All Episodes
Displaying 91 - 120 of 279 in total
What advisers should know about decentralised finance
In this episode of the Advice Show, reporter Chloé Meley speaks to two decentralised finance experts, Caroline Hughes and Lavinia Osbourne, about where DeFi opportunit...
AJ Bell director: 'We're creating the advised customers of the future'
In this episode of The Advice Show, Kevin Doran, managing director of AJ Bell Investments, discusses 'Dodl', AJ Bell's consumer investment app aimed at first-time inve...
How the (mis)use of lead generation services impacts trust in financial advice
In this episode of the Advice Show, Citywire New Model Adviser reporter Chloe Meley speaks to founder of Contact State Alain Desmier and director of Vision Business Ad...
Podcast: An ESG whistleblower's vision for the responsible investment industry
Desiree Fixler was formerly the group sustainability officer at German asset manager DWS. But after accusing DWS of publishing misleading information about its ESG int...
British Steel redress scheme could fuel DB transfer claim frenzy
In this week's edition of The Advice Show, NMA's James Fitzgerald speaks with PIMFA's Tim Fassam about how the FCA's British Streel redress scheme could affect the pen...
Cost of living special: '90% of our job is reassuring clients'
This episode of New Model Adviser is a 'cost of living' special. Reporter Nicola speaks with Jessica Geere, financial planner at Magenta Financial Planning, Steven Cam...
Crypto & NFTs offer new wealth but beware the risks
Crypto and NFTs are rising in popularity, despite the high volatility of digital assets. In this episode of the Advice Show, Jonathan Warren discusses the risks and op...
How advisers can make the most of tax year end
In this episode of the Advice Show podcast, news editor Laura Purkess speaks to tax experts Tim Stovold from Moore Kingston Smith, Andrew Aldridge from Deepbridge Capi...
‘The City was built on slavery… now it wants to confront this past’
After his speech at the NMA Conference & Awards historian David Olusoga sat down with NMA deputy editor Jack Gilbert to discuss how the UK is confronting the evils of ...
Podcast: 'Always on' advisers must set boundaries with clients
Clients’ expectations of their advisers have changed. In this episode of The Advice Show, a managing director of wealth management firm Charles Stanley joins New Model...
Advisers key to helping clients through cost of living crisis
St. James's Place director Alex Loydon speaks to NMA's James Fitzgerald about how the advice giant's advisers are helping their clients through the cost of living crises.
Podcast: Juggling market volatility, ESG and geopolitical tension as a fund manager
In this episode of The Advice Show, Citywire AA-rated fund manager Samantha Gleave chats to reporter Nicola about how macro market events have affected her stock selec...
The IFA duo taking on City DFMs: Reader profile returns
In its first new digizine edition, NMA meets planners Colin Low and Jonathon Crisp to hear all about their joint DFM venture RXi Wealth
Consumer duty rules more important than RDR
The FCA is set to implement its wide-ranging Consumer Duty later this year, which will see regulations that cover all forms of advice and client outcomes strengthened ...
Podcast: Vertical integration and consolidation threaten advice progress
In this edition of The Advice Show, The Lang Cat’s principal, Mark Polson, reveals to Citywire New Model Adviser senior reporter James Fitzgerald what advisers are thi...
Podcast: Gillian Hepburn on the advice landscape in 2022
In this episode of The Advice Show, reporter Nicola Blackburn speaks with Gillian Hepburn, head of UK intermediary solutions at Schroders. In December, Gillian publi...
FCA's ESG rules give investors a clearer climate picture
In the first episode of The Advice Show for 2022, Citywire NMA senior reporter James Fitzgerald speaks with 7iM’s head of investment and ESG, Terence Moll. Moll tells...
Podcast: 'Change will only happen if they're under pressure'
In this week's episode of The Advice Show podcast, ShareAction CEO Catherine Howarth discusses whether the world's largest asset managers are stepping up to their prox...
‘Taper tax savings aren't worth its implications for the NHS’
In this episode of the Advice Show podcast, news editor Laura Purkess speaks to Tom Skinner and Emma Walker, co-founders of advice firm Barnaby Cecil, about whether ch...
'Everyone was 40 years older': NextGen adviser on educating Gen Z
In this episode of The Advice Show, New Model Adviser reporter Nicola Blackburn talks to Daniel Martin, creator of TikTok, Instagram and Twitter platforms @dantalksmon...
Podcast: A deep dive into green bonds
In this episode of The Advice Show podcast, reporter Nicola Blackburn speaks with Ashley Claxton, head of responsible investment at Royal London Asset Management. Cl...
‘My biggest successes come when my imposter syndrome is under control’
In this episode of the Advice Show podcast, Citywire New Model Adviser journalist Laura Purkess speaks to Taylor Beavis, director of Universe Financial Advice, about h...
Quilter's investment boss on stamping out scams
In this edition of The Advice Show, Citywire New Model Adviser senior reporter James Fitzgerald speaks with Quilter Financial Planning’s investment director Rick Eling...
Worthstone CEO on the cluttered world of ESG data
In this episode of The Advice Show podcast, reporter Nicola Blackburn speaks to Gavin Francis, CEO of Worthstone, a hub of impact investment resources for financial pl...
Missed a trick? Industry unimpressed by Rishi’s rabbit out of hat
In this episode of the Advice Show podcast, deputy online editor Laura Purkess outlines some of the biggest announcements in this week’s Budget and speaks to four indu...
OpenMoney's product lead on bridging the advice gap
In this edition of The Advice Show, Citywire New Model Adviser senior reporter James Fitzgerald talks to Openmoney’s product manager, Alex Bodek, about why he started ...
Tenet CEO on Intelliflo migration, acquisitions & FCA change
In this edition of The Advice Show podcast, Citywire New Model Adviser senior reporter James Fitzgerald speaks with the CEO of advice network Tenet, Mark Scanlon, abou...
Where ESG regulation goes next
Citywire Selector's Margaryta Kirakosian joins us to discuss what is happening in Europe when it comes to ESG regulation, and why this matters for UK investors. We a...
Tom Selby: 'Gov't has to address complexity of pension taxation'
In this episode of the Advice Show podcast, reporter Laura Purkess speaks to Tom Selby, senior analyst at AJ Bell, about recent tax and policy changes including the in...
What FCA should do after ‘embarrassing’ FSCS target blunder
In this edition of The Advice Show podcast, Citywire New Model Adviser reporter James Fitzgerald speaks with Pimfa’s director of government relations and policy, Tim F...
