This week’s Weekend Essay explores the complex world of asset tracing with Finders International. Editor Tom Browne speaks to CEO Simonne Llewellyn and international assets service manager Louise Levene about the challenges of locating unclaimed wealth, cross-border probate issues, and the surprising assets that surface years after they were forgotten. Listen now: 

Welcome to the MM podcast: "Statement or just chat?". In this episode, editor Tom Browne and special guests Chris Jones (Dynamic Planner) and Jeremy Fawcett (Platforum) take a closer look at chancellor Rachel Reeves' Spring Statement, some of the economic forecasts and implications, what was or wasn't announced, and what financial advisers should be paying attention to.

In this episode of In Conversation With..., Kimberley Dondo sits down with Miranda Seath, Director of Market Insight and Fund Sectors at The Investment Association, to discuss the future of UK saving and investing. Miranda shares insights on the IA’s inclusive strategy, the role of financial advisers in bridging gaps, and key investor trends for 2025.

In this Weekend Essay, Dan Cooper examines Frankie Dettori’s bankruptcy and the crucial lessons it holds about trust, vulnerability, and financial advice. Even the most successful aren’t immune to money troubles.

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In Conversation With... Tom Ham & Hayley Rabbets: Shaping the Future of Financial Advic

The financial advice profession faces a talent gap, but initiatives like We Are Change are working to close it.

In this episode, Tom Ham (Calton Group) and Hayley Rabbets (The Verve Foundation) discuss how their partnership breaks down barriers, nurtures new talent, and makes financial services more accessible. They share insights on creating a more diverse and innovative industry from technical training to real-world client skills.

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In this Weekend Essay, Dan Cooper examines why International Women’s Day risks becoming an empty gesture unless attitudes towards harassment and discrimination in financial services truly change. Progress has been made, but there is still much to do. Listen now:

With tax year-end fast approaching, what key planning opportunities should advisers focus on? In this episode of In Conversation With..., host Kimberley Dondo is joined by Mark Devlin, Senior Technical Manager at M&G Wealth, to explore the latest tax and pension changes from the Autumn Budget, the growing role of insurance bonds, and the top strategies advisers should consider before the deadline.

Ahead of International Women’s Day, Kimberley Dondo speaks with Yasmina Siadatan, Chief Revenue Officer at Dynamic Planner, about the role of technology in financial planning for women. They explore how digital tools are bridging the gender investment gap, enhancing the adviser-client relationship, and helping firms create a more inclusive approach to wealth management.

From mobile apps to psychometric risk profiling, they discuss how fintech is shaping a more personalised investment experience for female clients and advisers.

In this Weekend Essay, Lois Vallely opens up about her ongoing struggle with debt and the challenges of changing long-standing financial habits. After realising that past attempts to improve her money mindset haven’t stuck, she considers whether a financial coach could provide the guidance and accountability she needs. Could this be the key to lasting change? Listen now:

In this episode, Kimberley Dondo speaks with Dan Boardman-Weston, CEO of BRI Wealth Management, about the AI investment frenzy, the UK’s economic challenges, and where investors can find stability. They also discuss portfolio strategies amid high interest rates, the impact of Trump’s second term on UK investors, and whether UK equities are undervalued or facing deeper issues. Listen now: