All Episodes
Displaying 31 - 60 of 279 in total
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.
How the US debt ceiling crisis could impact portfolios
Will interest rates stay higher for longer? When will central banks pause rate hikes? Could the US government really default on its debt? In this episode of The Advice...
Why social care planning should be a top priority for IFAs
Ian Evans, head of later life advice at FiveWays Financial Planning, joins the podcast to discuss SOLLA, the Society of Later Life Advice. He discusses the lack of kn...
The UK is ‘way behind’ on green investment, says former Lloyds chief economist
At Citywire’s Impact retreat last week , guest speaker Trevor Williams (former chief economist at Lloyds Bank) joined NMA reporter Alicja Hagopian to discuss decarboni...
What will the future hold for private equity?
Private equity investment has surged through the advice market in recent years. But Citywire’s widely-shared database shows that not all of these firms are performing ...
+-rated Pidcock on investing in Chinese growth without China equities
In this episode, Jason Pidcock, manager of the £1.1bn Jupiter Asian Income fund, discusses divesting from mainland China’s equity market and the significance of macroe...
What will be in the FCA’s thematic review of retirement income advice?
NMA Reporters Zachariah Sharif and Alicja Hagopian explore retirement income with Stephen Lowe, group communications director at retirement specialist Just Group. We d...
Puma Investments: ‘We’re bullish on wealth firms for their service, not their scale’
In this week’s episode of The Advice Show, Puma Investments’ David Kaye and Joe Cornwall discuss the AIM-listed wealth firms they’re bullish on, why service comes befo...
How can advice firms design with vulnerability in mind?
NMA Reporters Zachariah Sharif and Alicja Hagopian explore consumer vulnerability with Junaid Mujaver of Newton Europe. Junaid is leading the firm’s online vulnerabili...
How blockchain technology can change the wealth management game
Alex Cowan-Sanluis, CEO of Platform One, explains to reporters Chloe Meley and Zach Sharif how blockchain technology can reshape the wealth management industry, and th...
Vanguard closes the door on UK advice
Mike Barrett, consulting director at the lang cat, speaks to reporters Nicola Blackburn and Alicja Hagopian about Vanguard’s foray into the UK advice market, and why t...
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 ...
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 ne...
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 ...
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 ...
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 fin...
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 ...
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 ...
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 ...
‘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 ...