The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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…
What advisers should know about decentralised finance
In this episode of the Advice Show, reporter Chloé Meley speaks to two decentralised finance experts, Caroline Hughes and Lavinia Osbourne, about where DeFi opportunities lie for the UK in general and for the financial services sector in particular.
AJ Bell director: 'We're creating the advised customers of the future'
In this episode of The Advice Show, Kevin Doran, managing director of AJ Bell Investments, discusses 'Dodl', AJ Bell's consumer investment app aimed at first-time investors.
How the (mis)use of lead generation services impacts trust in financial advice
In this episode of the Advice Show, Citywire New Model Adviser reporter Chloe Meley speaks to founder of Contact State Alain Desmier and director of Vision Business Advisers Peter Trotman about why lead generation in the advice industry should be better regulated, and why due diligence on the part of…
Podcast: An ESG whistleblower's vision for the responsible investment industry
Desiree Fixler was formerly the group sustainability officer at German asset manager DWS. But after accusing DWS of publishing misleading information about its ESG integration and assets, she was fired. In this interview, Fixler shares her story, unpicks common issues within the ESG investment universe, and calls for a reform…
British Steel redress scheme could fuel DB transfer claim frenzy
In this week's edition of The Advice Show, NMA's James Fitzgerald speaks with PIMFA's Tim Fassam about how the FCA's British Streel redress scheme could affect the pensions transfer market.
Cost of living special: '90% of our job is reassuring clients'
This episode of New Model Adviser is a 'cost of living' special. Reporter Nicola speaks with Jessica Geere, financial planner at Magenta Financial Planning, Steven Cameron, public affairs director at Aegon, and Jon Dean, head of retirement strategy at Altus.
Crypto & NFTs offer new wealth but beware the risks
Crypto and NFTs are rising in popularity, despite the high volatility of digital assets. In this episode of the Advice Show, Jonathan Warren discusses the risks and opportunities of crypto investments, and how advisers should approach the crypto conversation with their clients.
How advisers can make the most of tax year end
In this episode of the Advice Show podcast, news editor Laura Purkess speaks to tax experts Tim Stovold from Moore Kingston Smith, Andrew Aldridge from Deepbridge Capital, and Jessica List from Curtis Banks, about how advisers can make the most of tax-year end for both clients and their own businesses…
‘The City was built on slavery… now it wants to confront this past’
After his speech at the NMA Conference & Awards historian David Olusoga sat down with NMA deputy editor Jack Gilbert to discuss how the UK is confronting the evils of slavery and colonialism and what financial services firms are doing about their own past role in the system.
Podcast: 'Always on' advisers must set boundaries with clients
Clients’ expectations of their advisers have changed. In this episode of The Advice Show, a managing director of wealth management firm Charles Stanley joins New Model Adviser to discuss how advisers can make the most of technology, from client portals to social media, to manage client demand and increase efficiency.
Advisers key to helping clients through cost of living crisis
St. James's Place director Alex Loydon speaks to NMA's James Fitzgerald about how the advice giant's advisers are helping their clients through the cost of living crises.
Podcast: Juggling market volatility, ESG and geopolitical tension as a fund manager
In this episode of The Advice Show, Citywire AA-rated fund manager Samantha Gleave chats to reporter Nicola about how macro market events have affected her stock selection decisions - from the indirect impact of a Russian invasion in Ukraine to incoming sustainable disclosure regulations.
Consumer duty rules more important than RDR
The FCA is set to implement its wide-ranging Consumer Duty later this year, which will see regulations that cover all forms of advice and client outcomes strengthened for all advice firms. SimplyBiz head of consultancy, Karl Dines, runs NMA senior reporter through the FCA's new regulations, and talks about why…