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Each week we discuss the biggest stories and issues with a range of guests from across the financial services sector.

New Model Adviser Podcast Citywire

    • Näringsliv

Each week we discuss the biggest stories and issues with a range of guests from across the financial services sector.

    The Nationals Enquirer: a consolidator comes clean over M&A woes

    The Nationals Enquirer: a consolidator comes clean over M&A woes

    NMA reporter James Fitzgerald hosts a special podcast continuing his work on our new column The Nationals Enquirer, which looks at the plight of national advice businesses in a world of increased scrutiny.

    • 41 min
    'Trying our hardest wasn't enough' Lessons in self-improvement with Alfie Mullan & Jo Little

    'Trying our hardest wasn't enough' Lessons in self-improvement with Alfie Mullan & Jo Little

    This was one of our favourite podcasts to record. Alfie Mullan and Jo Little provided a brilliantly frank and honest account of their struggles and successes in running a business, as well as the strain this can put on mental health. On this theme, we talk about attitudes towards mental wellbeing, therapy, and how stigma and misconceptions could prevent us from achieving our best results.

    • 41 min
    'I’m an asset liability matcher': our asset allocation podcast special

    'I’m an asset liability matcher': our asset allocation podcast special

    NMA editor Will Robins is joined by PlanPlus Global director Paul Resnik for a special episode as part of our asset allocation special.

    • 44 min
    Preparing for IR35: ‘Advice is a lot less costly than an HMRC investigation'

    Preparing for IR35: ‘Advice is a lot less costly than an HMRC investigation'

    Laura Purkess makes her podcast debut in a bumper podcast on the IR35 rules.

    • 21 min
    Christmas Special! AJ Bell joins NMA for 2019 review

    Christmas Special! AJ Bell joins NMA for 2019 review

    AJ Bell's Tom Selby joined New Model Adviser's Ollie Smith, Laura Purkess and James Fitzgerald for a big fat review of the year. They kick off with a bumper edition of Ollie's famous pub quiz. Play along at home!

    Then the team get stuck in, debating their pick of the most important stories of the year: state pension policy, DB transfers, the NHS annual allowance taper crisis and, er, Cricket.

    There was also time talk about some non financial services developments too. Pour yourself a mulled wine, grab a mince pie, sit back and enjoy. Have a very merry Christmas and a happy New Year.

    • 37 min
    ‘Money is like the Devil’ The need for financial wellbeing

    ‘Money is like the Devil’ The need for financial wellbeing

    Financial coach Simonne Gnessen asks clients to imagine what money would be like if it was a person you had invited around for tea. ‘For most people it’s the Devil, it’s a woman in a Tweed suit who’s pointing a finger.’

    In this episode of Planning People New Model Adviser editor Will Robins sat down with three people involved in the Initiative for Financial Wellbeing, an exciting new, planner-led project that looks set to shake up the financial planning profession. Gathered in Citywire’s Vauxhall studio were Chris Budd, chairman of South West planning firm, Ovation Finance and founder of the Initiative for Financial Wellbeing, Simonne Gnessen, founder of Wise Monkey Financial Coaching, and Tom Morris, director and chartered financial planner also at Ovation.

    We discuss the ideas behind financial wellbeing and find out what convinced Budd the time was right to launch an organisation to bring together training, debate and events under a single banner.

    • 54 min

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