10 years on from RDR and in the midst of consumer duty, reporter Chloé Meley speaks to Ed Dymott from Benchmark Capital and Anthony Villis from First Wealth about how professional standards have evolved, and how chartered status could help boost the industry’s reputation.
Reporter Chloé Meley speaks to Aaron Cain, cybersecurity consultant at financial services consultancy Altus, about the cybersecurity risks firms face and the tangible steps they can follow to protect themselves.
In this episode of The Advice Show, Just Group director Stephen Lowe speaks to Citywire New Model Adviser reporter Zachariah Sharif about the state of pensions, the future of the 60:40 portfolio and the rise in ‘living inheritances’. He also discusses government policy, and what this will mean for those saving for retirement.
Reporter Chloé Meley speaks to Chanelle Pattinson, co-founder of subscription-based flexible advice service Money Means, about how subscription-based financial planning could make advice more accessible, while remaining profitable for advisers.
After September’s market volatility, are multi-asset managers ditching or keeping government bonds? In this episode, Schroders’ Alex Funk discusses why he remains cautious on gilts and the renewed appeal of bonds for equity income funds.
Reporter Chloé Meley speaks to Heather Hopkins, managing director of NextWealth, about NextWealth’s latest report on the health of the advice industry and how a cautious attitude has defined 2022 for advisers.
Reporter Chloé Meley speaks to Adam Rackley, fund manager at Cape Wrath Capital, about the biggest problems facing the fund industry, and why advisers should consider smaller players despite the push for ever-bigger funds.
Reporter Zach Sharif speaks to Tom Selby, head of retirement policy at AJ Bell, about what the mini-Budget policies mean for the economy.
Following on from this year’s Alpha Female report, reporter Chloe Meley speak to two women in financial services about their experiences in the industry and the initiatives that companies could implement to change the male-dominated culture of finance.
In our NMA retreat at the Grove, Hertfordshire, we spoke to event speaker International Chess Grandmaster, Judit Polgár about the importance of strategy, critical thinking and the key to having a strong mindset.
ESG funds experienced a bull run in 2021, but more recently, the tide seems to have turned. We ask the question 'what happened to ESG?' with consultant Jon Dean in this episode of The Advice Show.
Panorama explored the failure of Blackmore Bond in ‘The Billion Pound Savings Scandal’ last week. It featured NMA’s Deputy Editor Jack Gilbert. We speak to Jack about the making of the film.
The likes of Facebook, Google and TikTok are cracking down on fraudulent financial services advertising, but are they doing enough to stop scams? In this episode of The Advice Show, ‘finfluencer’ Alex Stedman shares how pertinent fraudulent financial promotions are on social media and evaluates the measures in place to stop them.
Microservices is a type of software architecture used in building investment platforms. Instead of having a big lump of software, you have smaller components that can be swiftly updated. With two microservices experts, we discuss what benefits this new development could bring to advisers.
In our final episode, we reflect on the long term effects the scandal could have on steelworkers, why firms will fail and the timescale the FCA is expecting steel workers to be redressed by.
This week we look into how the British steel advisor group has been trying to protect those affected, and whether IFAs had the workers’ best interest.
In episode two of Citywire New Model Adviser's special podcast series about the British Steel Pension Scheme scandal, senior reporter James Fitzgerald speaks with an affected steelworker and the FCA about the sort of unsuitable advice that was given by some IFAs who rushed down to advise steelworkers before and during the time to choose period in 2017. The FCA's director of consumer investments, Therese Chambers, discusses what the regulator did to stop that unsuitable advice during the early da...
For the next four weeks, The Advice Show will be off air. Instead, Citywire New Model Adviser’s chief reporter James Fitzgerald has produced a special podcast series called The Phoenix Files, which includes testimony from steelworkers, pensions experts, the FCA and IFAs on how the British Steel Pension Scheme unfolded and if and when the misselling saga will ever end. In episode one, Fitzgerald speaks with British steelworker Rich Caddy about the early days of the scandal in 2017, including how ...
Open finance expert Raphael Bianchi explains what open finance is, what it means for advisers, and how it will reshape the financial services world.
Are we jumping back 50 years, with inflation and political upheaval taking centre stage again? Attendees at the Citywire Midlands Retreat weigh in on what makes this current situation different.
This week, 70 UK companies began a six month trial of a four-day working week. But a shorter working week is nothing new for Beaufort Financial Planning. In this episode of The Advice Show, director Gwilym Lloyd Jones discusses why a four-day week has been a success at his firm.
In this episode, Progeny's head of research, Robert Harrison, said China is looking 'more interesting' as a region to invest in, despite the continued lockdowns and ongoing economic uncertainties. And Harrison and Jamie Ward, head of investment solutions at AJ Bell, discuss why the UK has become an increasingly attractive market for their portfolios.
Advice firms should not divest their climate-unfriendly assets and could do more to direct clients’ investments in to sustainable funds, according to a senior policy fellow at the Grantham Research Institute on Climate Change and the Environment. At Citywire's inaugural Impact Retreat, Danae Kyriakopoulou spoke to reporter Nicola about the link between climate and financial risks.
How do you analyse a universe of 8,000 stocks being picked by the world's best performing fund managers? That is a question Dan Grote and Algy Hall have been answering with their new Fix the Future project for Citywire. Here they explain to us the thinking behind their analysis and what they will be looking for in the best managers. They also explain why this is not about ESG, and how the world has changed since Dan was writing NMA's 'green pages' back in 2007.
In this episode of the Advice Show for Mental Health Awareness week, mental wellbeing advocates Kate Erman and Anastasia Vinnikova share with reporter Chloé Meley some practical tips to help advice firms support their employees’ mental health.
ESG or impact fund managers often hold healthcare stocks because they align with the United Nations’ third Sustainable Development Goal: to ‘ensure healthy lives and promote well-being for all at all ages’. However, many larger healthcare companies have controversies to their name, ranging from charges of bribery to poor care. There is also a question about their role in the privatisation of healthcare in countries such as the UK which have a public health service. Chris Welsford, managing direc...
In this episode of the Advice Show, reporter Chloé Meley speaks to two decentralised finance experts, Caroline Hughes and Lavinia Osbourne, about where DeFi opportunities lie for the UK in general and for the financial services sector in particular.
In this episode of The Advice Show, Kevin Doran, managing director of AJ Bell Investments, discusses 'Dodl', AJ Bell's consumer investment app aimed at first-time investors.
In this episode of the Advice Show, Citywire New Model Adviser reporter Chloe Meley speaks to founder of Contact State Alain Desmier and director of Vision Business Advisers Peter Trotman about why lead generation in the advice industry should be better regulated, and why due diligence on the part of advisers is crucial.
Desiree Fixler was formerly the group sustainability officer at German asset manager DWS. But after accusing DWS of publishing misleading information about its ESG integration and assets, she was fired. In this interview, Fixler shares her story, unpicks common issues within the ESG investment universe, and calls for a reform of how sustainability is regulated.
