Podcast
ASHL Media
Hosted by Adviser Services Holdings Ltd · ENGLISH
For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.
31episodes
Episodes
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Divorce, Separation & Financial Planning | Ella Rose & Katie McCann
Jan 21, 202500:33:22Tap to summarizeIn this feature episode of the ASHL Media Podcast, Ella Davies of Ella Rose Financial and Katie McCann of Lowry Legal, discuss the importance of collaboration during divorce and separation, emphasising the benefits of engaging a Financial Planner early on in the process. They also explore the critical role of pre-nups and post-nups in estate and succession planning. For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.
Transcribe →Rockhold Macro Investment Podcast | 26
Nov 22, 202400:28:12Tap to summarizeWhat will a Donald Trump Presidency bring for world markets? Scroll to start. Liquidity has driven risk asset prices higher – will this remain a feature for markets? Scroll to 13 minutes 10 seconds. Can you explain the strange behaviour in bond market in recent times? Scroll to 18 minutes 48 seconds. What portfolio changes have we made and why? Scroll to 25 minutes 19 seconds. For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.
Transcribe →Rockhold Macro Investment Podcast | 25
Sep 30, 202400:24:21Tap to summarizeA soft landing, hard landing, or no landing for global economies? Scroll to start. The long run relationship between equities and bonds and resumed recently, benefitting multi asset portfolios. Why is that? Scroll to 10 minutes 30 seconds. What’s happening in China? Scroll to16 minutes 0 seconds. For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.
Transcribe →Rockhold Macro Investment Podcast | 24
Aug 20, 202400:19:54Tap to summarizeWhat caused the latest market volatility? Scroll to start. Has anything changed from an investment point of view? Scroll to 4 minutes 46 seconds. US election and implications to markets? Scroll to 11 minutes 32 seconds. Portfolio considerations? Scroll to 17 minutes 37 seconds For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.
Transcribe →Rockhold Macro Investment Podcast | 23
May 29, 202400:22:36Tap to summarizeWhat caused the market pick-up and can it last? Is inflation defeated and what are the implications for interest rates? Scroll to 8 minutes 17 seconds. What portfolio changes have we made / are we thinking about? Scroll to 17 minutes 24 seconds. For Professional Advisers only. The information is not intended for retail consumers. The views and information expressed herein are the views and opinions of the speakers, must not be relied on for the purposes of any investment decisions and is not to be interpreted as investment advice.
Transcribe →The Value Of Financial Advice In The Age Of Information | Elliot Smith, Wealth Spring
Jan 3, 202400:17:35Tap to summarizeWhat is the value of Financial Advice? Hear Elliot Smith of Wealth Spring delve into the value of advice in the era of democratised information.
Transcribe →WealthWave Financial Part One | Introduction to Harry Thiel & WealthWave
Nov 20, 202300:16:00Tap to summarizeWelcome to this edition of ASHL Media Podcast. This is part one of a two part podcast with Harry Thiel of WealthWave. This podcast was recorded during our Business Development event series.
Transcribe →Managing The Cost of Professional Indemnity Insurance (PII) in 2023
Sep 21, 202300:26:05Tap to summarizeJoin John Netting & Jonathan Newell of IFAProsure as they discuss the landscape of the PII market in 2023, unpack the Sense Network block policy arrangement and highlight the key areas in which our policy provides real value to the network membership. go to www.ashlgroup.co.uk to find out more about what makes us the #PartnerOfChoice for UK Financial Advisers
Transcribe →Rockhold: Investment Podcast | Recession | AI driving equity growth | Bond market | Portfolio changes
Jul 31, 202300:37:10Tap to summarizeInflation – is it now finally rolling over? Is the recession cancelled or postponed? Scroll to 9 minutes 33 seconds. Are equity growth prospects solely down to technology and AI, or can progress be broadened out? Scroll to 18 minutes 10 seconds. What is the bond market telling us? Scroll to 25 minutes 50 seconds. What changes have we made or plan to make at portfolio level? Scroll to 30 minutes 39 seconds.
Transcribe →ASHL Academy | Update from Tom Davey, TOM&CO
Jul 5, 202300:10:23Tap to summarizeIn this episode, I sat down with Tom Davey, Director of the Norfolk based financial advice practice Tom&Co. Tom is currently taking the ASHL Academy Chartered Level Six Programme. As you'll soon hear, it's been a very busy year for Tom, but with the flexible learning styles and available support through the Academy, Tom has been able to balance the necessary learning time with everything else he has been working on.
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