Episodes
13 hours ago
13 hours ago
Tune in to this Weekend Essay podcast episode as Darius McQuaid explores the rich traditions of the Iranian New Year, Nourouz, and its profound implications for financial planning. Discover the cultural significance of Nourouz traditions and how advisers can leverage these insights for client discussions. Listen now for a unique perspective on resilience, generosity, and long-term financial goals.
2 days ago
2 days ago
Join Kimberley Dondo and Mike Coop, CIO at Morningstar Investment Management, as they discuss key investment themes, risk mitigation strategies, and effective client communication in today's market. Gain insights on navigating uncertainty, leveraging technology, and staying informed for actionable advice. Listen now:
7 days ago
7 days ago
In this Weekend Essay episode, Amanda Newman Smith reconsiders equity release, drawing parallels to her experience restoring antique furniture. She explores the evolving market, debunking misconceptions and highlighting its potential benefits for those facing financial challenges in later life. Tune in now:
Wednesday Mar 20, 2024
In Conversation With… Pension Lab founder Scott Phillips
Wednesday Mar 20, 2024
Wednesday Mar 20, 2024
In this episode of In Conversation With, chief reporter Lois Vallely is joined by Pension Lab founder Scott Phillips for a chat about pensions. They talk about what is going on with the letters of authority process, whether the Consumer Duty will help, and how pensions dashboards will make the world of pensions easier to navigate.
Friday Mar 15, 2024
Weekend Essay – Why doesn’t money grow on trees?
Friday Mar 15, 2024
Friday Mar 15, 2024
Dive into this Weekend Essay with Dan Cooper as he takes us on a reflective journey through seaside adventures, children's innocent questions, and the vital role of financial education. Join the conversation on why money doesn't grow on trees and explore the ongoing debate surrounding financial literacy for children:
Wednesday Mar 13, 2024
In Conversation With... Nick Henshaw, Head of Intermediary Distribution, Wesleyan
Wednesday Mar 13, 2024
Wednesday Mar 13, 2024
In this episode of "In Conversation With," host Kimberley Dondo sits down with Nick Henshaw, Head of Intermediary Distribution at Wesleyan, to explore the shifting investment landscape. From guiding clients through market fluctuations to re-engaging with diverse asset classes, they delve into key strategies and challenges faced by advisers. Tune in:
Friday Mar 08, 2024
Weekend Essay: So you think the City isn’t sexist?
Friday Mar 08, 2024
Friday Mar 08, 2024
Tune in to Lois Vallely's Weekend Essay as she explores gender dynamics in finance, touching on prevalent sexual harassment and the need for a more inclusive environment for women in the industry.
Wednesday Mar 06, 2024
Podcast: Spring Budget 2024 Analysis with Chris Jones from Dynamic Planner
Wednesday Mar 06, 2024
Wednesday Mar 06, 2024
In the latest episode of the Money Marketing Podcast, the editorial team is joined by special guest Chris Jones from Dynamic Planner to dissect the implications of the Spring Budget 2024. Together, they dissect the recently announced Spring Budget 2024, analysing its key measures and potential implications for various aspects of the financial landscape. Listen now:
Wednesday Mar 06, 2024
In Conversation With... Cathi Harrison, CEO at The Verve Group
Wednesday Mar 06, 2024
Wednesday Mar 06, 2024
In this episode of In Conversation With, Lois Vallely is joined by Cathi Harrison, CEO at The Verve Group, as they delve into the challenges and opportunities facing financial advisers. With International Women's Day on the horizon, they also explore what's needed to attract diverse talent and more women into the industry. Listen now:
Friday Mar 01, 2024
Friday Mar 01, 2024
In this Weekend Essay, Maria Nicholls delves into the world of parenting podcasts, shedding light on the dangers of misleading financial 'advice' for new mums. Tune in for a thought-provoking discussion on securing financial futures amidst the challenges of motherhood.