The Money Marketing Podcast

In Conversation with...Dan Kemp, Global Chief Investment Officer at Morningstar Investment Management

In the latest episode of In Conversation With, Dan Kemp, Global Chief Investment Officer at Morningstar Investment Management, joins Kimberley Dondo. They discuss the challenges investors faced in 2022 and what opportunities investors may find in 2023.

In Conversation with...Karis Stander, Managing Director, Investment 20/20

Karis Stander, Managing Director at Investment 20/20 joins Kimberley Dondo to discuss the approach they have taken to attracting and developing young talent within the investment and wealth management industry and how this could be applicable across financial services.

Taking the academy route to becoming an adviser

St James’ Place launched its academy in 2012, after a pilot period.
Since then, more than 1,000 budding advisers have been welcomed through its doors, with 844 still part of the SJP network today.
While some have gone on to work within an existing practice, the academy has also led to the creation of 658 new SJP adviser businesses across England, Scotland, Wales and Northern Ireland.
Those qualifying through the academy come from all walks of life, with many seeking a second career, either coming from a financial services background or from a quite different discipline, while others join following higher education.
The academy has welcomed 66 ex-professional sports players and 29 with a military background. The average age of those graduating over the ten-year period is 34, compared with the industry average age of 57 for advisers.
In this episode of the Money Marketing podcast, chief reporter Lois Vallely chats to Andy Payne – head of the academy – and four graduates: Ovie Onomakpome, Marta Derpenska, Molly 0’Donnell, and Jack Benton.
 

Month in Review - November 2022

We are quickly approaching the end of the year and in the November Month in review podcast, The Money Marketing team discuss the fallout of the Autumn Statement and some stand-out stories from this month. We also welcome back features editor, Maria Merricks! Listen now.

In Conversation with...Justin Onuekwusi, Head of Retail Investments, EMEA, LGIM

Justin Onuekwusi, Head of Retail Investments, EMEA, Legal & General Investment Management joins Kimberley Dondo to discuss his journey into financial services and why he has such a passion for mentorship in the industry. Listen to the new episode of In Conversation with now.

Providing a taste of a career in advice

Feature writer, Amanda Newman Smith explains the benefits of internships and apprenticeships in financial services in her latest Weekend Essay podcast.

In Conversation With... Richard Denning, CEO, M&G Wealth Platform

Richard Denning, CEO, M&G Wealth Platform joins Kimberley Dondo to discuss the evolution of platforms and where he hopes the industry will grow in the future.

I sat a professional exam

In his latest Weekend Essay, reporter, Jean-Baptiste Andrieux shares his experience taking a professional exam for Investment Management Certificate (IMC). Listen below:

In Conversation With...Daniel Wiltshire, Actuary & Independent Financial Planner, Wiltshire Wealth

Daniel Wiltshire, Actuary & Independent Financial Planner, Wiltshire Wealth joins Kimberley Dondo in the latest episode of In Conversation With. They discuss his shift from actuary to financial planner and what he thinks can be done to attract more planners to the industry.

Why boxers need financial advisers

In his latest Weekend Essay, acting editor, Michael Klimes explains why boxers need financial advisers.