The Money Marketing Podcast

In Conversation With... Andrew Tully, Technical Services Director at Nucleus

Tune in to 'In Conversation With' as Kimberley Dondo talks with Andrew Tully, Technical Services Director at Nucleus. They cover the Advice Guidance Boundary Review, retirement concerns, and Nucleus' support for advisers in navigating regulations. Listen now:

In Conversation With... Navigating Markets with Jordan Sriharan

In the latest episode of "In Conversation With," host Kim Dondo delves into 2023 predictions, midcap opportunities, and managing risks with Jordan Sriharan, Fund Manager at Canada Life Asset Management. Explore insights on long-term investments, economic influences, and strategies for navigating uncertainty in 2024. Tune in now:
 

In Conversation With... Ben Peele, UK Managing Director, Portfoliometrix

In this episode, chief reporter Lois Valley talks to Ben Peele – UK managing director for Portfoliometrix – about why more advisers are switching from building advisory models to using a discretionary service. He also discusses the pros and cons of an off-the-shelf vs customised centralised investment proposition, and whether advisers switching to cash should be encouraged to keep their money in investments and funds.

How Luke Littler can avoid the pitfalls of overnight success

Dive into the captivating journey of 16-year-old darts prodigy Luke Littler with Money Marketing's Tom Browne. Explore the highs and potential pitfalls of sudden fame and fortune. Insights from Big Brother winner Anthony Hutton and financial experts highlight the importance of professional advice and long-term financial planning. Join us for a quick chat on the intersection of sports, fame, and financial responsibility.

End Of Year Podcast 2023

Dive into the reflections and insights on the financial landscape of 2023! Join the Money Marketing's editorial team in their special End of Year episode as they share key takeaways through the highs, lows, and surprises of the year. Tune in now:

In Conversation With…Richard Bate, Partner at Weightmans

Hosted by Kimberley Dondo, our latest 'In Conversation With' episode features Richard Bate, Partner at Weightmans. Together, they explore critical aspects of wealth transfer, from basics and legal pitfalls to navigating inheritance tax complexities. Tune in for practical tips and insights on optimizing wealth transfer strategies. Listen here:

In Conversation With… Jonathan Griffiths, investment product manager, EBI

For this episode, host Lois Vallely speaks to EBI's investment product manager Jonathan Griffiths to help navigate the world of ESG and sustainable investing. He explores the Financial Conduct Authority's upcoming Sustainability Disclosure Requirements (SDR) regulations, and the impact these will have on the industry. He also talks about the impact of market uncertainty on the performance and take-up of ESG portfolios.

Shouting about the lesser-known benefits of advice

In this episode, journalist Amanda Newman Smith explores the surprising benefits of financial advice. She shares the story of Frances Bean Cobain, the daughter of Nirvana singer Kurt Cobain, who has struggled to manage her inherited wealth. Newman Smith also discusses research that suggests financial planning can help people live longer, especially those with limited resources. She argues that financial advisers can provide more than investment advice; they can also help clients develop healthy financial behaviours and reduce stress.
Listen to this episode to learn how financial advice can improve your life expectancy.

Pensions & Protection Podcast: Unleashing Value in Exploring Protection Services

Tune in to the fifth episode of our Pensions & Protection Podcast series, presented by Kimberley Dondo and featuring guests Andy Walton, Protection Proposition Director at Mortgage Advice Bureau, and Tony Ormond, Strategic Partnerships Manager at Royal London.
This episode explores why protection providers must go above and beyond, offering clients more value and support than ever. Gain valuable insights into the changing expectations in the industry and discover how providers are adapting to meet the growing needs of their clients.

In Conversation With…Benjamin Gilbert, Senior Associate Partner at Sarasin & Partners

In this episode of "In Conversation With," Kimberley Dondo discusses client-centric portfolio management and market trends with Benjamin Gilbert, Senior Associate Partner at Sarasin & Partners LLP. Gilbert provides insights into tailoring investment strategies, balancing risk and reward in portfolio construction, and adapting to recent market trends. The conversation also covers Sarasin & Partners' approach to ethical and sustainable investing, the importance of strong client relationships, and concludes with Gilbert's career insights and future trends in the financial advisory industry. Tune in for a concise exploration of key aspects in portfolio management and financial advisory.