The Money Marketing Podcast

In Conversation With…Katie Burgess

Katie Burgess is a money mentor at Women's Wealth specialising in advising women to attain financial independence and security. She talks to Kimberley Dondo in the latest In Conversation With episode, about the different approaches taken when advising women. Listen below:
 

Market trends series – Smoothing in a volatile climate

In the second episode, Lois Vallely, chief reporter at Money Marketing, and Cat McInally, business development manager at Pru, explore investment smoothing and smoothed funds, and how they can be used to reduce volatility in a rocky economic climate. We also explore some of the misconceptions about the smoothing process.

How close should financial advisers be to their clients?

In her latest Weekend Essay, digital content manager, Kimberley Dondo asks How close should financial advisers be to their clients?
 

In Conversation With…Ben Stebbings

From professional cricketer to a financial planner, Ben Stebbings, Financial Planner at Unity Wealth Management speaks to Kimberley Dondo about his transition into financial services during unprecedented times as well as why a holistic approach to financial planning is essential for clients.

Podcast: Month in Review - September 2022

The Money Marketing editorial has had a busy September. They sit down to discuss Money Marketing's flagship conference MMI London and the Money Marketing Awards. the fallout of the Mini-Budget, and what to look forward to in the upcoming October issue.

Adviser support options series – Becoming a registered individual in an established brand

In the final episode, Michael Klimes, acting editor at Money Marketing, speaks to Amanda Ford, managing director of Tenet Financial Services, about how advisers can reach their potential as a self-employed adviser. We’ll also look at what attracts advisers to this lesser-known route.

Market trends series – Key considerations for platforms

In the first episode, Lois Vallely, chief reporter at Money Marketing, and John Allen, institutional development director at M&G Wealth, look at some of the key trends we are seeing in the market and how they are affecting platforms.

Does wealth need to have a purpose?

In the latest Weekend Essay podcast, feature writer Amanda Newman Smith asks Does wealth need to have a purpose?
 

In Conversation With…Ciaran Stark

In the latest episode of In Conversation With..., digital content manager, Kimberley Dondo speaks to Ciaran Stark, a financial planner at Murphy Wealth. Listen as they discuss the benefits of internships and the difficulties facing fintech.
 

Adviser support options series – Why go directly authorised?

In the second episode, Lois Vallely, chief reporter at Money Marketing, and Warren Vickers, managing director of Tenet’s Compliance Services division, look at what it means to be directly authorised and how advisers can navigate regulatory change. We will also discuss how an adviser can sell their business.