The Advice Show

By CitywireBusiness Investing

The Advice Show episodes

October 30 What the FCA thinks about the future of AI in advice
Kate Blatchford-Hick, head of consumer investments policy and market analysis at the FCA, tells Citywire what the regulator sees as the main risks and opportunities about using AI across the financial advice sector.
15 min
October 21 How Openwork’s DFM protects clients against equity market shocks
Long-dated government bonds have experienced several peaks since the beginning of October.
In this episode of Citywire's Advice Show, Patrick O’Donnell, chief investment strategist at Omnis Investments, believes equity investors have little reason for concern at this point.
18 min
October 09 How to support vulnerable clients and spot concerning signs
Connor Broadley adviser Olivia Perry shares her insights on how to best serve vulnerable clients and why the sector needs to centre their needs.
11 min
October 02 Moneybox to launch new AI-led advice proposition
Brian Byrnes from Moneybox tells Citywire what the new advice offering will look like and why Moneybox is hiring for advisers to give AI-driven advice.
16 min
September 04 Compliance risks, US PE and movements in the M&A market
Harry Cotton from Thistle Consulting tells Citywire what compliance challenges IFAs are facing, how to keep up with regulatory scrutiny, and just why the UK is such an attractive market for US PE.
21 min
August 21 Three years on: How Finova Money built a fixed-fee business
Scott Millar, Rob Schwarz and Rob Bell reflect on what they have learned since they launched their own financial planning firm in 2023. Now with £80m in assets under advice and two recently hired graduates, the trio discuss their biggest mistakes and their best decisions since they launched Finova Money.
36 min
July 17 AML checks, choppy valuations and SJP exits
NMA journalists delve into their stories on anti-money laundering checks, the latest PE-backed adviser sale and the latest on advice firms leavings SJP.
22 min
June 25 Gary Abela: AI is putting pressure on advice valuations
The consultant who helps advice firms adopt AI into their businesses reflects on what AI tools are currently on offer, how advisers can get the best out of them and what is coming down the tracks. Abela also talks about some of the big mistakes advisers are using with AI, and how it is affecting advice valuations and fees.
30 min
May 28 The Advice Show: Mike Ambery on the Pensions Commission
Mike Ambery discusses the Pension Commission on this week's show, including offering his thoughts on the future viability of the triple lock.
33 min
May 20 The Advice Show: PWM’s Fiona Oliver
The head of £6.3bn London advice firm PWM talks succession, being owned by 7IM and how she cut client DFM fees down by £1m annually.
26 min