The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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…
Why advisers need a better solution for women
Finding a solution for clients is not just about picking an investment strategy based on the assets they have. More and more advisers are looking to segment client bases differently to ensure they have the best solution for each client. Gillian Hepburn, UK intermediary solutions director at Schroders, joins us…
Your clients want to talk about ESG, so ask them about it!
In this edition of The Advice Show, NMA reporter James Fitzgerald speaks with Foster Denovo’s head of investment research, Declan McAndrew, about why advisers need to broach ESG considerations with clients first before being pushed into action. In recent weeks, some IFAs have taken to social media to say that…
Forecast: Lat Am locals spy tech green shoot amid Covid devastation
Citywire Americas editor Atholl Simpson dialed in from the other side of the pond to talk through the region’s success stories with New Model Adviser editor Will Robins. Latin America’s financial sector might be a well-trodden area for global investors, but a tech start-up scene is making waves in a…
This Olympian deserves a medal for his financial wellbeing efforts
When Olympic rower Alex Partridge left the sport he had spent nearly a decade and a half devoted to, he soon became unstuck. A breakdown beckoned, and he realised he needed to change something to get his life back on track. That change turned out to be people. Partridge realised…
Professional bodies need to learn from exam mistakes
In this edition of The Advice Show podcast, NMA reporter James Fitzgerald speaks with director of content at NextGen planners and former Personal Finance Society (PFS) president Adam Owen about exam problems and student success stories during the pandemic. Owen tells Fitzgerald the CII was ‘brave’ to bring in remote…
The founder of VouchedFor has a new project: Changing a million lives
Octopus Group bought financial coaching business Hatch last month, rebranding it to Octopus Moneycoach with a pledge to invest £10m to help it achieve scale. The coaching service partners with employers to offer financial coaching to staff for £250 per year, but newly-appointed CEO Adam Price - formerly chair and…
The Balance Episode 2: How I work in wealth with chronic fatigue syndrome
When Beth Yates was 13, she was taken to hospital with extreme tiredness and a ‘paralysing’ pain in her arms and legs. She was diagnosed with myalgic encephalomyelitis, which is also known as chronic fatigue syndrome. In this episode of The Balance, reporter Laura Purkess speaks to Yates, who now…
Hiring graduate's only way to stop IFA 'brain drain'
In this edition of The Advice Podcast, NMA reporter James Fitzgerald speaks with the managing director of Manchester-based advice firm Wetherall’s Financial Planning, James Wetherall. Wetherall talks about his new guide which provides tips to help advice firm principles fine, hire and train graduate financial planners. The guide, which contains…
Yoga, Dance, and Quora: Meet the Mumbai planner reaching millions of readers online
For this edition of Advice Around the World, we discuss the importance of financial literacy in India, and how planners can use their online presence to make a difference to a mass audience. Preeti Zende is one of India’s leading financial planners. For starters, she offers a fee-based and client…
AUM grabs pose risk to consolidators' long-term survival
In this episode of The Advice Podcast, NMA reporter James Fitzgerald speaks to the chief executive of consolidator Truinvest, Mark Smith, about how his business not only survived but thrived during last year’s multiple lockdowns. Smith makes clear that consolidators who only buy firms to increase their AUM, and who…
Making governments go green - Bryn Jones, Rathbone Ethical Bond Fund
Welcome to the Anthropocene: the epoch of the Earth's geological history defined by the impact of humanity. The UK government is is talking up its eco credentials now, but this week's guest from fund management, Bryn Jones, recounts meetings in Westminster where the very idea of a green bond was…
IWP CEO talks acquisitions, Bartholomew Hawkins and adviser academy
IWP's chief executive David Inglesfield speaks to NMA reporter Laura Purkess about IWP and its future plans. They discuss how the businesses chooses firms to acquire and its due diligence process, its relationship with the FCA, the acquisition of Bartholomew Hawkins Asset Management and the launch of the IWP adviser…