The Money Marketing Podcast

What does your online presence say about you?

In her latest weekend essay, Amanda Newman Smith, Feature Writer delves into the importance of having an online presence as an adviser and how it can affect a potential client's perceptions. 

Is the gas price spike a concern for investors?

As energy companies hike up their prices, Lois Vallely – Chief Reporter asks if investors should be concerned in this week's Weekend Essay.

Drawing the line when going ‘above and beyond’

Amanda Newman-Smith Feature writer at Money Marketing considers what it means to go above and beyond for clients in this week's Weekend Essay.

How can advisers help families with their intergenerational wealth strategies?

Traditionally, wealth has passed from one generation to the next upon death, but as life expectancy increases and society shifts, the generation known as the baby boomers (those born between 1946 and 1964) – many of whom are now reaching retirement – are the wealthiest generation in society. But they are finding themselves caught between elderly parents – many of whom need care – and adult children struggling with university debts, increased living costs and soaring house prices. So how do families ensure wealth is spread across generations, so it benefits everyone?Money Marketing chief reporter Lois Vallely catches up with Quilter advisers Tracy Crookes and Heather Owen, to talk about how advisers can support families with their intergenerational wealth strategies.

Who wants to live forever?

For this Weekend Essay, News Editor at Money Marketing Michael Klimes delves into the social care crisis and whether Boris Johnson's plans make any sense.

Creating an effective Intergenerational Wealth transfer strategy

An intergenerational wealth transfer strategy is something that advisers cannot afford to ignore, both from a business perspective and a financial planning perspective. 
In this podcast, Money Marketing feature writer Amanda Newman Smith asked Quilter’s retirement expert Ian Browne for his thoughts on the importance of family financial planning and some of the issues that advisers might want to consider when trying to appeal to different generations.
This is the second episode of our podcast series on intergenerational wealth in association with Quilter.
 

Instagram & TikTok

For the latest Weekend Essay, Jean-Baptiste Andrieux, Reporter at Money Marketing delves into how financial advisers can add Instagram and TikTok to their professional toolkit.

Navigating intergenerational conundrums

What the UN’s latest climate report means for financial services

In this week's Weekend Essay, Lois Vallely outlines the important implications of the UN's latest climate report for financial services and why it should be taken seriously.

An all-consuming business is not a badge of honour

In this week's Weekend Essay Amanda Newman Smith, Feature writer at Money Marketing explains why overworking doesn't always pay off.