FCA directors discuss 10 years of RDR

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NMA editors Jack Gilbert and Charles Walmsley sat down with FCA directors David Geale and Therese Chambers to talk about the 10 years since RDR, and how the reforms have changed the industry.

12 Dec 2022 English United Kingdom Business · Investing

How Openwork’s DFM protects clients against equity market shocks

Long-dated government bonds have experienced several peaks since the beginning of October. In this episode of Citywire's Advice Show, Patrick O’Donnell, chief investment strategist at Omnis Investments, believes equity investors have little reason for concern at this point.

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How to support vulnerable clients and spot concerning signs

Connor Broadley adviser Olivia Perry shares her insights on how to best serve vulnerable clients and why the sector needs to centre their needs.

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Moneybox to launch new AI-led advice proposition

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Compliance risks, US PE and movements in the M&A market

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Three years on: How Finova Money built a fixed-fee business

Scott Millar, Rob Schwarz and Rob Bell reflect on what they have learned since they launched their own financial planning firm in 2023. Now with £80m in assets under advice and two recently hired graduates, the trio discuss their biggest mistakes and their best decisions since they launched Finova Money.

21 Aug 35 min