The Advice Show

To mark the 10-year anniversary of the retail distribution review (RDR), we look back on how the reforms came about, what impact they had on the advice market and ask if they were a success. In this 3-part series we speak to the key players involved, at advice firms, the FCA and in the industry to dig deep into the biggest ever change for the UK advice market. In episode one we spoke to Phil Melvi...

NMA speaks to investment consultant Henry Cobbe about positioning equities for a higher-inflation environment with sector and factor investment strategies.

NMA reporters Nicola Blackburn, Chloe Meley, and Zach Sharif get together to chat about their favourite stories of the year, and reflect on a unique year in financial services and beyond.

NMA editors Jack Gilbert and Charles Walmsley sat down with FCA directors David Geale and Therese Chambers to talk about the 10 years since RDR, and how the reforms have changed the industry.

Recorded live from NextGen Planners’ Liverpool conference in October, NMA hears from podcast host and adviser Chanelle Pattinson on how to improve representation in advice, from SJP academy head Andy Payne on bringing through the newest batch of advisers at the UK’s largest advice firm, and CISI director for global business development Kevin Moore on why his organisation is doing more...

Reporter Nicola Blackburn speaks to Romain Mouquet, portfolio manager on the £214m CCLA Better World Global Equity fund, about the financial and sustainability risks that influence a strict investment policy: to avoid companies that generate more than 10% of revenues from oil and gas extraction.

Will Hunt’s autumn budget fix our economy? Robert Lewis, director at Celtic Financial Planning, reacts to the budget. He discusses client concerns, market reaction and economic growth with reporter Zach Sharif.

10 years on from RDR and in the midst of consumer duty, reporter Chloé Meley speaks to Ed Dymott from Benchmark Capital and Anthony Villis from First Wealth about how professional standards have evolved, and how chartered status could help boost the industry’s reputation.

Reporter Chloé Meley speaks to Aaron Cain, cybersecurity consultant at financial services consultancy Altus, about the cybersecurity risks firms face and the tangible steps they can follow to protect themselves.

In this episode of The Advice Show, Just Group director Stephen Lowe speaks to Citywire New Model Adviser reporter Zachariah Sharif about the state of pensions, the future of the 60:40 portfolio and the rise in ‘living inheritances’. He also discusses government policy, and what this will mean for those saving for retirement.

Reporter Chloé Meley speaks to Chanelle Pattinson, co-founder of subscription-based flexible advice service Money Means, about how subscription-based financial planning could make advice more accessible, while remaining profitable for advisers.

After September’s market volatility, are multi-asset managers ditching or keeping government bonds? In this episode, Schroders’ Alex Funk discusses why he remains cautious on gilts and the renewed appeal of bonds for equity income funds.

Reporter Chloé Meley speaks to Heather Hopkins, managing director of NextWealth, about NextWealth’s latest report on the health of the advice industry and how a cautious attitude has defined 2022 for advisers.

Reporter Chloé Meley speaks to Adam Rackley, fund manager at Cape Wrath Capital, about the biggest problems facing the fund industry, and why advisers should consider smaller players despite the push for ever-bigger funds.

Reporter Zach Sharif speaks to Tom Selby, head of retirement policy at AJ Bell, about what the mini-Budget policies mean for the economy.

Following on from this year’s Alpha Female report, reporter Chloe Meley speak to two women in financial services about their experiences in the industry and the initiatives that companies could implement to change the male-dominated culture of finance.

In our NMA retreat at the Grove, Hertfordshire, we spoke to event speaker International Chess Grandmaster, Judit Polgár about the importance of strategy, critical thinking and the key to having a strong mindset.

ESG funds experienced a bull run in 2021, but more recently, the tide seems to have turned. We ask the question 'what happened to ESG?' with consultant Jon Dean in this episode of The Advice Show.

Panorama explored the failure of Blackmore Bond in ‘The Billion Pound Savings Scandal’ last week. It featured NMA’s Deputy Editor Jack Gilbert. We speak to Jack about the making of the film.

The likes of Facebook, Google and TikTok are cracking down on fraudulent financial services advertising, but are they doing enough to stop scams? In this episode of The Advice Show, ‘finfluencer’ Alex Stedman shares how pertinent fraudulent financial promotions are on social media and evaluates the measures in place to stop them.

Microservices is a type of software architecture used in building investment platforms. Instead of having a big lump of software, you have smaller components that can be swiftly updated. With two microservices experts, we discuss what benefits this new development could bring to advisers.

In our final episode, we reflect on the long term effects the scandal could have on steelworkers, why firms will fail and the timescale the FCA is expecting steel workers to be redressed by.

This week we look into how the British steel advisor group has been trying to protect those affected, and whether IFAs had the workers’ best interest.

In episode two of Citywire New Model Adviser's special podcast series about the British Steel Pension Scheme scandal, senior reporter James Fitzgerald speaks with an affected steelworker and the FCA about the sort of unsuitable advice that was given by some IFAs who rushed down to advise steelworkers before and during the time to choose period in 2017. The FCA's director of consumer investments, T...

For the next four weeks, The Advice Show will be off air. Instead, Citywire New Model Adviser’s chief reporter James Fitzgerald has produced a special podcast series called The Phoenix Files, which includes testimony from steelworkers, pensions experts, the FCA and IFAs on how the British Steel Pension Scheme unfolded and if and when the misselling saga will ever end. In episode on...