Podcast appearances and mentions of Robin Powell

Play Episode Listen Later Jan 31, 2023 28:53

Jonathan Hollow is a writer and commentator on consumer education and protection. His recent book, How to Fund the Life you Want, distills learning on financial education and evidence-based investing into a manual for pensions and investing. He is a charity trustee and also doing a part time MA in Ancient History. His former roles include leadership positions in the Money Advice Service and Money and Pensions Service. Our conversation starts with Jonathan's education, which included a spell in Russia during the 1990s, and his extensive experience with writing and the importance of a plain English approach. We move then to what inspired him to pursue an MA in ancient history and some of the parallels that is is drawing between ancient Rome and its collapse and the scenarios playing out in geo-politics. We move then to the motivation for writing his latest book "How to Fund the Life you Want", and the gap in financial literacy that exists when it comes to savings, investments and pensions. Some of this he attributes to a low level of engagement by individuals, in part because the area of pensions and investing is just not considered that interesting. He talks about the different sections of the book including the need to be mindful of Sharks and Charlatans as well as the importance of choosing a financial adviser that is evidence based. We also discuss the different experience of women as pensioners and investor and note the wealth gap that persists well into retirement. Jonathan's new book is a collaboration with Robin Powell, who writes the Evidence Based Investor Blog and is featured on the Fiftyfaces Podcast here: https://www.fiftyfaceshub.com/robin-powell-evidence-based-and-value-driven-myth-busting-across-the-investment-landscape/ There is more information about How to Fund the Life you Want here: https://www.bloomsbury.com/us/how-to-fund-the-life-you-want-9781399404600/

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Best of Money Clinic: Investment masterclass — the cheapest way to invest

FT Money Show

Play Episode Listen Later Jan 24, 2023 24:16

Best of Money Clinic: Against the backdrop of market turbulence, investors Jonathan Hollow and Robin Powell explain why they believe investing in broad-based index funds is the cheapest way to increase long-term wealth. This investment masterclass breaks investing down into six simple steps, with tips for those just getting started and those further along their investment journey.If you would like to be a future guest on Money Clinic, email the team via money@ft.com or send Claer a DM on social media - she's @Claerb on Twitter, Instagram and TikTok. How to Fund the Life You Want: What everyone needs to know about savings, pensions and investments by Robin Powell and Jonathan Hollow is out now.Want more?Why do we still bother with active funds? https://www.ft.com/content/c2e9abd0-0edd-4805-b1ab-d55b661c24dePassive investing has increased US stock volatility, study finds https://www.ft.com/content/818f9e83-52a8-4170-a148-80f9d9139809We'd love to hear from you. What do you like (or not)? What topics should we tackle? Please help us by filling in our listener survey at ft.com/moneyclinicsurvey It will take you around 10 minutes to complete and you will be in with a chance to win a pair of Bose QuietComfort Earbuds!*Your personal information will be processed in accordance with the FT's privacy policy. If you have any queries about the survey please let us know at customer.research@ft.com.Presented by Claer Barrett. Produced by Persis Love and Philippa Goodrich. Executive producer is Manuela Saragosa. Sound design is by Breen Turner, with original music from Metaphor MusicRead a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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Episode 170: Bonus Episode: Jonathan Hollow - How to Fund the Life You Want

Play Episode Listen Later Dec 1, 2022 28:53

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Investment Masterclass: the cheapest way to invest

FT Money Show

Play Episode Listen Later Oct 18, 2022 24:16

Against the backdrop of market turbulence, investors Jonathan Hollow and Robin Powell explain why they believe investing in broad-based index funds is the cheapest way to increase long-term wealth. This investment masterclass breaks investing down into six simple steps, with tips for those just getting started and those further along their investment journey.If you would like to be a future guest on Money Clinic, email the team via money@ft.com or send Claer a DM on social media - she's @Claerb on Twitter, Instagram and TikTok. How to Fund the Life You Want: What everyone needs to know about savings, pensions and investments by Robin Powell and Jonathan Hollow is out now. Want more?Why do we still bother with active funds? https://www.ft.com/content/c2e9abd0-0edd-4805-b1ab-d55b661c24dePassive investing has increased US stock volatility, study finds https://www.ft.com/content/818f9e83-52a8-4170-a148-80f9d9139809Presented by Claer Barrett. Produced by Persis Love and Philippa Goodrich. Executive producer is Manuela Saragosa. Sound design is by Breen Turner, with original music from Metaphor MusicRead a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.

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Ep 40 Meir Statman on surviving the bear market

Play Episode Listen Later Aug 9, 2022 31:30

Robin Powell's guest n this episode we're discussing the bear market with the world-renowned behavioural scientist Meir Statman. He's the Glenn Klimek Professor of Finance at Santa Clara University. What happens in the minds of investors when markets fall? And how can we stop ourselves acting irrationally? Professor Statman has some fascinating insights on those questions and more. And, you may be pleased to hear, even he is not immune to feeling anxious when stock prices head south. He also has some very interesting advice for young people tempted to invest in cryptocurrencies.

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TEBI Podcast 39: Why are Woodford investors still in limbo?

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Play Episode Listen Later Jun 8, 2022 50:31

Neil Woodford is Britain's best-known fund manager. For many years his track record was very impressive. He was lauded in the media. He was even referred to by the BBC as "the man who can't stop making money.” But then things began to go wrong and, three years ago, the wheels came off in spectacular fashion, when his flagship Equity Income fund was suspended. The industry, of course, as the industry usually does, did really rather well out of it. Woodford Equity Income was Britain's biggest fund launch. The fund earned a fortune for Woodford himself and for the many brokers and platforms who helped to promote it. The outcome for investors, however, was rather different. More than 300,000 people — many of them near, or already in, retirement — lost more than £1 billion between them in one of the biggest financial scandals of modern times. Robin Powell's guests on this episode are two highly respected journalists who have each written a book on the Woodford saga — Owen Walker and David Ricketts.

TEBI Podcast 38: Antti Ilmanen on investing in a low-return environment

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Play Episode Listen Later May 19, 2022 38:42

Investors need to be realistic.. and that means accepting the strong possibility that returns will be lower in the future than they have been in the past. Why? Well, equities rose to all-time highs as the economy recovered from the Covid crisis. And the higher the price you pay for a security, the lower your expected return going forwards. So, what other evidence is there that future returns will be lower? And, if it's true, what if anything can, or should, investors do about it? In the latest episode, Robin Powell talks to Antti Ilmanen, an investment strategist at AQR Capital Management in Greenwich, Connecticut. He's the author of a new book, Investing Amid Low Expected Returns: Making the Most When Markets Offer the Least.

Episode 140: Robin Powell - Evidence Based and Value-Driven - Myth Busting across the Investment Landscape

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Play Episode Listen Later May 2, 2022 29:27

Robin Powell is a journalist, investor advocate, financial educator and content consultant. He is Head of Client Education at RockWealth, as well as Editor of The Evidence Based Investor, and executive director of Regis Media and Ember. He is a frequent commentator on investment management and behavioural finance, often probing the purported value added by active managers and advocating for better transparency and investor education. Our conversation is a provocative one, which starts with Robin's entry into the world of media, and how he developed a passion for financial markets. We talk about financial literacy, the importance of transparency, use of plain English and clarity as to value added as well as suitability. We cycle through pension fund investing and individual investing, public markets and private markets and into the emerging landscape of ESG investing. It is safe to say that no stone is left unturned either by Robin in his advocacy or in this discussion. You can find more of Robin's writing on the Evidence Based Investor blog: https://www.evidenceinvestor.com/about/ including articles on Bessembinder research: https://www.evidenceinvestor.com/most-stocks-are-duds-yes-you-read-that-right/articles arguing that passive managers aren't passive share owners: https://www.evidenceinvestor.com/is-rise-indexing-bad-for-governance/ and the website belonging to Prof Ludovic Phalippou that debunks some of the myths surrounding private equity: https://pelaidbare.com/Series 3 is brought to you with the kind support of Federated Hermes, Inc., a leading global investment manager. Guided by their conviction that responsible investing is the best way to create wealth over the long term, their investment solutions span equity, fixed-income, alternative/private markets, multi-asset and liquidity strategies and a range of separately managed accounts, distributed through intermediaries worldwide.

Episode 13: Series 3 2022 - Critical Issues - Critical Thinking

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Play Episode Listen Later Apr 26, 2022 4:18

Welcome back to the Fiftyfaces Podcast where we are delighted to bring you Series 3 of 2022, which features critical thinkers from all walks of life. We hear about the value added of activemanagement, the robustness of sustainable investing terminology, the role of politics in promoting inclusion and economic empowerment and the opportunity in Africa. First we hear from Debbie Cunningham, who has had a four decade career at Federated Hermes, in a leadership role within fixed income. Her journey has seen some fascinating changes in the market backdrop, not least of all in the prevailing risk free rate on money market funds.We then move on to one of the most critical thinkers I know, Robin Powell, UK-based financial journalist and consultant, who presents robust challenges to value added and value for money in actively managed funds. We might argue that our industry very much needs these questions to be asked, and Robin is certainly not afraid to ask them.We have more critical thinking as well as some powerful, actionable and relatable examples in the sustainability field in our conversation with Fabiola Schneider, who is active in tracking greenwashing and how sustainable investing is translated into practice. This podcast is essential listening as a primer on many topics.John Robinson takes us on a journey of his start-up career, which has led him now to uncover the opportunity in Africa, while Sinead Colton Grant traces her own career path from Ireland to the helm of solutions at a large money manager in the wealth management division. LaRoy Brantley is a legend in the consulting field and his own background as a classics major, and then a teacher, may be responsible for the powerful way in which he translates investment ideas for his diverse client base. We move then to another kind of legend, one of business development, and chat with Kerry Duffain and hear about her extremely varied early career, but how that all laid the groundwork for an extremely persistent streak that lies behind her business building success. Another pathbreaker has been Les Bond, who founded Attucks Asset Management and has supported a vast network of emerging managers. We return to sustainable equity investing with our conversation with Deirdre Cooper of Ninety One and hear how product proliferation in sustainable investing products is far from the problem it is made out to be. We end then with a conversation of another mainstay of UK asset management Matteo Dante Peruccio, who has pivoted yet again to another passion - digital assets. We hear about that thesis, why it is a multi-faceted one and where we go from here.Series 3 of the 2022 Fiftyfaces Podcast is brought to you with the kind support of Federated Hermes, Inc., a leading global investment manager. Guided by their conviction that responsible investing is the best way to create wealth over the long term, their investment solutions span equity, fixed-income, alternative/private markets, multi-asset and liquidity strategies and a range of separately managed accounts, distributed through intermediaries worldwide.

Fortnight in Review, Investment Lessons from Shane Warne, Inflation and household action plans, Steve and Luke's weekly reflections.

The Money Men

Play Episode Listen Later Mar 17, 2022 42:43

This week we cover: Some helpful Investment Tenet's and Life lessons from Shane Warne, as detailed in Robin Powell's recent article. https://minchinmoore.com.au/five-things-investors-can-learn-from-shane-warne/ What we can do to mitigate potential inflationary pressures. Mortgage rate reviews, and curbing discretionary expenditure Why comparing the Industry superfund fund 'pair' isn't as straightforward as the advertisement(s) suggest. Enjoy.

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Ep 37: Craig Lazzara on the volatile start to 2022

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Play Episode Listen Later Mar 10, 2022 34:20

We live in interesting times. War in Ukraine, energy worries, inflation and a possible global recession. It's no surprise, then, that stock markets around the world have fallen considerably, and there seems to be no end in sight to the current volatility. We wouldn't be human if "headline anxiety" didn't have an impact on us. Robin Powell's guest on this episode is Craig Lazzara from S&P Dow Jones Indices. Craig puts recent market volatility into historical perspective.

141 Harnessing the power of evidence-based investing, With Robin Powell

The Retirement Café Podcast

Play Episode Listen Later Feb 1, 2022 39:37

Since the 1950s, there has been a lot in research into the best way to invest, and the findings have been remarkably consistent. Yet very few people seem to follow the advice backed up by this evidence. Robin Powell started his career as a journalist, as he stepped away from a career in Television, his eyes were opened up to a whole new world, passive investing. Robin's scepticism was quickly replaced by fascination and belief in this way of investing and since this project, he has focused on educating the public about this simple way of investing as The Evidence Based Investor. He recently co-wrote a book called Invest your Way to Financial Freedom, a short, easy to read book to show the benefits of investing in index funds to be able to have a retirement that you want. In our conversation, Robin shares what evidence-based investing is and why he believes so strongly in this way of investing. We also have a discussion about risk and volatility and how they shape this investing philosophy.

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Ep 35: Robin Wigglesworth on the extraordinary rise of indexing

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Play Episode Listen Later Jan 28, 2022 60:00

Robin Powell's guest on this episode is our guest today is Robin Wigglesworth, global finance correspondent for the Financial Times. Wigglesworth is the author of Trillions, a new book on the past, present and future of index investing. Currently living in Norway, he covers macroeconomics, finance, investing and markets internationally for the FT.

Ep 34 ARKK falls again, but are we really in a market crash?

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Play Episode Listen Later Jan 24, 2022 17:34

As Cathie Wood's ERK Innovation fund and technology stocks in general continue to struggle, Robin Powell asks Larry Swedroe whether we're in the early stages of a market crash. Legendary investor Jeremy Grantham certainly seems to think so. Last week he warned that stocks are in a "superbubble", and that once interest rates return to normal and realism returns to an overzealous market, the bubble will pop. Perhaps it has popped already?

Fortnight in Review...Really a Month In Review Because of Xmas ;)

The Money Men

Play Episode Listen Later Jan 20, 2022 50:40

Steve and Luke discuss Financial Advice Fees, what are they? Different forms of Advice Fees, Fixed Dollar & Percentage Based, Pros & Cons of each? Conflicts of Interest in the Advice Industry, what to look out for? Timeless Financial Tenets covered in Robin Powell's & Ben Carlsons book 'Invest your way to Financial Freedom'

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Ep 32: Ten lessons the markets taught us in 2021

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Play Episode Listen Later Jan 14, 2022 42:30

Every year the financial markets provide us with lessons on the prudent investment strategy. They frequently offer remedial courses, covering lessons they taught in previous years. That's why one of Larry Swedroe's favourite sayings is that there's nothing new in investing, only investment history you don't know. In this episode, Larry discusses with Robin Powell ten key investment lessons from the last 12 months.

Ep 31: Larry Swedroe on Cathie Wood's stricken ARK fund

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Play Episode Listen Later Jan 10, 2022 23:04

Robin Powell interviews Larry Swedroe about Cathie Wood, the high-profile Wall Street fund manager who is currently making the headlines for all the wrong wrong reasons. Her flagship ARK Innovation ETF ended 2021 in a 40% drawdown that only worsened to nearly 50% in the first few days of January. So, is Cathie's Ark sinking? What, if anything, should Ark investors do now? Do Ark's current problems tell us anything about the current state of the global equity markets? And what are the lessons to learn for investors generally?

Ep 24 George Kinder: Listening more deeply

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Play Episode Listen Later Dec 14, 2021 26:07

Our guest on this episode is George Kinder. Internationally recognised as the father of the life planning movement, it's fair to say that George has helped to revolutionise the financial advice profession. He founded the Kinder Institute of Life Planning in 2003 after three decades as a practising financial planner. He has trained more than 3,000 professionals in 30 countries in the field of financial life planning. In this episode, Robin Powell speaks to George Kinder about Reflections on Spectacle Pond, which is a collection of George's poetry, photographs and his thoughts on life, nature, mindfulness and spirituality.

The Robin Powell Interview #204

Informed Decisions Financial Planning & Money Podcast

Play Episode Listen Later Nov 15, 2021 52:56

Robin Powell is a force within the investing world - on a mission to inform the public and financial advice firms of the facts of investing. I was thrilled to have him back on the podcast, having spoken to him in Episode 76 a life-time ago! In this episode, we discuss: - His progress in dispelling investment myths & educating investors - The role of regulators in making it better for retail investors - What investors should focus on & what they should not focus on! - The Advice Gap in the UK and other countries and how it may be fixed - A great book! Hope you enjoy. Paddy. Invest Your Way To Financial Freedom Book Evidence Based Investor Website Adviser 2.0 Website for advisers 4,000 Weeks Book Recommendation SPIVA Reports

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565 Invest Your Way to Financial Freedom, with Robin Powell

Informed Choice Radio Personal Finance Podcast

Play Episode Listen Later Oct 22, 2021 23:16

Whatever financial freedom means to you – living the life you want, not working to someone else's timetable, not worrying about money ever again, or some other dream – the way to get there is through investing. My guest on the podcast today is Robin Powell, co-author of Invest Your Way to Financial Freedom. Robin and his co-author Ben Carlson share in the book the path to financial freedom through sensible saving and straightforward investing. In our conversation today, we talk about the importance of starting early, why you should strive to improve your earnings potential, and the difference the right and wrong financial adviser. Here's my conversation with Robin Powell, co-author of Invest Your Way to Financial Freedom, in episode 565 of Informed Choice Radio.

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Bank results, rate rise expectations and Netflix Korean cult hit

AJ Bell Money & Markets

Play Episode Listen Later Oct 22, 2021 39:21

On this week's edition of the Money & Markets podcast, Danni Hewson and Tom Sieber asses the winners and losers of earnings season to date and consider whether UK banks will perform as well as their cousins in the US. AJ Bell's Head of Investment Analysis, Laith Khalaf looks at the latest inflation figures which might have bought the Bank of England some breathing space despite odds of an interest rate rise next month now being actively priced in by investors. The team look ahead to next week's budget with much of the detail already in the public domain, what else might the Chancellor have up his sleeve? Laura Suter chats to Robin Powell who is a big fan of passive investing and has just written a book called Invest Your Way to Financial Freedom: A Simple Guide to Everything You Need to Know, which aims to get more young people into investing. Plus, how a Korean cult TV programme called “Squid Game” helped put Netflix back on track when it comes to subscriber numbers.

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Invest Your Way To Financial Freedom with Robin Powell

WTFinance

Play Episode Listen Later Sep 23, 2021 24:07

Buy the Book here - Kindle - https://amzn.to/3AyPq9aPaperback - https://amzn.to/3CzY7ksOn todays podcast I am happy to be hosting Robin Powell, Head of Client Education at RockWealth & editor of the investing and personal finance blog, Evidence-Based Investing. On the podcast today we talk about the medias conflict of interest, getting the help of the Taxman and the 20 Rules of Personal Finance. Robin is an award-winning journalist and producer, author, investor advocate and content consultant. He is also a founding partner of RockWealth Cheshire, which serves both private and institutional investors in Cheshire, London, Birmingham, Manchester and Liverpool.For most of Robins career in mainstream journalism, he worked in broadcast news and current affairs. For 14 years he was a news reporter and documentary maker for ITV Central and network ITV News and ITV Sport. Robin went freelance in 2005, and spent seven years working mainly for Sky News and for The Politics Show on BBC1.Based in the UK, Robin has specialist expertise in financial services, particularly the investing industry.Robin - Website - https://www.evidenceinvestor.com/home-uk/LinkedIn - https://www.linkedin.com/in/robinpowell/WTFinance - Instagram - https://www.instagram.com/wtfinancee/Spotify - https://open.spotify.com/show/67rpmjG92PNBW0doLyPvfnTikTok - https://vm.tiktok.com/ZMeUjj9xV/iTunes - https://podcasts.apple.com/us/podcast/wtfinance/id1554934665?uo=4Linkedin - https://www.linkedin.com/in/anthony-fatseas-761066103/Twitter - https://twitter.com/AnthonyFatseas

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Intelligent Adviser Podcast: Episode 23

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Play Episode Listen Later Jul 5, 2021 37:12

Robin Powell's guest on this episode is Sam Adams. Sam spent 17 years with Dimensional Fund Advisors — and much of that time in London, where he set up DFA's European operation. In 2014 he founded Vert Asset Management in California. Vert designs and builds sustainable portfolios, educates investors and financial advisers about ESG investing, and helps advice firms to engage with clients and prospects about sustainability and values-based advice. Sam and Robin discuss the growth of ESG investing on both sides of the Atlantic, how to combine ESG with an evidence-based approach, and how advice firms can best integrate sustainability into their value proposition. Wherever your firm is on this particular journey, you'll find what Sam has to say on this subject both interesting and useful.

Ep 30: John Turner on stock market bubbles

Financial Planner Marketing Playbook

Play Episode Listen Later Mar 31, 2021 40:57

Few people predicted that global stock markets would bounce back as strongly as they did from the sharp market falls we saw in March 2020. Here we are, more than a year later, and most of the major markets are not far off all-time highs. So are we in a bubble? What are the warning signs to look out for? Are bubbles inevitable? And if so, is there anything investors can do about it? Robin Powell discusses all these issues and more with John Turner, Professor of Finance and Financial History at Queen's University, Belfast. Professor Turner is a Fellow of the Academy of Social Sciences and an editor of the Economic History Review. He's recently written a book, with William Quinn, called Boom and Bust: A Global History of Financial Bubbles.

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Buying Gold is Not Investing

Talking Real Money

Play Episode Listen Later Jul 28, 2020 38:36

Gold makes nice jewelry. Gold conducts electricity well. Gold never has been a decent investment. It's purely speculative. Feeling lucky?Is it reasonable to expect financial advisors to be able to predict the futures?Plus, questions on:How to invest in a health savings account (HSA)?How much money is needed to retire comfortably?What is our opinion of Investacorp?

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Why video marketing is essential for Financial Planners, with Robin Powell

Play Episode Listen Later May 5, 2020 25:47

What makes video marketing such a powerful tool for Financial Planners? My guest today on the Financial Planner Marketing Playbook is Robin Powell. An experienced journalist, Robin worked for more than 20 years in broadcast television news and current affairs. He's no stranger in front of the camera. His business, Regis Media, makes extensive use of video to help attract, retain and educate clients. In this conversation, we talk about what makes video such a powerful marketing tool, how to find the confidence to appear on camera, the gear you need to produce quality video, and much more. Here's my conversation with Robin Powell, founder of Regis Media, in series two, episode ten of the Financial Planner Marketing Playbook.

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Humans Under Management - All Things Behavioural Finance Advice

Play Episode Listen Later Apr 8, 2020 27:06

Humans Under Management is an international conference focussed on better client outcomes for financial advisers. This is a talk from one of our previous events. For more information on upcoming conferences visit: humansundermanagement.com

robin powell

Do stock-pickers have a future?

Business Daily

Play Episode Listen Later Mar 4, 2020 18:39

Research suggests that they underperform robot traders, and most can't even beat the market, so are the days of the celebrity investors and stock market tipsters numbered? Ed Butler speaks to David Aferiat, whose computer-based trading system Holly has been picking the best performing stock picking algorithms since 2016. He claims that Holly consistently outperforms the market. So why rely on humans to make these decisions? Among those weighing the case for man versus machine are an old hand of the City of London, Justin Urquhart Stewart of Seven Investment Management; financial journalist Robin Powell; Ken Merkley of the Kelley School of Business in Indiana; and the veteran fund manager and robo-sceptic Paul Mumford. Producer: Joshua Thorpe (Picture: CNBC's Jim Cramer on the floor of the New York Stock Exchange; Credit: Steven Ferdman/Patrick McMullan via Getty Images)

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Ep 27: Corinne Carr and Luke Hildyard on excessive pay

Bogleheads On Investing Podcast

Play Episode Listen Later Sep 5, 2019 44:51

Why has excessive executive pay become such an issue around the world? What can be done about it? Why can't fund managers exert more of an influence over company boards when it comes to remuneration? And what about pay in the asset management industry? Why is it so high? And will we see pay come down? Robin Powell discusses all of these issues with Corinne Carr, Founder of PeopleNet, a London-based consultancy which specialises in responsible pay, and with Luke Hildyard, Executive Director at at the High Pay Centre.

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Episode 010: Debbie Fuhr and Robin Powell, host Rick Ferri

Play Episode Listen Later Jun 6, 2019 60:08

Debbie Fuhr and Robin Powell are my guests on Episode 10. Our focus is on the global growth of index investing and ETFs. Debbie is the Managing Partner & Founder founder of ETFGI, the world's leading independent research company. ETFGI has become the dominant independent research and consulting provider providing insights on the entire global industry of ETFs and ETPs listed globally as well as the service providers. Robin is a journalist who lives and works in the UK. He is an investor advocate, consultant to progressive financial advisers and asset managers in the UK and US, and the founder of The Evidence-Based Investor website. This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance and relevant information to other investors of all experience levels at no cost. The organization's free website is Bogleheads.org, and the wiki site is Bogleheads® wiki. Bogleheads sites are operated by volunteers who contribute time and talent. Donations help defray operating costs. Since 2000, the Bogleheads' have held national conferences in major cities around the country and currently meet in Philadelphia in the autumn of each year. There are dozens of Local Chapters in the US and several Foreign Chapters that also meet regularly. This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012.

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Intelligent Adviser Podcast: Episode 16

Play Episode Listen Later May 28, 2019 34:42

Robin Powell interviews Anthony Morrow, CEO of OpenMoney, an online investment provider based in Manchester. OpenMoney, which has the financial backing of Duncan Cameron, co-founder of the comparison site Moneysupermarket.com, doesn’t just offer investment solutions for people across the UK, but also financial advice. Anthony explains why, in his view, the term robo-adviser is a misnomer, and why robo firms need to offer more than they do in order to be successful.

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Ep 24: Ben Johnson on Morningstar's Active/ Passive Baromoter

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Play Episode Listen Later Feb 27, 2019 26:17

Robin Powell talks to Ben Johnson, Director of Global ETF Research at Morningstar. Ben discusses the development of Morningstar's Active/ Passive Barometer and explains what it tells us. He talks about the importance of cost, the relative merits of ETFs and traditional index funds, and how, in his view, the term "index" has effectively become meaningless and is often a front for active strategies. He also explains why talk of passive investing undermining the smooth running of the markets is overblown. He then touches on corporate governance and why, in his view, passive portfolio managers are better placed than their active counterparts to hold company boards to account.

Ep 22: Jeff Ptak on what helps, and hinders, investors in predicting performance

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Play Episode Listen Later Feb 12, 2019 23:56

Robin Powell talks to Morningstar's Global Director of Manager Research, Jeff Ptak. Jeff explains Morningstar's “investors first” philosophy, and how the company has adhered to it through its 35-year history. It's an important principle, he says, that the “business” side of the operation is kept very separate from the research side. Jeff then goes on to discuss the various factors that do — and don't — help investors to predict future fund performance. He also discusses Morningstar's latest research on the effect of lower charges on fund returns, and encouraging signs, after decades of steady growth, that the fund industry is finally starting to contract.

Intelligent Adviser Podcast: Episode 14

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Play Episode Listen Later Jan 31, 2019 37:19

Robin Powell interviews Harry Chemay, co-founder of Clover, a robo-adviser based in Melbourne, Australia. Harry talks about his career in that financial industry and how he came to realise that traditional asset management and financial advice were failing consumers. Harry says: “The investor takes the risk, the investor puts all the money down, and the investor should get the lion’s share of the return from the market. But it just doesn’t happen. I thought there’s something fundamentally wrong here.” Harry talks about robo-advice and how it will never replace face-to-face advice from a good adviser. He also discusses the shocking revelations that came out of the Royal Commission into Australian financial services.

Intelligent Adviser Podcast: Episode 13

The Rational Reminder Podcast

Play Episode Listen Later Jan 24, 2019 37:10

Robin Powell interviews Mark Hebner, founder and President of Index Fund Advisors, about how his interest in evidence-based investing, and how he set out to change the way world invests. Mark also discusses his investment in educational content. “From the beginning," he says," every time I was asked a question by a client, and I didn’t have the answer on my website, I would put it there. We just kept adding them.” Mark's firm, which is based in Irvine, California, now has $3.6 billion under management.

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Evidence Based Investing: Changing the Minds of Advisors and Investors with Robin Powell (EP.27)

Play Episode Listen Later Jan 2, 2019 27:39

In this episode of the Rational Reminder Podcast we welcome Robin Powell. Robin is a journalist and content creator who has dedicated the more recent part of his career to helping spread the word on research backed investing and turning the tide on the history of investment advice. For Robin, this all came about from an assignment he was working on and the feeling of shock he experienced when he discovered the wealth of information that is available to investors but how it is shielded by the majority of investment advisors. Robin explains these experiences and why we still see this in today’s marketplace. He chats to us about the films he has produced on the subject and the great characters and thought leaders with whom he has met. Robin is kind enough to open up about his thoughts on the future of investing, regulation and his hopes for the spread of this information. For all this and more, be sure to join us! Key Points From This Episode: Some of Robin’s background and previous work experience. [0:01:40.6] Why Robin started spreading the evidence based investment message . [0:02:38.9] The experience of speaking with industry leaders to make a documentary film. [0:04:07.7] The impact of this and the subsequent films Robin has produced. [0:05:44.0] Robin’s perspective on the Canadian financial industry. [0:06:57.8] The impact of the change of rules for financial advisors in the UK. [0:09:21.6] The effect of RDR and claims about reduced access to advice. [0:12:24.2] Difficulties in sharing information and changing people’s minds. [0:15:06.0] The role of the press in this dynamic and whether it can change [0:16:52.2] Robin’s favorite interviews and encounters over the years. [0:18:07.4] Looking to the future of the financial industry. [0:19:53.5] Considering the role of the human financial advisor with the rise of robo-advisors. [0:21:40.1] Robin’s own measure of success in his work [0:22:59.9] Regulation in the pursuit of changing the approach of advisors. [0:24:28.9] And much more! For more information or to contact Cameron and Ben, visit pwlcapital.com

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Intelligent Adviser Podcast: Episode 12

Play Episode Listen Later Dec 21, 2018 34:18

Robin Powell interviews Larry Swedroe, a Principal and Director of Research for Buckingham Strategic Wealth, an independent member of the BAM Alliance, best known for his books and articles on investing. In the interview, Larry talks about his long career and his passion for evidence-based investing. He also discusses his latest book, Your Complete Guide to a Successful and Secure Retirement, which he has co-authored with Kevin Grogan and other colleagues at Buckingham. Unlike his previous books, which have very much focussed on investing, the new book is much more holistic. Planning for a successful life in retirement, says Larry, is every bit as important as planning to have enough money.

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Ep 21: Stephanie Griffiths on going from active manager to indexing advocate

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Play Episode Listen Later Dec 17, 2018 25:34

Robin Powell talks to former active fund manager, Stephanie Griffiths, who used to work as an active fund manager in Toronto, but who decided there's a better and easier way to invest. She quit her job and, after careful research, chose to invest almost all her money in low-cost index funds. She has now written a book, Sit Still and Prosper, which shows people how to have a successful investment experience for very little effort.

Intelligent Adviser Podcast: Episode 11

Play Episode Listen Later Dec 3, 2018 20:25

Robin Powell interviews Matt Halloran, a marketing consultant specialising in the financial advice and planning sector. The company he co-founded, Top Advisor Marketing, works with advisers across the US and Canada on their branding, content and social media. In this interview, Matt discusses the value of having a niche and producing content specifically aimed at that particular section of the market. He also stresses the importance of perseverance, and explains how many advice firms fail to build an audience because they give up far too soon.

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Ep 20: Moira Somers on tackling investor behaviour

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Play Episode Listen Later Nov 29, 2018 28:10

Dr Moira Somers is a behavioural psychologist with a specialist expertise in procrastination. Here she tells Robin Powell why so many people put off investing for retirement and making important financial decisions. She also discusses how women invest differently to men, why investors need to be more self-compassionate, and why parents could be doing more to help their children to develop a healthy relationship with money.

Intelligent Adviser Podcast: Episode 10

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Play Episode Listen Later Nov 15, 2018 20:15

Robin Powell interviews Edward Ware of S&P Dow Jones Indices. Ed is Senior Director in S&P's Financial Adviser Channel Management division, based in New York City. In the interview, Ed talks about the growing popularity of low-cost index investing in the United States. He explains why, in his view, it's a trend that has barely begun and why he expects passive investing to take off all around the world. He also discusses the advantages for financial advice firms of having a passive investment strategy. Primarily, he says, it gives them more time to spend on areas where they really can add value, particularly financial planning. He also says how using index funds allows advisers to focus more on business development and scaling up. Firms whose value proposition continues to revolve around beating the market, he says, are at risk of being left behind.

Episode 117 – Video Marketing with Robin Powell

Top Advisor Marketing Podcast

Play Episode Listen Later Oct 25, 2018 31:03

As an advisor, what is the best way to communicate with your clients? Many of us read or create blogs for our clients, or perhaps have even broken into the world of audio podcasting. But have you ever created a video for your clients? Or are you deterred by what you feel is a cumbersome and expensive medium? Today, Top Advisor Marketing is travelling across the Atlantic to speak with Robin Powell, journalist and financial educator, on the topic of video marketing with advisors. Robin specializes in creating quality video products for advisors, and his here to share in his expertise and maybe convince some of our listeners that video has a place in their marketing plan. Learn how you can create your own video marketing to build rapport, drive website traffic, and create lasting and memorable content. LINKS: Robin Powell

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Intelligent Adviser Podcast: Episode 9

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Play Episode Listen Later Oct 10, 2018 20:47

Robin Powell interviews Dr Moira Somers, a clinical neuropsychologist, academic and executive coach based in Winnipeg in Canada. An Associate Professor at the University of Manitoba, Dr Somers’ work is divided between direct client services on the one hand, and consulting to business and financial services on the other. In the interview, Robin asks her about her career and her new book, Advice That Sticks: How to give financial advice that people will follow. Moira discusses the negative impact that mental illness and cognitive decline can have on financial decision-making. She also he gives her views on the future of the financial advice profession, and what advisers need to do to add value as portfolio management becomes increasingly commoditised — and, crucially, how they can demonstrate that value to clients and prospects. You can find out more about Dr Somers’ work by visiting her website, moneymindandmeaning.com.

Robin Powell on evidence-based investing and content marketing in financial services - MAF166

Marketing and Finance (MAF) Podcast

Play Episode Listen Later Apr 5, 2018 30:26

Robin Powell on evidence-based investing and content marketing in financial services - MAF166 My guest this week is Robin Powell, a journalist and content marketer. We talk about how he set up an agency to help financial services professionals with their content marketing, and how he became interested in evidence-based investing, the approach often forgotten in the debate between active and passive investing. Welcome to episode 166 of the Marketing and Finance Podcast. We chat about: How content marketing can help those working in financial services The process Robing uses to create a content strategy for clients Which people inspire Robin Why Robin thinks video is the king of content How Robin got into evidence-based investing How evidence-based investing works Evidence-based investing versus active investing and passive investing Who is Alex Cameron? Robin’s background is journalism. He worked mostly in broadcast TV on news and current affairs, producing award-winning documentaries. He also worked on politics shows for BBC and Sky. Feeling the industry was ageist, he left to set up a consultancy and stumbled across financial advice by chance when working with his first client, a wealth management company. Although Robin’s content marketing consultancy doesn’t exclusively produce finance content, it is their area of expertise. His interest in content marketing came from following emerging trends in the TV industry and becoming fascinated and energised by the disruptions that technology brought. Links and Show Notes. For links to the books and apps mentioned by Alex, please visit http://rogeredwards.co.uk/MAF for the show notes. What is the Marketing and Finance (MAF) Podcast? The podcast for ideas and inspiration on marketing your business and growing your business, and for discussing topics on all things finance. I’m Roger Edwards, a marketing guy and keynote speaker from Edinburgh helping you keep your marketing strategy simple and the BS at bay. The MAF Podcast is a 30 minute radio show you download from http://rogeredwards.co.uk/MAF, iTunes or Stitcher Radio. Each week you'll hear interviews with business experts, marketers, entrepreneurs and journalists. Interviews to listen to in the car, on the train or on the treadmill. Or even in the bath! We talk about: How you can grow your business using content marketing and social media How you can keep your Marketing strategy and communications simple Topics, issues, products and business models from the world of finance You’ll take away one or two big ideas that you can apply to your business. So you can keep marketing your business to keep growing your business. Please subscribe to the Podcast on iTunes and I’d be grateful if you would leave a review. http://rogeredwards.co.uk/itunes Fancy Appearing on the Show? Would you be interested in appearing on the MAF Podcast? Have you an exciting marketing or finance story to tell? Do you fancy drawing out some inspirational ideas that MAF listeners can take away to use in their own businesses? Do please contact me if you want to get involved. http://rogeredwards.co.uk

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Evidence Based Investing .....with Robin Powell

Informed Decisions Financial Planning & Money Podcast

Play Episode Listen Later Feb 20, 2018 53:35

This week we get to chat with a guy who is making quite a name for himself. He is advocating for greater investor education, in particular with regards to the long-running debate on the value of Active Fund Management versus Passive or Index investing. This is the latest episode in Ireland's only dedicated Financial Planning & Investing Podcast.....available on iTunes, Podcast Stitcher, Podcast Addict and all other podcast players. If you find our podcast or website of any use then we would really appreciate your support, ideally as a iTunes review! We are on a mission to help our readers and listeners to get what they want in their financial lives. Why not subscribe to our community to get access to the latest information once it becomes available. Robin Powell is an award-winning journalist, blogger and content marketing consultant, based in the UK, with specialist expertise in the investing industry. He works primarily work with asset managers and advisory firms at improving outcomes for the end consumer. He also campaigns for better investor education and for greater transparency in global asset management. As well as The Evidence-Based Investor, he edits Adviser 2.0, a blog which explores the changes taking place within the financial advice profession. He is the producer of two highly-acclaimed online documentaries about investing — How to Win the Loser’s Game and Index Funds: The 12-Step Recovery Program for Active Investors.

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Investing With Robin Powell

The Richards Report

Play Episode Listen Later Jan 22, 2018 21:48

Episode 8 I speak with Robin Powell. An award winning UK based journalist covering investing trends all over the world, Robin has created documentary's that cover the difference in investment philosophies between active fund managers and passive investments. We discuss active fund managers and how we're now seeing the rise in popularity of passive investments like index funds and ETFs.

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MMP240: Investing - The Evidence, with Robin Powell

The Meaningful Money Personal Finance Podcast

Play Episode Listen Later Jan 3, 2018 37:05

Today I welcome repeat guest Robin Powell of Ember Regis Group, an award-winning finance journalist and content creator to talk about his latest documentary, produced in conjunction with Rock Wealth, entitled Investing: The Evidence.

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31: 31st CONKERS' CORNER :31st October : “Conker’s Corner” speaking with Robin Powell

CONKERS' CORNER

Play Episode Listen Later Jan 2, 2018 40:31

Welcome to the 31st CONKERS’ CORNER. In this interview I have the pleasure of speaking with the award winning journalist and broadcaster @RobinJPowell Robin Powell. Robin is also an active campaigner for positive change in the investing industry. Robin Powell was a TV reporter, producer and presenter for more than 20 years, working for Sky News, ITV and for The Sunday Politics on BBC 1. He reported from locations including Baghdad, Soweto and Guantanamo Bay, and made award-winning documentaries on the Holocaust and on Britain’s Romany Gypsy community. He is the founder of Regis Media, which provides niche content and social media management for growing fiduciary businesses. For three years he was a consultant to Sensible Investing TV, for whom he produced and presented the highly acclaimed online documentary How to Win the Loser’s Game. He also works as a brand journalist and content marketing consultant for advisers in Europe, North America and Australasia. Robin is a member of the Chartered Institute of Journalists and was a Visiting Media Fellow at Duke University in North Carolina. A former intern on Capitol Hill, Robin has supported a number of lost political causes over the years, and a few sporting ones, including Aston Villa Football Club and the England cricket team. Robin’s evidenced based research is sought after globally as he is a recognised specialist on the subject. Listen now to gain insights into how Robin’s invests and learn from the lessons in his successful, insightful investing journey and the benefits of evidence-based investing.

018 Robin Powell Interview

Maven Money Personal Finance Podcast

Play Episode Listen Later Sep 1, 2017 40:26

In this episode of the Maven Money Personal Finance Podcast… Andy interviews the founder of Ember Regis Group, Robin Powell. Quick Preview of the Podcast: Why evidence is important when it comes to investing What is the difference between active and passive investing? What role does the media play on personal finance? Incredible insights from a true industry expert Links: http://www.evidenceinvestor.co.uk/video https://embertelevision.co.uk/ http://regismedia.com/ http://indexfundsthemovie.com/ http://www.sensibleinvesting.tv/ So sit back and enjoy unrivalled words of wisdom from Andy Hart - host of the UK’s premier personal finance show. Is there a topic you’d like Andy to cover? We’d love to hear from you! Contact Andy Hart directly with any comments / feedback on team@mavenadviser.com. Alternatively you can reach out on Twitter @MavenAdviser.

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Intelligent Advisor Podcast: Episode 8

Play Episode Listen Later Aug 30, 2017 14:53

Robin Powell interviews Barry LaValley, one of the most prominent thought leaders in the global financial advice profession. Barry, who’s based in Toronto, is the founder of the Retirement Lifestyle Centre, and a leading educator and authority on the lifestyle transition to retirement for North Americans. He’s just co-authored a new book about financial planning called The Life-First Advisor: How the new financial coach connects ‘money’ with ‘meaning’. In this interview, Barry talks about his early career in investing and his background in psychology, and how he’s combined the two in recent years. Barry also discusses his new book, co-authored with David Haintz, in the context of several challenges facing financial advisers in a changing industry. Barry also highlights some areas in which he believes the vast majority of advisory firms can improve. For more information on the book, visit life-firstadvisor.com.

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Intelligent Adviser Podcast: Episode 7

Play Episode Listen Later Jun 13, 2017 11:38

Hello and welcome to Episode 7 of Intelligent Adviser, the audio podcast for a new generation of financial professionals, brought to you by Regis Media. I’m Robin Powell. This time, I’m going to be speaking to Paul Armson. Based in the English Midlands, Paul is a highly experienced financial planner. He now runs Inspiring Advisers — an organisation which helps advisers to identify where they really add value. He has more than 500 advisers signed up. Most are in the UK, but they also come from Ireland, the Netherlands and other parts of continental Europe. He’s a great believer in what he calls life planning and financial planning. His view, is that it’s only when advisers have done those two things that they’ve earned the right to provide investment advice.

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Intelligent Adviser Podcast: Episode 6

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Play Episode Listen Later May 24, 2017 10:23

Hello and welcome to Episode 6 of Intelligent Adviser, the audio podcast for a new generation of financial planners. My name is Robin Powell. I’m a journalist and content marketing consultant. I blog as The Evidence-Based Investor, which you’ll find at evidenceinvestor.com. I also have a blog specifically for advisers and wealth managers; it’s called Adviser 2.0; and the URL for that is advicereinvented.com. Intelligent Adviser is brought to you by Regis Media, Connecting advisers with clients. This is the third and final episode in a seres of podcasts featuring Dan Solin. Based in Florida, Dan is the author of the Smartest series of books; they include The Smartest Sales Book You’ll Ever Read and The Smartest Money Book You’ll Ever Read. As well as blogging for The Huffington Post and Advisor Perspectives, he now works mainly as a consultant to financial advice firms works, specifically on helping them to win new business. Dan, thank you joining us. We looked at marketing, content, social media and lead generation in Episode 5. This time I want to focus on how to convert those leads into clients.

Intelligent Adviser Podcast: Episode 5

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Play Episode Listen Later May 17, 2017 13:04

Hello and welcome to Episode 5 of Intelligent Adviser, the audio podcast for a new generation of financial planners, brought to you by Regis Media. I’m Robin Powell. If you were listening last time, you’ll recall I spoke to Dan Solin. Based in Florida, Dan has had a long and distinguished career in the financial advice profession. He now works mainly as a consultant, helping advisers to communicate their message better and to win more clients. Last time he told us he was pretty bearish about the advice profession — particularly because of growing competition, not just from robo-advisers, but from big multinational companies like Vanguard, Fidelity and Charles Schwab. He particularly fears for smaller financial advice practices. In future, he says, much larger firms will be the norm, and there’ll be fewer of them.

Ep 15: Reasons to be cheerful

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Play Episode Listen Later May 12, 2017 11:02

Hello and welcome to the latest TEBI Podcast, brought to you by The Evidence-Based Investor, in conjunction with Regis Media, Connecting advisers with clients. I'm Robin Powell and this is Episode 15. Our guest this week is Stephen Davis, Senior Fellow and Associate Director of Corporate Governance at Harvard Law School. Stephen has written for many years about the need for a better of alignment of interests in the financial system — in other words, aligning the interests of companies with those of their customers and shareholders, investors and the general public. I've just caught up with Stephen on a visit to London, and was encouraged to hear that he feels we're really starting to see progress on corporate governance. He gives as an example the recent shareholder backlash to a scandal at Wells Fargo, the huge international banking and financial services holding company based in San Francisco.

Intelligent Adviser Podcast: Episode 3

Play Episode Listen Later Apr 12, 2017 10:43

Hello, I’m Robin Powell, and you’re listening to the third episode in a new series of podcasts called Intelligent Adviser, brought to you by Regis Media. In the first two episodes, I’ve been talking to Carl Richards, a Certified Financial Planner from Utah, now based in New Zealand. Carl is the creator of the weekly Sketch Guy column in the New York Times, and a columnist for Morningstar Advisor. He’s also the author of two books, The One-Page Financial Plan: A Simple Way to Be Smart About Your Money and The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money. As well as his writing, Carl’s focus now is mainly on training advisers about communication — both with prospects and existing clients.

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Ep 12: Vanguard sets its sights on Europe

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Play Episode Listen Later Mar 16, 2017 16:11

Hello and welcome to Episode 12 of the TEBI Podcast, brought to you by The Evidence-Based Investor in conjunction with Regis Media. I'm Robin Powell, and you'll find my blog at evidenceinvestor.com. That's evidenceinvestor.com. My guest this week is, Dr Peter Westaway, Chief Economist and Head of Investment Strategy Group for Vanguard Europe. Dr. Westaway was previously chief economist, Europe, for Nomura International and a senior official at the Bank of England. He is also a visiting professor at Queen Mary University of London. As everyone knows, Vanguard is best known for providing low-cost funds and is the world's biggest provider of index funds specifically. It doesn't really do market timing or tactical asset allocation. So why, I started by asking Dr Westaway, does Vanguard really need need a Chief Economist?

Ep 11: ETFs – good or bad?

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Play Episode Listen Later Mar 8, 2017 12:50

Hello and welcome to the latest TEBI Podcast, brought to you by The Evidence-Based Investor, in conjunction with Regis Media, Connecting advisers with clients. I'm Robin Powell, and this is Episode11. This week we're looking at exchange-traded funds, or ETFs. As everyone knows, ETFs have grown in popularity very fast in recent years. Until recently, the focus has been on the US market, which still accounts for more than 70% of ETF assets. But ETFs are taking off in other regions too. In Europe, for example, assets have grown tenfold over the last ten years. ETF assets globally now stand at a staggering US$3.2 trillion. I've been speaking Nizam Hamid, European ETF strategist at WisdomTree in London. I started by asking him to explain what he thinks are the main advantage of using ETFs.

Ep 9: The factor zoo

Play Episode Listen Later Feb 9, 2017 12:43

Hello and welcome to the TEBI Podcast from The Evidence-Based Investor, brought to you by Regis Media, Connecting advisers with clients. I'm Robin Powell. This week we have a very special guest, Larry Swedroe. Since 1996, Larry has been Director of Research at Buckingham Asset Management in St Louis, where he's spent his time, talent and energy educating investors on the benefits of evidence-based investing with great enthusiasm. Larry was among the first authors to publish a book that explained the science of investing in terms the layman can understand. It was called “The Only Guide to a Winning Investment Strategy You'll Ever Need”. He has since written seven more books. In this podcast, I want to focus on his latest book, co-authored with Andrew Berkin. It's about factor-based investing — sometimes known as smart, or alternative, beta.

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Ep 8: Bill McNabb loves EBI

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Play Episode Listen Later Jan 18, 2017 12:56

Hello and welcome to the latest TEBI Podcast, brought to you by The Evidence-Based Investor, in conjunction with Regis Media. I'm Robin Powell, and you'll find my blog at EvidenceInvestor.com. Now, we have a special treat for you this week, because our guest is none other than F. William McNabb. It was, coincidentally, at the very start of the global financial crisis in September 2008, that Bill McNabb became Chief Executive Officer and President at The Vanguard Group. I first met him in 2011, when I interviewed him for the online documentary Passive Investing: The Evidence. Since then, Vanguard has gone from strength to strength. For five consecutive years, Vanguard has been the world's fastest-growing asset manager. Vanguard, which is based in Pennsylvania, attracted more than $315 billion of net new money last year, an increase of 23.2 per cent on 2015. I recently caught up with Bill and started by asking him about the two big political events of 2016 — Brexit and the election of Donald Trump. Interestingly, it turns out that Bill had a strong inkling all along that the British people would vote to leave the European Union.

Ep. 1: SPIVA Special — The Evidence-Based Investor