Castuner

The Advice Show

Citywire

Exclusive interviews and lively chat with a diverse mix of figures from the financial planning profession, personal finance and financial services.

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Episodes

150 episodes

  1. What the FCA thinks about the future of AI in advice 14:23
  2. How Openwork’s DFM protects clients against equity market shocks 17:07
  3. How to support vulnerable clients and spot concerning signs 10:30
  4. Moneybox to launch new AI-led advice proposition 15:08
  5. Compliance risks, US PE and movements in the M&A market 20:56
  6. Three years on: How Finova Money built a fixed-fee business 35:59
  7. AML checks, choppy valuations and SJP exits 21:57
  8. Gary Abela: AI is putting pressure on advice valuations 29:15
  9. The Advice Show: Mike Ambery on the Pensions Commission 32:34
  10. The Advice Show: PWM’s Fiona Oliver 25:13
  11. The Advice Show: Chris Jones 33:20
  12. Platform One: We get excited about AI, implementation is a different story 28:00
  13. Hayley Rabbets: There's nowhere to put new advisers 31:54
  14. The risers and fallers in Citywire’s PE Leaderboard 27:56
  15. FCA director: We want consolidators to think about incentives 23:02
  16. Connor Broadley’s MD on picking the right tech for the £750m firm 33:16
  17. The Advice Show: Ben Hampton 28:23
  18. The Advice Show: Matthew Sinclair 28:00
  19. The Advice Show: Schroders 38:49
  20. The Advice Show: Sean Standerwick 38:12
  21. The Advice Show: Mike Ambery joins to discuss the Budget 32:24
  22. The Advice Show: Royal London's Jamie Jenkins 31:27
  23. Meet the CIO: Kevin Kidney, True Potential 33:58
  24. The Advice Show - Matthew Sinclair 29:30
  25. Meet the Advice CIO: Charlotte Watson, Attivo Investments 34:18
  26. Meet the CIO: Will Geffen, Wise Investments 31:44
  27. Catherine Foot from Standard Life 25:16
  28. 'Growing up in a hotel made us gravitate towards people': Ellis sisters join the Advice Show from Gleneagles 31:18
  29. The Advice Show: Dominic Rose of MKC Wealth 31:57
  30. Scott Gallacher - NMA top 100 28:51
  31. SJP CEO Mark FitzPatrick interview in full 46:01
  32. Top 100 NMA: Kevin Wood of Watson Wood and Sillars 32:23
  33. Cash ISAs, private market pensions and PE Leaderboard 30:11
  34. Top 100 interviews: Gavid Wood of Beckett Investment Management 27:49
  35. SJP’s new charges and changing funds lineup under the microscope 25:41
  36. Top 100 interviews: Simon Glazier of Stewardship Wealth 25:48
  37. Petronella West, CEO of Investment Quorum: Building a resilient business has been key to success 25:11
  38. Panel: Growing your business in the digital age 48:17
  39. What advice consolidators’ £3.4bn of debt is paying for 29:05
  40. How Columbia Threadneedle Investments delivers active investing at low cost 27:54
  41. Platforms need to work with advisers 23:00
  42. Advisers just want platforms to work 23:00
  43. Inside the performance of the 10 largest MPS providers 29:42
  44. The Advice Show, with Mike Ambery 30:05
  45. How DAFs can offer value add for advisers 22:44
  46. The government has staked its reputation on this Budget, the country needs it to work 36:33
  47. 'Eight times the energy of a Google search': How one manager backs ChatGPT 25:23
  48. Tom Selby: Industry needs speculation and uncertainty to end at the Budget 25:27
  49. How platforms can up their game on transfers 14:14
  50. Barry Horner: The advice profession is not a profession 35:35