The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
What will the future hold for private equity?
Private equity investment has surged through the advice market in recent years. But Citywire’s widely-shared database shows that not all of these firms are performing well. Brian Hill, Head of Strategic Exits at the Exit Partnership, joins NMA Reporter Zach Sharif and Deputy Editor Jack Gilbert to chat about private…
+-rated Pidcock on investing in Chinese growth without China equities
In this episode, Jason Pidcock, manager of the £1.1bn Jupiter Asian Income fund, discusses divesting from mainland China’s equity market and the significance of macroeconomic and geopolitical risk for investment returns.
What will be in the FCA’s thematic review of retirement income advice?
NMA Reporters Zachariah Sharif and Alicja Hagopian explore retirement income with Stephen Lowe, group communications director at retirement specialist Just Group. We discuss what the FCA’s thematic review of retirement income advice will contain, the chancellor’s reversal of the lifetime allowance for pensions, as well as the state pension age.
Puma Investments: ‘We’re bullish on wealth firms for their service, not their scale’
In this week’s episode of The Advice Show, Puma Investments’ David Kaye and Joe Cornwall discuss the AIM-listed wealth firms they’re bullish on, why service comes before scale in financial services, and the risk/reward trade-offs in AIM investing.
How can advice firms design with vulnerability in mind?
NMA Reporters Zachariah Sharif and Alicja Hagopian explore consumer vulnerability with Junaid Mujaver of Newton Europe. Junaid is leading the firm’s online vulnerability assessment, using behavioural psychology to include vulnerable customers in their digital journeys. How can firms include vulnerable consumers in their thinking, particularly in light of the incoming…
How blockchain technology can change the wealth management game
Alex Cowan-Sanluis, CEO of Platform One, explains to reporters Chloe Meley and Zach Sharif how blockchain technology can reshape the wealth management industry, and the obstacles it faces on the way to widespread adoption.
Vanguard closes the door on UK advice
Mike Barrett, consulting director at the lang cat, speaks to reporters Nicola Blackburn and Alicja Hagopian about Vanguard’s foray into the UK advice market, and why the investment giant chose to leave it behind—for now.
Behind the scenes: What advisers need to know about the tech powering platforms
Rob DeDominicis, CEO of platform technology provider GBST, speaks to reporter Chloé Meley about the impact of regulation on tech innovation and whether tech providers should be concerned about Amazon and Apple making inroads in financial services.
The PFS-CII Dispute Part 2: The advisers’ side
Petronella West, CEO of Investment Quorum, speaks to NMA reporter Chloe Meley about how the PFS-CII dispute has been received among advisers, and why she believes a new trade body is not the way forward.
The PFS-CII Dispute Part 1 – How do we settle this?
NMA Reporters Zachariah Sharif and Nicola Blackburn speak to Branko Bjelobaba, ex-Vice President of the Chartered Insurance Insititute (CII). They discuss the ongoing dispute between the Personal Finance Society (PFS) and the CII, and how it can get resolved.
How your investment portfolio can help Ukraine
Speaking at the New Model Adviser Conference & Awards 2023, Ukrainian activist Yulia Marushevska explains how to build a portfolio that will help Ukraine by investing in the country’s recovery and shunning companies that are helping the Russian economy. She also describes life in Ukraine one year on from the…
Ethnic Diversity: Where financial services fall short
NMA Reporters Zachariah Sharif and Nicola Blackburn speak to Noreen Biddle Shah, founder of campaign group Reboot. They discuss the lack of ethnic diversity within financial services, and how we can tackle this issue.
The Story of RDR Episode 3: The verdict
To mark the 10-year anniversary of the retail distribution review (RDR), we look back on how the reforms came about, what impact they had on the advice market and ask if they were a success. In this 3-part series we speak to the key players involved, at advice firms, the…
The Story of RDR Episode 2: The Impact
To mark the 10-year anniversary of the retail distribution review (RDR), we look back on how the reforms came about, what impact they had on the advice market and ask if they were a success. In this 3-part series we speak to the key players involved, at advice firms, the…
The Story of RDR: Episode one
To mark the 10-year anniversary of the retail distribution review (RDR), we look back on how the reforms came about, what impact they had on the advice market and ask if they were a success. In this 3-part series we speak to the key players involved, at advice firms, the…
‘Inflation is here to stay. Here’s how to beat it with equities’
NMA speaks to investment consultant Henry Cobbe about positioning equities for a higher-inflation environment with sector and factor investment strategies.
2022 Recap: NMA reporters discuss the biggest stories of the year
NMA reporters Nicola Blackburn, Chloe Meley, and Zach Sharif get together to chat about their favourite stories of the year, and reflect on a unique year in financial services and beyond.
FCA directors discuss 10 years of RDR
NMA editors Jack Gilbert and Charles Walmsley sat down with FCA directors David Geale and Therese Chambers to talk about the 10 years since RDR, and how the reforms have changed the industry.
VR to mentors: How SJP, NextGen and the CISI train new planners
Recorded live from NextGen Planners’ Liverpool conference in October, NMA hears from podcast host and adviser Chanelle Pattinson on how to improve representation in advice, from SJP academy head Andy Payne on bringing through the newest batch of advisers at the UK’s largest advice firm, and CISI director for global…
Why this global equity fund manager is cautious on oil and gas
Reporter Nicola Blackburn speaks to Romain Mouquet, portfolio manager on the £214m CCLA Better World Global Equity fund, about the financial and sustainability risks that influence a strict investment policy: to avoid companies that generate more than 10% of revenues from oil and gas extraction.