In the latest installment of Citywire’s profile series, Watson spoke about becoming interested in investing as a child and the decisions she made when given a ‘blank sheet of paper’ to build a new MPS solution last year.
Citywire’s profile series talking to advice investors switched up its medium this week. Geffen spoke about the overlooked opportunity presented by asset-backed securities, why he isn’t giving up on healthcare, and why crypto was the best investment decision of his life.
Catherine Foot, director of Standard Life's future retirement think tank, joins the Advice Show this week ahead of the government announcing the second stage of the pensions review, which is set to look at pensions adequacy, among other things. Foot discusses a number of potential solutions, including where targeted support fits.
The Ellis sisters, who together run Wellington Wealth in Glasgow, joined the Advice Show on location in Gleneagles. They discuss how their upbringing shaped their careers, how they work together as siblings and the financial advice landscape in general.
On the podcast this week, career M&A specialist and MKC Wealth CEO Rose spoke about integrating acquired firms, unmanageable entrepeneurs, and whether private equity incentives can align with the mission of advisers.
Scott Gallacher joins the advice show this week. Director at top 100 firm and Midlands firm of the year, Rowley Turton, Gallacher discusses his journey to chartered financial status, the future of advice and whether he would ever sell to a consolidator.
Citywire's exclusive chat with the new chief executive of St James's Place on everything from fees to culture.
Kevin Wood joins the Advice Show this week to discuss his firm, how he maintains a level of service while ensuring growth and what has happened to ESG funds.
The NMA team on the week's big stories, including a scoop on cash ISA reforms and the PE Leaderboard.
Our Top 100 podcast series speaks to newly-appointed managing director Wood about bringing up new talent and his private equity-backed firm’s expansion plans.
Citywire’s Lawrence Lever and Daniel Grote discuss major changes at St James's Place.
Our Top 100 podcast series speaks to Scottish adviser Glazier about why he is giving clients a say in the future ownership of his firm.
Petronella West, founder and CEO of Investment Quorum, joined the Advice Show to discuss the history of the firm, its future and the state of UK financial services more generally.
Adviser panellists discuss finding your niche, AI and how to compete with bigger firms.
Citywire’s Lawrence Lever and Daniel Grote discuss levels of debt in the UK financial advice sector and the deals it is funding.
How can you deliver active investment solutions at low cost to help financial planners meet the needs of their clients? Columbia Threadneedle Investments thinks it may have an answer in its Universal range of funds. Richard Lander of Citywire sits down with Keith Balmer, Columbia Threadneedle Portfolio Manager, and Chris Bull, Chartered Financial Planner at Kellands to discuss how the Universal range may hit the spot. The value of investments and income from them can go down as well as up and in...
In this episode of The Advice Show, Jenny Davidson, head of platform proposition at Quilter, talks to Citywire about transfers, technology and service.
Quilter’s platform boss reflects on what is driving Quilter’s flows and what they want to see from their providers.
Citywire's Dan Grote and Jeremy Gordon discuss their exclusive research into the winners and losers of MPS performance.
Mike Ambery joins this week's Advice Show to discuss the fallout from a hectic few weeks that saw Rachel Reeves deliver her first Budget and her maiden Mansion House address. We discuss the government's pension plans, mandation on investment, whether the messaging has been off since they arrived in power and how they will look to get the country's economy back on track looking at Australia and Canada.
We speak to Edward Garrett of the Charities Aid Foundation about how advisers can help their clients with philanthropy.
Jon Greer joined the Advice Show for this week's episode, two weeks on from Rachel Reeves's maiden Budget. Hiking taxes by £40bn, including levying inheritance tax on pensions, Greer discusses all of that plus whether or not the chancellor should mandate UK investment and whether her bold plans will come off.
In this episode of The Advice Show, Gravis CEO Phil Kent discusses the energy investment needed to meet AI demand, and what more this month's Budget could reveal about Labour's growth agenda.
Speculation has been allowed to rumble on, to the point that advisers and their clients are selling assets and looking to cash in on their tax free lump sums before the big day. But will it be so punishing, for so many? And are the steps the government taking necessary to get the country back on its feet? Tom Selby, director of public policy at AJ Bell, joins us to discuss all of the rumours, speculation and beyond ahead of Wednesday's budget after a gruelling eight-week period in which it has s...
Platforms need to up their game on transfers, Transact’s chief development officer Tom Dunbar has said.
The advice veteran said that while the industry has made huge progress, a lack of awareness and dedicated university degrees hold it back.
In this episode of The Advice Show, intermediary distribution director at Scottish Widows, Ranila Ravi-Burslem, talks about the trend of advice firms ‘white-labelling’ their platforms. Ravi-Burslem ponders why the trend has slowed in the advice market over the past year, the challenges facing advice firms – and why she believes the regulatory focus on platforms ‘double dipping’ will die down.
Following the ombudsman recommendation that Waspi women should receive compensation, Becky O’Connor from PensionBee explores the gender pension gap, whether this would have happened in 2024 , and what the government could have done differently.
In our latest monthly roundup, NMA reporters discuss the biggest stories from the past (two) month(s), including St James’s Place’s back-book review of ongoing advice servicing, platforms’ cash interest changes and what the FCA revealed in its sector-wide review of retirement income advice.
Royal London’s Clare Moffat joins this episode of The Advice Show to answer advisers’ burning questions about the abolition of the lifetime allowance. Moffat discusses how different clients will be impacted, the impact on death benefits, and more.
