Épisodes

  • How Openwork’s DFM protects clients against equity market shocks

    How Openwork’s DFM protects clients against equity market shocks
    Oct 21 2026
    Long-dated government bonds have experienced several peaks since the beginning of October.
    In this episode of Citywire's Advice Show, Patrick O’Donnell, chief investment strategist at Omnis Investments, believes equity investors have little reason for concern at this point.
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    17 min
  • How to support vulnerable clients and spot concerning signs

    How to support vulnerable clients and spot concerning signs
    Oct 9 2026
    Connor Broadley adviser Olivia Perry shares her insights on how to best serve vulnerable clients and why the sector needs to centre their needs.
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    11 min
  • Moneybox to launch new AI-led advice proposition

    Moneybox to launch new AI-led advice proposition
    Oct 2 2026
    Brian Byrnes from Moneybox tells Citywire what the new advice offering will look like and why Moneybox is hiring for advisers to give AI-driven advice.
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    15 min
  • Three years on: How Finova Money built a fixed-fee business

    Three years on: How Finova Money built a fixed-fee business
    Aug 21 2026
    Scott Millar, Rob Schwarz and Rob Bell reflect on what they have learned since they launched their own financial planning firm in 2023. Now with £80m in assets under advice and two recently hired graduates, the trio discuss their biggest mistakes and their best decisions since they launched Finova Money.
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    36 min
  • Compliance risks, US PE and movements in the M&A market

    Compliance risks, US PE and movements in the M&A market
    Sep 4 2026
    Harry Cotton from Thistle Consulting tells Citywire what compliance challenges IFAs are facing, how to keep up with regulatory scrutiny, and just why the UK is such an attractive market for US PE.
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    21 min
  • AML checks, choppy valuations and SJP exits

    AML checks, choppy valuations and SJP exits
    Jul 17 2026
    NMA journalists delve into their stories on anti-money laundering checks, the latest PE-backed adviser sale and the latest on advice firms leavings SJP.
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    22 min
  • Gary Abela: AI is putting pressure on advice valuations

    Gary Abela: AI is putting pressure on advice valuations
    Jun 25 2026
    The consultant who helps advice firms adopt AI into their businesses reflects on what AI tools are currently on offer, how advisers can get the best out of them and what is coming down the tracks. Abela also talks about some of the big mistakes advisers are using with AI, and how it is affecting advice valuations and fees.
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    29 min
  • The Advice Show: Mike Ambery on the Pensions Commission

    The Advice Show: Mike Ambery on the Pensions Commission
    May 28 2026
    Mike Ambery discusses the Pension Commission on this week's show, including offering his thoughts on the future viability of the triple lock.
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    33 min