Los mejores podcasts de Citywire The Advice Show (2024)

The advice veteran said that while the industry has made huge progress, a lack of awareness and dedicated university degrees hold it back.Por Citywire

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IFA consolidation has slowed white-labelling trend 24:03

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6M ago24:03

24:03

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…

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Waspi compensation and the gender pension gap 32:43

7M ago32:43

32:43

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.Por Citywire

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SJP’s ongoing (advice) saga and the FCA’s CRP scrutiny 41:21

7M ago41:21

41:21

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.Por Citywire

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Everything IFAs need to know about the LTA abolition 32:11

7M ago32:11

32:11

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.Por Citywire

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Spring Budget recap with Matthew Pescott Frost 29:51

7M ago29:51

29:51

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.Por Citywire

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'Huge flaw’ in FCA simplified advice 25:59

7M ago25:59

25:59

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

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Lamb and the missing monkey 27:01

8M ago27:01

27:01

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.Por Citywire

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Transformation in platforms and Nucleus’ replatforming challenge 29:26

8M ago29:26

29:26

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 pr…

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The 'jaw-dropping' errors that put IFA client data at risk 22:35

8M ago22:35

22:35

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 Lif…

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Monthly Roundup: Abrdn’s £1.5bn outflow and the £1.3bn Sipp nightmare 26:33

9M ago26:33

26:33

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.Por Citywire

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How does the IFA acquisition process work? 26:57

9M ago26:57

26:57

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.Por Citywire

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Are fixed fees more unpopular with older advisers? 20:14

9M ago20:14

20:14

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.Por Citywire

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What can advisers expect from the FCA in 2024? 23:48

9M ago23:48

23:48

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.Por Citywire

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2023 Recap: NMA reporters dive into the biggest stories of the year 36:51

10M ago36:51

36:51

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.Por Citywire

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Advice is pale, male and stale – SJP’s academy on how to bring in new talent 25:42

11M ago25:42

25:42

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.Por Citywire

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How the Autumn Statement will impact your clients 30:17

11M ago30:17

30:17

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.Por Citywire

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Monthly Roundup: Autumn Statement predictions and SJP's exit fee surprise 26:08

11M ago26:08

26:08

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.…

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‘We are definitely breaking the barriers down’ - All-female IFA founder on women in advice 23:26

11M ago23:26

23:26

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.Por Citywire

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FCA needs to step up to make transfers quicker 28:15

11M ago28:15

28:15

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.Por Citywire

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Fergie’s £6m Man Utd signing: Players think advisers just want to take their money! 24:15

12M ago24:15

24:15

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 finan…

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Firms need to step up and stop diversity ‘lip-service’, Bravura says 32:44

12M ago32:44

32:44

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.…

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Monthly Roundup: Inheritance tax changes, FCA info requests and Aviva rumours. 30:03

1y ago30:03

30:03

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.Por Citywire

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The future is data 21:53

1y ago21:53

21:53

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.Por Citywire

Podcasts que vale la pena escuchar

Podcasts de Citywire The Advice Show

Podcasts que vale la pena escuchar

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The Advice Show

Citywire

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Citywire: The WealthTech Show

Citywire

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How platforms can up their game on transfers 14:14

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Barry Horner: The advice profession is not a profession 35:35

1
IFA consolidation has slowed white-labelling trend 24:03

1
Waspi compensation and the gender pension gap 32:43

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SJP’s ongoing (advice) saga and the FCA’s CRP scrutiny 41:21

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Everything IFAs need to know about the LTA abolition 32:11

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Spring Budget recap with Matthew Pescott Frost 29:51

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'Huge flaw’ in FCA simplified advice 25:59

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Lamb and the missing monkey 27:01

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Transformation in platforms and Nucleus’ replatforming challenge 29:26

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The 'jaw-dropping' errors that put IFA client data at risk 22:35

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Monthly Roundup: Abrdn’s £1.5bn outflow and the £1.3bn Sipp nightmare 26:33

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How does the IFA acquisition process work? 26:57

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Are fixed fees more unpopular with older advisers? 20:14

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What can advisers expect from the FCA in 2024? 23:48

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2023 Recap: NMA reporters dive into the biggest stories of the year 36:51

1
Advice is pale, male and stale – SJP’s academy on how to bring in new talent 25:42

1
How the Autumn Statement will impact your clients 30:17

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Monthly Roundup: Autumn Statement predictions and SJP's exit fee surprise 26:08

1
‘We are definitely breaking the barriers down’ - All-female IFA founder on women in advice 23:26

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FCA needs to step up to make transfers quicker 28:15

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Fergie’s £6m Man Utd signing: Players think advisers just want to take their money! 24:15

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Firms need to step up and stop diversity ‘lip-service’, Bravura says 32:44

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Monthly Roundup: Inheritance tax changes, FCA info requests and Aviva rumours. 30:03

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The future is data 21:53

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