The Money Marketing Podcast
Get the latest news, views, and expert analysis as the Money Marketing team speaks to leading guests about the industry’s hot topics.
Get the latest news, views, and expert analysis as the Money Marketing team speaks to leading guests about the industry’s hot topics.
Episodes

Oct 4, 2023
Oct 4, 2023
27 min
Tune in to "In Conversation With..." hosted by Kimberley Dondo, featuring Charles Jillings, CEO at Utilico. They discuss emerging markets, investment strategies, and more. Charles provides an overview of Utilico Emerging Markets' investment philosophy, focusing on essential services and unique market positions. Learn how they identify undervalued companies with sustainable cash flows.

Oct 3, 2023
Podcast: Month in Review – September 2023
Oct 3, 2023
Oct 3, 2023
48 min
The Money Marketing editorial team's latest podcast recaps all the major stories they covered in September, offering insightful analysis on topics like market trends and regulation. Listen now:

Sep 29, 2023
The capitalism bubble: will it last?
Sep 29, 2023
Sep 29, 2023
5 min
Join Kim Dondo as she questions the sustainability of capitalism in a changing world. Explore its successes and flaws, recent challenges, and the call for a more equitable future. Can capitalism evolve, or is a bursting bubble on the horizon?

Sep 27, 2023
Sep 27, 2023
41 min
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.

Sep 22, 2023

Sep 20, 2023
Sep 20, 2023
34 min
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.

Sep 15, 2023
Goodbye Money Marketing
Sep 15, 2023
Sep 15, 2023
8 min
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:

Sep 13, 2023
Sep 13, 2023
40 min
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:

Sep 8, 2023
The frequency illusion of financial advisers
Sep 8, 2023
Sep 8, 2023
5 min
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.

Sep 6, 2023
Sep 6, 2023
46 min
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?






