Shows
The Money Marketing PodcastWeekend Essay: Communicating the protection message closer to homeIn this Weekend Essay, Amanda Newman Smith reveals why even those working in financial services can overlook the value of protection insurance — and what this means for how the industry communicates the importance of cover.
Listen now.
2025-06-1307 minThe Money Marketing PodcastIn Conversation With... Roderic Rennison: 50 Years of Financial AdviceIn this episode, Money Marketing editor Tom Browne sits down with industry veteran Roderic Rennison, founder of Catalyst Partners, to reflect on five decades in financial services.
From door-to-door life insurance in the 1970s to the digital age of advice, Rennison shares what’s changed, what hasn’t... and what he still hopes to see.
2025-06-1126 minThe Money Marketing PodcastIn Conversation With... Bryn Williams: The “Un-Retiree” Adviser Redefining Second CareerIn this episode of In Conversation With..., Kimberley Dondo speaks with Bryn Williams, a self-proclaimed “un-retiree” who re-entered the world of financial advice after a successful first career. Bryn shares how the Verve Foundation’s Adviser Incubator reignited his confidence, how his experience with science and tech clients informs his current approach, and why life’s big transitions have made him a more empathetic adviser.
He also explores how the industry can better support experienced professionals making a comeback — and offers heartfelt advice for those considering their own second act in financial services.
2025-06-0419 minThe Money Marketing PodcastProtection and Pensions Series: How Regulatory Shifts Are Creating Advice OpportunitiesKimberley Dondo speaks to Ricky McKinney, UK Risk & Compliance Director at Royal London, about how outcomes-based regulation and the Consumer Duty are reshaping financial advice. They explore key findings from the Meaning of Value research, insights from the FCA's AGBR Policy Sprint, and the practical steps advice firms can take to embed value, demonstrate good outcomes, and use compliance as a competitive edge.
Discover more tools, research, and resources to support your Consumer Duty journey from Royal London today!
Listen to the previous episodes in the series here.
2025-06-0241 minThe Money Marketing PodcastIn Conversation With... Frederika Clay: From Adviser to EntrepreneurIn this episode of In Conversation With..., Kimberley Dondo speaks with Frederika Clay, Chartered Financial Planner at F & O Wealth, about her journey from working in financial services to launching her own firm. Frederika shares what drew her to The Verve Foundation’s Adviser Incubator, how its mentoring and community support helped her grow, and the pivotal moment she knew entrepreneurship was right for her. She also reflects on the challenges she’s faced, lessons learned, and her aspirations for the future of her business—and the financial advice industry as a whole.
2025-05-2827 minThe Money Marketing PodcastIn Conversation With... Alexander Thomas: When Financial Advice Meets Content CreationIn this episode of In Conversation With..., Kimberley Dondo speaks with Alexander Thomas — Financial Adviser, content creator, landlord, and start-up investor — about his journey from cold calling to carving out a unique voice in financial education. He shares what it was like finding his feet in the industry, how he juggles multiple roles, and why he believes more advisers should embrace social media. From debunking financial myths to tackling trolls and algorithms, Alex opens up about the power and pitfalls of building an online presence — and his vision for the future of financial advice in the UK.
2025-05-2136 minThe Money Marketing PodcastWeekend Essay: How my two-year-old is breaking the bank (and my willpower)In this week’s Weekend Essay, Tom Browne reflects on the financial and emotional toll of parenthood — from overspending at toy shops to chaotic family holidays. With another child on the way and a toddler already stretching his willpower (and wallet), Tom asks: are the sacrifices we make now really worth it in the long run?
2025-05-1605 minThe Money Marketing PodcastIn Conversation With... Chris Lewis on the Past, Present and Future of VCTsAs VCTs mark their 30th anniversary, Chris Lewis reflects on the sector's evolution, the critical role it has played in backing UK startups, and how recent policy changes—like the extension of the sunset clause—are shaping its future. He joins Kimberley Dondo to explore how investor sentiment is shifting, what the Autumn Budget could mean for 2025, and what advisers and investors should consider in today’s economic landscape.
2025-05-1429 minThe Money Marketing PodcastIn Conversation With... Symon Stickney: Making Sense of the MPS MazeIn this episode, Kimberley Dondo speaks with Symon Stickney, CEO of Collidr, to explore whether the UK’s Model Portfolio Service market is truly on the “edge of chaos”—or simply undergoing necessary evolution. They unpack the flood of options facing advisers, the myth of “too much choice,” and what really matters when selecting an investment partner. Symon shares his take on hidden portfolio risks, the role of tech (without the hype), and why service—not just performance—is the ultimate differentiator.
Is the current disruption just noise—or the new normal? Tune in to find out how Collidr aims t...2025-05-0711 minThe Money Marketing PodcastIn Conversation With... Simon Harvey: Building a Cross-Border Financial Advice PowerhouseIn this episode of In Conversation With..., Kimberley Dondo sits down with Simon Harvey, founder and managing director of bdhSterling, to discuss the challenges and opportunities of cross-border financial advice between the UK and Australia. From navigating dual regulation and advising expats to lessons learned from building a successful international business, Simon shares invaluable insights for advisers looking to expand globally.
What are the most common pitfalls in UK-Australia financial planning?
2025-04-3028 minThe Money Marketing PodcastIn Conversation With... Charles Jillings on Emerging Market Trends and Investment Strategies for 2025In this episode of In Conversation With..., Kimberley Dondo sits down with Charles Jillings, Fund Manager of Utilico Emerging Markets Trust, to explore the evolving trends in emerging market investments as we step into 2025. From the growing importance of energy transition and digital infrastructure to the outlook for key markets like Brazil, Vietnam, and India, Charles provides valuable insights on how UEM’s portfolio is positioned for long-term growth. He also discusses strategies for managing risks amidst geopolitical uncertainties and how UEM plans to continue its strong performance and dividend history in a volatile market.
2025-04-2325 minThe Money Marketing PodcastIn Conversation With... Andrew Tully: Navigating Inheritance Tax Changes in 2025In this episode of In Conversation With..., host Kimberley Dondo is joined by Andrew Tully, Technical Services Director at Nucleus Financial, to unpack the proposed changes to Inheritance Tax (IHT) and their far-reaching implications. From navigating potential reforms to identifying key client groups and avoiding common planning pitfalls, Andrew shares expert insights and actionable strategies for advisers preparing for what’s ahead in 2025.
Whether you're looking to refine your IHT advice or get ahead of policy shifts, this episode is not to be missed.
2025-04-1621 minThe Money Marketing PodcastProtection and Pensions Series: Navigating NI Hikes, Pension Changes and What Advisers Need to KnowIn this episode of the Money Marketing Podcast: Protection and Pensions series in association with Royal London, Kimberley Dondo is joined by Justin Corliss and Fiona Hanrahan from Royal London’s technical team. They unpack the far-reaching implications of the April 2025 changes to employer national insurance, explore how salary exchange could ease the burden, and clarify key updates around the abolition of the lifetime allowance and upcoming IHT changes for pensions.
Whether you're an adviser looking to help clients stay ahead of tax and regulatory changes or wanting to sharpen your understanding of pension death benefits and IH...2025-04-1419 minThe Money Marketing PodcastIn Conversation With... Bryn Jones: A Fixed Income Outlook Rooted in Experience and Environmental InsightIn this episode of In Conversation With..., host Kimberley Dondo sits down with Bryn Jones, Head of Fixed Income at Rathbones, to unpack the 2025 fixed income landscape. With two decades at the helm, Bryn reflects on market evolution, shares how his geography background and "Anthropocene" approach inform his strategy, and explores the growing role of sustainable bonds. Tune in as he offers timely advice for advisers navigating volatility, biodiversity risk, and client impact goals.
2025-04-0920 minThe Money Marketing PodcastIn Conversation With... Mark Sanderson: Supporting Clients Through BereavementIn this episode of In Conversation With..., host Kimberley Dondo speaks with Mark Sanderson, Managing Director at Morningstar Wealth, about the vital role financial advisers play in supporting bereaved clients. From balancing empathy with professionalism to simplifying probate and ensuring FCA compliance, Mark shares insights on navigating these sensitive conversations.
2025-04-0220 minThe Money Marketing PodcastWeekend Essay: On the hunt for long-lost assetsThis 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:
2025-03-2806 minThe Money Marketing PodcastMoney Marketing Podcast: Statement or just Chat?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.
2025-03-2625 minThe Money Marketing PodcastIn Conversation With... Miranda Seath: Shaping an Inclusive Future for UK SaversIn 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.
2025-03-2638 minThe Money Marketing PodcastWeekend Essay: Frankie Dettori and his finances are a lesson to us allIn 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.
Listen now:
2025-03-2107 minThe Money Marketing PodcastIn Conversation With... Tom Ham & Hayley Rabbets: Shaping the Future of Financial AdviceIn 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.
Listen now:
2025-03-1940 minThe Money Marketing PodcastWeekend Essay: IWD stands for nothing unless certain attitudes changeIn 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:
2025-03-1407 minThe Money Marketing PodcastIn Conversation With... Mark Devlin: Navigating Tax Year-End StrategiesWith 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.
2025-03-1221 minThe Money Marketing PodcastIn Conversation With… Yasmina Siadatan: Technology’s Impact on the Gender Investment GapAhead 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.
2025-03-0537 minThe Money Marketing PodcastWeekend Essay: Maybe a financial coach can help change my money mindsetIn 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:
2025-02-2806 minThe Money Marketing PodcastIn Conversation With... Dan Boardman-Weston: Investing Beyond the AI Hype and Market ShiftsIn 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:
2025-02-2529 minThe Money Marketing PodcastWeekend Essay: Why I’m torn over the right for cancer survivors to be forgottenIn this thought-provoking Weekend Essay, Amanda explores the complexities of the ‘right to be forgotten’ for cancer survivors applying for insurance. Should cancer survivors disclose past diagnoses, or should they be allowed to move forward without repercussions? Join Amanda as she reflects on the emotional and ethical challenges in balancing fairness and risk in the financial services industry.
2025-02-2107 minThe Money Marketing PodcastIn Conversation With… Andy O’Regan: The Future of CDC PensionsIn this episode of In Conversation With…, host Kimberley Dondo is joined by Andy O’Regan, Chief Client Strategy Officer at TPT Retirement Solutions, to break down Collective Defined Contribution (CDC) pensions. They explore how CDCs compare to traditional schemes, their advantages and challenges, and what advisers need to know about the evolving regulatory landscape. Could CDCs reshape the future of retirement planning?
2025-02-1823 minThe Money Marketing PodcastWeekend Essay: Love is in the air, not in the walletLove may be priceless, but Valentine's Day isn't! In this Weekend Essay, Tom Browne explores the financial side of romance—why big spending doesn’t equal big love and how thoughtful gestures can mean more than a lavish gift. Is love really in the air, or just in the budget?
2025-02-1405 minThe Money Marketing PodcastIn Conversation With... Anick Sharma on Transparent Fees & Evidence-Based Financial AdviceIn this episode of In Conversation With..., Kimberley Dondo speaks with Anick Sharma, Certified Financial Planner and Director at Videre. Anick shares his journey into financial advice, what makes Videre’s approach unique, and how the Verve Foundation’s Adviser Incubator has shaped his path. They discuss the importance of transparent fees, evidence-based solutions, and how financial planning should be about more than just selling products—it’s about helping clients live their best lives.
2025-02-1124 minThe Money Marketing PodcastWeekend Essay: Financial advisers should reassess their stance on cryptoIn this Weekend Essay, Momodou Musa Touray urges financial advisers to reconsider their stance on cryptocurrency. With crypto going mainstream, more people are investing and the FCA is developing regulations for the market. While crypto remains a high-risk asset, it also offers significant growth potential. Momodou explores the rise of crypto, the global regulatory shifts, and how advisers can prepare for a new generation of clients and navigate the complexities of crypto investments. Should advisers continue to dismiss crypto, or is it time to take a closer look?
2025-02-0706 minThe Money Marketing PodcastIn Conversation With Will Fraser-Allen: How to Capitalise on VCTs in 2025In the latest In Conversation With episode, Kimberley Dondo sits down with Will Fraser-Allen, Managing Partner of Albion Capital, to explore the evolving world of venture capital trusts (VCTs). From his journey in the VC sector to the key trends shaping the 2025 market outlook, Will shares invaluable insights on macroeconomic influences, fundraising challenges, and compelling opportunities for advisers. Whether you're navigating portfolio diversification or preparing for industry shifts, this conversation is packed with actionable advice and forward-thinking strategies. Listen now:
2025-02-0532 minThe Money Marketing PodcastMM Talks: 2025 Financial Trends, Challenges, and Adviser InsightsWelcome to the first MM Talks episode of 2025! Join Kimberley Dondo, Lois Vallely, and Dan Cooper as they dive into the financial trends and surprises shaping the new year. From the most defining moments for advisers to the curveballs of 2024 and how they’ll impact the year ahead, this episode is packed with insights. Plus, discover the news stories advisers can’t afford to miss.
2025-02-0346 minThe Money Marketing PodcastWeekend Essay: Should Wall Street be worried about DeepSeek?The arrival of Chinese AI start-up DeepSeek has shaken the markets, raising questions about the dominance of Big Tech and the sustainability of AI investment. With NVIDIA suffering the largest single-day market loss in history, is this a turning point for the industry or just short-term volatility?
In this Weekend Essay, Dan Cooper explores the implications for investors and what lies ahead for AI-driven markets.
2025-01-3107 minThe Money Marketing PodcastIn Conversation With Sam Grice: Bringing Death to Life and Redefining Legacy PlanningIn this episode of In Conversation With..., Kimberley Dondo is joined by Sam Grice, Founder & CEO of Octopus Legacy. They discuss the story behind the founding of Octopus Legacy, how personal experiences shaped its vision, and the importance of addressing death and legacy planning for individuals and families. Sam explains the platform’s role in supporting the bereavement process, common misconceptions about planning for death, and the concept of "bringing death to life" in financial planning. The conversation also explores practical steps for advisers, how Octopus Legacy differentiates itself in the market, and the role of financial advisers in fac...2025-01-2920 minThe Money Marketing PodcastWeekend Essay: How to invest like Warren BuffettWarren Buffett's journey from a paperboy to one of the most celebrated investors of all time is nothing short of extraordinary. In this Weekend Essay, Chief Reporter Lois Vallely takes us through the principles that define the “Oracle of Omaha’s” success, including his focus on proven businesses, strong management, and disciplined, long-term investing strategies.
Listen now:
2025-01-2408 minThe Money Marketing PodcastIn Conversation With... Sarah Coles, head of cyber and resilience, ParmenionIn this episode of In Conversation With, host Lois Vallely sits down with Sarah Coles, head of cyber and resilience at Parmenion, to explore the growing landscape of cybersecurity threats and practical defences.
Coles draws on over a decade of experience to talk about the alarming rise in cyberattacks targeting businesses of all sizes, fuelled by automated bots and evolving tactics like phishing, malicious websites, and ransomware.
She urges advice business owners to implement layered security measures, such as multi-factor authentication, strong password practices with password managers, and regular system updates.
The conversation...2025-01-2224 minThe Money Marketing PodcastWeekend Essay: Could we really change the world?In this week's Weekend Essay episode, Amanda Newman Smith reflects on hope, generosity, and George Kinder’s vision for trustworthy institutions. Can we rise above self-interest to create lasting change?
Listen now:
2025-01-1707 minThe Money Marketing PodcastIn Conversation With... Madeleine Debney: AI as an Adviser’s Co-PilotIn this episode, Kim Dondo chats with Madeleine Debney, Co-Founder of Otto, about her shift from asset management to developing an AI-powered platform for wealth managers. They discuss how Otto supports advisers by streamlining workflows, automating tasks like fact finds and suitability reports, and enhancing client relationships.
Madeleine also shares insights into Otto’s evolution, its approach to compliance, and her vision for the role of AI in financial services.
2025-01-1529 minThe Money Marketing PodcastIn Conversation With… Vanguard Experts on Cognitive Decline and Client WealthIn this episode of In Conversation With..., Kimberley Dondo speaks with Vanguard’s Sebastian Lewis and Anna Madamba about a critical but often overlooked topic: cognitive decline in clients. Together, they explore how financial advisers can recognise early signs, address the risks of wealth loss, and navigate sensitive conversations with clients and their families. They also share practical steps for preparation, insights into generational perspectives, and ways to safeguard vulnerable individuals from financial exploitation. This thought-provoking discussion highlights the evolving role of advisers in supporting clients through one of life’s most challenging transitions.
2025-01-0851 minThe Money Marketing PodcastEnd of Year Podcast 2024As 2024 wraps up, the Money Marketing editorial team reflects on the year's biggest stories, key trends, and the lessons that will shape the industry in 2025. Don't miss this insightful and engaging roundup—listen now:
2024-12-2753 minThe Money Marketing PodcastIn Conversation With... Rohit Vaish & Amal Jolly: Revolutionising Wealth Management with Saturn AIIn this episode of In Conversation With..., Kimberley Dondo, Digital Content Manager, is joined by Rohit Vaish, President & Co-founder, and Amal Jolly, CEO of Saturn AI. They explore how Saturn AI is transforming wealth management by streamlining operations, enhancing compliance, and maximising underutilised data.
Discover how this cutting-edge platform automates processes, simplifies back-office systems, and delivers a “single source of truth” for financial advisers. Rohit and Amal also share insights into AI advancements, data security, and Saturn’s forward-looking vision for the industry.
2024-12-1825 minThe Money Marketing PodcastWeekend Essay: The spiralling cost of Christmas is getting ridiculousIn this Weekend Essay, our chief reporter, Lois Vallely, explores how the pressure to spend big during the festive season has reached staggering new heights. From rising stamp prices to the soaring cost of Christmas dinner, she asks: have we lost sight of what really matters? Listen now:
2024-12-1306 minThe Money Marketing PodcastIn Conversation With… Industry Leaders on the Impact of Consumer DutyIn this episode of ‘In Conversation With…’, editor Tom Browne discusses the implications of the Consumer Duty with Vanessa Riboloni of the Chartered Insurance Institute (CII), Natalie Holt of The Lang Cat, Tracy Vegro of the Chartered Institute for Securities & Investment (CISI) and Keith Richards of the Consumer Duty Alliance.
Among the topics explored are industry reactions, shifts in culture, client expectations, fair value, unintended consequences and what might happen in the future.
2024-12-1139 minThe Money Marketing PodcastWeekend Essay: No one wants to go back to the days before flexible workingIn this week's Weekend Essay, Momodou Musa Touray reflects on the lasting changes flexible working has brought since the pandemic. With hybrid work now a key factor in job selection and campaigns for shorter working days gaining momentum, the shift towards better work-life balance is undeniable. But are we ready to fully embrace this new world of work? Tune in to hear insights on how flexible working is revolutionising the workplace and why it’s here to stay.
2024-12-0606 minThe Money Marketing PodcastIn Conversation With… Kate Rainbow: Navigating Consumer Duty ComplianceIn this episode of In Conversation With…, Kimberley Dondo speaks with Kate Rainbow, Head of Key Accounts at Hymans Robertson Investment Services. They discuss how Consumer Duty is reshaping the advice industry, from the rise of outsourcing to ensure sustainable income to understanding the manufacturer versus distributor distinction. Kate also explains the importance of scenario testing, evidencing value for money, and ongoing compliance strategies.
Listen now to discover how firms can adapt and thrive under the new regulations.
2024-12-0426 minThe Money Marketing PodcastWeekend Essay: Looking past assumptions during Disability History MonthIn this week’s Weekend Essay, Amanda Newman Smith reflects on Disability History Month, exploring assumptions about people and how these can shape perspectives. From her personal anecdotes to insights from the ITV show Unfiltered Women, Amanda highlights the importance of listening to diverse voices. What can we learn by looking past first impressions? Tune in to this thought-provoking episode for a deeper understanding of empathy, resilience, and inclusion.
2024-11-2907 minThe Money Marketing PodcastIn Conversation With... Matt Evans: Sustainable Opportunities in UK EquitiesJoin host Kimberley Dondo on In Conversation With... as she interviews Matt Evans, Portfolio Manager for Ninety One’s UK Sustainable Equity Fund. They discuss the compelling case for UK equities, market trends, the evolving IPO landscape, and how sustainability drives value. Learn how the GB ISA could reshape investment and why top holdings like AstraZeneca and Unilever are central to the fund’s strategy.
Tune in now:
2024-11-2718 minThe Money Marketing PodcastWeekend Essay: Is ‘sorry’ really the hardest word?In this Weekend Essay, Tom Browne reflects on the art of apologising in financial services, spotlighting recent cases from Aegon UK and the PFS. He examines why some apologies resonate while others fall flat, the fine line between sincerity and damage control, and why saying sorry can be a powerful act of strength.
Listen now:
2024-11-2206 minThe Money Marketing PodcastIn Conversation With Roderic Rennison: Navigating Post-Budget Deals in Financial AdviceIn this podcast, editor Tom Browne is joined by Roderic Rennison, founder and partner of Catalyst Partners and Money Marketing columnist, to discuss buying, selling and consolidation post-Budget in the financial advice space.
Among the topics discussed are changes to business asset disposal relief (BADR), the attractiveness of the UK to private equity (PE) firms, and why “the tax tail should not wag the deal dog”.
2024-11-2017 minThe Money Marketing PodcastWeekend Essay: We need to have those difficult conversations about deathIn this deeply personal episode, Dan Cooper reflects on the recent loss of his beloved grandfather and the lessons it taught him about having those difficult but vital conversations about death.
From inheritance planning to creating a will, Dan shares why discussing end-of-life wishes is an act of love and how it can bring peace of mind to families during challenging times. Listen now:
2024-11-1507 minThe Money Marketing PodcastIn Conversation With... Catriona McInally: Navigating Market Volatility and Prioritising Long-Term Investment StrategiesKimberley Dondo, digital content manager at Money Marketing, chats with Catriona McInally, Investment Specialist at M&G Wealth, about the complexities of long-term investing in today's market. They explore how advisers can guide clients through volatility, prioritise "real" returns over short-term gains, and adapt strategies in a changing investment landscape.
Tune in for valuable insights on empowering clients to achieve their long-term financial goals.
2024-11-1341 minThe Money Marketing PodcastWeekend Essay: What lessons should the media learn from the US election and the UK Budget?In this week's Weekend Essay, Tom Browne reflects on what lessons the media can learn from the US election results and the UK Budget. From over-sensationalising political outcomes to the dangers of guessing in the absence of solid policies, Tom discusses how a more informed, sober approach is needed in today's media landscape. Should the media focus less on polarisation and more on understanding voter behaviour? Tune in to find out.
2024-11-0807 minThe Money Marketing PodcastPensions and Protection Podcast: Why Income Protection Matters for ClientsJoin Digital Content Manager Kimberley Dondo as she speaks with Shelley Read, Senior Protection Technical Manager at Royal London, on everything income protection (IP). Shelley answers key questions: What exactly is IP? Why is it critical for financial resilience? And how can advisers ensure clients are properly covered? From navigating underwriting to understanding client needs, this episode covers practical guidance for advisers on IP and reducing the risk of unpaid claims. In association with Royal London, tune in to explore how IP can safeguard lifestyles against income loss.
And if you’d like any further resources or su...2024-11-0614 minThe Money Marketing PodcastWeekend Essay: Reflecting on my first year at Money MarketingIn this week's Weekend Essay, news editor Dan Cooper shares his incredible journey over the past year at Money Marketing. From breaking major news stories to navigating the fast-paced world of finance, Dan reflects on personal highlights, challenges, and lessons learned along the way. Discover his thoughts on the sector's future and the exciting opportunities ahead.
Tune in now:
2024-11-0107 minThe Money Marketing PodcastAutumn Budget 2024Chancellor Rachel Reeves' first Budget as chancellor was one of the most anticipated in recent history. And there are no shortage of talking points, from rises in capital gains tax and national insurance contributions for employers to pensions being brought into the scope of inheritance tax. To discuss this and more, editor Tom Browne is joined by Ian Cook from Quilter Cheviot, Chris Jones from Dynamic Planner and Patrick Ingram from Parmenion.
2024-10-3034 minThe Money Marketing PodcastIn Conversation With... Zoë Dagless: From Adviser to Entrepreneur in Financial PlanningIn this episode of In Conversation With..., host Kimberley Dondo sits down with Zoë Dagless, Director & Chartered Financial Planner at Meliora Financial Planning, to explore her inspiring journey from financial adviser to founder. Zoë shares her pivotal experiences within The Verve Foundation's Adviser Incubator, revealing the support, mentorship, and key insights that empowered her leap into entrepreneurship. From initial apprehensions to ‘aha’ moments, personal growth, and future ambitions, Zoë offers valuable advice for any financial professional considering their own entrepreneurial path. Tune in for an honest look at what it takes to build a purposeful, client-centred financial firm.
2024-10-3029 minThe Money Marketing PodcastWeekend Essay: Are people doing enough to protect themselves from scams?In this Weekend Essay episode, Momodou Musa Touray dives deep into the growing issue of scams. With more people falling victim to fraud every day, he shares personal stories and alarming statistics, highlighting that scams can ensnare even the savviest individuals.
As we recognise Scams Awareness Week, it's time to examine how prepared we really are to protect ourselves. Are you doing enough to guard against these threats? Tune in to find out!
2024-10-2507 minThe Money Marketing PodcastIn Conversation With... Jordan Sriharan: Navigating Turbulent Waters - A Market Outlook and Strategies for Financial AdvisersJoin Kimberley Dondo, Digital Content Manager at Money Marketing, as she sits down with Jordan Sriharan, Fund Manager at Canada Life Asset Management, for a critical discussion on navigating the current market landscape.
In this episode, Jordan delves into the evolving economic outlook, highlighting key adjustments to his original projections in light of recent developments. We'll examine the impact of global trends on the UK market and explore strategies for mitigating risk in this uncertain environment.
This conversation offers valuable insights for financial advisors looking to:
Understand the significance of global economic trends...2024-10-2327 minThe Money Marketing PodcastMM Talks Episode 3: FCA Consolidation, Budget Predictions, and Spooky Finance StoriesJoin Kimberley Dondo, Lois Vallely and Tom Browne from the Money Marketing team for the third episode of MM Talks! This episode explores the FCA’s consolidation review, and speculation of the upcoming budget’s impact on financial advisers, and shares chillingly true finance horror stories from the internet! Listen now:
2024-10-2140 minThe Money Marketing PodcastWeekend Essay: Maintaining old clients while bringing in the new
In this episode of The Weekend Essay, Amanda Newman Smith discusses the challenge of balancing old clients while attracting new ones. She compares the marketing of The Cure’s new album with the financial advice industry, noting the importance of evolving without losing loyal customers. Amanda also highlights the difficulties young advisers face entering the field, as firms often hesitate to hire them due to their limited experience. She argues that supporting younger talent is crucial for the future of the profession and maintaining a healthy client base. Listen now:
2024-10-1807 minThe Money Marketing PodcastIn Conversation With... Julie Greenwood & Hayley Rabbets: Bridging the Advice Gap through CollaborationIn this episode of In Conversation With..., host Kimberley Dondo chats with Julie Greenwood from Octopus Money and Hayley Rabbets from The Verve Foundation about closing the advice gap through industry collaboration. They discuss achieving tangible outcomes, balancing altruism with commercial goals, and why a family-centric approach is key to modern financial advice. Learn how these partnerships can shape the future of financial education and inclusion.
2024-10-1651 minThe Money Marketing PodcastWeekend Essay: Beware, the cyber hackers are comingIn this episode of the Weekend Essay podcast, Lois Vallely recounts her experience with a recent email hack and discusses the growing prevalence of phishing scams. She highlights the vulnerabilities financial firms face and shares practical advice on protecting sensitive information better. Join Lois as she emphasizes the importance of being aware of cyber risks and adopting proactive measures to ensure cybersecurity in both personal and professional settings. Listen now:
2024-10-1107 minThe Money Marketing PodcastIn Conversation With... William Marshall: Retirement Realities & Investment InsightsIn this episode of In Conversation With..., Kimberley Dondo talks with William Marshall, CIO and Head of Wealth Investment at Hymans Robertson Investment Services. They dive into key topics like sequencing risk, debunking longevity myths, and how Hymans Robertson's holistic approach supports clients in retirement. William also addresses how the Consumer Duty has shaped the focus on value for money, the balance between passive and active investing, and the role of factor investing in portfolio design. Tune in for essential insights on navigating the current market and regulatory landscape.
2024-10-0937 minThe Money Marketing PodcastWeekend Essay: Confronting our biggest fear – public speakingIn this week's Weekend Essay, editor Tom Browne dives into one of our biggest fears: public speaking. From awkward job interviews to addressing packed rooms, Tom reflects on his journey from shyness to confidence, and how mastering public speaking can be a game-changer in both personal and professional life. Tune in now:
2024-10-0405 minThe Money Marketing PodcastIn Conversation With... Jo Wall: From Corporate Climb to Joyful WealthJoin Kimberley Dondo in conversation with Jo Wall, Founder of Joyful Wealth, who shares her inspiring journey to becoming a successful entrepreneur with the help of the Verve Foundation's incubator program. Discover how Jo launched her own firm and how she believes financial advice and coaching can empower clients. Tune in now:
2024-10-0242 minThe Money Marketing PodcastWeekend Essay: CFDs in football – the ugly side to the beautiful gameIn this week’s Weekend Essay, Dan Cooper dives into the growing trend of football clubs partnering with high-risk CFD trading firms. Are clubs prioritising profit over fans? Should there be better regulation to protect supporters from risky financial products? Tune in as we explore the dark side of the beautiful game and its sponsorship deals.
Listen now!
2024-09-2707 minThe Money Marketing PodcastIn Conversation With Rory Albon: Financial Planning for a Secure FutureIn this In Conversation With... episode, Kimberley Dondo chats with Rory Albon, founder of Albon Financial Planning. Rory shares his journey to launch his firm and his approach to investment optimisation, retirement planning, and financial well-being. He offers insights into balancing saving and investing, managing tax efficiency, and safeguarding assets through tailored insurance solutions. Rory also discusses his vision for his firm's future and offers invaluable advice for fellow financial advisers looking to start their businesses. Tune in now:
2024-09-2539 minThe Money Marketing PodcastWeekend Essay: The art of putting things rightIn this Weekend Essay, Amanda Newman Smith shares a personal story highlighting the importance of excellent customer service, especially when dealing with vulnerable clients. She contrasts negative experiences with a paint company and a clock supplier against a positive resolution with NatWest bank when assisting her elderly mother. This episode underscores the significance of empathy, clear communication, and proactive problem-solving in building trust and loyalty.
2024-09-2006 minThe Money Marketing PodcastIn Conversation With Rachel Edwards: A Financial Planner's Journey to Building Her Own FirmJoin Kimberley Dondo in conversation with Rachel Edwards, a Financial Planner who took the leap from a successful career to launch her own firm. Hear about Rachel's inspiring journey through The Verve Foundation's Adviser Incubator, the "aha" moments that solidified her entrepreneurial path, and the valuable lessons she learned along the way. Gain insights into the challenges and triumphs of building a business in the financial advice industry, and discover how Rachel's firm is uniquely positioned to address the pressing needs of today's clients. Listen now:
2024-09-1823 minThe Money Marketing PodcastIn Conversation With... James Tucker, founder and chief executive, Twenty7tecIn this episode of In Conversation With… James Tucker, founder and CEO of Twenty7Tec, talks to host Lois Vallely about his journey in the mortgage and wealth tech space.
They discuss the challenges of scaling tech businesses and the evolving customer expectations, especially among younger generations, who demand seamless, technology-driven experiences.
Tucker believes that the industry’s disjointed tech landscape needs better integration to serve advisers and customers more effectively.
He also talks about the recent £16.5m investment from BGF, to help Twenty7tec expand its services and talent to drive...2024-09-1120 minThe Money Marketing PodcastRising Star in Financial Advice: Sebastian Field’s Award-Winning JourneyIn this episode of the Money Marketing Awards podcast, Kimberley Dondo sits down with Sebastian Field, Associate Financial Planner at Attivo and winner of the Financial Adviser 2B category at the 2023 Money Marketing Awards.
Sebastian shares actionable tips for those starting out, from building essential skills to forging valuable industry connections. Whether you're a student, a career-changer, or simply curious about the field, this episode provides a wealth of insights to help you navigate your own path to success.
2024-09-0934 minThe Money Marketing PodcastWeekend Essay: My financial red flagsIn this Weekend Essay, Lois Vallely explores her own financial red flags and how they might impact relationships. From keeping finances separate to the importance of financial transparency, Lois delves into how money habits can influence our personal lives. Discover the surprising results from Ford Money's survey and why discussing finances openly can be crucial for future stability. Tune in to hear more:
2024-09-0606 minThe Money Marketing PodcastIn Conversation With... Tom Hegarty, managing director, M&G Wealth AdviceIn this episode of In Conversation With… M&G Wealth Advice managing director Tom Hegarty and Money Marketing chief reporter Lois Vallely talk about the sharp decline in the number of UK financial advisers, from over 200,000 in the 1980s to just over 31,000 today.
To address these challenges, Hegarty highlights several initiatives aimed at attracting new talent to the profession. He discusses the role of academies and apprenticeships, as well as initiatives like Future Financial Adviser and the New Talent Alliance, in providing training and development opportunities for aspiring financial advisers.
He also stresses the importance of...2024-09-0439 minThe Money Marketing PodcastNurturing the Next Generation: Insights from SJP's Financial Adviser AcademyJoin us for a special episode of the Money Marketing Podcast as we delve into the world of adviser development with Gee Footit, Senior Manager - Partnerships at St. James's Place Financial Adviser Academy, the proud winners of the 'Best Adviser Academy' award at the 2023 Money Marketing Awards. Discover the secrets behind their success, gain insights into their innovative curriculum and mentorship programs, and explore the future of financial advice with this inspiring conversation. Tune in to learn how the St. James's Place Financial Adviser Academy is shaping the next generation of financial advisers and empowering them to make...2024-09-0225 minThe Money Marketing PodcastWeekend Essay: Is Oasis really mad for it?In this Weekend Essay, Tom Browne takes a nostalgic yet cynical look at the Oasis reunion, questioning the motives behind it and whether the band can recapture their former glory. Join us as we delve into the complexities of Britpop nostalgia, the economics of reunions, and the unanswered questions surrounding this highly anticipated comeback. Can Oasis still deliver the magic, or is this just a cynical cash grab? Tune in to find out!
2024-08-3006 minThe Money Marketing PodcastIn Conversation With... James Wallis: From Incubator to EntrepreneurIn this episode of In Conversation With..., embark on an inspiring journey with host Kimberley Dondo and guest James Wallis, Founder & Chartered Financial Planner at Aristotle Financial Planning as he shares his transformation from financial professional to successful entrepreneur. Discover the key moments that ignited his passion for starting his own firm, the invaluable support he received from The Verve Foundation's Adviser Incubator, and the practical strategies he implemented to navigate the challenges of entrepreneurship.
2024-08-2828 minThe Money Marketing PodcastTrue Potential's Award-Winning Retirement StrategiesIn this special episode of the Money Marketing podcast, we sit down with Jamie Sexton, Director of Client Servicing at True Potential, the proud recipient of the Best Retirement Advice Firm award at the 2023 Money Marketing Awards. Discover the secrets behind their client-centric approach, innovative strategies, and commitment to empowering retirees to achieve their financial dreams. Gain valuable insights into industry trends, the future of retirement planning, and the importance of building strong partnerships with clients. Whether you're an industry professional or an individual planning for your own retirement, this episode is packed with actionable advice and inspiration. Tune...2024-08-2623 minThe Money Marketing PodcastWeekend Essay: We’re not going on a… summer holidayIn his Weekend’s Essay, Dan Cooper takes a hard look at the reality of summer holidays in 2024. With skyrocketing costs and post-Covid price hikes, many families are finding that a sunny getaway is simply out of reach. Dan questions the fairness of rising fines for term-time absences while holiday providers continue to push prices higher. Is it time to rethink the way we approach family holidays? Tune in now:
2024-08-2308 minThe Money Marketing PodcastIn Conversation With... Cathy Brennan: Building a Financial Firm with Vision and SupportIn this In Conversation With... episode, Kimberley Dondo as she talks with Cathy Brennan, Senior Financial Planner at Knightsbridge Wealth Management, about her transition from adviser to business owner. Cathy shares her experiences with The Verve Foundation's Adviser Incubator and discusses the importance of setting boundaries with herself and clients, embracing authenticity, and finding her niche. Listen now:
2024-08-2139 minThe Money Marketing PodcastAward-Winning Strategies: Scott Daniels on Leading Paraplanning InnovationsJoin us on this episode of The Money Marketing Awards Podcast as we chat with Scott Daniels, Co-Founder of PLUS Group, about their award-winning paraplanning service. Discover what sets their service apart, how they deliver exceptional value to financial advisors, and their insights on future industry trends. Tune in to hear Scott’s thoughts on industry awards, technology adoption, and how they’re shaping the future of paraplanning.
Don't miss this year's awards and book your table now!
2024-08-1926 minThe Money Marketing PodcastWeekend Essay: When ‘what’s mine is yours’ goes wrongIn her Weekend Essay, Kimberley Dondo delves into a cautionary tale from Reddit about how one couple’s financial secrets nearly derailed their future. Discover why open communication and professional advice are essential in relationships, especially when money is involved.
Listen now: Weekend Essay: When ‘what’s mine is yours’ goes wrong.
2024-08-1606 minThe Money Marketing PodcastIn Conversation With... Oli Brown: Unlocking Growth Opportunities in the UKIn this episode of In Conversation With..., host Kimberley Dondo sits down with Oli Brown, Investment Director at RC Brown Investment Management, to explore why the UK market is entering a prime period for investment. They discuss the resurgence of IPOs and fundraising, the potential growth in the AIM market, and how investors can leverage these opportunities for long-term gains. Oli also shares insights on inheritance tax planning and how advisors can guide their clients in navigating this dynamic landscape.
2024-08-1421 minThe Money Marketing PodcastDriving Change: Hayley Rabbets on Philanthropy in FinanceIn this episode of the Money Marketing Awards Podcast, host Kimberley Dondo sits down with Hayley Rabbets, Head of the Verve Foundation and winner of the 2023 Charity Champion of the Year award. Hayley shares the journey that led to her organization's recognition, highlighting key initiatives and the essential factors behind their success. The discussion also explores the future of social responsibility in financial services, the role of technology in charitable giving, and how industry recognition can inspire excellence. Tune in to learn how Hayley and her team are making a real difference in the sector.
2024-08-1222 minThe Money Marketing PodcastWeekend Essay: The subtle art of naming fundsIn this Weekend Essay episode, Lois Vallely delves into the often overlooked world of fund naming. Inspired by her childhood love of naming pets, she contrasts the creativity in naming animals with the rigid, sometimes dull world of investment fund names. Vallely explores why fund names are often so plain, the role they play in investor decisions, and whether a touch of creativity could benefit—or confuse—the financial world. Tune in to discover why naming a fund might not be as fun as naming your cat, but is just as important.
2024-08-0906 minThe Money Marketing PodcastIn Conversation With... Phil Bray: Transforming Client EngagementIn this episode of "In Conversation With...", host Kimberley Dondo sits down with Phil Bray, Founder and Director of The Yardstick Agency. With nearly three decades in the financial services industry, Phil shares insights from his career journey, exploring how his diverse roles have shaped his understanding of the challenges and opportunities facing financial advisors today.
Phil discusses significant industry changes in marketing and client engagement, strategies for leveraging digital tools, and common marketing misconceptions. He also addresses current trends, including the impact of new regulations, technologies, and client expectations, as well as the cost-of-living c...2024-08-0732 minThe Money Marketing PodcastMM Talks Episode 2: Navigating Consumer Duty, Political Shifts, and Financial Well-beingJoin us for a jam-packed episode of MM Talks with Kimberley Dondo and Lois Vallely. We'll dissect the Consumer Duty's impact on financial advisors, break down the financial implications of Labour's recent win, and explore the latest industry trends. Plus, get valuable tips on managing financial stress and boosting well-being. Don't miss our "Financial Fails" segment for a laugh!
2024-08-0535 minThe Money Marketing PodcastWeekend Essay: Reflections on the death of a parentIn this heartfelt essay, Amanda Newman Smith reflects on the profound impact of losing her father 20 years ago, coinciding with the anniversary of Green Day's album "American Idiot." She shares her emotional journey through grief, the unexpected ways it shaped her life, and the importance of emotional support and financial planning during such times. Amanda discusses how her stepdad brought new experiences to her and her mother, the complexities of family dynamics after a loss, and the critical role advisers play in guiding clients through bereavement. Tune in now:
2024-08-0206 minThe Money Marketing PodcastIn Conversation With... Dr. Louis Williams: Consumer Duty and Vulnerable ClientsJoin host Kimberly Dondo in a compelling episode of "In Conversation With..." as she chats with Dr. Louis Williams, Head of Psychology & Behavioural Insights at Dynamic Planner. They explore the impact of Consumer Duty regulation on financial advisors, defining vulnerability, and identifying challenges in supporting vulnerable clients. Dr. Williams shares strategies for building trust, insights into the Financial Wellbeing profiler tool, and top recommendations for advisors. Concluding with future predictions for the financial advice landscape, this episode offers valuable expert advice and practical tips for better supporting vulnerable clients.
2024-07-3134 minThe Money Marketing PodcastWeekend Essay: The UK pension system is ripe for reformIn this episode, we dive into Momodou Musa Touray's latest essay on the urgent need for UK pension reform. With the Labour government's recent election victory, Chancellor Rachel Reeves has launched a landmark review aimed at fixing the broken pension system. We explore the proposed two-stage reform strategy, the potential for boosting pension pots by over £11,000, and the mixed reactions from the industry. Join us as we unpack the implications of these reforms and what they mean for the future of pensions in the UK.
Listen now:
2024-07-2606 minThe Money Marketing PodcastIn Conversation With... Rob Schwartz, Rob Bell and Scott Millar, co-founders, Finova MoneyIn this episode of In Conversation With, host Lois Valley chats to the three founders of Finova Money: Rob Schwartz, Rob Bell and Scott Millar. The business, which recently celebrated its first anniversary, was established to focus on client-centred financial planning. They talk about the importance of a client-centred approach, focusing on lifelong relationships and holistic financial planning rather than just managing money. They also discuss how the Financial Conduct Authority’s Consumer Duty is a positive development, which ensures they are delivering the best outcomes for their clients.
2024-07-2441 minThe Money Marketing PodcastWeekend Essay: Don’t worry Gareth, there’s always financial advice
In this weekend essay, Dan Cooper reflects on Gareth Southgate’s emotional resignation following another Euro final defeat. While Southgate's tenure ended without the long-sought trophy, Cooper humorously explores how Southgate's skills might translate to a new career in financial advice. From strategic planning and team leadership to maintaining integrity and resilience under pressure, Southgate's qualities could make him a strong fit for the finance world. Tune in for a thoughtful and light-hearted take on Southgate’s potential future beyond football.
2024-07-1907 minThe Money Marketing PodcastIn Conversation With... Tom Mathar, head of Aegon UK's Centre for Behavioural ResearchIn this episode of In Conversation With, host Lois Vallely welcomes Tom Mathar from Aegon UK's Centre for Behavioural Research. They talk about the three unprecedented challenges in financial wellbeing: increased longevity requiring more funds for longer lives, the shift of long-term financial planning responsibility from the state to individuals, and the complexity of multi-stage lives with multiple careers and transitions. Mathar also highlights the importance of financial advisers in understanding clients' values and emotions to enhance their financial wellbeing.
2024-07-1733 minThe Money Marketing PodcastIn Conversation With... Fotis Chatzimichalakis: Navigating the Future of Sustainable Investing
In this episode, host Kimberley Dondo chats with Fotis Chatzimichalakis of Impax Asset Management about shifts in sustainable investing, Impax’s strategy updates, and future predictions. Gain insights on advisor support and emerging market trends. Listen now:
2024-07-1020 minThe Money Marketing PodcastWeekend Essay: The election delugeJoin editor Tom Browne as he delves into the dramatic shift in the UK's political landscape following a historic election night. With Labour securing a staggering majority and the Conservatives facing a crushing defeat, Browne explores the implications of such a sweeping victory. Reflecting on past political landslides and their consequences, this essay provides a thoughtful analysis of what this means for the future of British politics. Tune in to understand the significance behind the numbers and the potential challenges ahead for Keir Starmer's new government.
Listen now:
2024-07-0505 minThe Money Marketing PodcastPensions and Protection Podcast: Navigating Investment Risks at Different Life StagesIn the third episode of Royal London’s pensions and protection podcast, Ken Scott, Head of Investment Solutions, discusses how advisers can balance insurance and investment to support their clients. He emphasizes the importance of insuring against uncertain events and planning for retirement, highlighting the benefits of starting early and using pound cost averaging to manage market volatility. Ken also talks about the importance of diversifying investments, transitioning to lower-risk options as retirement nears, and managing sequencing risk for a sustainable income. In later stages, he recommends considering annuities and long-term care insurance.
For more, visit adviser.ro...2024-07-0515 minThe Money Marketing PodcastIn Conversation With… John Canady: Navigating Philanthropy and Impact InvestingIn this episode of "In Conversation With...", host Kimberley Dondo sits down with John Canady, CEO of National Philanthropic Trust. Dive into the world of donor-advised funds and their impact on wealth management in the UK. Discover the evolution, benefits, and emerging trends in philanthropy, with a focus on sustainable and impact investing. John shares valuable insights and best practices for financial advisers to help clients align their philanthropic goals with their financial plans. Tune in for an enlightening discussion on the future of philanthropy and donor-advised funds:
2024-07-0327 minThe Money Marketing PodcastMonth in Review – June 2024Tune in to our latest Money Marketing podcast for a recap of June and a sneak peek at what's coming in our July issue. We also discuss what the Election could mean for financial advice. Don’t miss this special episode! Listen now: https://www.moneymarketing.co.uk/
2024-07-0145 minThe Money Marketing PodcastWeekend Essay: Will I have enough to retire on? Who knowsIn this weekend essay, Lois Vallely explores the uncertainties of retirement planning. Despite early pension contributions and financial guidance from her dad, she worries about having enough savings for a comfortable retirement. Vallely discusses various factors affecting retirement needs and highlights the conflicting advice on required pension pot sizes. Her reflections emphasise the anxiety many face when planning for the future, revealing the challenge of finding peace of mind amidst financial ambiguity.
2024-06-2805 minThe Money Marketing PodcastIn Conversation With…Tessa Lee, Managing Director at moneyinfoOn this episode of "In Conversation With...," host Kimberley Dondo sits down with Tessa Lee, Managing Director at moneyinfo, to dive into the findings from recent research by moneyinfo and Compeer. They explore the evolving digital landscape in financial advising, highlighting what high-net-worth investors now demand in digital services, the specific tools clients and advisers seek, and the biggest challenges advisers face in meeting these digital expectations. Tune in for insights on leveraging back-office digital tools, emerging trends, and future opportunities in financial advising.
2024-06-2634 minThe Money Marketing PodcastWeekend essay: Why the future is broader than ‘full fat’ advice and wealthy clientsIn this Weekend Essay, Amanda Newman Smith argues for inclusive financial advice, traditionally reserved for the wealthy. She highlights the need for scalable, tech-driven solutions and praises firms offering subscription-based services and detailed benefits research. Smith hopes regulatory changes will spur innovation, making financial advice accessible to a wider audience.
Tune in now:
2024-06-2107 min