The Money Marketing Podcast

In Conversation With… Lee Coates, Director, ESG Accord

Host Lois Vallely speaks again to ESG Accord director Lee Coates. They discuss what the Financial Conduct Authority’s Financial Lives Survey says about ESG and responsible investing – and how advisers can use this information to embed sustainability into their advice process. Coates also talks about the importance of enabling clients to make an informed choice – one of the key elements of the Consumer Duty.

Why we cannot afford to lose cash

In Conversation With… Sarah Lyons, Parmenion and Hayley Rabbets, The Verve Foundation

For this episode, host Lois Vallely talks to Sarah Lyons from Parmenion and Hayley Rabbets from The Verve Foundation about how advice firms, and the wider financial services space, are dealing with the advent of the Consumer Duty. They discuss the advice gap, and how the industry can support new entrants into financial services and improve diversity across financial advice and fund management.

Goodbye Money Marketing

Join Michael Klimes in a reflective journey through his writing career, where he delves into the challenges of starting, social media's impact, and a trade journalist's unique experiences. From the British Steel Pension Scheme scandal to the world of Sipp providers, Klimes shares insights and growth. Listen as he bids farewell to his current role and embarks on a new adventure. Listen Now:

In Conversation With… Dr. Louis Williams, Dynamic Planner

Join host Kim Dondo in a conversation with Dr. Louis Williams, Head of Behavioural Insights and Psychology at Dynamic Planner. Explore the powerful role of behavioural psychology in finance, tackle common biases, and discover practical strategies for better client outcomes. Dive into the underrated aspects, ethical considerations, and adapting to cultural nuances. Tune in now: 

The frequency illusion of financial advisers

In this weekend's essay, Darius McQuaid explores the 'Baader-Meinhof phenomenon,' where awareness amplifies our perception. Learn how a chance encounter in 1994 gave it its name and follow Darius's journey as he notices financial advisers everywhere after joining Money Marketing. Dive into the psychology of awareness in a fascinating exploration.

In Conversation With... Jonathan Hawkins & Andrew Zietara, Bravura

Host Lois Vallely speaks to Bravura's principal business consultant Jonathan Hawkins and head of product Andrew Zietara about the rise of artificial intelligence, and how it can benefit advisers. They discuss what AI means for financial services and how tools can be and are being used by advisers. They also talk about the opportunities and limitations of using AI in financial advice. Will AI take over the world?

Month in Review – August 2023

The Money Marketing editorial team's latest podcast recaps all the major stories they covered in August, offering insightful analysis on topics like market trends and regulation. Listen now:

Are the regulator’s rules okay?

In this Weekend Essay, Amanda Newman Smith reflects on her experience of taking her kids to their first music festival. She discusses the rules and regulations that were in place, and whether or not they made for a positive experience. She also draws parallels between the festival and the financial services industry, and questions whether too much regulation can actually be counterproductive. Listen to the full essay to hear Amanda's thoughts on this important issue.

In Conversation With… Toby Hester, Deputy Chief Product Officer, Wesleyan

Dive into the world of With Profits funds with host Kim Dondo and special guest Toby Hester, Deputy Chief Product Officer at Wesleyan. Discover how these funds differ, their advantages for advisers, debunking myths, and real success stories. Tune in for essential insights into strategic financial advising.