In this week's edition of The Advice Show, NMA's James Fitzgerald speaks with PIMFA's Tim Fassam about how the FCA's British Streel redress scheme could affect the pensions transfer market.
This episode of New Model Adviser is a 'cost of living' special. Reporter Nicola speaks with Jessica Geere, financial planner at Magenta Financial Planning, Steven Cameron, public affairs director at Aegon, and Jon Dean, head of retirement strategy at Altus.
Crypto and NFTs are rising in popularity, despite the high volatility of digital assets. In this episode of the Advice Show, Jonathan Warren discusses the risks and opportunities of crypto investments, and how advisers should approach the crypto conversation with their clients.
In this episode of the Advice Show podcast, news editor Laura Purkess speaks to tax experts Tim Stovold from Moore Kingston Smith, Andrew Aldridge from Deepbridge Capital, and Jessica List from Curtis Banks, about how advisers can make the most of tax-year end for both clients and their own businesses and staff.
After his speech at the NMA Conference & Awards historian David Olusoga sat down with NMA deputy editor Jack Gilbert to discuss how the UK is confronting the evils of slavery and colonialism and what financial services firms are doing about their own past role in the system.
Clients’ expectations of their advisers have changed. In this episode of The Advice Show, a managing director of wealth management firm Charles Stanley joins New Model Adviser to discuss how advisers can make the most of technology, from client portals to social media, to manage client demand and increase efficiency.
St. James's Place director Alex Loydon speaks to NMA's James Fitzgerald about how the advice giant's advisers are helping their clients through the cost of living crises.
In this episode of The Advice Show, Citywire AA-rated fund manager Samantha Gleave chats to reporter Nicola about how macro market events have affected her stock selection decisions - from the indirect impact of a Russian invasion in Ukraine to incoming sustainable disclosure regulations.
The FCA is set to implement its wide-ranging Consumer Duty later this year, which will see regulations that cover all forms of advice and client outcomes strengthened for all advice firms. SimplyBiz head of consultancy, Karl Dines, runs NMA senior reporter through the FCA's new regulations, and talks about why they will be good for advisers and consumers in the long run.
In this edition of The Advice Show, The Lang Cat’s principal, Mark Polson, reveals to Citywire New Model Adviser senior reporter James Fitzgerald what advisers are thinking, and why consolidation and regulation are the biggest topics in this year’s State of The Adviser Nation report.
In this episode of The Advice Show, reporter Nicola Blackburn speaks with Gillian Hepburn, head of UK intermediary solutions at Schroders. In December, Gillian published the 2021 edition of the Schroders UK Financial Adviser Survey, which gained responses from 203 advisers across the UK. The survey captured how advice businesses were facing up to trends affecting the profession in 2021, such as increased M&A activity, and rising client interest in sustainable investing and cryptocurrencies. ...
In the first episode of The Advice Show for 2022, Citywire NMA senior reporter James Fitzgerald speaks with 7iM’s head of investment and ESG, Terence Moll. Moll tells Fitzgerald that the FCA’s proposed climate disclosure regulations will help wealthy financial firms provide clarity on their net-zero goals and investments, and explains why world governments need to implement a carbon tax to tackle climate change.
In this week's episode of The Advice Show podcast, ShareAction CEO Catherine Howarth discusses whether the world's largest asset managers are stepping up to their proxy voting responsibilities. She reveals to New Model Adviser reporter Nicola Blackburn that the world's largest asset managers do not support two thirds of ESG resolutions in their proxy voting.
In this episode of the Advice Show podcast, news editor Laura Purkess speaks to Tom Skinner and Emma Walker, co-founders of advice firm Barnaby Cecil, about whether changes to the tapered annual allowance have resolved problems with doctors being hit with high tax charges and whether more could be done to ease pressure on the NHS.
In this episode of The Advice Show, New Model Adviser reporter Nicola Blackburn talks to Daniel Martin, creator of TikTok, Instagram and Twitter platforms @dantalksmoney. The NMA top 35 NextGen adviser shares his insights into the financial values of Gen Z and discusses how to bridge the financial literacy gap among young people.
In this episode of The Advice Show podcast, reporter Nicola Blackburn speaks with Ashley Claxton, head of responsible investment at Royal London Asset Management. Claxton discusses the health of the green bond market, pinpoints investment opportunities in this developing space, and shares her thoughts on what makes a green bond credible.
In this episode of the Advice Show podcast, Citywire New Model Adviser journalist Laura Purkess speaks to Taylor Beavis, director of Universe Financial Advice, about how imposter syndrome affects him. He talks about some of his biggest successes to date, and how he keeps his imposter syndrome under control so it does not stop him achieving his goals.
In this edition of The Advice Show, Citywire New Model Adviser senior reporter James Fitzgerald speaks with Quilter Financial Planning’s investment director Rick Eling about his new scam avoidance framework and why the regulator shouldn’t have to push advisers to embrace ESG investing.
In this episode of The Advice Show podcast, reporter Nicola Blackburn speaks to Gavin Francis, CEO of Worthstone, a hub of impact investment resources for financial planners and advisers. Nicola and Gavin discuss how to navigate the convoluted world of ESG data, the place of 'transitioning' companies in ethical investors' portfolios and what could really be happening beneath a fund's surface. They also discuss incoming UK regulation that will mandate sustainability disclosures for asset managers...
In this episode of the Advice Show podcast, deputy online editor Laura Purkess outlines some of the biggest announcements in this week’s Budget and speaks to four industry experts to hear their views on what was – or what was not – revealed.
In this edition of The Advice Show, Citywire New Model Adviser senior reporter James Fitzgerald talks to Openmoney’s product manager, Alex Bodek, about why he started his career in financial planning, and how the expansion of digital advice offerings in the UK is helping to narrow the advice gap.
In this edition of The Advice Show podcast, Citywire New Model Adviser senior reporter James Fitzgerald speaks with the CEO of advice network Tenet, Mark Scanlon, about how consolidation is a necessary evil, and how the government and regulator need to do more to educate kids about finance.
Citywire Selector's Margaryta Kirakosian joins us to discuss what is happening in Europe when it comes to ESG regulation, and why this matters for UK investors. We also discuss social impact investing and the recent German election.
In this episode of the Advice Show podcast, reporter Laura Purkess speaks to Tom Selby, senior analyst at AJ Bell, about recent tax and policy changes including the increase to the national insurance rate, the suspension of the triple-lock and the new social care cost cap, and look at what the Autumn Budget could have in store.
In this edition of The Advice Show podcast, Citywire New Model Adviser reporter James Fitzgerald speaks with Pimfa’s director of government relations and policy, Tim Fassam, about the FCA’s latest row back on its Financial Services Compensation Scheme (FSCS) levy reduction target and why the regulator needs to come up with a more ambitious solution.
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 financial planning profession more inclusive for women. From launching a Facebook Group and growing it to over 800 members, to planning an all-female conference, Wood is on a mission to make her mark on the profession's relative lack of diversity. Earlier this year, she wrote a series of articles that re-ignited the discussion aroun...
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 create a code of ethics and how that can stop the ‘claims culture’ currently being seen in financial services.
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 parent body, the PFS would lose control over its own finances, operations and, most importantly, members. Former PFS presidents and senior society members have recently formed pressure groups in an effort to force the CII to change its approach, but although the PFS board voted down registration the other week, later events at its ...
We were lucky enough to receive some pearls of wisdom from experienced planners recently. ‘Understand marketing. Most people forget about it,’ said Craig Palfrey, managing partner of Cardiff IFA Penguin Wealth Planners. ‘If you can’t get people to sit in front of you, there is no point being in the game.’ In this episode of the Advice Show podcast, reporter Laura Purkess tries to do just that. In conversation with Dan Graham, head of community experience and marketing at NextGen Planners, Laura ...
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 bases differently to ensure they have the best solution for each client. Gillian Hepburn, UK intermediary solutions director at Schroders, joins us to discuss how advisers can serve divorced and widowed women.
