The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
They've got houses and cash, so why are Gen X failing to save enough?
Ollie Smith is joined by Dunstan Thomas policy strategy director Adrian Boulding to discuss the results of a new survey of Gen X savers.
The Nationals Enquirer: a consolidator comes clean over M&A woes
NMA reporter James Fitzgerald hosts a special podcast continuing his work on our new column The Nationals Enquirer, which looks at the plight of national advice businesses in a world of increased scrutiny.
'Trying our hardest wasn't enough' Lessons in self-improvement with Alfie Mullan & Jo Little
This was one of our favourite podcasts to record. Alfie Mullan and Jo Little provided a brilliantly frank and honest account of their struggles and successes in running a business, as well as the strain this can put on mental health. On this theme, we talk about attitudes towards mental…
'I’m an asset liability matcher': our asset allocation podcast special
NMA editor Will Robins is joined by PlanPlus Global director Paul Resnik for a special episode as part of our asset allocation special.
Preparing for IR35: ‘Advice is a lot less costly than an HMRC investigation'
Laura Purkess makes her podcast debut in a bumper podcast on the IR35 rules.
Christmas Special! AJ Bell joins NMA for 2019 review
AJ Bell's Tom Selby joined New Model Adviser's Ollie Smith, Laura Purkess and James Fitzgerald for a big fat review of the year. They kick off with a bumper edition of Ollie's famous pub quiz. Play along at home! Then the team get stuck in, debating their pick of the…
‘Money is like the Devil’ The need for financial wellbeing
Financial coach Simonne Gnessen asks clients to imagine what money would be like if it was a person you had invited around for tea. ‘For most people it’s the Devil, it’s a woman in a Tweed suit who’s pointing a finger.’ In this episode of Planning People New Model Adviser…
Welcome to the block market: why Lego investors are making a stack
Academic Savva Shanaev joins Ian Horne and Ollie Smith to discuss how Lego is an asset class in its own right.
'My faith made me a better financial adviser': our chat with Colin Low
Ian Horne and Ollie Smith are joined by Kingsfleet Wealth managing director Colin Low to discuss Christian faith in financial advice.
NHS pension crisis: specialist firm Barnaby Cecil
In this episode New Model Adviser editor Will Robins speaks to IFA firm Barnaby Cecil, which has a specialist service targeted at medical practitioners. You can read the full transcript here: http://citywire.co.uk/Publications/WEB_Resources/Creative/content/Barnaby-Cecil-Podcast.pdf Managing director Thomas Skinner and paraplanner Emma Walker explain how annual allowance taper rules have generated substantial tax…
'It is like the IFP 30 years ago': inside the NextGen conference 2019
Jack Gilbert does the rounds at the NextGen Planners Conference in Manchester, speaking to a host of familiar faces from the profession.
Blowing the whistle on Connaught sent my life into a downward spiral
Connaught whistle-blower George Patellis returns to the Citywire studio to tell Jack Gilbert and Ollie Smith about the impact of the case on his life.
Brexit, Boris and the Bank of England: hold on to your hats!
New Model Adviser editor Will Robins speaks to political insider Iain Anderson, co-founder and executive chairman of public policy and corporate communications group Cicero to discuss what Brexit, a new government and a new chair of the Bank of England will mean for the UK economy and financial services.
The Conservative Party Conference
Last week New Model Adviser’s Ollie Smith travelled Manchester to talk to MPs at the Conservative Party Conference. Editor Will Robins dragged Ollie into the studio to find out what he got up to and what policymakers told him about pensions, regulation, Brexit and even Neil Woodford.
Non-advised solutions are 'lazy' - OpenMoney boss Morrow
Many non-advised services offered by platforms and providers are ‘lazy solutions’, says Anthony Morrow, chief executive of digital advice firm OpenMoney.
Stop using email to send out client communications!
Ollie Smith is joined by MoneyInfo managing director Tessa Lee to discuss what advisers are getting right and wrong on their office tech.
Selling peace of mind: CEOs chat flat-fees and added value
In this podcast New Model Adviser editor Will Robins gets stuck into the fee debate, interviewing two financial planning CEOs: Alan Smith of Capital Asset Management and Barry Horner of Paradigm Norton. Smith is a renowned advocate of flat-fees and not afraid to ruffle feathers with his criticism of percentage…
Why financial planners should use the beautiful art of storytelling
Ollie Smith is joined by Foco Global managing director Michael Taggart and Citywire UK head of audience development Ian Horne to discuss the powerful impact of narrative in financial planning.
GAGP special: platform tech firms must change to survive
Jack Gilbert is joined by Altus principal consultant Ben Hammond to discuss the future of the platform tech firms driving change in the marketplace.
GAGP Special: 'we don't like the term robo-advice, it's pejorative'
NMA news editor Charles Walmsley is joined by Nutmeg head of financial advice Lisa Caplan to discuss the might - and plight - of the digital wealth managers