The Advice Show

Kate Blatchford-Hick, head of consumer investments policy and market analysis at the FCA, tells Citywire what the regulator sees as the main risks and opportunities about using AI across the financial advice sector.

Long-dated government bonds have experienced several peaks since the beginning of October. In this episode of Citywire's Advice Show, Patrick O’Donnell, chief investment strategist at Omnis Investments, believes equity investors have little reason for concern at this point.

Connor Broadley adviser Olivia Perry shares her insights on how to best serve vulnerable clients and why the sector needs to centre their needs.

Brian Byrnes from Moneybox tells Citywire what the new advice offering will look like and why Moneybox is hiring for advisers to give AI-driven advice.

Harry Cotton from Thistle Consulting tells Citywire what compliance challenges IFAs are facing, how to keep up with regulatory scrutiny, and just why the UK is such an attractive market for US PE.

Scott Millar, Rob Schwarz and Rob Bell reflect on what they have learned since they launched their own financial planning firm in 2023. Now with £80m in assets under advice and two recently hired graduates, the trio discuss their biggest mistakes and their best decisions since they launched Finova Money.

NMA journalists delve into their stories on anti-money laundering checks, the latest PE-backed adviser sale and the latest on advice firms leavings SJP.

The consultant who helps advice firms adopt AI into their businesses reflects on what AI tools are currently on offer, how advisers can get the best out of them and what is coming down the tracks. Abela also talks about some of the big mistakes advisers are using with AI, and how it is affecting advice valuations and fees.

Mike Ambery discusses the Pension Commission on this week's show, including offering his thoughts on the future viability of the triple lock. 

The head of £6.3bn London advice firm PWM talks succession, being owned by 7IM and how she cut client DFM fees down by £1m annually.

Chris Jones, Dynamic Planner's financial services director, joins this week to discuss the FCA's recent landmark reforms to the advice market, artificial intelligence and whether lower qualified advisers should be permitted to deliver advice. 

Platform One CEO Alex Cowan-Sanluis talks to Citywire’s Advice Show about the regulatory challenges of implementing AI and what advisers should be operating their own platforms.

Head of Evergreen talks about the pitfalls in bringing in new talent, and how perception in advice matters the most.

Citywire’s Dan Grote and Jack Gilbert discuss the movers and shakers in PE-backed advice

Laura Dawes, the FCA’s director of authorisations, joins the Advice Show to discuss how the regulator is handling authorisations, what advice firms can do to make applications smooth and how the regulator still thinks about advice firm phoenixing. Dawes also discusses the regulator’s consolidator review last year, and how the FCA wants consolidators to think about adviser incentives when it does d...

Alex Twiss, the managing director of London advice firm Connor Broadley, joins the Advice Show to discuss the firm’s AI provider Saturn and how he thinks the technology could soon be writing advisers’ suitability reports. In the podcast Twiss also says his firm is reviewing platform providers and discusses the keys to getting the best out of his financial planning team.

Ben Hampton joins The Advice Show this week to discuss Wealth Wizards, the business he heads, as well as targeted support, value for money and Royal London. 

Matthew Sinclair joins the week after the Budget to discuss its impact, implications and what the government might have done differently.

Rich Fox, head of public policy, and Ronan O'Riordan, head of UK institutional business development, joined the podcast to discuss pensions policy, the Budget and forthcoming policy initiatives from Schroders.

Sean Standerwick, director of MLP Wealth in Surrey, joins The Advice Show this week to discuss his journey into financial advice, buying the firm off his dad with his brother and what clients are saying to him ahead of the Budget.

Standard Life's Mike Ambery joins the Show this week two weeks out from the most hotly anticipated and discussed Budget in living memory. What might Rachel Reeves do, and what measures can the country expect as she looks to write off some of the deficit?

Jamie Jenkins joins the podcast this week ahead of a crucial few months for the government, with Labour Conference forthcoming and the Budget fast approaching. He discusses the summer's big financial events, including the Pensions Scheme Bill, Value for Money framework and the government's desire for more private markets allocation. Targeted support, pencilled in for rollout from next April, is al...

Citywire spoke to the keeper of the keys to True Potential's £33bn in assets to ask about what he is looking for from the asset managers his team outsources to. The head of investments spelled out why he likes managers who cleave to a ‘north star’, what happens when managers underperform, and his best (and worst) investment calls.

Matthew Sinclair sits down with Julian Bovill for the latest instalment of The Advice Show from location at Rudding Park, Harrogate. He discusses his journey into advice, lessons he has learned from his career so far and how he almost took a different career path after a coding masters.

In the latest installment of Citywire’s profile series, Watson spoke about becoming interested in investing as a child and the decisions she made when given a ‘blank sheet of paper’ to build a new MPS solution last year.