All Episodes
Displaying 201 - 220 of 279 in total
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 t...
'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 C...
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...
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 a...
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 narrati...
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
Around the world in 10 retirements: how do other countries shape up?
Ollie Smith is joined by Standard Life head of global retirement policy Jamie Jenkins to discuss the topic of retirement around the world
The next big thing in advice: inside the Financial Wellbeing Conference
NMA Editor Will Robins bags exclusive chats with all the speakers at Chris Budd's Financial Wellbeing Conference
GAGP Special: many people don't understand the gender pay gap
Paygaps.com chief commercial officer Innes Miller joins Ollie Smith to discuss one of the jobs not yet done in financial advice: equal pay.
GAGP Special: The Declaration of Rahoy, and the cost of giving advice
Ollie Smith is joined by LEBC director of public policy Kay Ingram to discuss the impact of the Retail Distribution Review on the cost of giving advice.
GAGP Special: Big companies like Quilter are buffering the FSCS
Phil Young joins Ollie Smith to discuss advice fees in the precarious age of FSCS levies, FCA action and DB danger.
GAGP Special: how one IFA got a worse deal by moving to one platform
NMA chief reporter Jack Gilbert is joined by NextWealth managing director Heather Hopkins for the first in a special series of Summer podcasts as part of our Great Adv...
Forget the boomers, it's Gen X that is going to really need equity release
Ollie Smith is joined by Tisa strategy director Charles McReady to discuss the increasing popularity of equity release.
The lie of the land with charitable giving - in support of Teenage Cancer Trust
Lauren Janus joins Ollie Smith to discuss whether charitable giving would be so attractive were it not for its tax efficiency.
Suitability spotlight: 'If you don't get caught by SMCR or Mifid II, you'll get caught by Prod'
Paul Resnik joins Ollie Smith to discuss suits, suitability, and to swear a bit.
