The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
Autumn Statement: Will it work?
Will Hunt’s autumn budget fix our economy? Robert Lewis, director at Celtic Financial Planning, reacts to the budget. He discusses client concerns, market reaction and economic growth with reporter Zach Sharif.
How to repair the reputation of financial planning
10 years on from RDR and in the midst of consumer duty, reporter Chloé Meley speaks to Ed Dymott from Benchmark Capital and Anthony Villis from First Wealth about how professional standards have evolved, and how chartered status could help boost the industry’s reputation.
‘What was a wall is now a net’: How can firms protect themselves against cybersecurity threats?
Reporter Chloé Meley speaks to Aaron Cain, cybersecurity consultant at financial services consultancy Altus, about the cybersecurity risks firms face and the tangible steps they can follow to protect themselves.
Pensions, living inheritance and the cost of living: Stephen Lowe on the state of retirement
In this episode of The Advice Show, Just Group director Stephen Lowe speaks to Citywire New Model Adviser reporter Zachariah Sharif about the state of pensions, the future of the 60:40 portfolio and the rise in ‘living inheritances’. He also discusses government policy, and what this will mean for those…
Netflix, Spotify, and financial planning: How a subscription-based model could change advice
Reporter Chloé Meley speaks to Chanelle Pattinson, co-founder of subscription-based flexible advice service Money Means, about how subscription-based financial planning could make advice more accessible, while remaining profitable for advisers.
What are multi-asset managers doing with UK government bonds?
After September’s market volatility, are multi-asset managers ditching or keeping government bonds? In this episode, Schroders’ Alex Funk discusses why he remains cautious on gilts and the renewed appeal of bonds for equity income funds.
The year of caution: Taking the advice industry’s temperature in 2022
Reporter Chloé Meley speaks to Heather Hopkins, managing director of NextWealth, about NextWealth’s latest report on the health of the advice industry and how a cautious attitude has defined 2022 for advisers.
‘David vs Goliath: Why choose smaller funds?’
Reporter Chloé Meley speaks to Adam Rackley, fund manager at Cape Wrath Capital, about the biggest problems facing the fund industry, and why advisers should consider smaller players despite the push for ever-bigger funds.
‘Dramatic’ mini-Budget: The biggest policy takeaways
Reporter Zach Sharif speaks to Tom Selby, head of retirement policy at AJ Bell, about what the mini-Budget policies mean for the economy.
How can companies make women feel welcome in the finance world?
Following on from this year’s Alpha Female report, reporter Chloe Meley speak to two women in financial services about their experiences in the industry and the initiatives that companies could implement to change the male-dominated culture of finance.
International Chess Grandmaster, Judit Polgár
In our NMA retreat at the Grove, Hertfordshire, we spoke to event speaker International Chess Grandmaster, Judit Polgár about the importance of strategy, critical thinking and the key to having a strong mindset.
What happened to ESG?
ESG funds experienced a bull run in 2021, but more recently, the tide seems to have turned. We ask the question 'what happened to ESG?' with consultant Jon Dean in this episode of The Advice Show.
The making of Panorama’s mini-bond scandal film
Panorama explored the failure of Blackmore Bond in ‘The Billion Pound Savings Scandal’ last week. It featured NMA’s Deputy Editor Jack Gilbert. We speak to Jack about the making of the film.
‘Social media algorithms favour bad advice’
The likes of Facebook, Google and TikTok are cracking down on fraudulent financial services advertising, but are they doing enough to stop scams? In this episode of The Advice Show, ‘finfluencer’ Alex Stedman shares how pertinent fraudulent financial promotions are on social media and evaluates the measures in place to…
Microservices: the future of platforms?
Microservices is a type of software architecture used in building investment platforms. Instead of having a big lump of software, you have smaller components that can be swiftly updated. With two microservices experts, we discuss what benefits this new development could bring to advisers.
Phoenix Files episode 4: IFAs want transparency as hundreds of British Steel firms set to fail
In our final episode, we reflect on the long term effects the scandal could have on steelworkers, why firms will fail and the timescale the FCA is expecting steel workers to be redressed by.
Phoenix Files episode 3: FCA considers redress and IFAs fight back
This week we look into how the British steel advisor group has been trying to protect those affected, and whether IFAs had the workers’ best interest.
Phoenix Files episode 2: FCA enters fray as IFA misselling begins
In episode two of Citywire New Model Adviser's special podcast series about the British Steel Pension Scheme scandal, senior reporter James Fitzgerald speaks with an affected steelworker and the FCA about the sort of unsuitable advice that was given by some IFAs who rushed down to advise steelworkers before and…
Phoenix Files Episode 1: British Steel workers’ time to choose
For the next four weeks, The Advice Show will be off air. Instead, Citywire New Model Adviser’s chief reporter James Fitzgerald has produced a special podcast series called The Phoenix Files, which includes testimony from steelworkers, pensions experts, the FCA and IFAs on how the British Steel Pension Scheme unfolded and…
The opportunities and challenges of open finance
Open finance expert Raphael Bianchi explains what open finance is, what it means for advisers, and how it will reshape the financial services world.