The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
The planner and the prof plotting a philanthropy revolution
Financial advice clients will be encouraged to give more money to charity via The Together Charitable Foundation (TCF) launched by Jarrovian Wealth CEO Graeme Price and Cass Business School professor Paul Palmer. TCF grants clients and their advisers control over where their money is given. Will it catch on? NMA…
We're not the West Brom of platforms!
Praemium chief operating officer Mark Sanderson joins us to explain why he thinks NMA got it wrong in this year's Platform Premier League. We discuss using data to help clients, Praemium's global users, and Darren Fletcher. You can see the full Platform Premier League here: https://tinyurl.com/y27lg8mc
I've been red and yellow, now I've gone green: Chuka Umunna talks ESG
Former Labour shadow secretary of state for business rings Ollie Smith from the back of a taxi to discuss his new role in ESG at comms giant Edelman.
Advice gap special: The market's failed, so culture's the clincher
Ollie Smith is joined by the contributors to a major report by Octopus Investments into the advice gap to discuss market failure, retiring advisers, and why culture is the key to making advice more accessible. The participants were: Ruth Handcock, chief executive, Octopus Investments Claire Limon, director of learning and…
FundsNetwork boss: ‘We are on a mission to reinvent ourselves’
Despite being one of the biggest (and oldest platforms) in the market, FundsNetwork CEO Jackie Boylan says she doesn’t want the Fidelity platform to be seen as a behemoth. In this episode, she talks NMA news editor Jack Gilbert through her efforts to make the company more innovative and nimble…
'I'm not too proud to admit I struggled the most in lockdown'
This episode was supposed to be about financial planning for business clients in the pandemic. But the most striking admission you will hear in it is of a male manager showing vulnerability to his staff, and, we might add, to us too. ‘I’m not too proud to admit I struggled…
Investing in anti-corruption: Jupiter's Guy de Blonay & futurist Mark Stevenson
Innovative companies, fighting corruption and removing friction in the global economy, fintechs, particularity digital payments businesses look like a great proposition for investors and society alike. That said, despite coming in with a 'clean deck' the collapse of companies like Wirecard recently proves that governance (that not-to-be-overlooked aspect of ESG)…
You're doing your PI renewal wrong
You're doing it wrong. Stop doing it like that. Put some more effort in. Advisers have heard many statements of this kind from the FCA in 2020, mainly regarding defined benefit (DB) pension transfers. But on this occasion, the person calling for an improvement is an adviser themselves. In this…
Critics ignore 'incredible utility' of Google, YouTube & Facebook
Google and Youtube have brought incredible utility to billions of people for free, and critics seeking to break up tech giants like their parent Alphabet should think twice whether that would solve any of the problems all companies face with data-led models. So argues Polar Capital's Ben Rogoff, co-manager of…
Furloughed footballers: the game in lockdown
Former footballer-turned financial adviser Sam Sloma explains the financial challenges facing footballers during the coronavirus pandemic, as many face uncertain futures about when they can return to the pitch.
Podcast special: Football’s coming home – why it matters
Does the return of top-flight English football today matter? Of course it does. But events of the fast few months have shown there are bigger things that matter more – something illustrated by Marcus Rashford’s dramatic intervention on the need for hungry schoolchildren to be fed over the summer holidays…
ESG and Black Lives Matter are 'symbiotic'
Green Party leader Jon Bartley made a name for himself when David Cameron's top team naively asked him to participate in a meet and greet with the leader outside a hospital in 2010. Unbeknownst to Cameron, the man he meeting was not a starstruck voter who would just roll over…
'Anyone who says technology has solved everything is bonkers'
‘Anyone who says technology has solved everything is completely bonkers,’ says Ross Sleight, chief strategy officer at Somo, our guest in this episode. For those not in the know, Somo is a digital agency with experience of working with high street banks, wealth managers, and investment research companies. In this…
The NMA world tour of advice
Nobody can really travel anywhere right now, but if you are in need of a trip somewhere, fear naught, we can help you out. Over the past month, we have been speaking to certified financial planners all over the world, and the results are here for you listen to now…
Migrating 130,000 platform customers during lockdown
Replatforming is a huge challenge at the best of times, let alone in the middle of a lockdown and global pandemic. But, in the midst of the Coronavirus crisis, Embark switched Zurich customers onto a new platform systems at the end of April. In this podcast, Phil Smith, Embark’s chief…
Does ethical investing have to be active?
Active fund management has encountered crisis after crisis in the last year, but one shining light amid all the chaos has been environmental, social and governance (ESG) investing. Managers in the sector have shown themselves to be among the most nimble and forward-thinking, handing sustainable investing as a whole a…
From James Blunt's roommate to Dubai IFA: advice around the world
AES International chief executive Sam Instone is kicking himself. Having shared a room with James Blunt while the two were both officers in the Household Cavalry, it is safe to say doubting Blunt's talents was not one of his best decisions. In episode one of Citywire’s new Advice Around the…
Telephone advice will tackle clients' affordability fears, says Quilter boss
A merger and accompanying leadership shakeup is hard enough at the best of times, let alone during a global pandemic. But Covid-19 did not dissuade Quilter Financial Advisers (QFA) managing director, Darren Sharkey, who has pushed ahead with the long-awaited integration of Charles Derby and Lighthouse into Quilter’s national advice…
Futurist meets fund manager: is healthcare on life support?
Citywire has brought together two incredibly knowledgeable experts to approach the healthcare sector from radically different angles. One is Citywire AAA fund manager Paul Jourdan, manager of the TB Amati UK Smaller Companies fund. The other is Mark Stevenson, an author, consultant and futurologist who has been a popular speaker…
How to deliver financial education: roundtable part 1
It's no secret that the UK has poor financial education. According to the Money Advice Service, more than 250 organisations across the UK are currently engaged in the task of trying to improve financial capability in the UK. But it is a mammoth task, and in some places a losing…