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Ratings & reviews

What do our listeners think?

4.4out of 5
Based on 41 ratings on Apple Podcasts
What advisers are saying:

Great podcast. Unfiltered and straight talking sense from Abraham and guests. Always a pleasure to listen, would highly recommend advisers add it to their podcast roster.

Phil Reynolds

This is a first-rate podcast for those of us in UK financial planning. The team cover a broad array of subjects from around the world!

Gareth Hope

I absolutely love the Adviser 3.0 podcast. Abraham and the team give fantastic insights that are invaluable to a young financial planner like me.

Tom Robertsaw

Love this podcast – great conversations with inspiring people in the profession.

David G

Unpredictable, funny and fascinating! Love this podcast, fundamental listening for anyone in the industry.

Blossom Planning

As a lifestyle financial planning business, we’ve received lashings of wisdom from Abraham’s podcast. The guests are generous with their information, helped along by Abraham’s energetic style.

Adviser 3.0 listener

Really insightful – goes beyond the usual money podcast and actively debates the issues and challenges around retirement. Highly recommend!

Adviser 3.0 listener
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Ep.138

Latest Episode

Reflecting the Market or Reshaping It? Robert Edwards on Mega-Cap IPOs and Index Rules.

In this episode, Abraham Okusanya is joined by Timeline's Laurentius van den Worm to ask Rob on the mega-cap IPO backlash, the mechanics of float and lock-ups, and why a name like SpaceX enters a broad US benchmark at a fraction of a percent before climbing over time. The conversation widens into the debates advisers wrestle with every day: whether passive investing is really passive, whether indexing threatens price discovery, and how to think about concentration when roughly 40 companies have driven more than half of all market returns.

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Timeline investing and platform services are provided by Timeline Portfolios Limited (No. 11557205), which is authorised and regulated by the Financial Conduct Authority (FRN: 840807). Timeline planning software and tools are provided by Timelineapp Tech Limited (No. 11405676) and are not regulated by the Financial Conduct Authority. Both companies are registered in England and Wales with their registered office at 70 Gracechurch Street, London, EC3V 0HR.

Past performance is no guarantee of future return. The value of investments and the income from them can go down as well as up. You may get back less than you invest. Transaction costs, taxes and inflation reduce investment returns.