Adviser 3.0: The Podcast

96 Episodes

1. Ep 16 – Ola Abdul on the creation of Fundment, unpacking the £10m fundraising process, and the big news about Timeline’s partnership with Fundment…

   Published: 8/11/2021
2. Ep 15 - Bella Caridade-Ferreira, founder of Fundscape, gives Abraham the details about why she built the firm, Finscape - her joint venture with Altus, and much more…

   Published: 7/28/2021
3. Ep 14 – Sean Hagerty, Managing Director of Vanguard Europe, discusses the 10th anniversary of LifeStrategy Funds, the driver behind Vanguard’s foray into financial advice and what’s to come...

   Published: 7/14/2021
4. Ep 13 – Rowena Crawford discusses her work at the Institute for Fiscal Studies, her recent whitepaper on retirement saving, and her most significant research revelation…

   Published: 6/30/2021
5. Ep 12 – David Harvey on why he created Seccl, his views on adviser tech and the sale of Seccl to Octopus for £10m…

   Published: 6/16/2021
6. BIG NEWS: Ep 11 – Abraham switches from host to being interviewed by Justin King on the latest HUGE announcement surrounding Betafolio and Timeline.

   Published: 6/2/2021
7. Ep 10 - Rebecca Aldridge on growing from £0 to £100m+ in just 6 years with a flat fee planning model

   Published: 5/19/2021
8. Ep 9 – David Ferguson, founder and chief executive of Nucleus, gives his thoughts on the state of the industry, the sale of Nucleus to James Hay and his plans for the future.

   Published: 5/5/2021
9. Ep 8 – Kevin Doran, Managing Director at A J Bell, gives his thoughts on his role, how to approach investing and where the industry has gone horribly wrong!

   Published: 4/21/2021
10. Ep 7 – Rory Percival - the highly influential ex regulator, speaker, and consultant joins Abraham to take a deep dive into capacity for loss. Listen to it here…

    Published: 4/7/2021
11. Ep 6 – Bill Bengen on the history of his research on the 4% rule, his latest thinking on the framework of current strategies and the role of inflation and market valuation on SWR today…

    Published: 3/24/2021
12. Ep 5– Sarah Newcomb on a behavioural economics and the research from her book Loaded: Money, Psychology, and How to Get Ahead without Leaving Your Values Behind. Sarah discusses her research and key

    Published: 3/10/2021
13. Ep 4 – Tim Horrocks on his role at Rock Wealth, his work with Betafolio and how it helps with portfolio management, and how he invests his money…

    Published: 2/24/2021
14. Ep 3 - Alan Smith on his vision for the future, the importance of great tech and where he invests his money.

    Published: 2/10/2021
15. Ep 2 - Sarah Lord

    Published: 1/27/2021
16. Ep 1 - Paul Lewis

    Published: 1/5/2021