The Money Marketing Podcast

Do we care enough about financial education for the wealthy?

For this week's Weekend Essay, Feature Writer, Amanda Newman Smith asks whether we should spare a second thought about financial education for high net worth individuals. 
 

How can advisers match their ESG beliefs to their investment objectives?

This episode is brought to you in association with Pru, part of M&G plc. Charlotte Richards and Catriona McInally, business development manager at Pru discuss what options are available for a sustainable lifestyle, and how advisers can do the right due diligence for matching ESG beliefs to their investment objectives.

The financial system needs rewiring

Does Cop26 matter to you? Lois Vallely, Chief Reporter gives insight into how Cop26 affects financial services in the latest Weekend Essay. 

The financial pitfalls of working abroad

In her debut weekend essay, Kimberley Dondo, Digital Content Manager discusses the financial difficulties some may face when they move abroad.

Intergenerational financial planning is not just for the wealthy

Amanda Newman-Smith, Feature Writer at Money Marketing argues that intergenerational financial planning should be a priority for everyone not just the wealthy, in her Weekend Essay.

Let’s make some noise for income protection

Momodou Musa Touray, a reporter at Money Marketing, details why we need to start taking Income Protection more seriously in our Weekend Essay.

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.