In the US, numerous issues are plaguing the IFA (‘RIA’) marketplace. How can the UK market avoid those mistakes? In this episode, Citywire RIA editor Ian Wenik discusses the fallout from too much private equity money in financial advice, from a lack of IPOs to cultural issues. 

In our first monthly roundup, the NMA reporters explore industry gossip, the biggest stories of the last month, and what’s yet to come. Last month, Odey Asset Management founder Crispin Odey was ousted from his firm, following allegations of sexual misconduct from 13 women. NMA revealed that advice consolidator Perspective was up for sale, with private equity buyers looking like a safe bet. We also discuss private equity’s impact in the platform space, and how the market is changing.

Dimensional co-CEO Dave Butler joined the Advice Show during his first visit to the UK since the pandemic to discuss financial planning, AI in investing, and how Dimensional navigated markets in 2022. 

Fundment CEO Ola Abdul chats custom indexing, the new service his platform launched last month, which allows advisers to tailor index funds to their clients need.  Custom indexing has made a big splash in the US market, in this episode we ask Abdul if it will take off in the UK and what its challenges and benefits are for advisers.

Nowadays, deals are completed all the time in the advice market, with more money flowing in than ever before. But not all deals get over the line. Dominic Rose, CEO at MKC Wealth, has completed over 100 acquisitions. He joins NMA Reporter Zach Sharif to talk about his biggest frustrations, different acquisition models, and the advice market.

Most ESG portfolio managers have a policy to engage with their investee companies to influence positive change. But what does the engagement process actually look like?In this episode, CEO of impact-focused technology company Tumelo, Georgia Stewart, discusses why advisers should pay closer attention to the murky world of investor engagement.

Holly Mackay and Ed Dymott explore the 27 drivers of ‘fair value’, and what clients are looking for from their advisers.

Will interest rates stay higher for longer? When will central banks pause rate hikes? Could the US government really default on its debt? In this episode of The Advice Show we ask David Page, head of macro research at Axa Investment Managers, to break down the macroeconomic unknowns affecting financial markets and how these could impact client portfolios. 

Ian Evans, head of later life advice at FiveWays  Financial Planning, joins the podcast to discuss SOLLA, the Society of Later Life Advice. He discusses the lack of knowledge around social care, the abolition of the lifetime allowance for pensions, and consumer vulnerability. 

At Citywire’s Impact retreat last week , guest speaker Trevor Williams (former chief economist at Lloyds Bank) joined NMA reporter Alicja Hagopian to discuss decarbonisation, nuclear and sustainable development-- warning that the UK has a long ways to go to meet green incentives for investment in the US and EU.