The Money Marketing Podcast

In this episode of In Conversation With..., Kimberley Dondo speaks with Vanguard’s Sebastian Lewis and Anna Madamba about a critical but often overlooked topic: cognitive decline in clients. Together, they explore how financial advisers can recognise early signs, address the risks of wealth loss, and navigate sensitive conversations with clients and their families. They also share practical steps for preparation, insights into generational perspectives, and ways to safeguard vulnerable individuals from financial exploitation. This thought-provoking discussion highlights the evolving role of advisers in supporting clients through one of life’s most challenging transitions.

As 2024 wraps up, the Money Marketing editorial team reflects on the year's biggest stories, key trends, and the lessons that will shape the industry in 2025. Don't miss this insightful and engaging roundup—listen now:
 

In this episode of In Conversation With..., Kimberley Dondo, Digital Content Manager, is joined by Rohit Vaish, President & Co-founder, and Amal Jolly, CEO of Saturn AI. They explore how Saturn AI is transforming wealth management by streamlining operations, enhancing compliance, and maximising underutilised data.
Discover how this cutting-edge platform automates processes, simplifies back-office systems, and delivers a “single source of truth” for financial advisers. Rohit and Amal also share insights into AI advancements, data security, and Saturn’s forward-looking vision for the industry.

In this Weekend Essay, our chief reporter, Lois Vallely, explores how the pressure to spend big during the festive season has reached staggering new heights. From rising stamp prices to the soaring cost of Christmas dinner, she asks: have we lost sight of what really matters? Listen now:

In this episode of ‘In Conversation With…’, editor Tom Browne discusses the implications of the Consumer Duty with Vanessa Riboloni of the Chartered Insurance Institute (CII), Natalie Holt of The Lang Cat, Tracy Vegro of the Chartered Institute for Securities & Investment (CISI) and Keith Richards of the Consumer Duty Alliance.
 
Among the topics explored are industry reactions, shifts in culture, client expectations, fair value, unintended consequences and what might happen in the future.

In this week's Weekend Essay, Momodou Musa Touray reflects on the lasting changes flexible working has brought since the pandemic. With hybrid work now a key factor in job selection and campaigns for shorter working days gaining momentum, the shift towards better work-life balance is undeniable. But are we ready to fully embrace this new world of work? Tune in to hear insights on how flexible working is revolutionising the workplace and why it’s here to stay.

In this episode of In Conversation With…, Kimberley Dondo speaks with Kate Rainbow, Head of Key Accounts at Hymans Robertson Investment Services. They discuss how Consumer Duty is reshaping the advice industry, from the rise of outsourcing to ensure sustainable income to understanding the manufacturer versus distributor distinction. Kate also explains the importance of scenario testing, evidencing value for money, and ongoing compliance strategies.
Listen now to discover how firms can adapt and thrive under the new regulations.

In this week’s Weekend Essay, Amanda Newman Smith reflects on Disability History Month, exploring assumptions about people and how these can shape perspectives. From her personal anecdotes to insights from the ITV show Unfiltered Women, Amanda highlights the importance of listening to diverse voices. What can we learn by looking past first impressions? Tune in to this thought-provoking episode for a deeper understanding of empathy, resilience, and inclusion.
 

Join host Kimberley Dondo on In Conversation With... as she interviews Matt Evans, Portfolio Manager for Ninety One’s UK Sustainable Equity Fund. They discuss the compelling case for UK equities, market trends, the evolving IPO landscape, and how sustainability drives value. Learn how the GB ISA could reshape investment and why top holdings like AstraZeneca and Unilever are central to the fund’s strategy.
Tune in now:
 

In this Weekend Essay, Tom Browne reflects on the art of apologising in financial services, spotlighting recent cases from Aegon UK and the PFS. He examines why some apologies resonate while others fall flat, the fine line between sincerity and damage control, and why saying sorry can be a powerful act of strength.
Listen now: