and how important it was to take the time needed to recover. The

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26:34

The Balance - Episode 1: How my boss helped seizure...

The Advice Show ·

2021/02/05

Episode One. Welcome to a new ongoing series The Balance looking at real stories of personal difficulty within the advice profession and financial services. In this episode James Thorneley, former global head of media relations at Standard Life, recounts how he smashed his skull during an epileptic fit. He required serious surgery and over a month off work. Laura Purkess asks what support he received from his employer and colleagues, and how important it was to take the time needed to

en

33:59

No, minister: Gov't must take responsibility for the...

The Advice Show ·

2021/01/29

A breakdown of communication; failure to learn the lessons of the past; policy problems; improper planning; regulatory stalemate; and, of course, denial. A perfect storm involving all these factors and more led to what Personal Finance Society CEO Keith Richards now candidly calls a 'DB debacle'. In this episode, James Fitzgerald sits down with Richards to hear his side of the story. It is an honest look at how the defined benefit (DB) pension transfer scandal unfolded, from the

en

33:59

No, minister: Gov't must take responsibility for the...

The Advice Show ·

2021/01/29

A breakdown of communication; failure to learn the lessons of the past; policy problems; improper planning; regulatory stalemate; and, of course, denial. A perfect storm involving all these factors and more led to what Personal Finance Society CEO Keith Richards now candidly calls a 'DB debacle'. In this episode, James Fitzgerald sits down with Richards to hear his side of the story. It is an honest look at how the defined benefit (DB) pension transfer scandal unfolded, from the perspective of

en

469 results

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