All Episodes
Displaying 211 - 240 of 279 in total
GAGP Special: 'we don't like the term robo-advice, it's pejorative'
NMA news editor Charles Walmsley is joined by Nutmeg head of financial advice Lisa Caplan to discuss the might - and plight - of the digital wealth managers
Around the world in 10 retirements: how do other countries shape up?
Ollie Smith is joined by Standard Life head of global retirement policy Jamie Jenkins to discuss the topic of retirement around the world
The next big thing in advice: inside the Financial Wellbeing Conference
NMA Editor Will Robins bags exclusive chats with all the speakers at Chris Budd's Financial Wellbeing Conference
GAGP Special: many people don't understand the gender pay gap
Paygaps.com chief commercial officer Innes Miller joins Ollie Smith to discuss one of the jobs not yet done in financial advice: equal pay.
GAGP Special: The Declaration of Rahoy, and the cost of giving advice
Ollie Smith is joined by LEBC director of public policy Kay Ingram to discuss the impact of the Retail Distribution Review on the cost of giving advice.
GAGP Special: Big companies like Quilter are buffering the FSCS
Phil Young joins Ollie Smith to discuss advice fees in the precarious age of FSCS levies, FCA action and DB danger.
GAGP Special: how one IFA got a worse deal by moving to one platform
NMA chief reporter Jack Gilbert is joined by NextWealth managing director Heather Hopkins for the first in a special series of Summer podcasts as part of our Great Adv...
Forget the boomers, it's Gen X that is going to really need equity release
Ollie Smith is joined by Tisa strategy director Charles McReady to discuss the increasing popularity of equity release.
The lie of the land with charitable giving - in support of Teenage Cancer Trust
Lauren Janus joins Ollie Smith to discuss whether charitable giving would be so attractive were it not for its tax efficiency.
Suitability spotlight: 'If you don't get caught by SMCR or Mifid II, you'll get caught by Prod'
Paul Resnik joins Ollie Smith to discuss suits, suitability, and to swear a bit.
The trials and tribulations of Neil Woodford: will he turn it around?
Ollie Smith is joined by veteran Citywire journalist Dan Grote to discuss the plight of fund manager Neil Woodford.
The ticking clock of pension transfer times
Interim host Jack Gilbert is joined by Pensionbee chief executive Romina Savova to discuss pension transfer times.
How NMA editor Will Robins became the client of a life planning firm
In a podcast feast, NMA editor Will Robins reveals to George Kinder that he is undergoing life planning with a financial adviser.
Are there any Easter eggs in the FCA's annual business plan?
Ollie Smith is joined by NMA chief reporter Jack Gilbert to unpack the Financial Conduct Authority's annual business plan.
'If you're going to sell your advice business, get to the front of the queue'
In the second part of our special podcast on selling advice businesses, broker Peter Trotman returns to update Ollie Smith on the threats to the advice consolidation m...
'The regulator's given us 8/10': inside the platform market study
Ollie Smith and Jack Gilbert are joined by 7IM head of intermediary Verona Kenny to discuss the implications of the platform market study.
We need to do more on ethics: the CISI talks financial planning exams
The ethics element to advisers' training is not yet strong enough, according to this week's podcast guest, Jackie Lockie, head of financial planning at the Chartered I...
'Leaders need humility': AAB CEO talks company culture with NMA
This week AAB Wealth chief executive Fraser Porter joins features editor Natasha Turner and UK head of audience development Ian Horne to discuss company culture.
'I thought: I can't do this anymore': mental health in financial services
Ollie Smith is joined by Lang Cat director of consulting Steve Nelson to discuss what more we can do to break down the taboo of poor mental health in the financial ser...
Vulnerable clients: don’t wait on the regulator for solutions
In anticipation of further regulatory scrutiny regarding how financial services firms help vulnerable clients, Ollie Smith sits down with Canada Life technical directo...
Valentine's Day Special: Is Britain's retirement romance on the rocks?
On the most romantic day of the year, Ollie Smith is joined by former BlackRock head of UK retail Tony Stenning to examine the great British love affair with retiremen...
Mind the gap: inside gender and pay in financial advice
NMA features editor Natasha Turner is joined by paygaps.com chief commercial officer Innes Miller to discuss the gender pay gap in financial advice.
Why the pensions dashboard must be funded by an industry levy
Smart Pension director of policy Darren Philp sits down with Talya Misiri and Ollie Smith to discuss the implications of the government’s consultation on the pensions ...
Mifid II turns one: 'this is the one rule that is absolutely barking...'
Ollie Smith is joined by the Lang Cat's Mike Barrett for this podcast examining one year of Mifid II. Expect a bizarre quiz, incisive analysis, and the revelation that...
Conference special: giving financial advice a health check
Regular NMA contributors Jeannie Boyle and Darren Lloyd Thomas sit down with Ollie Smith to put financial advice through a health check. Expect some home truths, ethic...
Pod rest ye Merry Gentlemen! Listen to our bumper Xmas episode
Ollie Smith, Natasha Turner, Charles Walmsley and special guest Tom Selby take in the year that was.
Adviser special: how to sell your business (the right way)
In a special podcast, Ollie Smith is joined by Ovation Finance chairman Chris Budd and broker Peter Trotman to navigate the pitfalls of business sales and succession. ...
Innovation nation: how life companies are fighting the digital war
Aviva head of retirement Alistair McQueen sits down with Ollie Smith to explain how life companies are trying to stay ahead of the digital curve.
Beating the Budget blues: our bumper boring Budget podcast bonanza
Jack Gilbert and Frank Talbot sit down with Ollie Smith to digest this week's Budget, which left many unimpressed.
Fintech marketing, bad brands, and why Facebook isn't running money
In a lively episode of Planning People, Foco Global's Amy Rowe and Michael Taggart join Ollie Smith to discuss fintech marketing, the future of tech, and why advisers ...
