The Money Marketing Podcast

In Conversation With...Helen Steers, Partner, Pantheon Ventures

Private Equity Investments: Strategies, Due Diligence, and Exit Plans - Exploring the Fundamentals for Savvy Investors with Kimberley Dondo and Guest Helen Steers, Partner at Pantheon Ventures

Brave pension policies need to be made soon

In his latest Weekend Essay, Michael Klimes reflects on the positive impact of pensions policies on retirees, but explains that the future is still uncertain for pensioners.

In Conversation With... Joseph Twigg & Karan Kapoor

Join host Kim Dondo as she speaks with Joseph Twigg, CEO of Aveni, and Karan Kapoor, Global Head of Regulatory and Risk at Delta Capita. Together, they share their insights on how financial advisory firms can navigate the challenges posed by Consumer Duty. They discuss key considerations for firms when implementing Consumer Duty and the role that technology solutions can play in providing better care to clients. Tune in to learn more about this important topic.

Podcast: Month in Review - April 2023

Join us for the latest episode of the Money Marketing podcast as our editorial team takes a deep dive into the biggest news stories from April. But that's not all - we'll also be giving you an exclusive sneak peek into what to expect in the month of May. Tune in now:

In Conversation With...Tom Selby, Head of Retirement Policy, AJ Bell

Join us for a special episode of the "In conversation with" podcast, where Kim Dondo talks to Tom Selby, Head of Retirement Policy at AJ Bell, about regulating finfluencers.
Finfluencers are social media influencers who give financial advice. They can be a great source of information, but they can also be misleading. So what should be done to regulate them?
Tune in to find out!

Achieving success while managing stress

In her latest Weekend Essay, Amanda Newman Smith discusses how the life of a business owner is similar to that of a rock band, citing The Cure as an example. She stresses the importance of looking after oneself and managing stress for the success of a business, and not just focusing on the well-being of clients and employees. Listen now
 

In Conversation With...Andy Kirby, CEO at Money Alive

In the latest episode of "In Conversation With", host Lois Vallely sits down with special guest Andy Kirby, CEO at Money Alive. Kirby brings his wealth of experience to the table as he and Vallely explore the biggest challenges currently facing financial advisers, as well as the opportunities that lie ahead. They discuss the ways in which technology is transforming the industry and how fintech is disrupting the traditional role of financial advisers.

How will AI impact the financial advice industry?

From robo-advisors to personalised financial recommendations, AI is transforming the financial advice industry. Senior reporter Momodou Musa Touray explores the impact of AI in his latest Weekend Essay. Listen now:
 

In Conversation With...Steve Windsor, co-founder of Atrato Group

Join host Kimberley Dondo in this week's episode of In Conversation With, as she chats with Steve Windsor, co-founder of Atrato Group. Kimberley and Steve discuss the differences between setting up a boutique financial services firm and working for a multinational corporation. Steve shares his experiences and insights, highlighting the benefits and challenges of both.
Steve discusses his own charitable endeavours and the ways in which Atrato Group gives back to the community. He also touches on the ways in which charity can benefit businesses, both in terms of reputation and employee engagement.

How advisers should be addressing vulnerability

In this special episode of the Money Marketing podcast, chief reporter Lois Vallely talks to Hannah Coffey, vulnerability and client assistance manager at St James’s Place, and Zoe Taylor, chartered financial planner at Lawrence Neil Wealth Management. They discuss how advisers can spot vulnerability among clients, as well as what they should be doing to help clients in vulnerable circumstances.