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: Business

Open in Apple Podcasts


Open RSS feed


Open Website


Rate for this podcast

Subscribers: 11
Reviews: 0
Episodes: 279

Description

Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.

Episode Date
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
The IFA duo taking on City DFMs: Reader profile returns
Feb 14, 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
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
Professional bodies need to learn from exam mistakes
Jun 03, 2021
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
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
Budget 2021 recap: ‘Freezing allowances is a stealth tax’
Mar 04, 2021
Platforms' profits have led to PE takeover frenzy
Feb 26, 2021
Verona Kenny: 'There's never been more interest in buying advice firms'
Feb 19, 2021
Nationals' acquisition drought could last years
Feb 12, 2021
The Balance - Episode 1: How my boss helped seizure recovery
Feb 05, 2021
No, minister: Gov't must take responsibility for the DB debacle
Jan 29, 2021
ESG? I'd rather my fund manager had principles!
Jan 26, 2021
How I help my clients claim on the FSCS
Jan 22, 2021
ESG in property funds: Hard but not impossible
Jan 12, 2021
Antivax, risk & regulatory revolution – healthcare special
Dec 23, 2020
Inside EQ Investors' £350m impact portfolios
Dec 18, 2020
Obama climate change adviser on giving ESG rules 'teeth'
Dec 14, 2020
The planner and the prof plotting a philanthropy revolution
Nov 27, 2020
We're not the West Brom of platforms!
Nov 20, 2020
I've been red and yellow, now I've gone green: Chuka Umunna talks ESG
Nov 12, 2020
Advice gap special: The market's failed, so culture's the clincher
Nov 06, 2020
FundsNetwork boss: ‘We are on a mission to reinvent ourselves’
Sep 30, 2020
'I'm not too proud to admit I struggled the most in lockdown'
Aug 05, 2020
Investing in anti-corruption: Jupiter's Guy de Blonay & futurist Mark Stevenson
Jul 30, 2020
You're doing your PI renewal wrong
Jul 16, 2020
Critics ignore 'incredible utility' of Google, YouTube & Facebook
Jul 09, 2020
Furloughed footballers: the game in lockdown
Jun 30, 2020
Podcast special: Football’s coming home – why it matters
Jun 16, 2020
ESG and Black Lives Matter are 'symbiotic'
Jun 12, 2020
'Anyone who says technology has solved everything is bonkers'
Jun 04, 2020
The NMA world tour of advice
Jun 04, 2020
Migrating 130,000 platform customers during lockdown
May 27, 2020
Does ethical investing have to be active?
May 14, 2020
From James Blunt's roommate to Dubai IFA: advice around the world
May 12, 2020
Telephone advice will tackle clients' affordability fears, says Quilter boss
May 06, 2020
Futurist meets fund manager: is healthcare on life support?
May 04, 2020
How to deliver financial education: roundtable part 1
Apr 30, 2020
Standard Life Savings CEO: advice launch is about tackling advice gap, not selling MyFolio
Apr 29, 2020
Farewell McPhail: we ask top lobbyist about his biggest policy victories
Apr 28, 2020
People are still brushing their teeth: the funds withstanding lockdown pressure
Apr 28, 2020
'10% drop notifications produce knee-jerk reactions in investors'
Apr 23, 2020
Exclusive: Royal London CEO Barry O'Dwyer on the power of long-term thinking
Apr 23, 2020
Blend it like Beckham: somewhere between the active and passive posts
Apr 20, 2020
Moneyinfo: the massive savings of ditching paper and postage
Apr 16, 2020
Dynamic Planner: risk and reward in a post Covid-19 world
Apr 13, 2020
Richard Fraser, CEO Frenkel Topping – crisis will shake up advice for the better
Apr 09, 2020
Bad ads: 'IFAs will suffer if mis-represented by third-party lead generators'
Apr 07, 2020
Advice 2050: a whistle-stop tour through the future of the profession
Apr 06, 2020
Bosses across the pond: what US asset management CEOs think
Mar 23, 2020
Pandemic is a warm up for climate change
Mar 16, 2020
Can vertical integration in the platform world ever be done right?
Mar 09, 2020
The Platform Premier League podcast
Feb 27, 2020
They've got houses and cash, so why are Gen X failing to save enough?
Feb 19, 2020
The Nationals Enquirer: a consolidator comes clean over M&A woes
Feb 06, 2020
'Trying our hardest wasn't enough' Lessons in self-improvement with Alfie Mullan & Jo Little
Jan 31, 2020
'I’m an asset liability matcher': our asset allocation podcast special
Jan 30, 2020
Preparing for IR35: ‘Advice is a lot less costly than an HMRC investigation'
Jan 20, 2020
Christmas Special! AJ Bell joins NMA for 2019 review
Dec 20, 2019
‘Money is like the Devil’ The need for financial wellbeing
Dec 18, 2019
Welcome to the block market: why Lego investors are making a stack
Dec 12, 2019
'My faith made me a better financial adviser': our chat with Colin Low
Dec 02, 2019
NHS pension crisis: specialist firm Barnaby Cecil
Nov 04, 2019
'It is like the IFP 30 years ago': inside the NextGen conference 2019
Nov 01, 2019
Blowing the whistle on Connaught sent my life into a downward spiral
Oct 30, 2019
Brexit, Boris and the Bank of England: hold on to your hats!
Oct 25, 2019
The Conservative Party Conference
Oct 07, 2019
Non-advised solutions are 'lazy' - OpenMoney boss Morrow
Oct 03, 2019
Stop using email to send out client communications!
Sep 27, 2019
Selling peace of mind: CEOs chat flat-fees and added value
Aug 23, 2019
Why financial planners should use the beautiful art of storytelling
Aug 20, 2019
GAGP special: platform tech firms must change to survive
Aug 13, 2019
GAGP Special: 'we don't like the term robo-advice, it's pejorative'
Jul 31, 2019
Around the world in 10 retirements: how do other countries shape up?
Jul 25, 2019
The next big thing in advice: inside the Financial Wellbeing Conference
Jul 22, 2019
GAGP Special: many people don't understand the gender pay gap
Jul 09, 2019
GAGP Special: The Declaration of Rahoy, and the cost of giving advice
Jun 26, 2019
GAGP Special: Big companies like Quilter are buffering the FSCS
Jun 21, 2019
GAGP Special: how one IFA got a worse deal by moving to one platform
Jun 14, 2019
Forget the boomers, it's Gen X that is going to really need equity release
Jun 07, 2019
The lie of the land with charitable giving - in support of Teenage Cancer Trust
May 31, 2019
Suitability spotlight: 'If you don't get caught by SMCR or Mifid II, you'll get caught by Prod'
May 23, 2019
The trials and tribulations of Neil Woodford: will he turn it around?
May 17, 2019
The ticking clock of pension transfer times
May 09, 2019
How NMA editor Will Robins became the client of a life planning firm
May 01, 2019
Are there any Easter eggs in the FCA's annual business plan?
Apr 18, 2019
'If you're going to sell your advice business, get to the front of the queue'
Apr 04, 2019
'The regulator's given us 8/10': inside the platform market study
Mar 28, 2019
We need to do more on ethics: the CISI talks financial planning exams
Mar 21, 2019
'Leaders need humility': AAB CEO talks company culture with NMA
Mar 14, 2019
'I thought: I can't do this anymore': mental health in financial services
Mar 07, 2019
Vulnerable clients: don’t wait on the regulator for solutions
Feb 21, 2019
Valentine's Day Special: Is Britain's retirement romance on the rocks?
Feb 14, 2019
Mind the gap: inside gender and pay in financial advice
Feb 08, 2019
Why the pensions dashboard must be funded by an industry levy
Jan 31, 2019
Mifid II turns one: 'this is the one rule that is absolutely barking...'
Jan 24, 2019
Conference special: giving financial advice a health check
Jan 16, 2019
Pod rest ye Merry Gentlemen! Listen to our bumper Xmas episode
Dec 21, 2018
Adviser special: how to sell your business (the right way)
Nov 23, 2018
Innovation nation: how life companies are fighting the digital war
Nov 08, 2018
Beating the Budget blues: our bumper boring Budget podcast bonanza
Nov 01, 2018
Fintech marketing, bad brands, and why Facebook isn't running money
Oct 25, 2018
The generation game: miserable millennials, boomers in business, and generation X marks the spot...
Oct 18, 2018
'People opposed to crypto regulation won't be here in five years'
Oct 11, 2018
'Boris never goes away': our podcast from Conservative Conference '18
Oct 04, 2018
Learning the art of nonviolent communication
Aug 30, 2018
Should advisers foot the bill for platforms?
Aug 24, 2018
My crypto got nicked: inside the new world of financial crime
Aug 09, 2018
The Podfather of Life Planning: 'Nothing will ever substitute having a mentor'
Aug 02, 2018
'Dangerously naive' risk categories? Unpicking the platform market study
Jul 26, 2018
The directory debate: Unbiased, VouchedFor and Adviserbook sound off
Jul 19, 2018
Brits behaving badly abroad: the trouble with overseas advice
Jul 13, 2018
Independence Day report: the state of financial advice in America
Jul 04, 2018
A scandal in the heart of government: Lawrence Lever remembers the Barlow Clowes scandal
Jun 28, 2018
Julian Gilbert: Running a business with severe illness
Jun 19, 2018
Emergency! Why pension tax codes need a re-think
Jun 07, 2018
Nutmeg: advice will be digitised in less than a decade
May 31, 2018
British Steel workers tell us their pension transfer stories
May 25, 2018
The man who blew the whistle on a £25 million scandal
May 17, 2018
Pete Matthew and Chris Budd: how to advise financial planners
May 10, 2018
'In our community, everyone gives a shit': NextGen’s Adam Carolan and Rohan Sivajoti
May 03, 2018
Why are the most successful firms the most expensive?
Apr 26, 2018
SJP’s ex-Premier League adviser explains footballers’ finances
Apr 19, 2018
‘IFAs are volunteering clients for losses’: don’t ignore sustainable investment
Apr 12, 2018
'I got sued over DB transfers': the contingent charge conundrum
Apr 05, 2018
IFS: We're all going to pay more tax
Mar 29, 2018
The future of the freedoms: will annuities make a comeback?
Mar 22, 2018
Phoenix firms: rising from the ashes of bad advice
Mar 15, 2018
'Smashing the patriarchy': IWD18 special
Mar 07, 2018
The pension tax relief files (and other folders in the Treasury's locker)
Mar 01, 2018
British Steel: why one IFA turned away transfers
Feb 22, 2018
Sponsored CPD podcast: under the bonnet of multi-asset
Feb 19, 2018
Wading through DFM alphabet soup with Justin Urquhart Stewart
Feb 15, 2018
Correcting the markets and beating the bad news
Feb 08, 2018
Saving advisers from Space Jam
Feb 01, 2018
The Carillion billions: who's to blame?
Jan 25, 2018
DB transfers: 'the best and worst of the profession'
Jan 15, 2018
The biggest stories of 2017 with Phil Young
Dec 14, 2017
Budget special: Spreadsheet Phil's party tricks
Nov 23, 2017
Pondering the platform market study & party conferences
Oct 23, 2017
Introducing the New Model Adviser podcast
Sep 08, 2017