The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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…
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.