Suitability spotlight: 'If you don't get caught by SMCR or Mifid II, you'll get caught by Prod'
Loading player...
Paul Resnik joins Ollie Smith to discuss suits, suitability, and to swear a bit.
Other recent episodes
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.
AML checks, choppy valuations and SJP exits
NMA journalists delve into their stories on anti-money laundering checks, the latest PE-backed adviser sale and the latest on advice firms leavings SJP.
Gary Abela: AI is putting pressure on advice valuations
The consultant who helps advice firms adopt AI into their businesses reflects on what AI tools are currently on offer, how advisers can get the best out of them and what is coming down the tracks. Abela also talks about some of the big mistakes advisers are using with AI,…
The Advice Show: Mike Ambery on the Pensions Commission
Mike Ambery discusses the Pension Commission on this week's show, including offering his thoughts on the future viability of the triple lock.
The Advice Show: PWM’s Fiona Oliver
The head of £6.3bn London advice firm PWM talks succession, being owned by 7IM and how she cut client DFM fees down by £1m annually.