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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

18:43

ESG? I'd rather my fund manager had principles!

The Advice Show ·

2021/01/26

UPDATE: This is now the correct version of this podcast. Paul Jourdan, the Citywire AAA-rated manager of the Amati Small Companies fund, is unhappy that ESG is seen as a ‘special sauce’. Indeed, what does it say about fund managers if we are only now applying ethical criteria? Fellow guest and futurist Mark Stevenson said the notion of adding ESG criteria to a fund is as ‘absolutely ridiculous’ as your doctor telling you: good news, I have a medical degree. ‘You think ethics is bonus

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22:42

How I help my clients claim on the FSCS

The Advice Show ·

2021/01/22

Advisers are used to getting frustrated about the Financial Services Compensation Scheme (FSCS), but few will be familiar with helping clients claim on it. The process is actually mercifully simple, but as Felix Milton discovered, there is more to the FSCS than just claims. When it comes to helping clients who have been wronged, there are a whole host of other things to consider: how to invest the compensation, if there is any, how to establish and maintain trust, and, crucially, how to

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27:46

ESG in property funds: Hard but not impossible

The Advice Show ·

2021/01/12

Clients these days want to do good things with their money, and now that performance concerns have largely died off, ESG is enjoying its time in the sun. But that doesn't mean the due diligence is easy. Indeed, one area you might be less familiar with in the ESG world is property. Is it possible to insert property into clients' investments without compromising their values? Can IFAs be confident that such decisions won't be hindered by a supply chain scandal later down the line? And how

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53:23

Antivax, risk & regulatory revolution – healthcare...

The Advice Show ·

2020/12/23

With several Covid-19 vaccines now approved for use in the UK, it seemed like a good idea to discuss healthcare on the podcast again. NMA editor Will Robins is joined by Citywire AAA-rated manager Paul Jourdan and ‘reluctant futurist’ Mark Stevenson to talk about the wider impact of coronavirus vaccines.

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32:49

Inside EQ Investors' £350m impact portfolios

The Advice Show ·

2020/12/18

2020 was the year in which many investors wanted to make an impact with their funds. No one was better placed to explain why this happened than Sophie Kennedy, head of investments at EQ Investors. Kennedy takes us through the top picks in the firm's impact portfolios, and explains what the business has been up to during lockdown.

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26:03

Obama climate change adviser on giving ESG rules 'teeth'

The Advice Show ·

2020/12/14

'We're in a great place right now,' declares an ebullient John Morton. A former climate change adviser to president Barack Obama, Morton could not be more pleased to see Joe Biden prepare for the White House. Morton worked with Obama on his Paris Agreement legacy during his final months in the Oval Office, and is now very pleased indeed to see the former vice president come president-elect put climate action back on the table. Why does this matter to advisers? Well, institutional

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41:08

The planner and the prof plotting a philanthropy...

The Advice Show ·

2020/11/27

Financial advice clients will be encouraged to give more money to charity via The Together Charitable Foundation (TCF) launched by Jarrovian Wealth CEO Graeme Price and Cass Business School professor Paul Palmer. TCF grants clients and their advisers control over where their money is given. Will it catch on? NMA editor Will Robins finds out how a 'DAF' could unleash the latent giving potential of so-called mass-affluent clients, who Palmer argues give proportionately less than both those

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19:00

We're not the West Brom of platforms!

The Advice Show ·

2020/11/20

Praemium chief operating officer Mark Sanderson joins us to explain why he thinks NMA got it wrong in this year's Platform Premier League. We discuss using data to help clients, Praemium's global users, and Darren Fletcher. You can see the full Platform Premier League here: https://tinyurl.com/y27lg8mc

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22:39

I've been red and yellow, now I've gone green: Chuka...

The Advice Show ·

2020/11/12

Former Labour shadow secretary of state for business rings Ollie Smith from the back of a taxi to discuss his new role in ESG at comms giant Edelman.

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47:07

Advice gap special: The market's failed, so culture's...

The Advice Show ·

2020/11/06

Ollie Smith is joined by the contributors to a major report by Octopus Investments into the advice gap to discuss market failure, retiring advisers, and why culture is the key to making advice more accessible. The participants were: Ruth Handcock, chief executive, Octopus Investments Claire Limon, director of learning and acquisition, Openwork Rohan Sivajoti, director, Postcard Planning, and director and head of innovation, NextGen Planners James Priday, managing director, Prydis, and

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31:50

FundsNetwork boss: ‘We are on a mission to reinvent...

The Advice Show ·

2020/09/30

Despite being one of the biggest (and oldest platforms) in the market, FundsNetwork CEO Jackie Boylan says she doesn’t want the Fidelity platform to be seen as a behemoth. In this episode, she talks NMA news editor Jack Gilbert through her efforts to make the company more innovative and nimble with technology, improve its partnerships and do more integration with its biggest adviser users. ‘While we are deemed to be a bigger player and one of the long-standing ones, I don’t want to be

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31:01

'I'm not too proud to admit I struggled the most in...

The Advice Show ·

2020/08/05

This episode was supposed to be about financial planning for business clients in the pandemic. But the most striking admission you will hear in it is of a male manager showing vulnerability to his staff, and, we might add, to us too. ‘I’m not too proud to admit I struggled the most in lockdown,’ our guest this week says. Lubbock Fine director Andrew Tricker sadly has prior experience of losing a former colleague to poor mental health, and it prompted him to be more open, and more

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35:31

Investing in anti-corruption: Jupiter's Guy de Blonay...

The Advice Show ·

2020/07/30

Innovative companies, fighting corruption and removing friction in the global economy, fintechs, particularity digital payments businesses look like a great proposition for investors and society alike. That said, despite coming in with a 'clean deck' the collapse of companies like Wirecard recently proves that governance (that not-to-be-overlooked aspect of ESG) is as important for investors to keep an eye on as before the 2008 crisis. But, as Jupiter manager Guy de Blonay argues, low

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40:56

You're doing your PI renewal wrong

The Advice Show ·

2020/07/16

You're doing it wrong. Stop doing it like that. Put some more effort in. Advisers have heard many statements of this kind from the FCA in 2020, mainly regarding defined benefit (DB) pension transfers. But on this occasion, the person calling for an improvement is an adviser themselves. In this episode of the NMA podcast, Financial Relationships' managing partner Alex Morris joins magazine editor Ollie Smith to describe how he does his professional indemnity (PI) insurance renewals, and how

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39:01

Critics ignore 'incredible utility' of Google,...

The Advice Show ·

2020/07/09

Google and Youtube have brought incredible utility to billions of people for free, and critics seeking to break up tech giants like their parent Alphabet should think twice whether that would solve any of the problems all companies face with data-led models. So argues Polar Capital's Ben Rogoff, co-manager of Polar Capital’s Global Technology and AI funds. Rogoff also resists notions that advertising boycotts by major brands would make a meaningful difference to Facebook. Among other

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24:13

Furloughed footballers: the game in lockdown

The Advice Show ·

2020/06/30

Former footballer-turned financial adviser Sam Sloma explains the financial challenges facing footballers during the coronavirus pandemic, as many face uncertain futures about when they can return to the pitch.

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21:07

Podcast special: Football’s coming home – why it matters

The Advice Show ·

2020/06/16

Does the return of top-flight English football today matter? Of course it does. But events of the fast few months have shown there are bigger things that matter more – something illustrated by Marcus Rashford’s dramatic intervention on the need for hungry schoolchildren to be fed over the summer holidays. Less than an hour after the government’s U-turn on school meals, Citywire’s Richard Lander (Manchester United) Angus Foote (West Ham) and Charles Walmsley (Liverpool) discussed events

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21:46

ESG and Black Lives Matter are 'symbiotic'

The Advice Show ·

2020/06/12

Green Party leader Jon Bartley made a name for himself when David Cameron's top team naively asked him to participate in a meet and greet with the leader outside a hospital in 2010. Unbeknownst to Cameron, the man he meeting was not a starstruck voter who would just roll over. Rather, he was an angry dad with an economics degree and a disabled son, who had read the Conservative Party election manifesto in full, and knew it inside out. Unluckier still for Cameron, the television cameras

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41:31

'Anyone who says technology has solved everything is...

The Advice Show ·

2020/06/04

‘Anyone who says technology has solved everything is completely bonkers,’ says Ross Sleight, chief strategy officer at Somo, our guest in this episode. For those not in the know, Somo is a digital agency with experience of working with high street banks, wealth managers, and investment research companies. In this episode, Sleight discusses the fintech revolution and what it might mean for financial advisers in terms of the client experience, robo-advice, tech integration and more. In

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51:44

The NMA world tour of advice

The Advice Show ·

2020/06/04

Nobody can really travel anywhere right now, but if you are in need of a trip somewhere, fear naught, we can help you out. Over the past month, we have been speaking to certified financial planners all over the world, and the results are here for you listen to now. In the episode above, you can hear some of the best bits from our conversations with planners and representatives of the Financial Planning Standards Board in five countries. In America, hear about shifting fee models. In

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469 results

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