MMTalks launches 2026 with the Money Marketing team discussing the risks of advisors building in-house platforms, geopolitical shocks from Trump and their muted market impact, the rise (and possible burst) of the AI bubble, and whether virtual work experience helps or hinders new talent entering financial services.
They also cover sector trends to watch this year — pensions, regulation, tokenisation and semiconductors — and share personal resolutions and predictions for the year ahead.
MMTalks launches 2026 with the Money Marketing team discussing the risks of advisors building in-house platforms, geopolitical shocks from Trump and their muted market impact, the rise (and possible burst) of the AI bubble, and whether virtual work experience helps or hinders new talent entering financial services.
They also cover sector trends to watch this year — pensions, regulation, tokenisation and semiconductors — and share personal resolutions and predictions for the year ahead.
Kimberley Dondo and Dan Cooper wrap up 2025 with a deep dive into the year’s knottiest topics. From the "fatigue" surrounding the advice/guidance boundary to the confusing world of crypto regulation, the team asks: is the industry ready for what comes next?
They also tackle the big macro questions: Is the Triple Lock unsustainable? Is Trump worse for markets than Truss? And will we really see a "crypto adviser" in 2026? Tune in for the analysis, the debates, and the predictions.
Kimberley Dondo and Dan Cooper wrap up 2025 with a deep dive into the year’s knottiest topics. From the "fatigue" surrounding the advice/guidance boundary to the confusing world of crypto regulation, the team asks: is the industry ready for what comes next?
They also tackle the big macro questions: Is the Triple Lock unsustainable? Is Trump worse for markets than Truss? And will we really see a "crypto adviser" in 2026? Tune in for the analysis, the debates, and the predictions.
How do you convince a client to consolidate their "shoebox" of old pensions when 59% are happy to just "leave it"? In this episode of The Money Marketing Podcast, in association with Royal London, we look at the actionable takeaways for advisers from the Workplace Pensions Report 2025.
Clare Moffat (Royal London) breaks down the barriers stopping clients from picking up the phone. We discuss the upcoming changes to salary sacrifice (and the new £2,000 NI cap), the confusion surrounding the "megafunds" proposals, and how to use the Retirement Living Standards to reset unrealistic income targets.
We discuss:
Read the full report: To see the full breakdown of consumer trends and stats, download the Royal London Workplace Pensions Report 2025 here.
How do you convince a client to consolidate their "shoebox" of old pensions when 59% are happy to just "leave it"? In this episode of The Money Marketing Podcast, in association with Royal London, we look at the actionable takeaways for advisers from the Workplace Pensions Report 2025.
Clare Moffat (Royal London) breaks down the barriers stopping clients from picking up the phone. We discuss the upcoming changes to salary sacrifice (and the new £2,000 NI cap), the confusion surrounding the "megafunds" proposals, and how to use the Retirement Living Standards to reset unrealistic income targets.
We discuss:
Read the full report: To see the full breakdown of consumer trends and stats, download the Royal London Workplace Pensions Report 2025 here.
In this special reaction episode of MM Talks, we tear up the script following the unprecedented early leak of the OBR report and the Chancellor's subsequent speech.
Join Kimberley Dondo as she sits down with the Money Marketing editorial team, Tom Browne and Dan Cooper, alongside special guest Chris Jones, Financial Services Director at Dynamic Planner, to dissect a day of high drama and hard numbers.
The team discusses how the "accidental" leak set the stage for a gloomier economic reality and debates whether the Chancellor's "growth" narrative survived the downgrade to 1.5%. Most importantly, we dig into the technical details that will hit your clients' plans tomorrow morning.
Listen now:
In this special reaction episode of MM Talks, we tear up the script following the unprecedented early leak of the OBR report and the Chancellor's subsequent speech.
Join Kimberley Dondo as she sits down with the Money Marketing editorial team, Tom Browne and Dan Cooper, alongside special guest Chris Jones, Financial Services Director at Dynamic Planner, to dissect a day of high drama and hard numbers.
The team discusses how the "accidental" leak set the stage for a gloomier economic reality and debates whether the Chancellor's "growth" narrative survived the downgrade to 1.5%. Most importantly, we dig into the technical details that will hit your clients' plans tomorrow morning.
Listen now:
What's the real mood of UK advisers? The Money Marketing team reports back from MMI London.
Join Tom Browne, Dan Cooper, and Kimberley Dondo as they also tackle the AI 'minefield', discussing how to innovate without alarming clients. Finally, they run through the biggest fears and speculation surrounding the upcoming Budget.
What's the real mood of UK advisers? The Money Marketing team reports back from MMI London.
Join Tom Browne, Dan Cooper, and Kimberley Dondo as they also tackle the AI 'minefield', discussing how to innovate without alarming clients. Finally, they run through the biggest fears and speculation surrounding the upcoming Budget.
Is AI just a buzzword, or can it truly deliver tangible value for financial advice firms?
Recorded live from our Money Marketing Interactive London 2025 conference, this expert panel moves beyond the hype to discuss the real-world impact of artificial intelligence. Listen as industry leaders explore the practical opportunities and challenges of integrating AI, from boosting efficiency with automation to enhancing the client experience.
Our panel, moderated by Richard Bradley of Platforum, features Helen Lovett (Foster Denovo), Madeleine Debney (Otto), Peter Ferguson (St. James's Place), and Rowan Whittington (Dynamic Planner). They offer practical advice on navigating the ethical and regulatory hurdles to stay competitive and help close the advice gap.
To explore this topic further, read our related Big Picture feature on AI here:
The Big Picture: When AI meets advice – innovation or compliance minefield?
Is AI just a buzzword, or can it truly deliver tangible value for financial advice firms?
Recorded live from our Money Marketing Interactive London 2025 conference, this expert panel moves beyond the hype to discuss the real-world impact of artificial intelligence. Listen as industry leaders explore the practical opportunities and challenges of integrating AI, from boosting efficiency with automation to enhancing the client experience.
Our panel, moderated by Richard Bradley of Platforum, features Helen Lovett (Foster Denovo), Madeleine Debney (Otto), Peter Ferguson (St. James's Place), and Rowan Whittington (Dynamic Planner). They offer practical advice on navigating the ethical and regulatory hurdles to stay competitive and help close the advice gap.
To explore this topic further, read our related Big Picture feature on AI here:
The Big Picture: When AI meets advice – innovation or compliance minefield?
In this episode, we tackle the monumental shifts in UK inheritance tax (IHT) rules. Joining us from Royal London's Technical Marketing Team is Justin Corliss, who breaks down the impact of the October 2024 budget announcement on pensions.
We'll discuss how unused pension pots and death benefits are set to be included in IHT calculations from April 2027, and what this means for your clients' financial plans. Justin clarifies the new payment process, the surprising exemption for death-in-service benefits, and provides a crucial checklist for financial advisers. Whether you're an expert or a newcomer to this topic, you'll gain valuable insights to navigate these changes and help your clients plan for their legacy.
This episode is brought to you in association with Royal London.
In this episode, we tackle the monumental shifts in UK inheritance tax (IHT) rules. Joining us from Royal London's Technical Marketing Team is Justin Corliss, who breaks down the impact of the October 2024 budget announcement on pensions.
We'll discuss how unused pension pots and death benefits are set to be included in IHT calculations from April 2027, and what this means for your clients' financial plans. Justin clarifies the new payment process, the surprising exemption for death-in-service benefits, and provides a crucial checklist for financial advisers. Whether you're an expert or a newcomer to this topic, you'll gain valuable insights to navigate these changes and help your clients plan for their legacy.
This episode is brought to you in association with Royal London.
In this month’s episode of MM Unpacked, we dive into the big topics of adviser life, generational wealth, and the changing face of the industry. Host Kimberley Dondo is joined by Editor Tom Browne and News Editor Dan Cooper to discuss what's on everyone's mind.
Tom shares his unique insights from interviewing advisers for his 'Big Picture' feature on the human side of the job, while Dan unpacks his provocative leader 'Will the last of the wealthy please turn off the lights?' and what it means for the profession. The team also discusses what Laura Purkess's feature on the great wealth transfer means for advisers and their clients. Plus, they look ahead to MMI London and what to expect from the podcast as Kimberley prepares for his paternal leave.
In this month’s episode of MM Unpacked, we dive into the big topics of adviser life, generational wealth, and the changing face of the industry. Host Kimberley Dondo is joined by Editor Tom Browne and News Editor Dan Cooper to discuss what's on everyone's mind.
Tom shares his unique insights from interviewing advisers for his 'Big Picture' feature on the human side of the job, while Dan unpacks his provocative leader 'Will the last of the wealthy please turn off the lights?' and what it means for the profession. The team also discusses what Laura Purkess's feature on the great wealth transfer means for advisers and their clients. Plus, they look ahead to MMI London and what to expect from the podcast as Kimberley prepares for his paternal leave.
This week on MM Talks, we're joined by Rowan Whittington (Dynamic Planner) and Jim Islam (OneFamily), along with our own Tom Browne and Kimberley Dondo. We take a deep dive into the state of diversity and inclusion in the UK financial services sector.
Our panel discusses the industry's evolution on D&I, how it compares internationally, and the tangible business benefits of building a truly diverse team. They also share powerful personal stories of navigating unconscious bias and challenging the status quo, revealing what makes D&I efforts feel genuine.
But as initiatives have been a focus for some time, is 'D&I fatigue' setting in? And how are younger professionals changing the conversation? Listen now
This week on MM Talks, we're joined by Rowan Whittington (Dynamic Planner) and Jim Islam (OneFamily), along with our own Tom Browne and Kimberley Dondo. We take a deep dive into the state of diversity and inclusion in the UK financial services sector.
Our panel discusses the industry's evolution on D&I, how it compares internationally, and the tangible business benefits of building a truly diverse team. They also share powerful personal stories of navigating unconscious bias and challenging the status quo, revealing what makes D&I efforts feel genuine.
But as initiatives have been a focus for some time, is 'D&I fatigue' setting in? And how are younger professionals changing the conversation? Listen now
Welcome to Episode 2 of MM Unpacked! Join Kimberley Dondo alongside Money Marketing's editorial team, Dan Cooper and Tom Browne, as they discuss the Government's controversial decision to push ahead with including unused pensions in Inheritance Tax and how the industry is reacting. They also cover the latest on financial scams, the rise of apprenticeships as a new route into advice, and the FCA's ongoing battle against toxic workplace cultures. Listen now:
Welcome to Episode 2 of MM Unpacked! Join Kimberley Dondo alongside Money Marketing's editorial team, Dan Cooper and Tom Browne, as they discuss the Government's controversial decision to push ahead with including unused pensions in Inheritance Tax and how the industry is reacting. They also cover the latest on financial scams, the rise of apprenticeships as a new route into advice, and the FCA's ongoing battle against toxic workplace cultures. Listen now:
When markets get rocky, how can financial advisers help their clients stay the course?
Join Kimberley Dondo and Ilana Miller, Investment Development Director at Royal London, as they discuss the art of guiding clients through market volatility. In this episode, they explore the importance of addressing the emotional side of investing, proactive strategies to build long-term resilience, and the value of multi-asset solutions and active management in challenging times.
Learn how to help your clients build confidence and remain focused on their financial future.
For more resources on investing and financial planning, visit the Royal London website.
When markets get rocky, how can financial advisers help their clients stay the course?
Join Kimberley Dondo and Ilana Miller, Investment Development Director at Royal London, as they discuss the art of guiding clients through market volatility. In this episode, they explore the importance of addressing the emotional side of investing, proactive strategies to build long-term resilience, and the value of multi-asset solutions and active management in challenging times.
Learn how to help your clients build confidence and remain focused on their financial future.
For more resources on investing and financial planning, visit the Royal London website.
Rick Gosling, Director at Five Wealth, joins MM Talks to discuss the rise of unregulated advice on social media, how advisers can stay relevant to Gen Z, and the potential and pitfalls of AI in financial planning. He also shares thoughts on intergenerational advice and building financial literacy across families.
Listen now:
Rick Gosling, Director at Five Wealth, joins MM Talks to discuss the rise of unregulated advice on social media, how advisers can stay relevant to Gen Z, and the potential and pitfalls of AI in financial planning. He also shares thoughts on intergenerational advice and building financial literacy across families.
Listen now:
In this episode of MM Unpacked, Kimberley Dondo, Dan Cooper, and Tom Browne unpack the FCA's targeted support, discuss the importance of work experience in attracting young talent to financial advice, and reveal Money Marketing's digital evolution.
In this episode of MM Unpacked, Kimberley Dondo, Dan Cooper, and Tom Browne unpack the FCA's targeted support, discuss the importance of work experience in attracting young talent to financial advice, and reveal Money Marketing's digital evolution.
In this episode, Kimberley Dondo speaks to William Marshall, Chief Investment Officer at Hymans Robertson Investment Services, about the investment lessons learned from the Covid-19 pandemic.
They explore how markets reacted during the initial shock of lockdown, the long-term trends accelerated by the crisis, and the role advisers played in guiding clients through turbulent times. William also shares insights on behavioural patterns, portfolio resilience, and what advisers should consider when preparing for future volatility.
For more episodes of our In Conversation With series, click here.
In this episode, Kimberley Dondo speaks to William Marshall, Chief Investment Officer at Hymans Robertson Investment Services, about the investment lessons learned from the Covid-19 pandemic.
They explore how markets reacted during the initial shock of lockdown, the long-term trends accelerated by the crisis, and the role advisers played in guiding clients through turbulent times. William also shares insights on behavioural patterns, portfolio resilience, and what advisers should consider when preparing for future volatility.
For more episodes of our In Conversation With series, click here.
In this Weekend Essay, Amanda Newman Smith reveals why even those working in financial services can overlook the value of protection insurance — and what this means for how the industry communicates the importance of cover.
Listen now.
In this Weekend Essay, Amanda Newman Smith reveals why even those working in financial services can overlook the value of protection insurance — and what this means for how the industry communicates the importance of cover.
Listen now.
In this episode, Money Marketing editor Tom Browne sits down with industry veteran Roderic Rennison, founder of Catalyst Partners, to reflect on five decades in financial services.
From door-to-door life insurance in the 1970s to the digital age of advice, Rennison shares what’s changed, what hasn’t... and what he still hopes to see.
In this episode, Money Marketing editor Tom Browne sits down with industry veteran Roderic Rennison, founder of Catalyst Partners, to reflect on five decades in financial services.
From door-to-door life insurance in the 1970s to the digital age of advice, Rennison shares what’s changed, what hasn’t... and what he still hopes to see.
In this episode of In Conversation With..., Kimberley Dondo speaks with Bryn Williams, a self-proclaimed “un-retiree” who re-entered the world of financial advice after a successful first career. Bryn shares how the Verve Foundation’s Adviser Incubator reignited his confidence, how his experience with science and tech clients informs his current approach, and why life’s big transitions have made him a more empathetic adviser.
He also explores how the industry can better support experienced professionals making a comeback — and offers heartfelt advice for those considering their own second act in financial services.
In this episode of In Conversation With..., Kimberley Dondo speaks with Bryn Williams, a self-proclaimed “un-retiree” who re-entered the world of financial advice after a successful first career. Bryn shares how the Verve Foundation’s Adviser Incubator reignited his confidence, how his experience with science and tech clients informs his current approach, and why life’s big transitions have made him a more empathetic adviser.
He also explores how the industry can better support experienced professionals making a comeback — and offers heartfelt advice for those considering their own second act in financial services.
Kimberley Dondo speaks to Ricky McKinney, UK Risk & Compliance Director at Royal London, about how outcomes-based regulation and the Consumer Duty are reshaping financial advice. They explore key findings from the Meaning of Value research, insights from the FCA's AGBR Policy Sprint, and the practical steps advice firms can take to embed value, demonstrate good outcomes, and use compliance as a competitive edge.
Discover more tools, research, and resources to support your Consumer Duty journey from Royal London today!
Kimberley Dondo speaks to Ricky McKinney, UK Risk & Compliance Director at Royal London, about how outcomes-based regulation and the Consumer Duty are reshaping financial advice. They explore key findings from the Meaning of Value research, insights from the FCA's AGBR Policy Sprint, and the practical steps advice firms can take to embed value, demonstrate good outcomes, and use compliance as a competitive edge.
Discover more tools, research, and resources to support your Consumer Duty journey from Royal London today!
In this episode of In Conversation With..., Kimberley Dondo speaks with Frederika Clay, Chartered Financial Planner at F & O Wealth, about her journey from working in financial services to launching her own firm. Frederika shares what drew her to The Verve Foundation’s Adviser Incubator, how its mentoring and community support helped her grow, and the pivotal moment she knew entrepreneurship was right for her. She also reflects on the challenges she’s faced, lessons learned, and her aspirations for the future of her business—and the financial advice industry as a whole.
In this episode of In Conversation With..., Kimberley Dondo speaks with Frederika Clay, Chartered Financial Planner at F & O Wealth, about her journey from working in financial services to launching her own firm. Frederika shares what drew her to The Verve Foundation’s Adviser Incubator, how its mentoring and community support helped her grow, and the pivotal moment she knew entrepreneurship was right for her. She also reflects on the challenges she’s faced, lessons learned, and her aspirations for the future of her business—and the financial advice industry as a whole.
In this episode of In Conversation With..., Kimberley Dondo speaks with Alexander Thomas — Financial Adviser, content creator, landlord, and start-up investor — about his journey from cold calling to carving out a unique voice in financial education. He shares what it was like finding his feet in the industry, how he juggles multiple roles, and why he believes more advisers should embrace social media. From debunking financial myths to tackling trolls and algorithms, Alex opens up about the power and pitfalls of building an online presence — and his vision for the future of financial advice in the UK.
In this episode of In Conversation With..., Kimberley Dondo speaks with Alexander Thomas — Financial Adviser, content creator, landlord, and start-up investor — about his journey from cold calling to carving out a unique voice in financial education. He shares what it was like finding his feet in the industry, how he juggles multiple roles, and why he believes more advisers should embrace social media. From debunking financial myths to tackling trolls and algorithms, Alex opens up about the power and pitfalls of building an online presence — and his vision for the future of financial advice in the UK.
In this week’s Weekend Essay, Tom Browne reflects on the financial and emotional toll of parenthood — from overspending at toy shops to chaotic family holidays. With another child on the way and a toddler already stretching his willpower (and wallet), Tom asks: are the sacrifices we make now really worth it in the long run?
In this week’s Weekend Essay, Tom Browne reflects on the financial and emotional toll of parenthood — from overspending at toy shops to chaotic family holidays. With another child on the way and a toddler already stretching his willpower (and wallet), Tom asks: are the sacrifices we make now really worth it in the long run?
As VCTs mark their 30th anniversary, Chris Lewis reflects on the sector's evolution, the critical role it has played in backing UK startups, and how recent policy changes—like the extension of the sunset clause—are shaping its future. He joins Kimberley Dondo to explore how investor sentiment is shifting, what the Autumn Budget could mean for 2025, and what advisers and investors should consider in today’s economic landscape.
As VCTs mark their 30th anniversary, Chris Lewis reflects on the sector's evolution, the critical role it has played in backing UK startups, and how recent policy changes—like the extension of the sunset clause—are shaping its future. He joins Kimberley Dondo to explore how investor sentiment is shifting, what the Autumn Budget could mean for 2025, and what advisers and investors should consider in today’s economic landscape.
In this episode, Kimberley Dondo speaks with Symon Stickney, CEO of Collidr, to explore whether the UK’s Model Portfolio Service market is truly on the “edge of chaos”—or simply undergoing necessary evolution. They unpack the flood of options facing advisers, the myth of “too much choice,” and what really matters when selecting an investment partner. Symon shares his take on hidden portfolio risks, the role of tech (without the hype), and why service—not just performance—is the ultimate differentiator.
Is the current disruption just noise—or the new normal? Tune in to find out how Collidr aims to help advisers not just survive, but thrive.
In this episode, Kimberley Dondo speaks with Symon Stickney, CEO of Collidr, to explore whether the UK’s Model Portfolio Service market is truly on the “edge of chaos”—or simply undergoing necessary evolution. They unpack the flood of options facing advisers, the myth of “too much choice,” and what really matters when selecting an investment partner. Symon shares his take on hidden portfolio risks, the role of tech (without the hype), and why service—not just performance—is the ultimate differentiator.
Is the current disruption just noise—or the new normal? Tune in to find out how Collidr aims to help advisers not just survive, but thrive.
In this episode of In Conversation With..., Kimberley Dondo sits down with Simon Harvey, founder and managing director of bdhSterling, to discuss the challenges and opportunities of cross-border financial advice between the UK and Australia. From navigating dual regulation and advising expats to lessons learned from building a successful international business, Simon shares invaluable insights for advisers looking to expand globally.
What are the most common pitfalls in UK-Australia financial planning?
In this episode of In Conversation With..., Kimberley Dondo sits down with Simon Harvey, founder and managing director of bdhSterling, to discuss the challenges and opportunities of cross-border financial advice between the UK and Australia. From navigating dual regulation and advising expats to lessons learned from building a successful international business, Simon shares invaluable insights for advisers looking to expand globally.
What are the most common pitfalls in UK-Australia financial planning?
In this episode of In Conversation With..., Kimberley Dondo sits down with Charles Jillings, Fund Manager of Utilico Emerging Markets Trust, to explore the evolving trends in emerging market investments as we step into 2025. From the growing importance of energy transition and digital infrastructure to the outlook for key markets like Brazil, Vietnam, and India, Charles provides valuable insights on how UEM’s portfolio is positioned for long-term growth. He also discusses strategies for managing risks amidst geopolitical uncertainties and how UEM plans to continue its strong performance and dividend history in a volatile market.
In this episode of In Conversation With..., Kimberley Dondo sits down with Charles Jillings, Fund Manager of Utilico Emerging Markets Trust, to explore the evolving trends in emerging market investments as we step into 2025. From the growing importance of energy transition and digital infrastructure to the outlook for key markets like Brazil, Vietnam, and India, Charles provides valuable insights on how UEM’s portfolio is positioned for long-term growth. He also discusses strategies for managing risks amidst geopolitical uncertainties and how UEM plans to continue its strong performance and dividend history in a volatile market.
In this episode of In Conversation With..., host Kimberley Dondo is joined by Andrew Tully, Technical Services Director at Nucleus Financial, to unpack the proposed changes to Inheritance Tax (IHT) and their far-reaching implications. From navigating potential reforms to identifying key client groups and avoiding common planning pitfalls, Andrew shares expert insights and actionable strategies for advisers preparing for what’s ahead in 2025.
Whether you're looking to refine your IHT advice or get ahead of policy shifts, this episode is not to be missed.
In this episode of In Conversation With..., host Kimberley Dondo is joined by Andrew Tully, Technical Services Director at Nucleus Financial, to unpack the proposed changes to Inheritance Tax (IHT) and their far-reaching implications. From navigating potential reforms to identifying key client groups and avoiding common planning pitfalls, Andrew shares expert insights and actionable strategies for advisers preparing for what’s ahead in 2025.
Whether you're looking to refine your IHT advice or get ahead of policy shifts, this episode is not to be missed.
In this episode of the Money Marketing Podcast: Protection and Pensions series in association with Royal London, Kimberley Dondo is joined by Justin Corliss and Fiona Hanrahan from Royal London’s technical team. They unpack the far-reaching implications of the April 2025 changes to employer national insurance, explore how salary exchange could ease the burden, and clarify key updates around the abolition of the lifetime allowance and upcoming IHT changes for pensions.
Whether you're an adviser looking to help clients stay ahead of tax and regulatory changes or wanting to sharpen your understanding of pension death benefits and IHT planning, this episode is packed with timely insights and actionable takeaways.
In this episode of the Money Marketing Podcast: Protection and Pensions series in association with Royal London, Kimberley Dondo is joined by Justin Corliss and Fiona Hanrahan from Royal London’s technical team. They unpack the far-reaching implications of the April 2025 changes to employer national insurance, explore how salary exchange could ease the burden, and clarify key updates around the abolition of the lifetime allowance and upcoming IHT changes for pensions.
Whether you're an adviser looking to help clients stay ahead of tax and regulatory changes or wanting to sharpen your understanding of pension death benefits and IHT planning, this episode is packed with timely insights and actionable takeaways.
In this episode of In Conversation With..., host Kimberley Dondo sits down with Bryn Jones, Head of Fixed Income at Rathbones, to unpack the 2025 fixed income landscape. With two decades at the helm, Bryn reflects on market evolution, shares how his geography background and "Anthropocene" approach inform his strategy, and explores the growing role of sustainable bonds. Tune in as he offers timely advice for advisers navigating volatility, biodiversity risk, and client impact goals.
In this episode of In Conversation With..., host Kimberley Dondo sits down with Bryn Jones, Head of Fixed Income at Rathbones, to unpack the 2025 fixed income landscape. With two decades at the helm, Bryn reflects on market evolution, shares how his geography background and "Anthropocene" approach inform his strategy, and explores the growing role of sustainable bonds. Tune in as he offers timely advice for advisers navigating volatility, biodiversity risk, and client impact goals.
In this episode of In Conversation With..., host Kimberley Dondo speaks with Mark Sanderson, Managing Director at Morningstar Wealth, about the vital role financial advisers play in supporting bereaved clients. From balancing empathy with professionalism to simplifying probate and ensuring FCA compliance, Mark shares insights on navigating these sensitive conversations.
In this episode of In Conversation With..., host Kimberley Dondo speaks with Mark Sanderson, Managing Director at Morningstar Wealth, about the vital role financial advisers play in supporting bereaved clients. From balancing empathy with professionalism to simplifying probate and ensuring FCA compliance, Mark shares insights on navigating these sensitive conversations.
This week’s Weekend Essay explores the complex world of asset tracing with Finders International. Editor Tom Browne speaks to CEO Simonne Llewellyn and international assets service manager Louise Levene about the challenges of locating unclaimed wealth, cross-border probate issues, and the surprising assets that surface years after they were forgotten. Listen now:
This week’s Weekend Essay explores the complex world of asset tracing with Finders International. Editor Tom Browne speaks to CEO Simonne Llewellyn and international assets service manager Louise Levene about the challenges of locating unclaimed wealth, cross-border probate issues, and the surprising assets that surface years after they were forgotten. Listen now:
Welcome to the MM podcast: "Statement or just chat?". In this episode, editor Tom Browne and special guests Chris Jones (Dynamic Planner) and Jeremy Fawcett (Platforum) take a closer look at chancellor Rachel Reeves' Spring Statement, some of the economic forecasts and implications, what was or wasn't announced, and what financial advisers should be paying attention to.
Welcome to the MM podcast: "Statement or just chat?". In this episode, editor Tom Browne and special guests Chris Jones (Dynamic Planner) and Jeremy Fawcett (Platforum) take a closer look at chancellor Rachel Reeves' Spring Statement, some of the economic forecasts and implications, what was or wasn't announced, and what financial advisers should be paying attention to.
In this episode of In Conversation With..., Kimberley Dondo sits down with Miranda Seath, Director of Market Insight and Fund Sectors at The Investment Association, to discuss the future of UK saving and investing. Miranda shares insights on the IA’s inclusive strategy, the role of financial advisers in bridging gaps, and key investor trends for 2025.
In this episode of In Conversation With..., Kimberley Dondo sits down with Miranda Seath, Director of Market Insight and Fund Sectors at The Investment Association, to discuss the future of UK saving and investing. Miranda shares insights on the IA’s inclusive strategy, the role of financial advisers in bridging gaps, and key investor trends for 2025.
In this Weekend Essay, Dan Cooper examines Frankie Dettori’s bankruptcy and the crucial lessons it holds about trust, vulnerability, and financial advice. Even the most successful aren’t immune to money troubles.
Listen now:
In this Weekend Essay, Dan Cooper examines Frankie Dettori’s bankruptcy and the crucial lessons it holds about trust, vulnerability, and financial advice. Even the most successful aren’t immune to money troubles.
Listen now:
In Conversation With... Tom Ham & Hayley Rabbets: Shaping the Future of Financial Advic
The financial advice profession faces a talent gap, but initiatives like We Are Change are working to close it.
In this episode, Tom Ham (Calton Group) and Hayley Rabbets (The Verve Foundation) discuss how their partnership breaks down barriers, nurtures new talent, and makes financial services more accessible. They share insights on creating a more diverse and innovative industry from technical training to real-world client skills.
Listen now:
In Conversation With... Tom Ham & Hayley Rabbets: Shaping the Future of Financial Advic
The financial advice profession faces a talent gap, but initiatives like We Are Change are working to close it.
In this episode, Tom Ham (Calton Group) and Hayley Rabbets (The Verve Foundation) discuss how their partnership breaks down barriers, nurtures new talent, and makes financial services more accessible. They share insights on creating a more diverse and innovative industry from technical training to real-world client skills.
Listen now:
In this Weekend Essay, Dan Cooper examines why International Women’s Day risks becoming an empty gesture unless attitudes towards harassment and discrimination in financial services truly change. Progress has been made, but there is still much to do. Listen now:
In this Weekend Essay, Dan Cooper examines why International Women’s Day risks becoming an empty gesture unless attitudes towards harassment and discrimination in financial services truly change. Progress has been made, but there is still much to do. Listen now:
With tax year-end fast approaching, what key planning opportunities should advisers focus on? In this episode of In Conversation With..., host Kimberley Dondo is joined by Mark Devlin, Senior Technical Manager at M&G Wealth, to explore the latest tax and pension changes from the Autumn Budget, the growing role of insurance bonds, and the top strategies advisers should consider before the deadline.
With tax year-end fast approaching, what key planning opportunities should advisers focus on? In this episode of In Conversation With..., host Kimberley Dondo is joined by Mark Devlin, Senior Technical Manager at M&G Wealth, to explore the latest tax and pension changes from the Autumn Budget, the growing role of insurance bonds, and the top strategies advisers should consider before the deadline.
Ahead of International Women’s Day, Kimberley Dondo speaks with Yasmina Siadatan, Chief Revenue Officer at Dynamic Planner, about the role of technology in financial planning for women. They explore how digital tools are bridging the gender investment gap, enhancing the adviser-client relationship, and helping firms create a more inclusive approach to wealth management.
From mobile apps to psychometric risk profiling, they discuss how fintech is shaping a more personalised investment experience for female clients and advisers.
Ahead of International Women’s Day, Kimberley Dondo speaks with Yasmina Siadatan, Chief Revenue Officer at Dynamic Planner, about the role of technology in financial planning for women. They explore how digital tools are bridging the gender investment gap, enhancing the adviser-client relationship, and helping firms create a more inclusive approach to wealth management.
From mobile apps to psychometric risk profiling, they discuss how fintech is shaping a more personalised investment experience for female clients and advisers.
In this Weekend Essay, Lois Vallely opens up about her ongoing struggle with debt and the challenges of changing long-standing financial habits. After realising that past attempts to improve her money mindset haven’t stuck, she considers whether a financial coach could provide the guidance and accountability she needs. Could this be the key to lasting change? Listen now:
In this Weekend Essay, Lois Vallely opens up about her ongoing struggle with debt and the challenges of changing long-standing financial habits. After realising that past attempts to improve her money mindset haven’t stuck, she considers whether a financial coach could provide the guidance and accountability she needs. Could this be the key to lasting change? Listen now:
In this episode, Kimberley Dondo speaks with Dan Boardman-Weston, CEO of BRI Wealth Management, about the AI investment frenzy, the UK’s economic challenges, and where investors can find stability. They also discuss portfolio strategies amid high interest rates, the impact of Trump’s second term on UK investors, and whether UK equities are undervalued or facing deeper issues. Listen now:
In this episode, Kimberley Dondo speaks with Dan Boardman-Weston, CEO of BRI Wealth Management, about the AI investment frenzy, the UK’s economic challenges, and where investors can find stability. They also discuss portfolio strategies amid high interest rates, the impact of Trump’s second term on UK investors, and whether UK equities are undervalued or facing deeper issues. Listen now:
In this thought-provoking Weekend Essay, Amanda explores the complexities of the ‘right to be forgotten’ for cancer survivors applying for insurance. Should cancer survivors disclose past diagnoses, or should they be allowed to move forward without repercussions? Join Amanda as she reflects on the emotional and ethical challenges in balancing fairness and risk in the financial services industry.
In this thought-provoking Weekend Essay, Amanda explores the complexities of the ‘right to be forgotten’ for cancer survivors applying for insurance. Should cancer survivors disclose past diagnoses, or should they be allowed to move forward without repercussions? Join Amanda as she reflects on the emotional and ethical challenges in balancing fairness and risk in the financial services industry.
In this episode of In Conversation With…, host Kimberley Dondo is joined by Andy O’Regan, Chief Client Strategy Officer at TPT Retirement Solutions, to break down Collective Defined Contribution (CDC) pensions. They explore how CDCs compare to traditional schemes, their advantages and challenges, and what advisers need to know about the evolving regulatory landscape. Could CDCs reshape the future of retirement planning?
In this episode of In Conversation With…, host Kimberley Dondo is joined by Andy O’Regan, Chief Client Strategy Officer at TPT Retirement Solutions, to break down Collective Defined Contribution (CDC) pensions. They explore how CDCs compare to traditional schemes, their advantages and challenges, and what advisers need to know about the evolving regulatory landscape. Could CDCs reshape the future of retirement planning?
Love may be priceless, but Valentine's Day isn't! In this Weekend Essay, Tom Browne explores the financial side of romance—why big spending doesn’t equal big love and how thoughtful gestures can mean more than a lavish gift. Is love really in the air, or just in the budget?
Love may be priceless, but Valentine's Day isn't! In this Weekend Essay, Tom Browne explores the financial side of romance—why big spending doesn’t equal big love and how thoughtful gestures can mean more than a lavish gift. Is love really in the air, or just in the budget?
In this episode of In Conversation With..., Kimberley Dondo speaks with Anick Sharma, Certified Financial Planner and Director at Videre. Anick shares his journey into financial advice, what makes Videre’s approach unique, and how the Verve Foundation’s Adviser Incubator has shaped his path. They discuss the importance of transparent fees, evidence-based solutions, and how financial planning should be about more than just selling products—it’s about helping clients live their best lives.
In this episode of In Conversation With..., Kimberley Dondo speaks with Anick Sharma, Certified Financial Planner and Director at Videre. Anick shares his journey into financial advice, what makes Videre’s approach unique, and how the Verve Foundation’s Adviser Incubator has shaped his path. They discuss the importance of transparent fees, evidence-based solutions, and how financial planning should be about more than just selling products—it’s about helping clients live their best lives.
In this Weekend Essay, Momodou Musa Touray urges financial advisers to reconsider their stance on cryptocurrency. With crypto going mainstream, more people are investing and the FCA is developing regulations for the market. While crypto remains a high-risk asset, it also offers significant growth potential. Momodou explores the rise of crypto, the global regulatory shifts, and how advisers can prepare for a new generation of clients and navigate the complexities of crypto investments. Should advisers continue to dismiss crypto, or is it time to take a closer look?
In this Weekend Essay, Momodou Musa Touray urges financial advisers to reconsider their stance on cryptocurrency. With crypto going mainstream, more people are investing and the FCA is developing regulations for the market. While crypto remains a high-risk asset, it also offers significant growth potential. Momodou explores the rise of crypto, the global regulatory shifts, and how advisers can prepare for a new generation of clients and navigate the complexities of crypto investments. Should advisers continue to dismiss crypto, or is it time to take a closer look?
In the latest In Conversation With episode, Kimberley Dondo sits down with Will Fraser-Allen, Managing Partner of Albion Capital, to explore the evolving world of venture capital trusts (VCTs). From his journey in the VC sector to the key trends shaping the 2025 market outlook, Will shares invaluable insights on macroeconomic influences, fundraising challenges, and compelling opportunities for advisers. Whether you're navigating portfolio diversification or preparing for industry shifts, this conversation is packed with actionable advice and forward-thinking strategies. Listen now:
In the latest In Conversation With episode, Kimberley Dondo sits down with Will Fraser-Allen, Managing Partner of Albion Capital, to explore the evolving world of venture capital trusts (VCTs). From his journey in the VC sector to the key trends shaping the 2025 market outlook, Will shares invaluable insights on macroeconomic influences, fundraising challenges, and compelling opportunities for advisers. Whether you're navigating portfolio diversification or preparing for industry shifts, this conversation is packed with actionable advice and forward-thinking strategies. Listen now:
Welcome to the first MM Talks episode of 2025! Join Kimberley Dondo, Lois Vallely, and Dan Cooper as they dive into the financial trends and surprises shaping the new year. From the most defining moments for advisers to the curveballs of 2024 and how they’ll impact the year ahead, this episode is packed with insights. Plus, discover the news stories advisers can’t afford to miss.
Welcome to the first MM Talks episode of 2025! Join Kimberley Dondo, Lois Vallely, and Dan Cooper as they dive into the financial trends and surprises shaping the new year. From the most defining moments for advisers to the curveballs of 2024 and how they’ll impact the year ahead, this episode is packed with insights. Plus, discover the news stories advisers can’t afford to miss.
The arrival of Chinese AI start-up DeepSeek has shaken the markets, raising questions about the dominance of Big Tech and the sustainability of AI investment. With NVIDIA suffering the largest single-day market loss in history, is this a turning point for the industry or just short-term volatility?
In this Weekend Essay, Dan Cooper explores the implications for investors and what lies ahead for AI-driven markets.
The arrival of Chinese AI start-up DeepSeek has shaken the markets, raising questions about the dominance of Big Tech and the sustainability of AI investment. With NVIDIA suffering the largest single-day market loss in history, is this a turning point for the industry or just short-term volatility?
In this Weekend Essay, Dan Cooper explores the implications for investors and what lies ahead for AI-driven markets.
In this episode of In Conversation With..., Kimberley Dondo is joined by Sam Grice, Founder & CEO of Octopus Legacy. They discuss the story behind the founding of Octopus Legacy, how personal experiences shaped its vision, and the importance of addressing death and legacy planning for individuals and families. Sam explains the platform’s role in supporting the bereavement process, common misconceptions about planning for death, and the concept of "bringing death to life" in financial planning. The conversation also explores practical steps for advisers, how Octopus Legacy differentiates itself in the market, and the role of financial advisers in facilitating legacy discussions. Listen now:
In this episode of In Conversation With..., Kimberley Dondo is joined by Sam Grice, Founder & CEO of Octopus Legacy. They discuss the story behind the founding of Octopus Legacy, how personal experiences shaped its vision, and the importance of addressing death and legacy planning for individuals and families. Sam explains the platform’s role in supporting the bereavement process, common misconceptions about planning for death, and the concept of "bringing death to life" in financial planning. The conversation also explores practical steps for advisers, how Octopus Legacy differentiates itself in the market, and the role of financial advisers in facilitating legacy discussions. Listen now:
Warren Buffett's journey from a paperboy to one of the most celebrated investors of all time is nothing short of extraordinary. In this Weekend Essay, Chief Reporter Lois Vallely takes us through the principles that define the “Oracle of Omaha’s” success, including his focus on proven businesses, strong management, and disciplined, long-term investing strategies.
Listen now:
Warren Buffett's journey from a paperboy to one of the most celebrated investors of all time is nothing short of extraordinary. In this Weekend Essay, Chief Reporter Lois Vallely takes us through the principles that define the “Oracle of Omaha’s” success, including his focus on proven businesses, strong management, and disciplined, long-term investing strategies.
Listen now:
In this episode of In Conversation With, host Lois Vallely sits down with Sarah Coles, head of cyber and resilience at Parmenion, to explore the growing landscape of cybersecurity threats and practical defences.
Coles draws on over a decade of experience to talk about the alarming rise in cyberattacks targeting businesses of all sizes, fuelled by automated bots and evolving tactics like phishing, malicious websites, and ransomware.
She urges advice business owners to implement layered security measures, such as multi-factor authentication, strong password practices with password managers, and regular system updates.
The conversation also examines the challenges posed by emerging technologies like AI, which enable sophisticated scams, including deepfakes.
In this episode of In Conversation With, host Lois Vallely sits down with Sarah Coles, head of cyber and resilience at Parmenion, to explore the growing landscape of cybersecurity threats and practical defences.
Coles draws on over a decade of experience to talk about the alarming rise in cyberattacks targeting businesses of all sizes, fuelled by automated bots and evolving tactics like phishing, malicious websites, and ransomware.
She urges advice business owners to implement layered security measures, such as multi-factor authentication, strong password practices with password managers, and regular system updates.
The conversation also examines the challenges posed by emerging technologies like AI, which enable sophisticated scams, including deepfakes.
In this week's Weekend Essay episode, Amanda Newman Smith reflects on hope, generosity, and George Kinder’s vision for trustworthy institutions. Can we rise above self-interest to create lasting change?
Listen now:
In this week's Weekend Essay episode, Amanda Newman Smith reflects on hope, generosity, and George Kinder’s vision for trustworthy institutions. Can we rise above self-interest to create lasting change?
Listen now:
In this episode, Kim Dondo chats with Madeleine Debney, Co-Founder of Otto, about her shift from asset management to developing an AI-powered platform for wealth managers. They discuss how Otto supports advisers by streamlining workflows, automating tasks like fact finds and suitability reports, and enhancing client relationships.
Madeleine also shares insights into Otto’s evolution, its approach to compliance, and her vision for the role of AI in financial services.
In this episode, Kim Dondo chats with Madeleine Debney, Co-Founder of Otto, about her shift from asset management to developing an AI-powered platform for wealth managers. They discuss how Otto supports advisers by streamlining workflows, automating tasks like fact finds and suitability reports, and enhancing client relationships.
Madeleine also shares insights into Otto’s evolution, its approach to compliance, and her vision for the role of AI in financial services.
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.
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:
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 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 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 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 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 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.
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:
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:
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:
In this podcast, editor Tom Browne is joined by Roderic Rennison, founder and partner of Catalyst Partners and Money Marketing columnist, to discuss buying, selling and consolidation post-Budget in the financial advice space.
Among the topics discussed are changes to business asset disposal relief (BADR), the attractiveness of the UK to private equity (PE) firms, and why “the tax tail should not wag the deal dog”.
In this podcast, editor Tom Browne is joined by Roderic Rennison, founder and partner of Catalyst Partners and Money Marketing columnist, to discuss buying, selling and consolidation post-Budget in the financial advice space.
Among the topics discussed are changes to business asset disposal relief (BADR), the attractiveness of the UK to private equity (PE) firms, and why “the tax tail should not wag the deal dog”.
In this deeply personal episode, Dan Cooper reflects on the recent loss of his beloved grandfather and the lessons it taught him about having those difficult but vital conversations about death.
From inheritance planning to creating a will, Dan shares why discussing end-of-life wishes is an act of love and how it can bring peace of mind to families during challenging times. Listen now:
In this deeply personal episode, Dan Cooper reflects on the recent loss of his beloved grandfather and the lessons it taught him about having those difficult but vital conversations about death.
From inheritance planning to creating a will, Dan shares why discussing end-of-life wishes is an act of love and how it can bring peace of mind to families during challenging times. Listen now:
Kimberley Dondo, digital content manager at Money Marketing, chats with Catriona McInally, Investment Specialist at M&G Wealth, about the complexities of long-term investing in today's market. They explore how advisers can guide clients through volatility, prioritise "real" returns over short-term gains, and adapt strategies in a changing investment landscape.
Tune in for valuable insights on empowering clients to achieve their long-term financial goals.
Kimberley Dondo, digital content manager at Money Marketing, chats with Catriona McInally, Investment Specialist at M&G Wealth, about the complexities of long-term investing in today's market. They explore how advisers can guide clients through volatility, prioritise "real" returns over short-term gains, and adapt strategies in a changing investment landscape.
Tune in for valuable insights on empowering clients to achieve their long-term financial goals.
In this week's Weekend Essay, Tom Browne reflects on what lessons the media can learn from the US election results and the UK Budget. From over-sensationalising political outcomes to the dangers of guessing in the absence of solid policies, Tom discusses how a more informed, sober approach is needed in today's media landscape. Should the media focus less on polarisation and more on understanding voter behaviour? Tune in to find out.
In this week's Weekend Essay, Tom Browne reflects on what lessons the media can learn from the US election results and the UK Budget. From over-sensationalising political outcomes to the dangers of guessing in the absence of solid policies, Tom discusses how a more informed, sober approach is needed in today's media landscape. Should the media focus less on polarisation and more on understanding voter behaviour? Tune in to find out.
Join Digital Content Manager Kimberley Dondo as she speaks with Shelley Read, Senior Protection Technical Manager at Royal London, on everything income protection (IP). Shelley answers key questions: What exactly is IP? Why is it critical for financial resilience? And how can advisers ensure clients are properly covered? From navigating underwriting to understanding client needs, this episode covers practical guidance for advisers on IP and reducing the risk of unpaid claims. In association with Royal London, tune in to explore how IP can safeguard lifestyles against income loss.
And if you’d like any further resources or support to help grow your business and deliver value for your clients, visit: adviser.royallondon.com/PeoplePowered
Join Digital Content Manager Kimberley Dondo as she speaks with Shelley Read, Senior Protection Technical Manager at Royal London, on everything income protection (IP). Shelley answers key questions: What exactly is IP? Why is it critical for financial resilience? And how can advisers ensure clients are properly covered? From navigating underwriting to understanding client needs, this episode covers practical guidance for advisers on IP and reducing the risk of unpaid claims. In association with Royal London, tune in to explore how IP can safeguard lifestyles against income loss.
And if you’d like any further resources or support to help grow your business and deliver value for your clients, visit: adviser.royallondon.com/PeoplePowered
In this week's Weekend Essay, news editor Dan Cooper shares his incredible journey over the past year at Money Marketing. From breaking major news stories to navigating the fast-paced world of finance, Dan reflects on personal highlights, challenges, and lessons learned along the way. Discover his thoughts on the sector's future and the exciting opportunities ahead.
Tune in now:
In this week's Weekend Essay, news editor Dan Cooper shares his incredible journey over the past year at Money Marketing. From breaking major news stories to navigating the fast-paced world of finance, Dan reflects on personal highlights, challenges, and lessons learned along the way. Discover his thoughts on the sector's future and the exciting opportunities ahead.
Tune in now:
Chancellor Rachel Reeves' first Budget as chancellor was one of the most anticipated in recent history. And there are no shortage of talking points, from rises in capital gains tax and national insurance contributions for employers to pensions being brought into the scope of inheritance tax. To discuss this and more, editor Tom Browne is joined by Ian Cook from Quilter Cheviot, Chris Jones from Dynamic Planner and Patrick Ingram from Parmenion.
Chancellor Rachel Reeves' first Budget as chancellor was one of the most anticipated in recent history. And there are no shortage of talking points, from rises in capital gains tax and national insurance contributions for employers to pensions being brought into the scope of inheritance tax. To discuss this and more, editor Tom Browne is joined by Ian Cook from Quilter Cheviot, Chris Jones from Dynamic Planner and Patrick Ingram from Parmenion.
In this episode of In Conversation With..., host Kimberley Dondo sits down with Zoë Dagless, Director & Chartered Financial Planner at Meliora Financial Planning, to explore her inspiring journey from financial adviser to founder. Zoë shares her pivotal experiences within The Verve Foundation's Adviser Incubator, revealing the support, mentorship, and key insights that empowered her leap into entrepreneurship. From initial apprehensions to ‘aha’ moments, personal growth, and future ambitions, Zoë offers valuable advice for any financial professional considering their own entrepreneurial path. Tune in for an honest look at what it takes to build a purposeful, client-centred financial firm.
In this episode of In Conversation With..., host Kimberley Dondo sits down with Zoë Dagless, Director & Chartered Financial Planner at Meliora Financial Planning, to explore her inspiring journey from financial adviser to founder. Zoë shares her pivotal experiences within The Verve Foundation's Adviser Incubator, revealing the support, mentorship, and key insights that empowered her leap into entrepreneurship. From initial apprehensions to ‘aha’ moments, personal growth, and future ambitions, Zoë offers valuable advice for any financial professional considering their own entrepreneurial path. Tune in for an honest look at what it takes to build a purposeful, client-centred financial firm.
In this Weekend Essay episode, Momodou Musa Touray dives deep into the growing issue of scams. With more people falling victim to fraud every day, he shares personal stories and alarming statistics, highlighting that scams can ensnare even the savviest individuals.
As we recognise Scams Awareness Week, it's time to examine how prepared we really are to protect ourselves. Are you doing enough to guard against these threats? Tune in to find out!
In this Weekend Essay episode, Momodou Musa Touray dives deep into the growing issue of scams. With more people falling victim to fraud every day, he shares personal stories and alarming statistics, highlighting that scams can ensnare even the savviest individuals.
As we recognise Scams Awareness Week, it's time to examine how prepared we really are to protect ourselves. Are you doing enough to guard against these threats? Tune in to find out!
Join Kimberley Dondo, Digital Content Manager at Money Marketing, as she sits down with Jordan Sriharan, Fund Manager at Canada Life Asset Management, for a critical discussion on navigating the current market landscape.
In this episode, Jordan delves into the evolving economic outlook, highlighting key adjustments to his original projections in light of recent developments. We'll examine the impact of global trends on the UK market and explore strategies for mitigating risk in this uncertain environment.
This conversation offers valuable insights for financial advisors looking to:
Understand the significance of global economic trends in the UK market.
Develop strategies for navigating market volatility.
Identify potential opportunities for UK investors.
Prepare for key considerations in the second half of the year.
Stay informed and adapt their strategies in a rapidly changing economic landscape.
Tune in to hear Jordan's expert insights and actionable takeaways to help you confidently guide your clients through these turbulent times.
Join Kimberley Dondo, Digital Content Manager at Money Marketing, as she sits down with Jordan Sriharan, Fund Manager at Canada Life Asset Management, for a critical discussion on navigating the current market landscape.
In this episode, Jordan delves into the evolving economic outlook, highlighting key adjustments to his original projections in light of recent developments. We'll examine the impact of global trends on the UK market and explore strategies for mitigating risk in this uncertain environment.
This conversation offers valuable insights for financial advisors looking to:
Understand the significance of global economic trends in the UK market.
Develop strategies for navigating market volatility.
Identify potential opportunities for UK investors.
Prepare for key considerations in the second half of the year.
Stay informed and adapt their strategies in a rapidly changing economic landscape.
Tune in to hear Jordan's expert insights and actionable takeaways to help you confidently guide your clients through these turbulent times.
Join Kimberley Dondo, Lois Vallely and Tom Browne from the Money Marketing team for the third episode of MM Talks! This episode explores the FCA’s consolidation review, and speculation of the upcoming budget’s impact on financial advisers, and shares chillingly true finance horror stories from the internet! Listen now:
Join Kimberley Dondo, Lois Vallely and Tom Browne from the Money Marketing team for the third episode of MM Talks! This episode explores the FCA’s consolidation review, and speculation of the upcoming budget’s impact on financial advisers, and shares chillingly true finance horror stories from the internet! Listen now:
In this episode of In Conversation With..., host Kimberley Dondo chats with Julie Greenwood from Octopus Money and Hayley Rabbets from The Verve Foundation about closing the advice gap through industry collaboration. They discuss achieving tangible outcomes, balancing altruism with commercial goals, and why a family-centric approach is key to modern financial advice. Learn how these partnerships can shape the future of financial education and inclusion.
In this episode of In Conversation With..., host Kimberley Dondo chats with Julie Greenwood from Octopus Money and Hayley Rabbets from The Verve Foundation about closing the advice gap through industry collaboration. They discuss achieving tangible outcomes, balancing altruism with commercial goals, and why a family-centric approach is key to modern financial advice. Learn how these partnerships can shape the future of financial education and inclusion.
In this episode of the Weekend Essay podcast, Lois Vallely recounts her experience with a recent email hack and discusses the growing prevalence of phishing scams. She highlights the vulnerabilities financial firms face and shares practical advice on protecting sensitive information better. Join Lois as she emphasizes the importance of being aware of cyber risks and adopting proactive measures to ensure cybersecurity in both personal and professional settings. Listen now:
In this episode of the Weekend Essay podcast, Lois Vallely recounts her experience with a recent email hack and discusses the growing prevalence of phishing scams. She highlights the vulnerabilities financial firms face and shares practical advice on protecting sensitive information better. Join Lois as she emphasizes the importance of being aware of cyber risks and adopting proactive measures to ensure cybersecurity in both personal and professional settings. Listen now:
In this episode of In Conversation With..., Kimberley Dondo talks with William Marshall, CIO and Head of Wealth Investment at Hymans Robertson Investment Services. They dive into key topics like sequencing risk, debunking longevity myths, and how Hymans Robertson's holistic approach supports clients in retirement. William also addresses how the Consumer Duty has shaped the focus on value for money, the balance between passive and active investing, and the role of factor investing in portfolio design. Tune in for essential insights on navigating the current market and regulatory landscape.
In this episode of In Conversation With..., Kimberley Dondo talks with William Marshall, CIO and Head of Wealth Investment at Hymans Robertson Investment Services. They dive into key topics like sequencing risk, debunking longevity myths, and how Hymans Robertson's holistic approach supports clients in retirement. William also addresses how the Consumer Duty has shaped the focus on value for money, the balance between passive and active investing, and the role of factor investing in portfolio design. Tune in for essential insights on navigating the current market and regulatory landscape.
In this week's Weekend Essay, editor Tom Browne dives into one of our biggest fears: public speaking. From awkward job interviews to addressing packed rooms, Tom reflects on his journey from shyness to confidence, and how mastering public speaking can be a game-changer in both personal and professional life. Tune in now:
In this week's Weekend Essay, editor Tom Browne dives into one of our biggest fears: public speaking. From awkward job interviews to addressing packed rooms, Tom reflects on his journey from shyness to confidence, and how mastering public speaking can be a game-changer in both personal and professional life. Tune in now:
Join Kimberley Dondo in conversation with Jo Wall, Founder of Joyful Wealth, who shares her inspiring journey to becoming a successful entrepreneur with the help of the Verve Foundation's incubator program. Discover how Jo launched her own firm and how she believes financial advice and coaching can empower clients. Tune in now:
Join Kimberley Dondo in conversation with Jo Wall, Founder of Joyful Wealth, who shares her inspiring journey to becoming a successful entrepreneur with the help of the Verve Foundation's incubator program. Discover how Jo launched her own firm and how she believes financial advice and coaching can empower clients. Tune in now:
In this week’s Weekend Essay, Dan Cooper dives into the growing trend of football clubs partnering with high-risk CFD trading firms. Are clubs prioritising profit over fans? Should there be better regulation to protect supporters from risky financial products? Tune in as we explore the dark side of the beautiful game and its sponsorship deals.
Listen now!
In this week’s Weekend Essay, Dan Cooper dives into the growing trend of football clubs partnering with high-risk CFD trading firms. Are clubs prioritising profit over fans? Should there be better regulation to protect supporters from risky financial products? Tune in as we explore the dark side of the beautiful game and its sponsorship deals.
Listen now!
In this In Conversation With... episode, Kimberley Dondo chats with Rory Albon, founder of Albon Financial Planning. Rory shares his journey to launch his firm and his approach to investment optimisation, retirement planning, and financial well-being. He offers insights into balancing saving and investing, managing tax efficiency, and safeguarding assets through tailored insurance solutions. Rory also discusses his vision for his firm's future and offers invaluable advice for fellow financial advisers looking to start their businesses. Tune in now:
In this In Conversation With... episode, Kimberley Dondo chats with Rory Albon, founder of Albon Financial Planning. Rory shares his journey to launch his firm and his approach to investment optimisation, retirement planning, and financial well-being. He offers insights into balancing saving and investing, managing tax efficiency, and safeguarding assets through tailored insurance solutions. Rory also discusses his vision for his firm's future and offers invaluable advice for fellow financial advisers looking to start their businesses. Tune in now:
In this Weekend Essay, Amanda Newman Smith shares a personal story highlighting the importance of excellent customer service, especially when dealing with vulnerable clients. She contrasts negative experiences with a paint company and a clock supplier against a positive resolution with NatWest bank when assisting her elderly mother. This episode underscores the significance of empathy, clear communication, and proactive problem-solving in building trust and loyalty.
In this Weekend Essay, Amanda Newman Smith shares a personal story highlighting the importance of excellent customer service, especially when dealing with vulnerable clients. She contrasts negative experiences with a paint company and a clock supplier against a positive resolution with NatWest bank when assisting her elderly mother. This episode underscores the significance of empathy, clear communication, and proactive problem-solving in building trust and loyalty.
Join Kimberley Dondo in conversation with Rachel Edwards, a Financial Planner who took the leap from a successful career to launch her own firm. Hear about Rachel's inspiring journey through The Verve Foundation's Adviser Incubator, the "aha" moments that solidified her entrepreneurial path, and the valuable lessons she learned along the way. Gain insights into the challenges and triumphs of building a business in the financial advice industry, and discover how Rachel's firm is uniquely positioned to address the pressing needs of today's clients. Listen now:
Join Kimberley Dondo in conversation with Rachel Edwards, a Financial Planner who took the leap from a successful career to launch her own firm. Hear about Rachel's inspiring journey through The Verve Foundation's Adviser Incubator, the "aha" moments that solidified her entrepreneurial path, and the valuable lessons she learned along the way. Gain insights into the challenges and triumphs of building a business in the financial advice industry, and discover how Rachel's firm is uniquely positioned to address the pressing needs of today's clients. Listen now:
In this episode of In Conversation With… James Tucker, founder and CEO of Twenty7Tec, talks to host Lois Vallely about his journey in the mortgage and wealth tech space.
They discuss the challenges of scaling tech businesses and the evolving customer expectations, especially among younger generations, who demand seamless, technology-driven experiences.
Tucker believes that the industry’s disjointed tech landscape needs better integration to serve advisers and customers more effectively.
He also talks about the recent £16.5m investment from BGF, to help Twenty7tec expand its services and talent to drive future growth and acquisitions.
In this episode of In Conversation With… James Tucker, founder and CEO of Twenty7Tec, talks to host Lois Vallely about his journey in the mortgage and wealth tech space.
They discuss the challenges of scaling tech businesses and the evolving customer expectations, especially among younger generations, who demand seamless, technology-driven experiences.
Tucker believes that the industry’s disjointed tech landscape needs better integration to serve advisers and customers more effectively.
He also talks about the recent £16.5m investment from BGF, to help Twenty7tec expand its services and talent to drive future growth and acquisitions.
In this episode of the Money Marketing Awards podcast, Kimberley Dondo sits down with Sebastian Field, Associate Financial Planner at Attivo and winner of the Financial Adviser 2B category at the 2023 Money Marketing Awards.
Sebastian shares actionable tips for those starting out, from building essential skills to forging valuable industry connections. Whether you're a student, a career-changer, or simply curious about the field, this episode provides a wealth of insights to help you navigate your own path to success.
In this episode of the Money Marketing Awards podcast, Kimberley Dondo sits down with Sebastian Field, Associate Financial Planner at Attivo and winner of the Financial Adviser 2B category at the 2023 Money Marketing Awards.
Sebastian shares actionable tips for those starting out, from building essential skills to forging valuable industry connections. Whether you're a student, a career-changer, or simply curious about the field, this episode provides a wealth of insights to help you navigate your own path to success.
In this Weekend Essay, Lois Vallely explores her own financial red flags and how they might impact relationships. From keeping finances separate to the importance of financial transparency, Lois delves into how money habits can influence our personal lives. Discover the surprising results from Ford Money's survey and why discussing finances openly can be crucial for future stability. Tune in to hear more:
In this Weekend Essay, Lois Vallely explores her own financial red flags and how they might impact relationships. From keeping finances separate to the importance of financial transparency, Lois delves into how money habits can influence our personal lives. Discover the surprising results from Ford Money's survey and why discussing finances openly can be crucial for future stability. Tune in to hear more:
In this episode of In Conversation With… M&G Wealth Advice managing director Tom Hegarty and Money Marketing chief reporter Lois Vallely talk about the sharp decline in the number of UK financial advisers, from over 200,000 in the 1980s to just over 31,000 today.
To address these challenges, Hegarty highlights several initiatives aimed at attracting new talent to the profession. He discusses the role of academies and apprenticeships, as well as initiatives like Future Financial Adviser and the New Talent Alliance, in providing training and development opportunities for aspiring financial advisers.
He also stresses the importance of maintaining professionalism and integrity within the sector to enhance its reputation and appeal to new entrants.
In this episode of In Conversation With… M&G Wealth Advice managing director Tom Hegarty and Money Marketing chief reporter Lois Vallely talk about the sharp decline in the number of UK financial advisers, from over 200,000 in the 1980s to just over 31,000 today.
To address these challenges, Hegarty highlights several initiatives aimed at attracting new talent to the profession. He discusses the role of academies and apprenticeships, as well as initiatives like Future Financial Adviser and the New Talent Alliance, in providing training and development opportunities for aspiring financial advisers.
He also stresses the importance of maintaining professionalism and integrity within the sector to enhance its reputation and appeal to new entrants.
Join us for a special episode of the Money Marketing Podcast as we delve into the world of adviser development with Gee Footit, Senior Manager - Partnerships at St. James's Place Financial Adviser Academy, the proud winners of the 'Best Adviser Academy' award at the 2023 Money Marketing Awards. Discover the secrets behind their success, gain insights into their innovative curriculum and mentorship programs, and explore the future of financial advice with this inspiring conversation. Tune in to learn how the St. James's Place Financial Adviser Academy is shaping the next generation of financial advisers and empowering them to make a positive difference in the lives of their clients.
Join us for a special episode of the Money Marketing Podcast as we delve into the world of adviser development with Gee Footit, Senior Manager - Partnerships at St. James's Place Financial Adviser Academy, the proud winners of the 'Best Adviser Academy' award at the 2023 Money Marketing Awards. Discover the secrets behind their success, gain insights into their innovative curriculum and mentorship programs, and explore the future of financial advice with this inspiring conversation. Tune in to learn how the St. James's Place Financial Adviser Academy is shaping the next generation of financial advisers and empowering them to make a positive difference in the lives of their clients.
In this Weekend Essay, Tom Browne takes a nostalgic yet cynical look at the Oasis reunion, questioning the motives behind it and whether the band can recapture their former glory. Join us as we delve into the complexities of Britpop nostalgia, the economics of reunions, and the unanswered questions surrounding this highly anticipated comeback. Can Oasis still deliver the magic, or is this just a cynical cash grab? Tune in to find out!
In this Weekend Essay, Tom Browne takes a nostalgic yet cynical look at the Oasis reunion, questioning the motives behind it and whether the band can recapture their former glory. Join us as we delve into the complexities of Britpop nostalgia, the economics of reunions, and the unanswered questions surrounding this highly anticipated comeback. Can Oasis still deliver the magic, or is this just a cynical cash grab? Tune in to find out!
In this episode of In Conversation With..., embark on an inspiring journey with host Kimberley Dondo and guest James Wallis, Founder & Chartered Financial Planner at Aristotle Financial Planning as he shares his transformation from financial professional to successful entrepreneur. Discover the key moments that ignited his passion for starting his own firm, the invaluable support he received from The Verve Foundation's Adviser Incubator, and the practical strategies he implemented to navigate the challenges of entrepreneurship.
In this episode of In Conversation With..., embark on an inspiring journey with host Kimberley Dondo and guest James Wallis, Founder & Chartered Financial Planner at Aristotle Financial Planning as he shares his transformation from financial professional to successful entrepreneur. Discover the key moments that ignited his passion for starting his own firm, the invaluable support he received from The Verve Foundation's Adviser Incubator, and the practical strategies he implemented to navigate the challenges of entrepreneurship.
In this special episode of the Money Marketing podcast, we sit down with Jamie Sexton, Director of Client Servicing at True Potential, the proud recipient of the Best Retirement Advice Firm award at the 2023 Money Marketing Awards. Discover the secrets behind their client-centric approach, innovative strategies, and commitment to empowering retirees to achieve their financial dreams. Gain valuable insights into industry trends, the future of retirement planning, and the importance of building strong partnerships with clients. Whether you're an industry professional or an individual planning for your own retirement, this episode is packed with actionable advice and inspiration. Tune in and learn from the best in the business:
And don't forget to mark your calendars for the 2024 Money Marketing Awards! Book your table now and be part of the celebration of excellence in the financial services industry.
In this special episode of the Money Marketing podcast, we sit down with Jamie Sexton, Director of Client Servicing at True Potential, the proud recipient of the Best Retirement Advice Firm award at the 2023 Money Marketing Awards. Discover the secrets behind their client-centric approach, innovative strategies, and commitment to empowering retirees to achieve their financial dreams. Gain valuable insights into industry trends, the future of retirement planning, and the importance of building strong partnerships with clients. Whether you're an industry professional or an individual planning for your own retirement, this episode is packed with actionable advice and inspiration. Tune in and learn from the best in the business:
And don't forget to mark your calendars for the 2024 Money Marketing Awards! Book your table now and be part of the celebration of excellence in the financial services industry.
In his Weekend’s Essay, Dan Cooper takes a hard look at the reality of summer holidays in 2024. With skyrocketing costs and post-Covid price hikes, many families are finding that a sunny getaway is simply out of reach. Dan questions the fairness of rising fines for term-time absences while holiday providers continue to push prices higher. Is it time to rethink the way we approach family holidays? Tune in now:
In his Weekend’s Essay, Dan Cooper takes a hard look at the reality of summer holidays in 2024. With skyrocketing costs and post-Covid price hikes, many families are finding that a sunny getaway is simply out of reach. Dan questions the fairness of rising fines for term-time absences while holiday providers continue to push prices higher. Is it time to rethink the way we approach family holidays? Tune in now:
In this In Conversation With... episode, Kimberley Dondo as she talks with Cathy Brennan, Senior Financial Planner at Knightsbridge Wealth Management, about her transition from adviser to business owner. Cathy shares her experiences with The Verve Foundation's Adviser Incubator and discusses the importance of setting boundaries with herself and clients, embracing authenticity, and finding her niche. Listen now:
In this In Conversation With... episode, Kimberley Dondo as she talks with Cathy Brennan, Senior Financial Planner at Knightsbridge Wealth Management, about her transition from adviser to business owner. Cathy shares her experiences with The Verve Foundation's Adviser Incubator and discusses the importance of setting boundaries with herself and clients, embracing authenticity, and finding her niche. Listen now:
Join us on this episode of The Money Marketing Awards Podcast as we chat with Scott Daniels, Co-Founder of PLUS Group, about their award-winning paraplanning service. Discover what sets their service apart, how they deliver exceptional value to financial advisors, and their insights on future industry trends. Tune in to hear Scott’s thoughts on industry awards, technology adoption, and how they’re shaping the future of paraplanning.
Join us on this episode of The Money Marketing Awards Podcast as we chat with Scott Daniels, Co-Founder of PLUS Group, about their award-winning paraplanning service. Discover what sets their service apart, how they deliver exceptional value to financial advisors, and their insights on future industry trends. Tune in to hear Scott’s thoughts on industry awards, technology adoption, and how they’re shaping the future of paraplanning.
In her Weekend Essay, Kimberley Dondo delves into a cautionary tale from Reddit about how one couple’s financial secrets nearly derailed their future. Discover why open communication and professional advice are essential in relationships, especially when money is involved.
Listen now: Weekend Essay: When ‘what’s mine is yours’ goes wrong.
In her Weekend Essay, Kimberley Dondo delves into a cautionary tale from Reddit about how one couple’s financial secrets nearly derailed their future. Discover why open communication and professional advice are essential in relationships, especially when money is involved.
Listen now: Weekend Essay: When ‘what’s mine is yours’ goes wrong.
In this episode of In Conversation With..., host Kimberley Dondo sits down with Oli Brown, Investment Director at RC Brown Investment Management, to explore why the UK market is entering a prime period for investment. They discuss the resurgence of IPOs and fundraising, the potential growth in the AIM market, and how investors can leverage these opportunities for long-term gains. Oli also shares insights on inheritance tax planning and how advisors can guide their clients in navigating this dynamic landscape.
In this episode of In Conversation With..., host Kimberley Dondo sits down with Oli Brown, Investment Director at RC Brown Investment Management, to explore why the UK market is entering a prime period for investment. They discuss the resurgence of IPOs and fundraising, the potential growth in the AIM market, and how investors can leverage these opportunities for long-term gains. Oli also shares insights on inheritance tax planning and how advisors can guide their clients in navigating this dynamic landscape.
In this episode of the Money Marketing Awards Podcast, host Kimberley Dondo sits down with Hayley Rabbets, Head of the Verve Foundation and winner of the 2023 Charity Champion of the Year award. Hayley shares the journey that led to her organization's recognition, highlighting key initiatives and the essential factors behind their success. The discussion also explores the future of social responsibility in financial services, the role of technology in charitable giving, and how industry recognition can inspire excellence. Tune in to learn how Hayley and her team are making a real difference in the sector.
In this episode of the Money Marketing Awards Podcast, host Kimberley Dondo sits down with Hayley Rabbets, Head of the Verve Foundation and winner of the 2023 Charity Champion of the Year award. Hayley shares the journey that led to her organization's recognition, highlighting key initiatives and the essential factors behind their success. The discussion also explores the future of social responsibility in financial services, the role of technology in charitable giving, and how industry recognition can inspire excellence. Tune in to learn how Hayley and her team are making a real difference in the sector.
In this Weekend Essay episode, Lois Vallely delves into the often overlooked world of fund naming. Inspired by her childhood love of naming pets, she contrasts the creativity in naming animals with the rigid, sometimes dull world of investment fund names. Vallely explores why fund names are often so plain, the role they play in investor decisions, and whether a touch of creativity could benefit—or confuse—the financial world. Tune in to discover why naming a fund might not be as fun as naming your cat, but is just as important.
In this Weekend Essay episode, Lois Vallely delves into the often overlooked world of fund naming. Inspired by her childhood love of naming pets, she contrasts the creativity in naming animals with the rigid, sometimes dull world of investment fund names. Vallely explores why fund names are often so plain, the role they play in investor decisions, and whether a touch of creativity could benefit—or confuse—the financial world. Tune in to discover why naming a fund might not be as fun as naming your cat, but is just as important.
In this episode of "In Conversation With...", host Kimberley Dondo sits down with Phil Bray, Founder and Director of The Yardstick Agency. With nearly three decades in the financial services industry, Phil shares insights from his career journey, exploring how his diverse roles have shaped his understanding of the challenges and opportunities facing financial advisors today.
Phil discusses significant industry changes in marketing and client engagement, strategies for leveraging digital tools, and common marketing misconceptions. He also addresses current trends, including the impact of new regulations, technologies, and client expectations, as well as the cost-of-living crisis. Phil offers valuable advice on incorporating financial well-being into practices and differentiating human advisors in the age of robo-advisors and AI. Tune in for an insightful conversation blending industry expertise with practical advice.
In this episode of "In Conversation With...", host Kimberley Dondo sits down with Phil Bray, Founder and Director of The Yardstick Agency. With nearly three decades in the financial services industry, Phil shares insights from his career journey, exploring how his diverse roles have shaped his understanding of the challenges and opportunities facing financial advisors today.
Phil discusses significant industry changes in marketing and client engagement, strategies for leveraging digital tools, and common marketing misconceptions. He also addresses current trends, including the impact of new regulations, technologies, and client expectations, as well as the cost-of-living crisis. Phil offers valuable advice on incorporating financial well-being into practices and differentiating human advisors in the age of robo-advisors and AI. Tune in for an insightful conversation blending industry expertise with practical advice.
Join us for a jam-packed episode of MM Talks with Kimberley Dondo and Lois Vallely. We'll dissect the Consumer Duty's impact on financial advisors, break down the financial implications of Labour's recent win, and explore the latest industry trends. Plus, get valuable tips on managing financial stress and boosting well-being. Don't miss our "Financial Fails" segment for a laugh!
Join us for a jam-packed episode of MM Talks with Kimberley Dondo and Lois Vallely. We'll dissect the Consumer Duty's impact on financial advisors, break down the financial implications of Labour's recent win, and explore the latest industry trends. Plus, get valuable tips on managing financial stress and boosting well-being. Don't miss our "Financial Fails" segment for a laugh!
