The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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…
Richard Fraser, CEO Frenkel Topping – crisis will shake up advice for the better
In the latest edition of the New Model Adviser podcast, NMA reporter James Fitzgerald speaks with Frenkel Topping chief executive Richard Fraser on how the national firm is dealing with lockdown, whether its ESG portfolios really did any better others, and what silver linings there may be for the advice…
Bad ads: 'IFAs will suffer if mis-represented by third-party lead generators'
Reporter Laura Purkess is joined by David Miles, chief executive of digital marketing company The PPC Machine, to discuss the impact of google ads on IFA advertising, and what can go wrong with third-party lead generators.
Advice 2050: a whistle-stop tour through the future of the profession
Today NMA launches its fourth monthly special 'takeover' issue, looking at the next thirty years of the profession. How will Covid-19 and climate change impact the world, and the advice that planners provide? How will planners' own fee models adapt to a rising demand for financial assistance? And will we…
Bosses across the pond: what US asset management CEOs think
To commemorate the opening of our new Citywire studio in America, Lawrence Lever was joined by a host of US asset management bosses.
Pandemic is a warm up for climate change
Mark Stevenson is a writer, businessman, public speaker and 'reluctant' futurologist and has spoken at several Citywire events in the past. He came into our Vauxhall studios ahead of New Model Adviser's April special edition Advice: 2050. Mark and NMA editor Will Robins discuss what is coming next, for health,…
Can vertical integration in the platform world ever be done right?
Ian Horne and Will Robins are joined by Praemium chief executive Michael Ohanessian to look at comparisons between the UK and Australian platform markets.
The Platform Premier League podcast
Special features editor Charles Walmsley and news editor Jack Gilbert don their football kit to give you the lowdown on their Platform Premier League.