Ollie Smith is joined by Foco Global managing director Michael Taggart and Citywire UK head of audience development Ian Horne to discuss the powerful impact of narrative in financial planning.
NMA news editor Charles Walmsley is joined by Nutmeg head of financial advice Lisa Caplan to discuss the might - and plight - of the digital wealth managers
Ollie Smith is joined by LEBC director of public policy Kay Ingram to discuss the impact of the Retail Distribution Review on the cost of giving advice.
NMA chief reporter Jack Gilbert is joined by NextWealth managing director Heather Hopkins for the first in a special series of Summer podcasts as part of our Great Advice Great Profession initiative.
In the second part of our special podcast on selling advice businesses, broker Peter Trotman returns to update Ollie Smith on the threats to the advice consolidation market.
The ethics element to advisers' training is not yet strong enough, according to this week's podcast guest, Jackie Lockie, head of financial planning at the Chartered Institute for Securities & Investment.
This week AAB Wealth chief executive Fraser Porter joins features editor Natasha Turner and UK head of audience development Ian Horne to discuss company culture.
14 Mar 2019
47 min
240 – 260
Agree to storing cookies on your device.
Cookie preferences
iono.fm may request cookies to be stored on our device. We use cookies to understand how you interact with us, to enrich and personalise your experience, to enable social media functionality and to provide more relevant advertising. Using the sections below you can customise which cookies we're allowed to store. Note that blocking some types of cookies may impact your experience.