All Episodes
Displaying 81 - 100 of 279 in total
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...
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...