New Model Adviser Podcast-logo

New Model Adviser Podcast

Current Affairs >

Each week we discuss the biggest stories and issues with a range of esteemed guests from across the profession.

Each week we discuss the biggest stories and issues with a range of esteemed guests from across the profession.
More Information

Location:

United Kingdom

Description:

Each week we discuss the biggest stories and issues with a range of esteemed guests from across the profession.

Language:

English


Episodes

My crypto got nicked: inside the new world of financial crime

8/9/2018
More
Jamie Bartlett and Carl Miller from the Centre for the Analysis of Social Media at think tank Demos tell Ollie Smith all about the dangers of the dark web underworld when it comes to financial crime, keeping clients' money safe and avoiding scams.

Duration:00:32:25

The Podfather of Financial Planning! 'Nothing will ever substitute having a mentor'

8/2/2018
More
In this podcast interview, George Kinder tells New Model Adviser® why - even with successful robo-advice propositions - there will never be a proper substitute for human financial mentoring.

Duration:00:24:30

'Dangerously naive?' Unpicking the platform market study

7/26/2018
More
In this podcast, New Model Adviser® senior reporter Jack Gilbert is joined by news editor Charles Walmsley and Lang Cat consulting director Mike Barrett to discuss the Financial Conduct Authority's recent platform market study release.

Duration:00:34:36

The directory debate: Unbiased, VouchedFor and Adviserbook sound off

7/19/2018
More
The chiefs of the three main adviser directors sit down with New Model Adviser® online producer and guest co-host Phil Bray to put the world to rights.

Duration:01:00:56

Brits behaving badly abroad: the trouble with overseas advice

7/13/2018
More
New Model Adviser® online producer and senior reporter Ollie Smith and Jack Gilbert are joined by a guest who reveals all about his swim against the tide in the overseas advice market.

Duration:00:41:47

Independence Day report: the state of financial advice in America

7/4/2018
More
On Independence Day 2018, New Model Adviser® editor Will Robins speaks to Citywire USA editor Alex Steger about the American investment advice market.

Duration:00:30:02

A scandal in the heart of government: Lawrence Lever remembers the Barlow Clowes scandal

6/28/2018
More
On the thirtieth anniversary of the Barlow Clowes affair, Citywire executive chairman Lawrence Lever talks to New Model Adviser® editor Will Robins about a scandal that exposed fraud and failure in the highest corridors of power.

Duration:00:24:24

Julian Gilbert: Running a business with severe illness

6/19/2018
More
The Wealth Matters director shares his incredible recovery from throat cancer, the thoughts running through his head on hearing his diagnosis and how the business adapted as a result.

Duration:00:19:07

Emergency! Why pension tax codes need a re-think

6/7/2018
More
Nucleus product technical manager Rachel Vahey sits down with New Model Adviser® online producer Ollie Smith to talk auto-enrolment, the self-employed and savings reform.

Duration:00:27:25

Nutmeg: advice will be digitised in less than a decade

5/31/2018
More
New Model Adviser® online producer Ollie Smith is joined by Nutmeg chief investment officer Shaun Port and regulatory reporter Elliot Smith to discuss the rise of the robos, and how -one day - you might get financial advice from your fridge...

Duration:00:27:55

British Steel workers tell us their pension transfer stories

5/25/2018
More
NMA reporter Elliot Smith travels to Port Talbot to meet Chris and Stuart, two British Steel workers affected by the pension transfer saga. Here they share their story.

Duration:00:21:16

The man who blew the whistle on a £25 million scandal

5/17/2018
More
What's the worst thing you've ever done that was the right thing to do? In the wake of the regulator slapping a £640,000 on the chief executive of Barclays over a whistle-blowing scandal, New Model Adviser® senior reporter Jack Gilbert interviews George Patellis, who blew the whistle on the Connaught scandal.

Duration:00:43:24

Pete Matthew and Chris Budd: how to advise financial planners

5/10/2018
More
Even financial advisers need financial advice sometimes, as our special podcast case study proves.

Duration:00:34:14

'In our community, everyone gives a shit': NextGen’s Adam Carolan and Rohan Sivajoti

5/3/2018
More
They're the young industry leaders who pushed back against the boring seminars and bossy keynote speakers to give young planners a voice. Now, in this exclusive podcast, Adam Carolan and Rohan Sivajoti crack open the beers and get honest with Ollie Smith in the New Model Adviser® studio.

Duration:00:38:06

Why are the most successful firms the most expensive?

4/26/2018
More
This week features a news roundup. Ollie Smith is joined by Charles Walmsley to FCA safe spaces, Jack Gilbert to talk about why advice fees are on the up, and Ian Horne to share stories from Citywire's South West Retreat.

Duration:00:24:45

‘IFAs are volunteering clients for losses’: don’t ignore sustainable investment

4/12/2018
More
Reporter Christine Dawson and features editor Natasha Turner are joined by Futerra co-founder Ed Gillespie and In2 Planning investment specialist Tanya Pein to bust myths on sustainable investing. Hear which funds could kick-start your move to a more sustainable future.

Duration:00:42:34

'I got sued over DB transfers': the contingent charge conundrum

4/5/2018
More
Following a bumber couple of weeks for regulatory news, New Model Adviser® features editor Natasha Turner sits down with online producer Ollie Smith, editor Will Robins and special guest Henry Tapper to put the world of regulation to rights.

Duration:00:28:37

IFS: We're all going to pay more tax

3/29/2018
More
In a special episode, New Model Adviser® online producer Ollie Smith goes on a mission to interview Paul Johnson, director of respected think tank Institute for Fiscal Studies, in his office.

Duration:00:16:40

Phoenix firms: rising from the ashes of bad advice

3/15/2018
More
New Model Adviser® online producer Ollie Smith sits down with NMA regulatory reporter Elliot Smith and editor Will Robins to discuss phoenix firms and regulation.

Duration:00:18:19

'Smashing the patriarchy': IWD18 special

3/7/2018
More
Investment Quorum director private clients, Petronella West; EQ Investors technical director, Jeannie Boyle; and Equanimity IFA managing director, Helen Howcroft come together to discuss diversity in advice, educating and inspiring women and why the imposter syndrome still prevails.

Duration:00:47:01