The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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…
Standard Life Savings CEO: advice launch is about tackling advice gap, not selling MyFolio
When Noel Butwell took over as Standard Life Savings chief executive last July, he certainly did not expect to be running an organisation under lockdown just nine months into the job. But tasked with running Standard Life’s platforms and advice arms smoothly, that is exactly what he has had to…
Farewell McPhail: we ask top lobbyist about his biggest policy victories
He's the ubiquitous face of pension policy beloved of national newspapers and trade magazines alike, us included. But now he's moving on. In just a few weeks, Hargreaves Lansdown head of policy Tom McPhail will be moving to a lobbying role at e-bike distributor Pure Electric. After such an illustrious…
People are still brushing their teeth: the funds withstanding lockdown pressure
Even in the midst of a pandemic that has closed shops, sent oil prices into a nosedive and left large swathes of the global population confined to their homes, there are still funds out there that are performing well. In this episode, Citywire Funds Insider editor Dan Grote tells us…
'10% drop notifications produce knee-jerk reactions in investors'
In this episode of the New Model Adviser podcast, reporter Laura Purkess is joined by Verona Kenny, managing director of intermediary at 7IM, to discuss the value of 10% drop notifications, how pension freedoms clients have been affected by the recent market crash and how 7IM has coped with Covid-19.
Exclusive: Royal London CEO Barry O'Dwyer on the power of long-term thinking
Editor Will Robins interviews the recently-minted CEO of Royal London, Barry O’Dwyer. Will asks how the mutual managed to impress advisers in lockdown with slick customer service, and discovers how the pandemic could change its approach to long-term investments. Also on the agenda is how Royal London will adapt to…
Blend it like Beckham: somewhere between the active and passive posts
Sometimes it’s worth taking the middle ground. That’s why Tatton Investment Management chief executive Lothar Mentel spoke to us about blending active and passive funds. We discussed getting the balance right, some common misconceptions about trackers, and why it (sometimes) pays to be exposed to more ‘esoteric’ holdings. And of…
Moneyinfo: the massive savings of ditching paper and postage
New Model Adviser editor Will Robins caught up with Tessa Lee, managing director of Moneyinfo, to discuss cost cutting, how to reduce reliance on postage, how to maintain cyber security and protect client data amid the remote working boom and wet signatures. Tessa also expand upon her call on advisers…
Dynamic Planner: risk and reward in a post Covid-19 world
Special features editor Charles Walmsley speaks to Chris Jones, proposition director at Dynamic Planner. The pair talk about the speed of the coronavirus market crash and how investors have reacted. The crash prompted a deluge of 10% drop notifications to be sent to clients, in accordance with Mifid II rules…