All Episodes
Displaying 61 - 90 of 279 in total
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 ha...
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 ad...
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 t...
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 an...
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 ...
‘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 ...
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 fu...
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 plannin...
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 caut...
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 cautio...
‘David vs Goliath: Why choose smaller funds?’
Reporter Chloé Meley speaks to Adam Rackley, fund manager at Cape Wrath Capital, about the biggest problems facing the fund industry, and why advisers should consider ...
‘Dramatic’ mini-Budget: The biggest policy takeaways
Reporter Zach Sharif speaks to Tom Selby, head of retirement policy at AJ Bell, about what the mini-Budget policies mean for the economy.
How can companies make women feel welcome in the finance world?
Following on from this year’s Alpha Female report, reporter Chloe Meley speak to two women in financial services about their experiences in the industry and the initia...
International Chess Grandmaster, Judit Polgár
In our NMA retreat at the Grove, Hertfordshire, we spoke to event speaker International Chess Grandmaster, Judit Polgár about the importance of strategy, critical thin...
What happened to ESG?
ESG funds experienced a bull run in 2021, but more recently, the tide seems to have turned. We ask the question 'what happened to ESG?' with consultant Jon Dean in thi...
The making of Panorama’s mini-bond scandal film
Panorama explored the failure of Blackmore Bond in ‘The Billion Pound Savings Scandal’ last week. It featured NMA’s Deputy Editor Jack Gilbert. We speak to Jack about ...
‘Social media algorithms favour bad advice’
The likes of Facebook, Google and TikTok are cracking down on fraudulent financial services advertising, but are they doing enough to stop scams? In this episode of Th...
Microservices: the future of platforms?
Microservices is a type of software architecture used in building investment platforms. Instead of having a big lump of software, you have smaller components that can ...
Phoenix Files episode 4: IFAs want transparency as hundreds of British Steel firms set to fail
In our final episode, we reflect on the long term effects the scandal could have on steelworkers, why firms will fail and the timescale the FCA is expecting steel work...
Phoenix Files episode 3: FCA considers redress and IFAs fight back
This week we look into how the British steel advisor group has been trying to protect those affected, and whether IFAs had the workers’ best interest.
Phoenix Files episode 2: FCA enters fray as IFA misselling begins
In episode two of Citywire New Model Adviser's special podcast series about the British Steel Pension Scheme scandal, senior reporter James Fitzgerald speaks with an a...
Phoenix Files Episode 1: British Steel workers’ time to choose
In episode one, Fitzgerald speaks with British steelworker Rich Caddy about the early days of the scandal in 2017, including how British Steel and the scheme’s trustee...
The opportunities and challenges of open finance
Open finance expert Raphael Bianchi explains what open finance is, what it means for advisers, and how it will reshape the financial services world.
Are we going back to the 1970s?
Are we jumping back 50 years, with inflation and political upheaval taking centre stage again? Attendees at the Citywire Midlands Retreat weigh in on what makes this c...
Four-day work weeks boost productivity, says Beaufort AR
This week, 70 UK companies began a six month trial of a four-day working week. But a shorter working week is nothing new for Beaufort Financial Planning. In this epi...
Podcast: China attractive despite risks, says Progeny fund research lead
In this episode, Progeny's head of research, Robert Harrison, said China is looking 'more interesting' as a region to invest in, despite the continued lockdowns and on...
'Kick the ESG can down the road, and the more costly it will be'
Advice firms should not divest their climate-unfriendly assets and could do more to direct clients’ investments in to sustainable funds, according to a senior policy f...
Fix the Future: The megatrends driving the best fund managers
How do you analyse a universe of 8,000 stocks being picked by the world's best performing fund managers? That is a question Dan Grote and Algy Hall have been answeri...
What can advice firms do to better support their employees’ mental health?
In this episode of the Advice Show for Mental Health Awareness week, mental wellbeing advocates Kate Erman and Anastasia Vinnikova share with reporter Chloé Meley some...
Investing in healthcare for positive impact, with Chris Welsford
ESG or impact fund managers often hold healthcare stocks because they align with the United Nations’ third Sustainable Development Goal: to ‘ensure healthy lives and p...