The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
Podcast: Vertical integration and consolidation threaten advice progress
In this edition of The Advice Show, The Lang Cat’s principal, Mark Polson, reveals to Citywire New Model Adviser senior reporter James Fitzgerald what advisers are thinking, and why consolidation and regulation are the biggest topics in this year’s State of The Adviser Nation report.
Podcast: Gillian Hepburn on the advice landscape in 2022
In this episode of The Advice Show, reporter Nicola Blackburn speaks with Gillian Hepburn, head of UK intermediary solutions at Schroders. In December, Gillian published the 2021 edition of the Schroders UK Financial Adviser Survey, which gained responses from 203 advisers across the UK. The survey captured how advice businesses…
FCA's ESG rules give investors a clearer climate picture
In the first episode of The Advice Show for 2022, Citywire NMA senior reporter James Fitzgerald speaks with 7iM’s head of investment and ESG, Terence Moll. Moll tells Fitzgerald that the FCA’s proposed climate disclosure regulations will help wealthy financial firms provide clarity on their net-zero goals and investments, and…
Podcast: 'Change will only happen if they're under pressure'
In this week's episode of The Advice Show podcast, ShareAction CEO Catherine Howarth discusses whether the world's largest asset managers are stepping up to their proxy voting responsibilities. She reveals to New Model Adviser reporter Nicola Blackburn that the world's largest asset managers do not support two thirds of ESG…
‘Taper tax savings aren't worth its implications for the NHS’
In this episode of the Advice Show podcast, news editor Laura Purkess speaks to Tom Skinner and Emma Walker, co-founders of advice firm Barnaby Cecil, about whether changes to the tapered annual allowance have resolved problems with doctors being hit with high tax charges and whether more could be done…
'Everyone was 40 years older': NextGen adviser on educating Gen Z
In this episode of The Advice Show, New Model Adviser reporter Nicola Blackburn talks to Daniel Martin, creator of TikTok, Instagram and Twitter platforms @dantalksmoney. The NMA top 35 NextGen adviser shares his insights into the financial values of Gen Z and discusses how to bridge the financial literacy gap…
Podcast: A deep dive into green bonds
In this episode of The Advice Show podcast, reporter Nicola Blackburn speaks with Ashley Claxton, head of responsible investment at Royal London Asset Management. Claxton discusses the health of the green bond market, pinpoints investment opportunities in this developing space, and shares her thoughts on what makes a green bond…
‘My biggest successes come when my imposter syndrome is under control’
In this episode of the Advice Show podcast, Citywire New Model Adviser journalist Laura Purkess speaks to Taylor Beavis, director of Universe Financial Advice, about how imposter syndrome affects him. He talks about some of his biggest successes to date, and how he keeps his imposter syndrome under control so…
Quilter's investment boss on stamping out scams
In this edition of The Advice Show, Citywire New Model Adviser senior reporter James Fitzgerald speaks with Quilter Financial Planning’s investment director Rick Eling about his new scam avoidance framework and why the regulator shouldn’t have to push advisers to embrace ESG investing.
Worthstone CEO on the cluttered world of ESG data
In this episode of The Advice Show podcast, reporter Nicola Blackburn speaks to Gavin Francis, CEO of Worthstone, a hub of impact investment resources for financial planners and advisers. Nicola and Gavin discuss how to navigate the convoluted world of ESG data, the place of 'transitioning' companies in ethical investors'…
Missed a trick? Industry unimpressed by Rishi’s rabbit out of hat
In this episode of the Advice Show podcast, deputy online editor Laura Purkess outlines some of the biggest announcements in this week’s Budget and speaks to four industry experts to hear their views on what was – or what was not – revealed.
OpenMoney's product lead on bridging the advice gap
In this edition of The Advice Show, Citywire New Model Adviser senior reporter James Fitzgerald talks to Openmoney’s product manager, Alex Bodek, about why he started his career in financial planning, and how the expansion of digital advice offerings in the UK is helping to narrow the advice gap.
Tenet CEO on Intelliflo migration, acquisitions & FCA change
In this edition of The Advice Show podcast, Citywire New Model Adviser senior reporter James Fitzgerald speaks with the CEO of advice network Tenet, Mark Scanlon, about how consolidation is a necessary evil, and how the government and regulator need to do more to educate kids about finance.
Where ESG regulation goes next
Citywire Selector's Margaryta Kirakosian joins us to discuss what is happening in Europe when it comes to ESG regulation, and why this matters for UK investors. We also discuss social impact investing and the recent German election.
Tom Selby: 'Gov't has to address complexity of pension taxation'
In this episode of the Advice Show podcast, reporter Laura Purkess speaks to Tom Selby, senior analyst at AJ Bell, about recent tax and policy changes including the increase to the national insurance rate, the suspension of the triple-lock and the new social care cost cap, and look at what…
What FCA should do after ‘embarrassing’ FSCS target blunder
In this edition of The Advice Show podcast, Citywire New Model Adviser reporter James Fitzgerald speaks with Pimfa’s director of government relations and policy, Tim Fassam, about the FCA’s latest row back on its Financial Services Compensation Scheme (FSCS) levy reduction target and why the regulator needs to come up…
Charlotte Wood: 'My trolls did me a favour'
In this episode of the Advice Show podcast, reporter Laura Purkess speaks to Charlotte Wood, director of Rosewood Financial Planning, about her work to help make the financial planning profession more inclusive for women. From launching a Facebook Group and growing it to over 800 members, to planning an all-female…
Either call out bad advice or stop whinging about the FSCS levy
In this edition of The Advice Show, reporter James Fitzgerald speaks with Neil Moles, the CEO of national IFA Progeny, about why advisers need to come together and create a code of ethics and how that can stop the ‘claims culture’ currently being seen in financial services.
PFS members demand deregistration clarity from CII
PFS members have been up in arms ever since NMA revealed in April that the CII was planning to deregister the professional body for the third time. If subsumed by its parent body, the PFS would lose control over its own finances, operations and, most importantly, members. Former PFS presidents…
How to master your firm's Google rankings
We were lucky enough to receive some pearls of wisdom from experienced planners recently. ‘Understand marketing. Most people forget about it,’ said Craig Palfrey, managing partner of Cardiff IFA Penguin Wealth Planners. ‘If you can’t get people to sit in front of you, there is no point being in the…