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The Advice Show
20 minutes | Aug 8, 2022
‘Social media algorithms favour bad advice’
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.
19 minutes | Aug 1, 2022
Microservices: the future of platforms?
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.
23 minutes | Jul 25, 2022
Phoenix Files episode 4: IFAs want transparency as hundreds of British Steel firms set to fail
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.
16 minutes | Jul 18, 2022
Phoenix Files episode 3: FCA considers redress and IFAs fight back
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.
15 minutes | Jul 11, 2022
Phoenix Files episode 2: FCA enters fray as IFA misselling begins
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, Therese Chambers, discusses what the regulator did to stop that unsuitable advice during the early days of the scandal and a lawyer representing a group of 100 IFAs who gave advice to steelworkers hits back at claims that a majority of advisers did the wrong thing.
25 minutes | Jul 4, 2022
Phoenix Files Episode 1: British Steel workers’ time to choose
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 one, Fitzgerald speaks with British steelworker Rich Caddy about the early days of the scandal in 2017, including how British Steel and the scheme’s trustees let workers down during the ‘time to choose’ period for switching their pensions, and what happened when IFAs flocked to Scunthorpe, Port Talbot and Teeside to advise those steelworkers. Pensions expert and former IFA Al Rush also tells frightening tales of adviser misconduct in the early days of the scandal, and Hargreaves Lansdown’s pensions and retirement spokesperson, Helen Morrisey, gives her thoughts on why so much of the advice that was given was unsuitable.
19 minutes | Jun 27, 2022
The opportunities and challenges of open finance
Open finance expert Raphael Bianchi explains what open finance is, what it means for advisers, and how it will reshape the financial services world.
8 minutes | Jun 20, 2022
Are we going back to the 1970s?
Are we jumping back 50 years, with inflation and political upheaval taking centre stage again? Attendees at the Citywire Midlands Retreat weigh in on what makes this current situation different.
20 minutes | Jun 13, 2022
Four-day work weeks boost productivity, says Beaufort AR
This week, 70 UK companies began a six month trial of a four-day working week. But a shorter working week is nothing new for Beaufort Financial Planning. In this episode of The Advice Show, director Gwilym Lloyd Jones discusses why a four-day week has been a success at his firm.
24 minutes | May 27, 2022
Podcast: China attractive despite risks, says Progeny fund research lead
In this episode, Progeny's head of research, Robert Harrison, said China is looking 'more interesting' as a region to invest in, despite the continued lockdowns and ongoing economic uncertainties. And Harrison and Jamie Ward, head of investment solutions at AJ Bell, discuss why the UK has become an increasingly attractive market for their portfolios.
14 minutes | May 20, 2022
'Kick the ESG can down the road, and the more costly it will be'
Advice firms should not divest their climate-unfriendly assets and could do more to direct clients’ investments in to sustainable funds, according to a senior policy fellow at the Grantham Research Institute on Climate Change and the Environment. At Citywire's inaugural Impact Retreat, Danae Kyriakopoulou spoke to reporter Nicola about the link between climate and financial risks.
24 minutes | May 19, 2022
Fix the Future: The megatrends driving the best fund managers
How do you analyse a universe of 8,000 stocks being picked by the world's best performing fund managers? That is a question Dan Grote and Algy Hall have been answering with their new Fix the Future project for Citywire. Here they explain to us the thinking behind their analysis and what they will be looking for in the best managers. They also explain why this is not about ESG, and how the world has changed since Dan was writing NMA's 'green pages' back in 2007.
26 minutes | May 13, 2022
What can advice firms do to better support their employees’ mental health?
In this episode of the Advice Show for Mental Health Awareness week, mental wellbeing advocates Kate Erman and Anastasia Vinnikova share with reporter Chloé Meley some practical tips to help advice firms support their employees’ mental health.
27 minutes | May 12, 2022
Investing in healthcare for positive impact, with Chris Welsford
ESG or impact fund managers often hold healthcare stocks because they align with the United Nations’ third Sustainable Development Goal: to ‘ensure healthy lives and promote well-being for all at all ages’. However, many larger healthcare companies have controversies to their name, ranging from charges of bribery to poor care. There is also a question about their role in the privatisation of healthcare in countries such as the UK which have a public health service. Chris Welsford, managing director of Ayres Punchard Investment Management, discusses a well-known example: Centene, a £67.2bn US health insurer. We discuss the company’s controversies, our engagement with sustainable funds holding Centene, and investing for positive impact.
32 minutes | May 6, 2022
What advisers should know about decentralised finance
In this episode of the Advice Show, reporter Chloé Meley speaks to two decentralised finance experts, Caroline Hughes and Lavinia Osbourne, about where DeFi opportunities lie for the UK in general and for the financial services sector in particular.
28 minutes | Apr 29, 2022
AJ Bell director: 'We're creating the advised customers of the future'
In this episode of The Advice Show, Kevin Doran, managing director of AJ Bell Investments, discusses 'Dodl', AJ Bell's consumer investment app aimed at first-time investors.
31 minutes | Apr 22, 2022
How the (mis)use of lead generation services impacts trust in financial advice
In this episode of the Advice Show, Citywire New Model Adviser reporter Chloe Meley speaks to founder of Contact State Alain Desmier and director of Vision Business Advisers Peter Trotman about why lead generation in the advice industry should be better regulated, and why due diligence on the part of advisers is crucial.
45 minutes | Apr 19, 2022
Podcast: An ESG whistleblower's vision for the responsible investment industry
Desiree Fixler was formerly the group sustainability officer at German asset manager DWS. But after accusing DWS of publishing misleading information about its ESG integration and assets, she was fired. In this interview, Fixler shares her story, unpicks common issues within the ESG investment universe, and calls for a reform of how sustainability is regulated.
19 minutes | Apr 8, 2022
British Steel redress scheme could fuel DB transfer claim frenzy
In this week's edition of The Advice Show, NMA's James Fitzgerald speaks with PIMFA's Tim Fassam about how the FCA's British Streel redress scheme could affect the pensions transfer market.
35 minutes | Apr 1, 2022
Cost of living special: '90% of our job is reassuring clients'
This episode of New Model Adviser is a 'cost of living' special. Reporter Nicola speaks with Jessica Geere, financial planner at Magenta Financial Planning, Steven Cameron, public affairs director at Aegon, and Jon Dean, head of retirement strategy at Altus.
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