The Advice Show

The NMA team on the week's big stories, including a scoop on cash ISA reforms and the PE Leaderboard.

Our Top 100 podcast series speaks to newly-appointed managing director Wood about bringing up new talent and his private equity-backed firm’s expansion plans.

Citywire’s Lawrence Lever and Daniel Grote discuss major changes at St James's Place.

Our Top 100 podcast series speaks to Scottish adviser Glazier about why he is giving clients a say in the future ownership of his firm.

Petronella West, founder and CEO of Investment Quorum, joined the Advice Show to discuss the history of the firm, its future and the state of UK financial services more generally.

Adviser panellists discuss finding your niche, AI and how to compete with bigger firms.

Citywire’s Lawrence Lever and Daniel Grote discuss levels of debt in the UK financial advice sector and the deals it is funding.

How can you deliver active investment solutions at low cost to help financial planners meet the needs of their clients? Columbia Threadneedle Investments thinks it may have an answer in its Universal range of funds. Richard Lander of Citywire sits down with Keith Balmer, Columbia Threadneedle Portfolio Manager, and Chris Bull, Chartered Financial Planner at Kellands to discuss how the Universal ra...

In this episode of The Advice Show, Jenny Davidson, head of platform proposition at Quilter, talks to Citywire about transfers, technology and service.

Quilter’s platform boss reflects on what is driving Quilter’s flows and what they want to see from their providers.

Citywire's Dan Grote and Jeremy Gordon discuss their exclusive research into the winners and losers of MPS performance.

Mike Ambery joins this week's Advice Show to discuss the fallout from a hectic few weeks that saw Rachel Reeves deliver her first Budget and her maiden Mansion House address. We discuss the government's pension plans, mandation on investment, whether the messaging has been off since they arrived in power and how they will look to get the country's economy back on track looking at Australia and Can...

We speak to Edward Garrett of the Charities Aid Foundation about how advisers can help their clients with philanthropy.

Jon Greer joined the Advice Show for this week's episode, two weeks on from Rachel Reeves's maiden Budget. Hiking taxes by £40bn, including levying inheritance tax on pensions, Greer discusses all of that plus whether or not the chancellor should mandate UK investment and whether her bold plans will come off.

In this episode of The Advice Show, Gravis CEO Phil Kent discusses the energy investment needed to meet AI demand, and what more this month's Budget could reveal about Labour's growth agenda.

Speculation has been allowed to rumble on, to the point that advisers and their clients are selling assets and looking to cash in on their tax free lump sums before the big day. But will it be so punishing, for so many? And are the steps the government taking necessary to get the country back on its feet? Tom Selby, director of public policy at AJ Bell, joins us to discuss all of the rumours, spec...

Platforms need to up their game on transfers, Transact’s chief development officer Tom Dunbar has said.

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

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 on platforms ‘double dipp...

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.

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.

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.

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.

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

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.