The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
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.
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.