The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
‘David vs Goliath: Why choose smaller funds?’
Reporter Chloé Meley speaks to Adam Rackley, fund manager at Cape Wrath Capital, about the biggest problems facing the fund industry, and why advisers should consider smaller players despite the push for ever-bigger funds.
‘Dramatic’ mini-Budget: The biggest policy takeaways
Reporter Zach Sharif speaks to Tom Selby, head of retirement policy at AJ Bell, about what the mini-Budget policies mean for the economy.
How can companies make women feel welcome in the finance world?
Following on from this year’s Alpha Female report, reporter Chloe Meley speak to two women in financial services about their experiences in the industry and the initiatives that companies could implement to change the male-dominated culture of finance.
International Chess Grandmaster, Judit Polgár
In our NMA retreat at the Grove, Hertfordshire, we spoke to event speaker International Chess Grandmaster, Judit Polgár about the importance of strategy, critical thinking and the key to having a strong mindset.
What happened to ESG?
ESG funds experienced a bull run in 2021, but more recently, the tide seems to have turned. We ask the question 'what happened to ESG?' with consultant Jon Dean in this episode of The Advice Show.
The making of Panorama’s mini-bond scandal film
Panorama explored the failure of Blackmore Bond in ‘The Billion Pound Savings Scandal’ last week. It featured NMA’s Deputy Editor Jack Gilbert. We speak to Jack about the making of the film.
‘Social media algorithms favour bad advice’
The likes of Facebook, Google and TikTok are cracking down on fraudulent financial services advertising, but are they doing enough to stop scams? In this episode of The Advice Show, ‘finfluencer’ Alex Stedman shares how pertinent fraudulent financial promotions are on social media and evaluates the measures in place to…
Microservices: the future of platforms?
Microservices is a type of software architecture used in building investment platforms. Instead of having a big lump of software, you have smaller components that can be swiftly updated. With two microservices experts, we discuss what benefits this new development could bring to advisers.
Phoenix Files episode 4: IFAs want transparency as hundreds of British Steel firms set to fail
In our final episode, we reflect on the long term effects the scandal could have on steelworkers, why firms will fail and the timescale the FCA is expecting steel workers to be redressed by.
Phoenix Files episode 3: FCA considers redress and IFAs fight back
This week we look into how the British steel advisor group has been trying to protect those affected, and whether IFAs had the workers’ best interest.
Phoenix Files episode 2: FCA enters fray as IFA misselling begins
In episode two of Citywire New Model Adviser's special podcast series about the British Steel Pension Scheme scandal, senior reporter James Fitzgerald speaks with an affected steelworker and the FCA about the sort of unsuitable advice that was given by some IFAs who rushed down to advise steelworkers before and…
Phoenix Files Episode 1: British Steel workers’ time to choose
For the next four weeks, The Advice Show will be off air. Instead, Citywire New Model Adviser’s chief reporter James Fitzgerald has produced a special podcast series called The Phoenix Files, which includes testimony from steelworkers, pensions experts, the FCA and IFAs on how the British Steel Pension Scheme unfolded and…
The opportunities and challenges of open finance
Open finance expert Raphael Bianchi explains what open finance is, what it means for advisers, and how it will reshape the financial services world.
Are we going back to the 1970s?
Are we jumping back 50 years, with inflation and political upheaval taking centre stage again? Attendees at the Citywire Midlands Retreat weigh in on what makes this current situation different.
Four-day work weeks boost productivity, says Beaufort AR
This week, 70 UK companies began a six month trial of a four-day working week. But a shorter working week is nothing new for Beaufort Financial Planning. In this episode of The Advice Show, director Gwilym Lloyd Jones discusses why a four-day week has been a success at his firm.
Podcast: China attractive despite risks, says Progeny fund research lead
In this episode, Progeny's head of research, Robert Harrison, said China is looking 'more interesting' as a region to invest in, despite the continued lockdowns and ongoing economic uncertainties. And Harrison and Jamie Ward, head of investment solutions at AJ Bell, discuss why the UK has become an increasingly attractive…
'Kick the ESG can down the road, and the more costly it will be'
Advice firms should not divest their climate-unfriendly assets and could do more to direct clients’ investments in to sustainable funds, according to a senior policy fellow at the Grantham Research Institute on Climate Change and the Environment. At Citywire's inaugural Impact Retreat, Danae Kyriakopoulou spoke to reporter Nicola about the…
Fix the Future: The megatrends driving the best fund managers
How do you analyse a universe of 8,000 stocks being picked by the world's best performing fund managers? That is a question Dan Grote and Algy Hall have been answering with their new Fix the Future project for Citywire. Here they explain to us the thinking behind their analysis and…
What can advice firms do to better support their employees’ mental health?
In this episode of the Advice Show for Mental Health Awareness week, mental wellbeing advocates Kate Erman and Anastasia Vinnikova share with reporter Chloé Meley some practical tips to help advice firms support their employees’ mental health.
Investing in healthcare for positive impact, with Chris Welsford
ESG or impact fund managers often hold healthcare stocks because they align with the United Nations’ third Sustainable Development Goal: to ‘ensure healthy lives and promote well-being for all at all ages’. However, many larger healthcare companies have controversies to their name, ranging from charges of bribery to poor care…