All Episodes
Displaying 141 - 160 of 279 in total
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...
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...
