TRAP: The Real Adviser Podcast

By: Alan Smith; Andy Hart; Carl Widger; Nick Lincoln
  • Summary

  • Four business-owning entrepreneurial knuckleheads chew the fat on the sometimes murky, always quirky, world of UK and Irish personal finance.
    © 2024 TRAP: The Real Adviser Podcast
    Show More Show Less
activate_samplebutton_t1
Episodes
  • 54 - Breaking Bad (News)
    Sep 26 2024

    In this latest pile of TRAP, the Trap Pack discuss

    • Topical Titbits
    • Meat and Potatoes: Breaking Bad News
    • Questions posted by our beloved TRAPist Darren F: http://linkedin.com/in/darren-ford-dipfa-65452a96
    • Culture Corner

    Show links: http://tiny.cc/traplinks

    ============================
    Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.

    Help us to help you! The more followers we have, the more we can do stuff going forward. So please:

    • Subscribe and Like our YouTube Channel
    • Leave a 6/5 star review on iTunes
    • Share TRAP with your peers and colleagues
    • 'Enjoy' the Twitter chat at @AdviserPodcast.
    Show More Show Less
    1 hr and 27 mins
  • 53 - Efficient Market Hype?
    Sep 12 2024

    Because of scheduling issues, we had to record this episode over a week before its release. An hour after recording, the scrapping of the idiotic "British ISA" was announced. That's why we don't mention it. We may do next episode. Don't bank on it #AbsoluteShambles

    In this latest pile of TRAP, the Trap Pack discuss

    • Topical issues, including DFA movie premiere, TRAP saying “No” to Tough Mudder in 2024, private equity to retail investors, protection review, Standard Life retirement survey, Budget what-ifs, Norges Bank
    • Meat and Potatoes: Efficient Market Hype
    • Questions posted by our beloved TRAPist www.twitter.com/pdragoumis
    • Culture Corner

    Show links: http://tiny.cc/traplinks

    ============================
    Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.

    Help us to help you! The more followers we have, the more we can do stuff going forward. So please:

    • Subscribe and Like our YouTube Channel
    • Leave a 6/5 star review on iTunes
    • Share TRAP with your peers and colleagues
    • 'Enjoy' the Twitter chat at @AdviserPodcast.
    Show More Show Less
    1 hr and 18 mins
  • 52 - KPIs: Key People of Influence
    Aug 29 2024

    In this latest pile of TRAP, the Trap Pack discuss

    • Topical issues, including more Irish fraud, US rookie adviser failure rate, UK IFA profitability trends, Central Bank of Ireland on crypto, BestInvest’s Spot The Dog, Vanguard getting “expensive”, SJP and Polaris, boring CVs, US pension horror stories, another AI startup
    • Meat and Potatoes: KPIs - Key People of Influence
    • Questions posted by our beloved TRAPists Russ M and Ollie L (neither had socials)
    • Culture Corner

    Links referred to in the show:

    • NL: turns out Hargreaves Lansdown DOES have a Slavery Policy. FFS. Goodnight, UK plc: https://x.com/HatTipNick/status/1824716616099156147
    • CW: Investment Fraud alive and well in Ireland https://www.rte.ie/news/ireland/2024/0823/1466327-investment-fraud/#:~:text='Staggering'%20rise%20in%20investment%20fraud,%E2%82%AC28m%20stolen%20last%20year&text=Garda%C3%AD%20have%20warned%20of%20a,than%202021%20and%202022%20combined
    • NL: Cerulli 2023 report into US adviser numbers and rookie failures: https://www.cerulli.com/press-releases/the-financial-advisor-industry-has-a-headcount-problem H/T to Ermos Erotocritou CFP https://www.linkedin.com/in/ermos?miniProfileUrn=urn%3Ali%3Afsd_profile%3AACoAAAIJTVEBxQYOFu0tzywLz5MvLmC_1bYQ2yo&lipi=urn%3Ali%3Apage%3Ad_flagship3_detail_base%3BXD36DPgCTYWqsIEDTo2ciQ%3D%3D
    • AS adviser profitability trends https://www.professionaladviser.com/news/4343067/profits-financial-adviser-firms
    • AH - HL cash rates https://www.hl.co.uk/charges-and-interest-rates - Trading 212 5.2% to 5% - Transact 4.95% - CD Impact - What do DFMs pay.
    • CW: The Central Bank of Ireland view on Cryptocurrency https://www.centralbank.ie/consumer-hub/crypto-consumer-information#:~:text=Crypto%20is%20not%20a%20regulated,crypto%20and%20crypto-related%20products
    • NL: https://www.ft.com/content/495a5329-c4f7-4731-938d-a2ef48851558 BestInvest’s “Spot The Dog”. H/T to Robin Powell.
    • CW: Laya Healthcare increase prices again

    ============================
    Take part in the conversation! We want YOU to suggest topics and questions you’d like the Trap Pack to answer. The best way to do this is to ask them here.

    Help us to help you! The more followers we have, the more we can do stuff going forward. So please:

    • Subscribe and Like our YouTube Channel
    • Leave a 6/5 star review on iTunes
    • Share TRAP with your peers and colleagues
    • 'Enjoy' the Twitter chat at @AdviserPodcast.
    Show More Show Less
    1 hr and 26 mins

What listeners say about TRAP: The Real Adviser Podcast

Average customer ratings
Overall
  • 5 out of 5 stars
  • 5 Stars
    1
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0
Performance
  • 5 out of 5 stars
  • 5 Stars
    1
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0
Story
  • 5 out of 5 stars
  • 5 Stars
    1
  • 4 Stars
    0
  • 3 Stars
    0
  • 2 Stars
    0
  • 1 Stars
    0

Reviews - Please select the tabs below to change the source of reviews.