The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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…
Why wildfires are a burning issue w/Guillermo Rein
The last few years have seen a growing number of wildfires around the world. As well as major fires in Australia and California we have started to see more fires across Europe. A recent University of Reading report found that there was an increased risk of wildfires in the UK…
Life after Standard Life: Adviser platforms CEO Noel Butwell's big plan
Noel Butwell is CEO, adviser platforms at Standard Life Aberdeen. He looks after Wrap, Elevate and the adviser business 1825 and has big ambitions to number one platform of choice for advice firms. That, Butwell tells New Model Adviser editor Will Robins, would involve deep integration with back offices and…
Advisers 'crazy' not to embrace ESG considerations
In this edition of the NMA podcast, reporter James Fitzgerald speaks with Quilter Financial Planning investment director, Rick Eling, about the firm's new mandatory ESG assessment rules. Eling also claims that advisers who aren't taking ESG investing seriously will fall behind the pack as client demand for this area of…
IR35: 'Firms imposing blanket bans will lose out'
In this episode, reporter Laura Purkess speaks to Dave Chaplin, CEO of ContractorCalculator, about the reforms to IR35 off-payroll working rules, which came into effect on 5 April 2021. They discuss why the reforms went ahead, what contractors and businesses should do to prepare and what the future holds for…
Google & Facebook profiting from Gov't inaction on online scams
Online investment scams are on the rise, and there is an ongoing debate about who is responsible for taking them down. In this edition of the New Model Adviser podcast, reporter James Fitzgerald speaks with Tim Fassam, who is director of government relations at the Personal Investment Management & Financial…
Why I launched a support group for women under 30
In this episode, reporter Laura Purkess talks to Chanelle Pattinson, a financial adviser at P&P Invest, about Chanelle's new support group for women under 30 within the NextGen Planners community and why she set it up. They also discuss what it's like attending industry events as a young woman and…
Robo advice revolution to continue post-pandemic
In this edition of the NMA podcast, reporter James Fitzgerald speaks with Anthony Morrow, founder of Manchester-based digital advice firm Openmoney. Morrow tells Fitzgerald that the FCA is right that digital advice is the way forward, and has proven its value after every financial adviser in the country was forced…
Investing for new weather fronts
Changing weather around the world is affecting companies. From storms knocking out communication networks in the US, to flooding hitting supply chains in parts of the UK, businesses are having to adapt to the future. Alex Monk, co-manager of the Schroder Global Energy Transition fund, explains what this means for…