In this Weekend Essay by Lois Vallely candidly explores her journey with narcolepsy, shedding light on the challenges and misconceptions surrounding the condition. From childhood struggles with sleep to finally receiving a diagnosis, Lois shares how narcolepsy has impacted her life and the adjustments she's making. Her story highlights the importance of understanding hidden disabilities and the need for empathy and support. Listen Now:

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

In this episode of In Conversation With, host Lois Vallely chats to Amy Browne, stewardship lead at CCLA, about how mental health fits within the broader movement of sustainable investment. They discuss whether investors care about mental health, and whether interest has grown in recent years. They also talk about how financial advisers can get involved with mental health benchmarking.

In his Weekend Essay, Darius McQuaid highlights the absence of financial advisers on BBC One's The Apprentice, suggesting they possess the skills needed to excel on the show. He encourages advisers to consider applying for future series, envisioning a potential intersection between advisers and the show. Listen now:  

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

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

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

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

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

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

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

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

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

Tune in to this Weekend Essay podcast episode as Darius McQuaid explores the rich traditions of the Iranian New Year, Nourouz, and its profound implications for financial planning. Discover the cultural significance of Nourouz traditions and how advisers can leverage these insights for client discussions. Listen now for a unique perspective on resilience, generosity, and long-term financial goals.

Join Kimberley Dondo and Mike Coop, CIO at Morningstar Investment Management, as they discuss key investment themes, risk mitigation strategies, and effective client communication in today's market. Gain insights on navigating uncertainty, leveraging technology, and staying informed for actionable advice. Listen now:

In this Weekend Essay episode, Amanda Newman Smith reconsiders equity release, drawing parallels to her experience restoring antique furniture. She explores the evolving market, debunking misconceptions and highlighting its potential benefits for those facing financial challenges in later life. Tune in now:  

In this episode of In Conversation With, chief reporter Lois Vallely is joined by Pension Lab founder Scott Phillips for a chat about pensions. They talk about what is going on with the letters of authority process, whether the Consumer Duty will help, and how pensions dashboards will make the world of pensions easier to navigate.

Dive into this Weekend Essay with Dan Cooper as he takes us on a reflective journey through seaside adventures, children's innocent questions, and the vital role of financial education. Join the conversation on why money doesn't grow on trees and explore the ongoing debate surrounding financial literacy for children:  

In this episode of "In Conversation With," host Kimberley Dondo sits down with Nick Henshaw, Head of Intermediary Distribution at Wesleyan, to explore the shifting investment landscape. From guiding clients through market fluctuations to re-engaging with diverse asset classes, they delve into key strategies and challenges faced by advisers. Tune in:

Tune in to Lois Vallely's Weekend Essay as she explores gender dynamics in finance, touching on prevalent sexual harassment and the need for a more inclusive environment for women in the industry.

In the latest episode of the Money Marketing Podcast, the editorial team is joined by special guest Chris Jones from Dynamic Planner to dissect the implications of the Spring Budget 2024. Together, they dissect the recently announced Spring Budget 2024, analysing its key measures and potential implications for various aspects of the financial landscape. Listen now:

In this episode of In Conversation With, Lois Vallely is joined by Cathi Harrison, CEO at The Verve Group, as they delve into the challenges and opportunities facing financial advisers. With International Women's Day on the horizon, they also explore what's needed to attract diverse talent and more women into the industry. Listen now:

In this Weekend Essay, Maria Nicholls delves into the world of parenting podcasts, shedding light on the dangers of misleading financial 'advice' for new mums. Tune in for a thought-provoking discussion on securing financial futures amidst the challenges of motherhood.

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