All Episodes
Displaying 21 - 40 of 279 in total
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 ...
55% of UK adults don’t trust advisers. How do we turn this around?
New FCA data shows that the lack of trust in financial advice is as bad as ever. With failed firms still phoenixing, questions over independent advice, and the promoti...
EBI’s CEO: Great stock-picking is more luck than skill
In an uncertain macroeconomic climate, the passive versus active debate rages on. Evidence Based Investing CEO Craig Burgess told NMA reporters why his firm favours pa...
Cash profits, tech and consumer duty: what's next for platforms?
Parmenion’s Mike Morrow discusses Intelliflo’s partnership with SS&C, the FCA’s cash margin concerns, and the impact of consumer duty. He is joined by NMA reporters Za...
'Suing advisers on a weekly basis': dispatches from the US advice market
In the US, numerous issues are plaguing the IFA (‘RIA’) marketplace. How can the UK market avoid those mistakes? In this episode, Citywire RIA editor Ian Wenik discuss...
Monthly Round-up: Odey investigation, Consolidators up for sale, and private equity’s threat to platforms
In our first monthly roundup, the NMA reporters explore industry gossip, the biggest stories of the last month, and what’s yet to come. Last month, Odey Asset Manageme...
The financial planning aha moment with Dimensional’s Dave Butler
Dimensional co-CEO Dave Butler joined the Advice Show during his first visit to the UK since the pandemic to discuss financial planning, AI in investing, and how Dimen...
Custom indexing with Fundment CEO
Fundment CEO Ola Abdul chats custom indexing, the new service his platform launched last month, which allows advisers to tailor index funds to their clients need. Cus...
Why do deals break down?
Nowadays, deals are completed all the time in the advice market, with more money flowing in than ever before. But not all deals get over the line. Dominic Rose, CEO at...
The murky world of investor stewardship and why IFAs should care
Most ESG portfolio managers have a policy to engage with their investee companies to influence positive change. But what does the engagement process actually look like...
How advisers can evidence ‘fair value’ under consumer duty
Holly Mackay and Ed Dymott explore the 27 drivers of ‘fair value’, and what clients are looking for from their advisers.