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PODCAST

The Money Marketing Podcast

Get the latest news, views, and expert analysis as the Money Marketing team speaks to leading guests about the industry’s hot topics.

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All Episodes

07:55

Weekend Essay: Should Wall Street be worried about...

The Money Marketing Podcast ·

2025/01/31

The arrival of Chinese AI start-up DeepSeek has shaken the markets, raising questions about the dominance of Big Tech and the sustainability of AI investment. With NVIDIA suffering the largest single-day market loss in history, is this a turning point for the industry or just short-term volatility?In this Weekend Essay, Dan Cooper explores the implications for investors and what lies ahead for AI-driven markets.

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20:56

In Conversation With Sam Grice: Bringing Death to...

The Money Marketing Podcast ·

2025/01/29

In this episode of In Conversation With..., Kimberley Dondo is joined by Sam Grice, Founder & CEO of Octopus Legacy. They discuss the story behind the founding of Octopus Legacy, how personal experiences shaped its vision, and the importance of addressing death and legacy planning for individuals and families. Sam explains the platform’s role in supporting the bereavement process, common misconceptions about planning for death, and the concept of "bringing death to life" in financial planning

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08:12

Weekend Essay: How to invest like Warren Buffett

The Money Marketing Podcast ·

2025/01/24

Warren Buffett's journey from a paperboy to one of the most celebrated investors of all time is nothing short of extraordinary. In this Weekend Essay, Chief Reporter Lois Vallely takes us through the principles that define the “Oracle of Omaha’s” success, including his focus on proven businesses, strong management, and disciplined, long-term investing strategies.Listen now:

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24:53

In Conversation With... Sarah Coles, head of cyber...

The Money Marketing Podcast ·

2025/01/22

In this episode of In Conversation With, host Lois Vallely sits down with Sarah Coles, head of cyber and resilience at Parmenion, to explore the growing landscape of cybersecurity threats and practical defences.Coles draws on over a decade of experience to talk about the alarming rise in cyberattacks targeting businesses of all sizes, fuelled by automated bots and evolving tactics like phishing, malicious websites, and ransomware. She urges advice business owners to implement layered security

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07:15

Weekend Essay: Could we really change the world?

The Money Marketing Podcast ·

2025/01/17

In this week's Weekend Essay episode, Amanda Newman Smith reflects on hope, generosity, and George Kinder’s vision for trustworthy institutions. Can we rise above self-interest to create lasting change?Listen now:

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29:44

In Conversation With... Madeleine Debney: AI as an...

The Money Marketing Podcast ·

2025/01/15

In this episode, Kim Dondo chats with Madeleine Debney, Co-Founder of Otto, about her shift from asset management to developing an AI-powered platform for wealth managers. They discuss how Otto supports advisers by streamlining workflows, automating tasks like fact finds and suitability reports, and enhancing client relationships. Madeleine also shares insights into Otto’s evolution, its approach to compliance, and her vision for the role of AI in financial services.

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51:26

In Conversation With… Vanguard Experts on Cognitive...

The Money Marketing Podcast ·

2025/01/08

In this episode of In Conversation With..., Kimberley Dondo speaks with Vanguard’s Sebastian Lewis and Anna Madamba about a critical but often overlooked topic: cognitive decline in clients. Together, they explore how financial advisers can recognise early signs, address the risks of wealth loss, and navigate sensitive conversations with clients and their families. They also share practical steps for preparation, insights into generational perspectives, and ways to safeguard vulnerable individuals

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53:43

End of Year Podcast 2024

The Money Marketing Podcast ·

2024/12/27

As 2024 wraps up, the Money Marketing editorial team reflects on the year's biggest stories, key trends, and the lessons that will shape the industry in 2025. Don't miss this insightful and engaging roundup—listen now:

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25:35

In Conversation With... Rohit Vaish & Amal Jolly:...

The Money Marketing Podcast ·

2024/12/18

In this episode of In Conversation With..., Kimberley Dondo, Digital Content Manager, is joined by Rohit Vaish, President & Co-founder, and Amal Jolly, CEO of Saturn AI. They explore how Saturn AI is transforming wealth management by streamlining operations, enhancing compliance, and maximising underutilised data.Discover how this cutting-edge platform automates processes, simplifies back-office systems, and delivers a “single source of truth” for financial advisers. Rohit and Amal also share

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06:28

Weekend Essay: The spiralling cost of Christmas is...

The Money Marketing Podcast ·

2024/12/13

In this Weekend Essay, our chief reporter, Lois Vallely, explores how the pressure to spend big during the festive season has reached staggering new heights. From rising stamp prices to the soaring cost of Christmas dinner, she asks: have we lost sight of what really matters? Listen now:

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39:34

In Conversation With… Industry Leaders on the Impact...

The Money Marketing Podcast ·

2024/12/11

In this episode of ‘In Conversation With…’, editor Tom Browne discusses the implications of the Consumer Duty with Vanessa Riboloni of the Chartered Insurance Institute (CII), Natalie Holt of The Lang Cat, Tracy Vegro of the Chartered Institute for Securities & Investment (CISI) and Keith Richards of the Consumer Duty Alliance.Among the topics explored are industry reactions, shifts in culture, client expectations, fair value, unintended consequences and what might happen in the future.

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06:05

Weekend Essay: No one wants to go back to the days...

The Money Marketing Podcast ·

2024/12/06

In this week's Weekend Essay, Momodou Musa Touray reflects on the lasting changes flexible working has brought since the pandemic. With hybrid work now a key factor in job selection and campaigns for shorter working days gaining momentum, the shift towards better work-life balance is undeniable. But are we ready to fully embrace this new world of work? Tune in to hear insights on how flexible working is revolutionising the workplace and why it’s here to stay.

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26:52

In Conversation With… Kate Rainbow: Navigating...

The Money Marketing Podcast ·

2024/12/04

In this episode of In Conversation With…, Kimberley Dondo speaks with Kate Rainbow, Head of Key Accounts at Hymans Robertson Investment Services. They discuss how Consumer Duty is reshaping the advice industry, from the rise of outsourcing to ensure sustainable income to understanding the manufacturer versus distributor distinction. Kate also explains the importance of scenario testing, evidencing value for money, and ongoing compliance strategies.Listen now to discover how firms can adapt and

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07:11

Weekend Essay: Looking past assumptions during...

The Money Marketing Podcast ·

2024/11/29

In this week’s Weekend Essay, Amanda Newman Smith reflects on Disability History Month, exploring assumptions about people and how these can shape perspectives. From her personal anecdotes to insights from the ITV show Unfiltered Women, Amanda highlights the importance of listening to diverse voices. What can we learn by looking past first impressions? Tune in to this thought-provoking episode for a deeper understanding of empathy, resilience, and inclusion.

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18:18

In Conversation With... Matt Evans: Sustainable...

The Money Marketing Podcast ·

2024/11/27

Join host Kimberley Dondo on In Conversation With... as she interviews Matt Evans, Portfolio Manager for Ninety One’s UK Sustainable Equity Fund. They discuss the compelling case for UK equities, market trends, the evolving IPO landscape, and how sustainability drives value. Learn how the GB ISA could reshape investment and why top holdings like AstraZeneca and Unilever are central to the fund’s strategy.Tune in now:

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06:11

Weekend Essay: Is ‘sorry’ really the hardest word?

The Money Marketing Podcast ·

2024/11/22

In this Weekend Essay, Tom Browne reflects on the art of apologising in financial services, spotlighting recent cases from Aegon UK and the PFS. He examines why some apologies resonate while others fall flat, the fine line between sincerity and damage control, and why saying sorry can be a powerful act of strength. Listen now:

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17:04

In Conversation With Roderic Rennison: Navigating...

The Money Marketing Podcast ·

2024/11/20

In this podcast, editor Tom Browne is joined by Roderic Rennison, founder and partner of Catalyst Partners and Money Marketing columnist, to discuss buying, selling and consolidation post-Budget in the financial advice space.Among the topics discussed are changes to business asset disposal relief (BADR), the attractiveness of the UK to private equity (PE) firms, and why “the tax tail should not wag the deal dog”.

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07:45

Weekend Essay: We need to have those difficult...

The Money Marketing Podcast ·

2024/11/15

In this deeply personal episode, Dan Cooper reflects on the recent loss of his beloved grandfather and the lessons it taught him about having those difficult but vital conversations about death. From inheritance planning to creating a will, Dan shares why discussing end-of-life wishes is an act of love and how it can bring peace of mind to families during challenging times. Listen now:

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41:03

In Conversation With... Catriona McInally: Navigating...

The Money Marketing Podcast ·

2024/11/13

Kimberley Dondo, digital content manager at Money Marketing, chats with Catriona McInally, Investment Specialist at M&G Wealth, about the complexities of long-term investing in today's market. They explore how advisers can guide clients through volatility, prioritise "real" returns over short-term gains, and adapt strategies in a changing investment landscape.Tune in for valuable insights on empowering clients to achieve their long-term financial goals.

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07:19

Weekend Essay: What lessons should the media learn...

The Money Marketing Podcast ·

2024/11/08

In this week's Weekend Essay, Tom Browne reflects on what lessons the media can learn from the US election results and the UK Budget. From over-sensationalising political outcomes to the dangers of guessing in the absence of solid policies, Tom discusses how a more informed, sober approach is needed in today's media landscape. Should the media focus less on polarisation and more on understanding voter behaviour? Tune in to find out.

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248 results

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