The Advice Show

By Citywire

Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.

Image by Citywire

Category: Investing

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast
    

Subscribers: 13
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
Meet the CIO: Will Geffen, Wise Investments
Jul 22, 2025
Catherine Foot from Standard Life
Jul 18, 2025
'Growing up in a hotel made us gravitate towards people': Ellis sisters join the Advice Show from Gleneagles
Jun 26, 2025
The Advice Show: Dominic Rose of MKC Wealth
Jun 13, 2025
Scott Gallacher - NMA top 100
Jun 09, 2025
SJP CEO Mark FitzPatrick interview in full
May 30, 2025
Top 100 NMA: Kevin Wood of Watson Wood and Sillars
May 22, 2025
Cash ISAs, private market pensions and PE Leaderboard
May 15, 2025
Top 100 interviews: Gavid Wood of Beckett Investment Management
May 02, 2025
SJP’s new charges and changing funds lineup under the microscope
Apr 22, 2025
Top 100 interviews: Simon Glazier of Stewardship Wealth
Apr 07, 2025
Petronella West, CEO of Investment Quorum: Building a resilient business has been key to success
Mar 20, 2025
Panel: Growing your business in the digital age
Mar 04, 2025
What advice consolidators’ £3.4bn of debt is paying for
Feb 17, 2025
How Columbia Threadneedle Investments delivers active investing at low cost
Jan 22, 2025
Platforms need to work with advisers
Jan 03, 2025
Advisers just want platforms to work
Dec 16, 2024
Inside the performance of the 10 largest MPS providers
Dec 13, 2024
The Advice Show, with Mike Ambery
Nov 21, 2024
How DAFs can offer value add for advisers
Nov 15, 2024
The government has staked its reputation on this Budget, the country needs it to work
Nov 14, 2024
'Eight times the energy of a Google search': How one manager backs ChatGPT
Oct 28, 2024
Tom Selby: Industry needs speculation and uncertainty to end at the Budget
Oct 24, 2024
How platforms can up their game on transfers
Oct 11, 2024
Barry Horner: The advice profession is not a profession
Sep 26, 2024
IFA consolidation has slowed white-labelling trend
Apr 09, 2024
Waspi compensation and the gender pension gap
Mar 28, 2024
SJP’s ongoing (advice) saga and the FCA’s CRP scrutiny
Mar 28, 2024
Everything IFAs need to know about the LTA abolition
Mar 22, 2024
Spring Budget recap with Matthew Pescott Frost
Mar 14, 2024
'Huge flaw’ in FCA simplified advice
Mar 08, 2024
Lamb and the missing monkey
Feb 29, 2024
Transformation in platforms and Nucleus’ replatforming challenge
Feb 21, 2024
The 'jaw-dropping' errors that put IFA client data at risk
Feb 08, 2024
Monthly Roundup: Abrdn’s £1.5bn outflow and the £1.3bn Sipp nightmare
Jan 31, 2024
How does the IFA acquisition process work?
Jan 22, 2024
Are fixed fees more unpopular with older advisers?
Jan 15, 2024
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
Advice is pale, male and stale – SJP’s academy on how to bring in new talent
Dec 05, 2023
How the Autumn Statement will impact your clients
Nov 30, 2023
Monthly Roundup: Autumn Statement predictions and SJP's exit fee surprise
Nov 20, 2023
‘We are definitely breaking the barriers down’ - All-female IFA founder on women in advice
Nov 14, 2023
FCA needs to step up to make transfers quicker
Nov 07, 2023
Fergie’s £6m Man Utd signing: Players think advisers just want to take their money!
Oct 30, 2023
Firms need to step up and stop diversity ‘lip-service’, Bravura says
Oct 23, 2023
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
Inside Story of ESG episode 2: FCA Exclusive
Sep 19, 2023
Neurodiversity: How to attract and retain diverse talent
Sep 14, 2023
Inside Story of ESG episode 1: Pioneers
Sep 04, 2023
‘A massive lack of due diligence!’: Experts criticise DB pension administrators
Aug 21, 2023
Monthly Round-up: Consumer Duty’s arrival, the fall of Gars and Abrdn’s £28m write-down
Aug 14, 2023
55% of UK adults don’t trust advisers. How do we turn this around?
Aug 07, 2023
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
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
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
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
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
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
Podcast: A deep dive into green bonds
Nov 26, 2021
‘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