The Advice Show
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
Dynamic Planner: risk and reward in a post Covid-19 world
Special features editor Charles Walmsley speaks to Chris Jones, proposition director at Dynamic Planner. The pair talk about the speed of the coronavirus market crash and how investors have reacted. The crash prompted a deluge of 10% drop notifications to be sent to clients, in accordance with Mifid II rules…
Richard Fraser, CEO Frenkel Topping – crisis will shake up advice for the better
In the latest edition of the New Model Adviser podcast, NMA reporter James Fitzgerald speaks with Frenkel Topping chief executive Richard Fraser on how the national firm is dealing with lockdown, whether its ESG portfolios really did any better others, and what silver linings there may be for the advice…
Bad ads: 'IFAs will suffer if mis-represented by third-party lead generators'
Reporter Laura Purkess is joined by David Miles, chief executive of digital marketing company The PPC Machine, to discuss the impact of google ads on IFA advertising, and what can go wrong with third-party lead generators.
Advice 2050: a whistle-stop tour through the future of the profession
Today NMA launches its fourth monthly special 'takeover' issue, looking at the next thirty years of the profession. How will Covid-19 and climate change impact the world, and the advice that planners provide? How will planners' own fee models adapt to a rising demand for financial assistance? And will we…
Bosses across the pond: what US asset management CEOs think
To commemorate the opening of our new Citywire studio in America, Lawrence Lever was joined by a host of US asset management bosses.
Pandemic is a warm up for climate change
Mark Stevenson is a writer, businessman, public speaker and 'reluctant' futurologist and has spoken at several Citywire events in the past. He came into our Vauxhall studios ahead of New Model Adviser's April special edition Advice: 2050. Mark and NMA editor Will Robins discuss what is coming next, for health,…
Can vertical integration in the platform world ever be done right?
Ian Horne and Will Robins are joined by Praemium chief executive Michael Ohanessian to look at comparisons between the UK and Australian platform markets.
The Platform Premier League podcast
Special features editor Charles Walmsley and news editor Jack Gilbert don their football kit to give you the lowdown on their Platform Premier League.
They've got houses and cash, so why are Gen X failing to save enough?
Ollie Smith is joined by Dunstan Thomas policy strategy director Adrian Boulding to discuss the results of a new survey of Gen X savers.
The Nationals Enquirer: a consolidator comes clean over M&A woes
NMA reporter James Fitzgerald hosts a special podcast continuing his work on our new column The Nationals Enquirer, which looks at the plight of national advice businesses in a world of increased scrutiny.
'Trying our hardest wasn't enough' Lessons in self-improvement with Alfie Mullan & Jo Little
This was one of our favourite podcasts to record. Alfie Mullan and Jo Little provided a brilliantly frank and honest account of their struggles and successes in running a business, as well as the strain this can put on mental health. On this theme, we talk about attitudes towards mental…
'I’m an asset liability matcher': our asset allocation podcast special
NMA editor Will Robins is joined by PlanPlus Global director Paul Resnik for a special episode as part of our asset allocation special.
Preparing for IR35: ‘Advice is a lot less costly than an HMRC investigation'
Laura Purkess makes her podcast debut in a bumper podcast on the IR35 rules.
Christmas Special! AJ Bell joins NMA for 2019 review
AJ Bell's Tom Selby joined New Model Adviser's Ollie Smith, Laura Purkess and James Fitzgerald for a big fat review of the year. They kick off with a bumper edition of Ollie's famous pub quiz. Play along at home! Then the team get stuck in, debating their pick of the…
‘Money is like the Devil’ The need for financial wellbeing
Financial coach Simonne Gnessen asks clients to imagine what money would be like if it was a person you had invited around for tea. ‘For most people it’s the Devil, it’s a woman in a Tweed suit who’s pointing a finger.’ In this episode of Planning People New Model Adviser…
Welcome to the block market: why Lego investors are making a stack
Academic Savva Shanaev joins Ian Horne and Ollie Smith to discuss how Lego is an asset class in its own right.
'My faith made me a better financial adviser': our chat with Colin Low
Ian Horne and Ollie Smith are joined by Kingsfleet Wealth managing director Colin Low to discuss Christian faith in financial advice.
NHS pension crisis: specialist firm Barnaby Cecil
In this episode New Model Adviser editor Will Robins speaks to IFA firm Barnaby Cecil, which has a specialist service targeted at medical practitioners. You can read the full transcript here: http://citywire.co.uk/Publications/WEB_Resources/Creative/content/Barnaby-Cecil-Podcast.pdf Managing director Thomas Skinner and paraplanner Emma Walker explain how annual allowance taper rules have generated substantial tax…
'It is like the IFP 30 years ago': inside the NextGen conference 2019
Jack Gilbert does the rounds at the NextGen Planners Conference in Manchester, speaking to a host of familiar faces from the profession.
Blowing the whistle on Connaught sent my life into a downward spiral
Connaught whistle-blower George Patellis returns to the Citywire studio to tell Jack Gilbert and Ollie Smith about the impact of the case on his life.