All Episodes
Displaying 151 - 180 of 279 in total
ESG? I'd rather my fund manager had principles!
UPDATE: This is now the correct version of this podcast. Paul Jourdan, the Citywire AAA-rated manager of the Amati Small Companies fund, is unhappy that ESG is seen a...
How I help my clients claim on the FSCS
Advisers are used to getting frustrated about the Financial Services Compensation Scheme (FSCS), but few will be familiar with helping clients claim on it. The proce...
ESG in property funds: Hard but not impossible
Clients these days want to do good things with their money, and now that performance concerns have largely died off, ESG is enjoying its time in the sun. But that doe...
Antivax, risk & regulatory revolution – healthcare special
With several Covid-19 vaccines now approved for use in the UK, it seemed like a good idea to discuss healthcare on the podcast again. NMA editor Will Robins is joined...
Inside EQ Investors' £350m impact portfolios
2020 was the year in which many investors wanted to make an impact with their funds. No one was better placed to explain why this happened than Sophie Kennedy, head ...
Obama climate change adviser on giving ESG rules 'teeth'
'We're in a great place right now,' declares an ebullient John Morton. A former climate change adviser to president Barack Obama, Morton could not be more pleased to...
The planner and the prof plotting a philanthropy revolution
Financial advice clients will be encouraged to give more money to charity via The Together Charitable Foundation (TCF) launched by Jarrovian Wealth CEO Graeme Price an...
We're not the West Brom of platforms!
Praemium chief operating officer Mark Sanderson joins us to explain why he thinks NMA got it wrong in this year's Platform Premier League. We discuss using data to h...
I've been red and yellow, now I've gone green: Chuka Umunna talks ESG
Former Labour shadow secretary of state for business rings Ollie Smith from the back of a taxi to discuss his new role in ESG at comms giant Edelman.
Advice gap special: The market's failed, so culture's the clincher
Ollie Smith is joined by the contributors to a major report by Octopus Investments into the advice gap to discuss market failure, retiring advisers, and why culture is...
FundsNetwork boss: ‘We are on a mission to reinvent ourselves’
Despite being one of the biggest (and oldest platforms) in the market, FundsNetwork CEO Jackie Boylan says she doesn’t want the Fidelity platform to be seen as a behem...
'I'm not too proud to admit I struggled the most in lockdown'
This episode was supposed to be about financial planning for business clients in the pandemic. But the most striking admission you will hear in it is of a male manag...
Investing in anti-corruption: Jupiter's Guy de Blonay & futurist Mark Stevenson
Innovative companies, fighting corruption and removing friction in the global economy, fintechs, particularity digital payments businesses look like a great propositio...
You're doing your PI renewal wrong
You're doing it wrong. Stop doing it like that. Put some more effort in. Advisers have heard many statements of this kind from the FCA in 2020, mainly regarding define...
Critics ignore 'incredible utility' of Google, YouTube & Facebook
Google and Youtube have brought incredible utility to billions of people for free, and critics seeking to break up tech giants like their parent Alphabet should think ...
Furloughed footballers: the game in lockdown
Former footballer-turned financial adviser Sam Sloma explains the financial challenges facing footballers during the coronavirus pandemic, as many face uncertain futur...
Podcast special: Football’s coming home – why it matters
Does the return of top-flight English football today matter? Of course it does. But events of the fast few months have shown there are bigger things that matter more ...
ESG and Black Lives Matter are 'symbiotic'
Green Party leader Jon Bartley made a name for himself when David Cameron's top team naively asked him to participate in a meet and greet with the leader outside a hos...
'Anyone who says technology has solved everything is bonkers'
‘Anyone who says technology has solved everything is completely bonkers,’ says Ross Sleight, chief strategy officer at Somo, our guest in this episode. For those not...
The NMA world tour of advice
Nobody can really travel anywhere right now, but if you are in need of a trip somewhere, fear naught, we can help you out. Over the past month, we have been speaking ...
Migrating 130,000 platform customers during lockdown
Replatforming is a huge challenge at the best of times, let alone in the middle of a lockdown and global pandemic. But, in the midst of the Coronavirus crisis, Embark ...
Does ethical investing have to be active?
Active fund management has encountered crisis after crisis in the last year, but one shining light amid all the chaos has been environmental, social and governance (ES...
From James Blunt's roommate to Dubai IFA: advice around the world
AES International chief executive Sam Instone is kicking himself. Having shared a room with James Blunt while the two were both officers in the Household Cavalry, it ...
Telephone advice will tackle clients' affordability fears, says Quilter boss
A merger and accompanying leadership shakeup is hard enough at the best of times, let alone during a global pandemic. But Covid-19 did not dissuade Quilter Financial ...
Futurist meets fund manager: is healthcare on life support?
Citywire has brought together two incredibly knowledgeable experts to approach the healthcare sector from radically different angles. One is Citywire AAA fund manager ...
How to deliver financial education: roundtable part 1
It's no secret that the UK has poor financial education. According to the Money Advice Service, more than 250 organisations across the UK are currently engaged in the ...
Standard Life Savings CEO: advice launch is about tackling advice gap, not selling MyFolio
When Noel Butwell took over as Standard Life Savings chief executive last July, he certainly did not expect to be running an organisation under lockdown just nine mont...
Farewell McPhail: we ask top lobbyist about his biggest policy victories
He's the ubiquitous face of pension policy beloved of national newspapers and trade magazines alike, us included. But now he's moving on. In just a few weeks, Hargreav...
People are still brushing their teeth: the funds withstanding lockdown pressure
Even in the midst of a pandemic that has closed shops, sent oil prices into a nosedive and left large swathes of the global population confined to their homes, there a...
'10% drop notifications produce knee-jerk reactions in investors'
In this episode of the New Model Adviser podcast, reporter Laura Purkess is joined by Verona Kenny, managing director of intermediary at 7IM, to discuss the value of 1...
