Explorez tous les épisodes du podcast The Advice Show

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 investors may get back less than the original amount invested. The views and opinions expressed by the individual contributors of this podcast do not necessarily represent those of Columbia Threadneedle Investments.

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 seemed everything, and nothing, is on the table.

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.

In this episode of The Advice Show, reporters Nicola Blackburn and Zach Sharif break down the key announcements in last week’s Spring Budget with Matthew Pescott Frost, owner of Suffolk-based advice firm Matthew Douglas.

Helena Wardle, CEO of Money Means, gives Citywire's Victoria Bell her take on simplified advice, SJP's fee fiasco and double dipping

How did financial planning save a monkey gone rogue in the Highlands? Lifestyle planner David Lamb tells all—and why he wants his clients to spend their money while they can.

In this episode of The Advice Show, Fundscape CEO Bella Caridade-Ferreira joins NMA’s reporters for a wide-reaching discussion about the future of platforms, the sector’s recovery after a difficult 2023 – and why she thinks Nucleus’ replatforming could take longer than the business anticipates. Plus, Caridade-Ferreira reveals which platforms she predicts will top the growth charts in 2024.

Citywire New Model Adviser has previously reported on providers’ data leaks, including Scottish Widows recently leaking confidential client information to the wrong advice firm. This incident was not an isolated one. In this episode of The Advice Show, reporters Zach Sharif and Nicola Blackburn speak to Kate Shaw, financial planner at Financial Life Planning and Rob Lewis, director at Celtic Financial Planning, who have encountered provider errors that resulted in major client data breaches in recent months. 

In this episode of The Advice Show, NMA reporters discuss some of the biggest stories from the past month, including what £150m in promised cost cuts means for Abrdn and the ongoing administration of Hartley Pensions that has left £1.3bn in client Sipp assets trapped. 

The IFA market is packed with acquisitions, private equity money and consolidation. But how does the actual sale process break down? Joining us this week is Debbie Dry, acquisitions director at Loyal North, to walk us through the process, and tell selling firms what they should watch out for.

What are the challenges and opportunities in starting your own advice business in 2024? This week we’re joined by Rob Schwarz and Scott Millar, founders of new advice firm, Finova Money. We explore fixed-fee charging models, their subscription-based approach, and the future of financial planning.

What better way to kick-start the year than by diving into regulation? In this episode of The Advice Show, Mike Barrett, consulting director at The Lang Cat, forecasts where the FCA will take its regulatory work on advice fees, simplified advice and the British Steel saga in 2024.

2023 was another massive year for the world of advice. We had private equity money flooding in, consumer duty heralding a new era, and plenty of stories to dig our teeth into. Join reporters Zach Sharif, Nicola Blackburn and Alicja Hagopian as we dissect it all.

How can we change the perception of advice, and bring through the next generation of advisers? This week we’re joined by Gee Footit, senior manager at St James’s Place Financial Adviser Academy, to discuss.

How much of a difference will the Autumn Statement make to the economy, and to clients?In this episode, we are joined by M&G pension specialist Kirsty Anderson to break down last week’s fiscal statement, how much of a difference it will make, and what it will mean for pensions.

New Model Adviser reporters Nicola, Zach and Victoria discuss some of the biggest stories from the past month, including SJP’s decision to scrap exit fees, the worst quarter on record for platform flows, and major providers suspending annuity quotes. The team also discuss some of the reported predictions for Jeremy Hunt’s Autumn Budget.  

Just 16% of UK advisers are women, according to the FCA. How can we change this, and how much progress have we made? In this episode, Independent Women founder Lesley Mackintosh discusses the state of the advice industry, and how to bring in more female advisers.

Why is it taking so long to transfer off a platform? Jack Gilbert, editor of New Model Adviser, and Victoria Bell, senior reporter, talk to Howard Finnegan, director of product sales at Equisoft, about the challenges when transferring assets and how the regulator can tackle the problem.

Nick Powell has faced a variety of challenges in his career path to date. From appearing in the Champions League, to completing his financial planning exams – Powell’s path has not been traditional. Join NMA reporters Zachariah Sharif and Alicja Hagopian, as they chat to Nick Powell and Emmelia Davidson-Slack for this fascinating insight into financial education, planning and short sporting careers.

How do we address the dearth of diversity in financial advice? NMA Reporters Zachariah Sharif and Nicola Blackburn are joined by Jonathan Hawkins, principal business consultant at Bravura Solutions, to discuss how firms need to step up, the current state of diversity and the urgency of the situation.

In the last month, both political parties set out their vision for the economy, the FCA requested more and more information from firms, and Aviva’s share price rose amid rumours of a sale. 

In this episode of The Advice Show, Ian McKenna, founder of the Financial Technology Research Centre (FTRC), tells us how advisers need to address ongoing data challenges.

Investors in the now-collapsed payment processing company Wirecard may have been willing to ‘explain away’ discrepancies in the company’s balance sheet due to close professional relationships with Wirecard CEO Markus Braun, according to investigative reporter Dan McCrum. In this episode of The Advice Show, McCrum reveals how Wirecard concealed a £1.7bn fraud - and why regulators and investors failed to notice.

In this episode, interviewees explain how political ‘flip-flopping’ on plans for a net-zero economy is discouraging asset managers from taking a stance on ESG. Morningstar’s ESG research lead for North America, ESG whistleblower Desiree Fixler, and other interviewees explain the impact this is having on the US sustainable investment industry – and what financial services firms worldwide can take away from the US ‘culture wars’ on ESG.

This week we talk greenwashing, SDR and ESG ratings in an exclusive interview with head of ESG Alicia Kedzierski from the FCA. Advisers share their thoughts – and criticisms – on the proposed regulation. As the FCA prepares to publish its biggest set of rules on ESG yet, The Advice Show has produced a podcast series reflecting on the history and tumult of the ESG investment industry. This three-part series explores ESG's humble beginnings in the advice world, the challenges now faced by the $2.8tn industry, and where it will go next.

How can the industry accommodate different ways of thinking for advisers and clients? NMA chats to Katja Oakley-Bell, central investment proposition lead at Quilter, to see where can be improved and highlight best practice. Louise Allison, consultant at compliance firm Konexo and Holly Short, principal associate at Eversheds-Sutherland also join the podcast.

As the FCA prepares to publish its biggest set of rules on ESG yet, The Advice Show has produced a podcast series reflecting on the history and tumult of the ESG investment industry. This three-part series explores ESG's humble beginnings in the advice world, the challenges now faced by the $2.8tn industry, and where it will go next. In episode 1, IFA directors and other industry pioneers, including ESG whistleblower Desiree Fixler and SRI Services’ Julia Dreblow, share what it was like getting in to ESG 20-30 years ago, how the industry has changed - and how this has led clients to be more curious than ever about ESG.