The Advice Show
By Citywire
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Category: Investing
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Subscribers: 11
Reviews: 0
Episodes: 150
Description
Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.
| Episode | Date |
|---|---|
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How DAFs can offer value add for advisers
|
Nov 15, 2024 |
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The government has staked its reputation on this Budget, the country needs it to work
|
Nov 14, 2024 |
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'Eight times the energy of a Google search': How one manager backs ChatGPT
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Oct 28, 2024 |
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Tom Selby: Industry needs speculation and uncertainty to end at the Budget
|
Oct 24, 2024 |
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How platforms can up their game on transfers
|
Oct 11, 2024 |
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Barry Horner: The advice profession is not a profession
|
Sep 26, 2024 |
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IFA consolidation has slowed white-labelling trend
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Apr 09, 2024 |
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Waspi compensation and the gender pension gap
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Mar 28, 2024 |
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SJP’s ongoing (advice) saga and the FCA’s CRP scrutiny
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Mar 28, 2024 |
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Everything IFAs need to know about the LTA abolition
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Mar 22, 2024 |
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Spring Budget recap with Matthew Pescott Frost
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Mar 14, 2024 |
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'Huge flaw’ in FCA simplified advice
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Mar 08, 2024 |
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Lamb and the missing monkey
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Feb 29, 2024 |
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Transformation in platforms and Nucleus’ replatforming challenge
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Feb 21, 2024 |
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The 'jaw-dropping' errors that put IFA client data at risk
|
Feb 08, 2024 |
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Monthly Roundup: Abrdn’s £1.5bn outflow and the £1.3bn Sipp nightmare
|
Jan 31, 2024 |
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How does the IFA acquisition process work?
|
Jan 22, 2024 |
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Are fixed fees more unpopular with older advisers?
|
Jan 15, 2024 |
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What can advisers expect from the FCA in 2024?
|
Jan 08, 2024 |
|
2023 Recap: NMA reporters dive into the biggest stories of the year
|
Dec 20, 2023 |
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Advice is pale, male and stale – SJP’s academy on how to bring in new talent
|
Dec 05, 2023 |
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How the Autumn Statement will impact your clients
|
Nov 30, 2023 |
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Monthly Roundup: Autumn Statement predictions and SJP's exit fee surprise
|
Nov 20, 2023 |
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‘We are definitely breaking the barriers down’ - All-female IFA founder on women in advice
|
Nov 14, 2023 |
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FCA needs to step up to make transfers quicker
|
Nov 07, 2023 |
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Fergie’s £6m Man Utd signing: Players think advisers just want to take their money!
|
Oct 30, 2023 |
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Firms need to step up and stop diversity ‘lip-service’, Bravura says
|
Oct 23, 2023 |
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Monthly Roundup: Inheritance tax changes, FCA info requests and Aviva rumours.
|
Oct 16, 2023 |
|
The future is data
|
Oct 09, 2023 |
|
Wirecard reporter McCrum: ‘put your money in to things you understand’
|
Oct 02, 2023 |
|
Inside Story of ESG episode 3: Culture Wars
|
Sep 26, 2023 |
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Inside Story of ESG episode 2: FCA Exclusive
|
Sep 19, 2023 |
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Neurodiversity: How to attract and retain diverse talent
|
Sep 14, 2023 |
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Inside Story of ESG episode 1: Pioneers
|
Sep 04, 2023 |
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‘A massive lack of due diligence!’: Experts criticise DB pension administrators
|
Aug 21, 2023 |
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Monthly Round-up: Consumer Duty’s arrival, the fall of Gars and Abrdn’s £28m write-down
|
Aug 14, 2023 |
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55% of UK adults don’t trust advisers. How do we turn this around?
|
Aug 07, 2023 |
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EBI’s CEO: Great stock-picking is more luck than skill
|
Jul 31, 2023 |
|
Cash profits, tech and consumer duty: what's next for platforms?
|
Jul 25, 2023 |
|
'Suing advisers on a weekly basis': dispatches from the US advice market
|
Jul 17, 2023 |
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Monthly Round-up: Odey investigation, Consolidators up for sale, and private equity’s threat to platforms
|
Jul 10, 2023 |
|
The financial planning aha moment with Dimensional’s Dave Butler
|
Jul 03, 2023 |
|
Custom indexing with Fundment CEO
|
Jun 26, 2023 |
|
Why do deals break down?
|
Jun 19, 2023 |
|
The murky world of investor stewardship and why IFAs should care
|
Jun 12, 2023 |
|
How advisers can evidence ‘fair value’ under consumer duty
|
May 31, 2023 |
|
How the US debt ceiling crisis could impact portfolios
|
May 22, 2023 |
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Why social care planning should be a top priority for IFAs
|
May 15, 2023 |
|
The UK is ‘way behind’ on green investment, says former Lloyds chief economist
|
May 09, 2023 |
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What will the future hold for private equity?
|
May 02, 2023 |
|
+-rated Pidcock on investing in Chinese growth without China equities
|
Apr 25, 2023 |
|
What will be in the FCA’s thematic review of retirement income advice?
|
Apr 17, 2023 |
|
Puma Investments: ‘We’re bullish on wealth firms for their service, not their scale’
|
Apr 03, 2023 |
|
How can advice firms design with vulnerability in mind?
|
Mar 27, 2023 |
|
How blockchain technology can change the wealth management game
|
Mar 20, 2023 |
|
Vanguard closes the door on UK advice
|
Mar 13, 2023 |
|
Behind the scenes: What advisers need to know about the tech powering platforms
|
Mar 06, 2023 |
|
The PFS-CII Dispute Part 2: The advisers’ side
|
Feb 27, 2023 |
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The PFS-CII Dispute Part 1 – How do we settle this?
|
Feb 20, 2023 |
|
How your investment portfolio can help Ukraine
|
Feb 13, 2023 |
|
Ethnic Diversity: Where financial services fall short
|
Feb 06, 2023 |
|
The Story of RDR Episode 3: The verdict
|
Jan 30, 2023 |
|
The Story of RDR Episode 2: The Impact
|
Jan 23, 2023 |
|
The Story of RDR: Episode one
|
Jan 16, 2023 |
|
‘Inflation is here to stay. Here’s how to beat it with equities’
|
Jan 09, 2023 |
|
2022 Recap: NMA reporters discuss the biggest stories of the year
|
Dec 19, 2022 |
|
FCA directors discuss 10 years of RDR
|
Dec 12, 2022 |
|
VR to mentors: How SJP, NextGen and the CISI train new planners
|
Dec 05, 2022 |
|
Why this global equity fund manager is cautious on oil and gas
|
Nov 28, 2022 |
|
Autumn Statement: Will it work?
|
Nov 21, 2022 |
|
How to repair the reputation of financial planning
|
Nov 14, 2022 |
|
‘What was a wall is now a net’: How can firms protect themselves against cybersecurity threats?
|
Nov 07, 2022 |
|
Pensions, living inheritance and the cost of living: Stephen Lowe on the state of retirement
|
Oct 31, 2022 |
|
Netflix, Spotify, and financial planning: How a subscription-based model could change advice
|
Oct 24, 2022 |
|
What are multi-asset managers doing with UK government bonds?
|
Oct 17, 2022 |
|
The year of caution: Taking the advice industry’s temperature in 2022
|
Oct 10, 2022 |
|
‘David vs Goliath: Why choose smaller funds?’
|
Oct 03, 2022 |
|
‘Dramatic’ mini-Budget: The biggest policy takeaways
|
Sep 26, 2022 |
|
How can companies make women feel welcome in the finance world?
|
Sep 20, 2022 |
|
International Chess Grandmaster, Judit Polgár
|
Sep 12, 2022 |
|
What happened to ESG?
|
Sep 05, 2022 |
|
The making of Panorama’s mini-bond scandal film
|
Aug 22, 2022 |
|
‘Social media algorithms favour bad advice’
|
Aug 08, 2022 |
|
Microservices: the future of platforms?
|
Aug 01, 2022 |
|
Phoenix Files episode 4: IFAs want transparency as hundreds of British Steel firms set to fail
|
Jul 25, 2022 |
|
Phoenix Files episode 3: FCA considers redress and IFAs fight back
|
Jul 18, 2022 |
|
Phoenix Files episode 2: FCA enters fray as IFA misselling begins
|
Jul 11, 2022 |
|
Phoenix Files Episode 1: British Steel workers’ time to choose
|
Jul 04, 2022 |
|
The opportunities and challenges of open finance
|
Jun 27, 2022 |
|
Are we going back to the 1970s?
|
Jun 20, 2022 |
|
Four-day work weeks boost productivity, says Beaufort AR
|
Jun 13, 2022 |
|
Podcast: China attractive despite risks, says Progeny fund research lead
|
May 27, 2022 |
|
'Kick the ESG can down the road, and the more costly it will be'
|
May 20, 2022 |
|
Fix the Future: The megatrends driving the best fund managers
|
May 19, 2022 |
|
What can advice firms do to better support their employees’ mental health?
|
May 13, 2022 |
|
Investing in healthcare for positive impact, with Chris Welsford
|
May 12, 2022 |
|
What advisers should know about decentralised finance
|
May 06, 2022 |
|
AJ Bell director: 'We're creating the advised customers of the future'
|
Apr 29, 2022 |
|
How the (mis)use of lead generation services impacts trust in financial advice
|
Apr 22, 2022 |
|
Podcast: An ESG whistleblower's vision for the responsible investment industry
|
Apr 19, 2022 |
|
British Steel redress scheme could fuel DB transfer claim frenzy
|
Apr 08, 2022 |
|
Cost of living special: '90% of our job is reassuring clients'
|
Apr 01, 2022 |
|
Crypto & NFTs offer new wealth but beware the risks
|
Mar 25, 2022 |
|
How advisers can make the most of tax year end
|
Mar 18, 2022 |
|
‘The City was built on slavery… now it wants to confront this past’
|
Mar 11, 2022 |
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Podcast: 'Always on' advisers must set boundaries with clients
|
Mar 04, 2022 |
|
Advisers key to helping clients through cost of living crisis
|
Feb 25, 2022 |
|
Podcast: Juggling market volatility, ESG and geopolitical tension as a fund manager
|
Feb 18, 2022 |
|
Consumer duty rules more important than RDR
|
Feb 11, 2022 |
|
Podcast: Vertical integration and consolidation threaten advice progress
|
Jan 28, 2022 |
|
Podcast: Gillian Hepburn on the advice landscape in 2022
|
Jan 21, 2022 |
|
FCA's ESG rules give investors a clearer climate picture
|
Jan 14, 2022 |
|
Podcast: 'Change will only happen if they're under pressure'
|
Dec 17, 2021 |
|
‘Taper tax savings aren't worth its implications for the NHS’
|
Dec 10, 2021 |
|
'Everyone was 40 years older': NextGen adviser on educating Gen Z
|
Dec 03, 2021 |
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Podcast: A deep dive into green bonds
|
Nov 26, 2021 |
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‘My biggest successes come when my imposter syndrome is under control’
|
Nov 19, 2021 |
|
Quilter's investment boss on stamping out scams
|
Nov 12, 2021 |
|
Worthstone CEO on the cluttered world of ESG data
|
Nov 05, 2021 |
|
Missed a trick? Industry unimpressed by Rishi’s rabbit out of hat
|
Oct 29, 2021 |
|
OpenMoney's product lead on bridging the advice gap
|
Oct 22, 2021 |
|
Tenet CEO on Intelliflo migration, acquisitions & FCA change
|
Oct 15, 2021 |
|
Where ESG regulation goes next
|
Oct 14, 2021 |
|
Tom Selby: 'Gov't has to address complexity of pension taxation'
|
Oct 08, 2021 |
|
What FCA should do after ‘embarrassing’ FSCS target blunder
|
Oct 01, 2021 |
|
Charlotte Wood: 'My trolls did me a favour'
|
Sep 24, 2021 |
|
Either call out bad advice or stop whinging about the FSCS levy
|
Sep 17, 2021 |
|
PFS members demand deregistration clarity from CII
|
Jul 09, 2021 |
|
How to master your firm's Google rankings
|
Jul 02, 2021 |
|
Why advisers need a better solution for women
|
Jun 30, 2021 |
|
Your clients want to talk about ESG, so ask them about it!
|
Jun 18, 2021 |
|
Forecast: Lat Am locals spy tech green shoot amid Covid devastation
|
Jun 14, 2021 |
|
This Olympian deserves a medal for his financial wellbeing efforts
|
Jun 11, 2021 |
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Professional bodies need to learn from exam mistakes
|
Jun 03, 2021 |
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The founder of VouchedFor has a new project: Changing a million lives
|
May 28, 2021 |
|
The Balance Episode 2: How I work in wealth with chronic fatigue syndrome
|
May 21, 2021 |
|
Hiring graduate's only way to stop IFA 'brain drain'
|
May 14, 2021 |
|
Yoga, Dance, and Quora: Meet the Mumbai planner reaching millions of readers online
|
May 07, 2021 |
|
AUM grabs pose risk to consolidators' long-term survival
|
May 07, 2021 |
|
Making governments go green - Bryn Jones, Rathbone Ethical Bond Fund
|
Apr 26, 2021 |
|
IWP CEO talks acquisitions, Bartholomew Hawkins and adviser academy
|
Apr 23, 2021 |
|
Why wildfires are a burning issue w/Guillermo Rein
|
Apr 21, 2021 |
|
Life after Standard Life: Adviser platforms CEO Noel Butwell's big plan
|
Apr 20, 2021 |
|
Advisers 'crazy' not to embrace ESG considerations
|
Apr 19, 2021 |
|
IR35: 'Firms imposing blanket bans will lose out'
|
Apr 09, 2021 |
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Google & Facebook profiting from Gov't inaction on online scams
|
Mar 26, 2021 |
|
Why I launched a support group for women under 30
|
Mar 19, 2021 |
|
Robo advice revolution to continue post-pandemic
|
Mar 12, 2021 |
|
Investing for new weather fronts
|
Mar 05, 2021 |
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Budget 2021 recap: ‘Freezing allowances is a stealth tax’
|
Mar 04, 2021 |