All Episodes
Displaying 121 - 140 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...
