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New Model Adviser Podcast

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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.
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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

Fintech marketing, bad brands, and why Facebook isn't running money

10/25/2018
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In a lively episode of Planning People, Foco Global's Amy Rowe and Michael Taggart join Ollie Smith to discuss fintech marketing, the future of tech, and why advisers should care a lot more about technology.

Duration:00:46:51

The generation game: miserable millennials, boomers in business, and generation X marks the spot...

10/18/2018
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Dr Eliza Filby of Kings College London sits down with Ollie Smith to talk inter-generational differences, mansplaining, and the plague of extended adolescence.

Duration:00:38:25

'People opposed to crypto regulation won't be here in five years'

10/11/2018
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Steeleye CEO Matt Smith is on a mission: to make people love regulation. In this episode, he tells us all about how his firm and what the fintech market may look like in five years' time.

Duration:00:31:08

'Boris never goes away': our podcast from Conservative Conference '18

10/4/2018
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Birmingham, Boris and Brexit. Those were the big three Bs this week. NMA online producer Ollie Smith was on the ground, and brings you this podcast from the floor of the Conservative Conference 2018.

Duration:00:22:02

'Smashing the patriarchy': IWD18 special

3/7/2018
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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

The pension tax relief files (and other folders in the Treasury's locker)

3/1/2018
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Westminster legend Iain Anderson sits down with New Model Adviser® online producer Ollie Smith to talk pension politics, elections and Brexit.

Duration:00:22:55

British Steel: why one IFA turned away transfers

2/22/2018
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Niche IFA director Ray Adams sits down with New Model Adviser® senior reporter and online producer Ollie Smith to give them his first-hand account of the British Steel pensions saga in Wales. Meanwhile, New Model Adviser® editor Will Robins also has an announcement to make...

Duration:00:18:43

Sponsored CPD podcast: under the bonnet of multi-asset

2/19/2018
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Are multi-assets for everyone, and how should we factor in investment risk? Citywire's Ian Horne is joined by Paul Flood (pictured), multi-asset portfolio manager at Newton, a BNY Mellon Company, as well as financial planning experts Nick McBreen and Martin Fahy to get the lowdown. Claim 45 minutes of structured CPD now. Just listen to the module then take the test. The value of investments can fall. Investors may not get back the amount invested. Income from investments may vary and is not...

Duration:00:34:18

Wading through DFM alphabet soup with Justin Urquhart Stewart

2/15/2018
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Seven Investment Management’s Justin Urquhart Stewart joins Jack Gilbert and Will Robins in the New Model Adviser® studio to talk about managing clients’ money and what to do in turbulent times.

Duration:00:28:44

Correcting the markets and beating the bad news

2/8/2018
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Camarco partner Louise Dolan and Citywire head of investment research Frank Talbot sit down with New Model Adviser online producer and senior reporter Ollie Smith and Jack Gilbert to discuss market corrections, bad PR days and who is hot and who is not this week.

Duration:00:21:13

Saving advisers from Space Jam

2/1/2018
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Yardstick director Phil Bray sits down with New Model Adviser® online producer Ollie Smith to talk the good, the bad and the very worst of IFA marketing.

Duration:00:15:43

The Carillion billions: who's to blame?

1/25/2018
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Hargreaves Lansdown's head of retirement policy Tom McPhail joins New Model Adviser® staffers Jack Gilbert and Ollie Smith to talk Carillion, blame and Philip Greens.

Duration:00:19:32

DB transfers: 'the best and worst of the profession'

1/15/2018
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Find out the highlights of the New Model Adviser 2018 conference as recounted to online producer Ollie Smith, and hear what Verve Investment Planning's Steve Buttercase and Addidi's Anna Sofat have to tell senior reporter Jack Gilbert about DB transfers.

Duration:00:17:08

The biggest stories of 2017 with Phil Young

12/14/2017
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Zero managing partner Phil Young talks DB transfers, replatforming and the asset management study with New Model Adviser editor Will Robins over a Christmas cracker or two. Listen out for cringe-worthy Christmas finance jokes as well.

Duration:00:46:49

Budget special: Spreadsheet Phil's party tricks

11/23/2017
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This episode tackles the Autumn Budget. Jack Gilbert talks to Aberdeen Standard's Gregg McClymont about Philip Hammond's stamp duty cuts, and Prudential's Vince Smith-Hughes tells us what we may have missed in yesterday's announcement. Natasha Turner also takes us through the best of the reactions to the Budget on Twitter.

Duration:00:21:24

Pondering the platform market study & party conferences

10/23/2017
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In the second episode of the New Model Adviser® podcast we speak to Malcolm Kerr about the platform market study and our reporters sum up their party conference experiences.

Duration:00:25:22

Introducing the New Model Adviser podcast

9/8/2017
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Senior reporter Jack Gilbert talks the pensions cold calling ban with AJ Bell's Tom Selby and St James's Place fund charges with New Model Adviser reporter Elliot Smith.

Duration:00:18:35