All Episodes
Displaying episodes 1 - 30 of 279 in total
IFA consolidation has slowed white-labelling trend
In this episode of The Advice Show, intermediary distribution director at Scottish Widows, Ranila Ravi-Burslem, talks about the trend of advice firms ‘white-labelling’...
Waspi compensation and the gender pension gap
Following the ombudsman recommendation that Waspi women should receive compensation, Becky O’Connor from PensionBee explores the gender pension gap, whether this would...
SJP’s ongoing (advice) saga and the FCA’s CRP scrutiny
In our latest monthly roundup, NMA reporters discuss the biggest stories from the past (two) month(s), including St James’s Place’s back-book review of ongoing advice ...
Everything IFAs need to know about the LTA abolition
Royal London’s Clare Moffat joins this episode of The Advice Show to answer advisers’ burning questions about the abolition of the lifetime allowance. Moffat discusses...
Spring Budget recap with Matthew Pescott Frost
In this episode of The Advice Show, reporters Nicola Blackburn and Zach Sharif break down the key announcements in last week’s Spring Budget with Matthew Pescott Frost...
'Huge flaw’ in FCA simplified advice
Helena Wardle, CEO of Money Means, gives Citywire's Victoria Bell her take on simplified advice, SJP's fee fiasco and double dipping
Lamb and the missing monkey
How did financial planning save a monkey gone rogue in the Highlands? Lifestyle planner David Lamb tells all—and why he wants his clients to spend their money while th...
Transformation in platforms and Nucleus’ replatforming challenge
In this episode of The Advice Show, Fundscape CEO Bella Caridade-Ferreira joins NMA’s reporters for a wide-reaching discussion about the future of platforms, the secto...
The 'jaw-dropping' errors that put IFA client data at risk
Citywire New Model Adviser has previously reported on providers’ data leaks, including Scottish Widows recently leaking confidential client information to the wrong ad...
Monthly Roundup: Abrdn’s £1.5bn outflow and the £1.3bn Sipp nightmare
In this episode of The Advice Show, NMA reporters discuss some of the biggest stories from the past month, including what £150m in promised cost cuts means for Abrdn a...
How does the IFA acquisition process work?
The IFA market is packed with acquisitions, private equity money and consolidation. But how does the actual sale process break down? Joining us this week is Debbie Dry...
Are fixed fees more unpopular with older advisers?
What are the challenges and opportunities in starting your own advice business in 2024? This week we’re joined by Rob Schwarz and Scott Millar, founders of new advice ...
What can advisers expect from the FCA in 2024?
What better way to kick-start the year than by diving into regulation? In this episode of The Advice Show, Mike Barrett, consulting director at The Lang Cat, forecasts...
2023 Recap: NMA reporters dive into the biggest stories of the year
2023 was another massive year for the world of advice. We had private equity money flooding in, consumer duty heralding a new era, and plenty of stories to dig our tee...
Advice is pale, male and stale – SJP’s academy on how to bring in new talent
How can we change the perception of advice, and bring through the next generation of advisers? This week we’re joined by Gee Footit, senior manager at St James’s Place...
How the Autumn Statement will impact your clients
How much of a difference will the Autumn Statement make to the economy, and to clients?In this episode, we are joined by M&G pension specialist Kirsty Anderson to brea...
Monthly Roundup: Autumn Statement predictions and SJP's exit fee surprise
New Model Adviser reporters Nicola, Zach and Victoria discuss some of the biggest stories from the past month, including SJP’s decision to scrap exit fees, the worst q...
‘We are definitely breaking the barriers down’ - All-female IFA founder on women in advice
Just 16% of UK advisers are women, according to the FCA. How can we change this, and how much progress have we made? In this episode, Independent Women founder Lesley ...
FCA needs to step up to make transfers quicker
Why is it taking so long to transfer off a platform? Jack Gilbert, editor of New Model Adviser, and Victoria Bell, senior reporter, talk to Howard Finnegan, director o...
Fergie’s £6m Man Utd signing: Players think advisers just want to take their money!
Nick Powell has faced a variety of challenges in his career path to date. From appearing in the Champions League, to completing his financial planning exams – Powell’s...
Firms need to step up and stop diversity ‘lip-service’, Bravura says
How do we address the dearth of diversity in financial advice? NMA Reporters Zachariah Sharif and Nicola Blackburn are joined by Jonathan Hawkins, principal business c...
Monthly Roundup: Inheritance tax changes, FCA info requests and Aviva rumours.
In the last month, both political parties set out their vision for the economy, the FCA requested more and more information from firms, and Aviva’s share price rose am...
The future is data
In this episode of The Advice Show, Ian McKenna, founder of the Financial Technology Research Centre (FTRC), tells us how advisers need to address ongoing data challen...
Wirecard reporter McCrum: ‘put your money in to things you understand’
Investors in the now-collapsed payment processing company Wirecard may have been willing to ‘explain away’ discrepancies in the company’s balance sheet due to close pr...
Inside Story of ESG episode 3: Culture Wars
In this episode, interviewees explain how political ‘flip-flopping’ on plans for a net-zero economy is discouraging asset managers from taking a stance on ESG. Morning...
Inside Story of ESG episode 2: FCA Exclusive
This week we talk greenwashing, SDR and ESG ratings in an exclusive interview with head of ESG Alicia Kedzierski from the FCA. Advisers share their thoughts – and crit...
Neurodiversity: How to attract and retain diverse talent
How can the industry accommodate different ways of thinking for advisers and clients? NMA chats to Katja Oakley-Bell, central investment proposition lead at Quilter, t...
Inside Story of ESG episode 1: Pioneers
As the FCA prepares to publish its biggest set of rules on ESG yet, The Advice Show has produced a podcast series reflecting on the history and tumult of the ESG inves...
‘A massive lack of due diligence!’: Experts criticise DB pension administrators
An investigation by Citywire New Model Adviser found that former pension scheme members were threatened with legal action earlier this month. Pension scheme administra...
Monthly Round-up: Consumer Duty’s arrival, the fall of Gars and Abrdn’s £28m write-down
In another big month for New Model Adviser, consumer duty’s time finally came, the once-might Gars was merged away. The NMA reporters also discussed claims management ...