In this episode of "In Conversation With," Kimberley Dondo sits down with Ian Lance, co-fund manager at Temple Bar, to explore the evolving dynamics of the financial market. They discuss lessons learned from companies like NEXT, the shifting strategies for asset allocation in response to economic changes, the evolving perceptions of share buybacks, and the transformed risks associated with acquisitions. Ian also shares insights into resilient cyclical stocks and advises financial advisers on adapting their strategies to identify undervalued opportunities in the current economic climate ..read more

In his Weekend Essay, editor Tom Browne discusses the changing dynamics of marriage in light of rising costs. With weddings becoming increasingly expensive, many couples are opting to prioritize other life goals, like buying a house. Browne shares insights into the financial challenges faced by couples today, highlighting the tough decisions many must make. Listen now:   ..read more

In this episode of "In Conversation With," host Kimberley Dondo sits down with Macey Greenall, Financial Adviser at Key Financial Wealth Management, about financial planning for athletes and broader financial advice. They discuss challenges athletes face, tailoring advice for high-earning athletes, and providing practical solutions for diverse clients. Macey also shares insights into the rewarding aspects of being a financial advisor and the benefits of being an appointed representative of St. James's Place. Tune in for valuable insights into niche market specialisation and trends in financial ..read more

Royal London’s Jamie Jenkins (Policy, Communications and External Affairs Director) is joined by Clare Moffat (Head of Technical and Marketing Compliance) from Royal London, Mike Barret from The Lang Cat, and Ben Alcock from Continuum, as they discuss Royal London’s latest research “The Meaning of Value”. Looking into what consumer’s value, how they define it and what’s important to them in the decision-making process. The report also explores adviser’s opinions and what they believe their clients value from them ..read more

In her Weekend Essay, Kimberley Dondo uncovers surprising parallels between WWE and financial advice. From embracing spectacle to strategic planning and building trust, she reveals how advisers can learn from the world of wrestling to elevate their practice and guide clients to financial success ..read more

2024 has been dubbed the “ultimate election year” with elections due to be held in around 64 countries, as well as the European Union. Should advisers be concerned about upcoming elections leading to possible market volatility? In this episode of In Conversation With, host Lois Vallely chats to Parmenion chief investment officer Peter Dalgliesh about all things asset allocation. As we move away from liquid or cash funds, should advisers be “dipping their toes” back into equities? Will political events impact investment outlook and asset allocation decisions? Listen here to hear his views ..read more

In this Weekend Essay episode, Momodou Musa Touray explores the rise and fall of fintech disruptor DeadHappy. After a disastrous advertising campaign led to the withdrawal of support from insurance partners, DeadHappy ceased new customer acquisitions. Touray reflects on the company's bold marketing tactics, which garnered both fame and controversy, ultimately leading to its demise. Listen now ..read more

In this episode, Kimberley Dondo and Ben Goss, CEO of Dynamic Planner, delve into the basics of AI in financial advice, distinguishing it from automation. They explore real-world examples of AI's application by financial advisers in the UK, along with its role in personalising financial plans, improving client acquisition, and streamlining operations. The discussion extends to topics like retirement planning, goal-based advice, ethical considerations, and the human aspect of financial advisory. Tune in now ..read more

Tune in to our latest Money Marketing podcast as we recap the ups and downs of March and give you a glimpse of what's in store for our April issue. Don't miss out on this special episode! Listen now ..read more

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 ..read more