All Episodes
Displaying 121 - 150 of 279 in total
Charlotte Wood: 'My trolls did me a favour'
In this episode of the Advice Show podcast, reporter Laura Purkess speaks to Charlotte Wood, director of Rosewood Financial Planning, about her work to help make the f...
Either call out bad advice or stop whinging about the FSCS levy
In this edition of The Advice Show, reporter James Fitzgerald speaks with Neil Moles, the CEO of national IFA Progeny, about why advisers need to come together and cre...
PFS members demand deregistration clarity from CII
PFS members have been up in arms ever since NMA revealed in April that the CII was planning to deregister the professional body for the third time. If subsumed by its ...
How to master your firm's Google rankings
We were lucky enough to receive some pearls of wisdom from experienced planners recently. ‘Understand marketing. Most people forget about it,’ said Craig Palfrey, man...
Why advisers need a better solution for women
Finding a solution for clients is not just about picking an investment strategy based on the assets they have. More and more advisers are looking to segment client b...
Your clients want to talk about ESG, so ask them about it!
In this edition of The Advice Show, NMA reporter James Fitzgerald speaks with Foster Denovo’s head of investment research, Declan McAndrew, about why advisers need to ...
Forecast: Lat Am locals spy tech green shoot amid Covid devastation
Citywire Americas editor Atholl Simpson dialed in from the other side of the pond to talk through the region’s success stories with New Model Adviser editor Will Robin...
This Olympian deserves a medal for his financial wellbeing efforts
When Olympic rower Alex Partridge left the sport he had spent nearly a decade and a half devoted to, he soon became unstuck. A breakdown beckoned, and he realised he...
Professional bodies need to learn from exam mistakes
In this edition of The Advice Show podcast, NMA reporter James Fitzgerald speaks with director of content at NextGen planners and former Personal Finance Society (PFS)...
The founder of VouchedFor has a new project: Changing a million lives
Octopus Group bought financial coaching business Hatch last month, rebranding it to Octopus Moneycoach with a pledge to invest £10m to help it achieve scale. The coac...
The Balance Episode 2: How I work in wealth with chronic fatigue syndrome
When Beth Yates was 13, she was taken to hospital with extreme tiredness and a ‘paralysing’ pain in her arms and legs. She was diagnosed with myalgic encephalomyeliti...
Hiring graduate's only way to stop IFA 'brain drain'
In this edition of The Advice Podcast, NMA reporter James Fitzgerald speaks with the managing director of Manchester-based advice firm Wetherall’s Financial Planning, ...
Yoga, Dance, and Quora: Meet the Mumbai planner reaching millions of readers online
For this edition of Advice Around the World, we discuss the importance of financial literacy in India, and how planners can use their online presence to make a differe...
AUM grabs pose risk to consolidators' long-term survival
In this episode of The Advice Podcast, NMA reporter James Fitzgerald speaks to the chief executive of consolidator Truinvest, Mark Smith, about how his business not on...
Making governments go green - Bryn Jones, Rathbone Ethical Bond Fund
Welcome to the Anthropocene: the epoch of the Earth's geological history defined by the impact of humanity. The UK government is is talking up its eco credentials now,...
IWP CEO talks acquisitions, Bartholomew Hawkins and adviser academy
IWP's chief executive David Inglesfield speaks to NMA reporter Laura Purkess about IWP and its future plans. They discuss how the businesses chooses firms to acquire a...
Why wildfires are a burning issue w/Guillermo Rein
The last few years have seen a growing number of wildfires around the world. As well as major fires in Australia and California we have started to see more fires acr...
Life after Standard Life: Adviser platforms CEO Noel Butwell's big plan
Noel Butwell is CEO, adviser platforms at Standard Life Aberdeen. He looks after Wrap, Elevate and the adviser business 1825 and has big ambitions to number one platf...
Advisers 'crazy' not to embrace ESG considerations
In this edition of the NMA podcast, reporter James Fitzgerald speaks with Quilter Financial Planning investment director, Rick Eling, about the firm's new mandatory ES...
IR35: 'Firms imposing blanket bans will lose out'
In this episode, reporter Laura Purkess speaks to Dave Chaplin, CEO of ContractorCalculator, about the reforms to IR35 off-payroll working rules, which came into effec...
Google & Facebook profiting from Gov't inaction on online scams
Online investment scams are on the rise, and there is an ongoing debate about who is responsible for taking them down. In this edition of the New Model Adviser podcas...
Why I launched a support group for women under 30
In this episode, reporter Laura Purkess talks to Chanelle Pattinson, a financial adviser at P&P Invest, about Chanelle's new support group for women under 30 within th...
Robo advice revolution to continue post-pandemic
In this edition of the NMA podcast, reporter James Fitzgerald speaks with Anthony Morrow, founder of Manchester-based digital advice firm Openmoney. Morrow tells Fitz...
Investing for new weather fronts
Changing weather around the world is affecting companies. From storms knocking out communication networks in the US, to flooding hitting supply chains in parts of the ...
Budget 2021 recap: ‘Freezing allowances is a stealth tax’
In this episode, NMA reporter Laura Purkess speaks to Tom Selby, senior analyst at AJ Bell, about some of the biggest announcements in the 2021 Budget, including freez...
Platforms' profits have led to PE takeover frenzy
In this latest episode of the New Model Adviser podcast, reporter James Fitzgerald speaks with Ben Hammond, platforms director at Altus Consulting. They speak about ...
Verona Kenny: 'There's never been more interest in buying advice firms'
In this episode, reporter Laura Purkess talks to 7IM’s Verona Kenny about the biggest changes she’s seen in the advice profession over the course of her career. They t...
Nationals' acquisition drought could last years
The Covid-19 pandemic put a stop to most consolidation and IFA buyouts last year. But although the vaccine means we may return to normality sooner rather than later, t...
The Balance - Episode 1: How my boss helped seizure recovery
Episode One. Welcome to a new ongoing series The Balance looking at real stories of personal difficulty within the advice profession and financial services. In this e...
No, minister: Gov't must take responsibility for the DB debacle
A breakdown of communication; failure to learn the lessons of the past; policy problems; improper planning; regulatory stalemate; and, of course, denial. A perfect st...
