All Episodes
Displaying 161 - 180 of 279 in total
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...
