FT Adviser

FTAdviser

FT Adviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow.

The FT Adviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

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491 episodes
Updated Friday

Episodes491

Newest first

Jun 20, 2022 · 25 min
The rise of multi-service firms
Why law firms expand their remit into financial advice
Jun 17, 2022 · 29 min
FTAdviser talks to FSCS chief executive Caroline Rainbird
FSCS chief executive Caroline Rainbird sits down with FTAdviser to discuss the levy, British Steel and the changing nature of claims
Jun 15, 2022 · 24 min
Global income investing at a time of market strife
High inflation and higher interest rates have made the current market environment a difficult one for income investors. In this special edition of the FTAdviser podcast, sponsored by Artemis, contributing editor David Thorpe is joined by Jacob De Tusch-Lec, manager of the Artemis Global Income fund, and Jake Moeller, senior investment consultant at Square Mile, to discuss the options investors have. They discuss how investors can determine whether yields are sustainable, the art of being more defensive during a time of potential stagflation and whether there are any areas left for equity income seekers which are not structurally challenged. The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.
Jun 13, 2022 · 28 min
Do in-house platforms work for every advice firm?
Proprietary adviser platforms have their place but are they right for every advice firm? This FTAdviser In Focus podcast chats to Mike Barrett, consulting director at the Lang Cat, and David Ferguson, founder of Nucleus and new CEO of platform technology provider Seccl, about what advisers need to have in place to run an in house platform, how they can benefit from running a proprietary platform, and what effect the consumer duty will have on the way advisers work with platforms. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.
Jun 10, 2022 · 26 min
FSMA 2.0 could make UK regulators ‘most powerful’ in the world
FTAdviser deputy editor Damian Fantato talks to Langcat director of public affairs Tom McPhail and Pimfa director of government relations and policy Tim Fassam on future of the financial services market bill
May 30, 2022 · 21 min
Price of investing
In this episode of the FTAdviser In Focus podcast First Wealth's Anthony Villis and Square Mile's Tom Poulter discuss the price of investing. Has the cost of passive investing reached its nadir? Or is there room for further price drops? We also discuss adviser take-up of passive funds and a booming ESG interest. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.
May 27, 2022 · 23 min
Finding real returns in an inflationary environment
FTAdviser reporter Sally Hickey talks to Sam Dovey, head of research at Ravenscroft, and Ian Brady, chief investment officer at WH Ireland
May 23, 2022 · 32 min
How does the war in Ukraine affect portfolios?
The war in Ukraine has led to a spike in the Geopolitical Risk Index not seen since 9/11, but while some investors are responding to the long-lasting shifts, others are warning against getting whiplashed, as "geopolitical shocks can work both ways". Speaking on the latest FTAdviser In Focus podcast about the effects of geopolitics on investments and what it means for other mega-trends is William Morris, head of investments at Weatherbys Private Bank, and Aneeka Gupta, director of macroeconomic research at Wisdom Tree. This podcast is sponsored by Wisdom Tree. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.
May 20, 2022 · 32 min
Why is the FCA concerned about equity release?
FTAdviser reporter Ruby Hinchliffe is joined by David Forsdyke of Knight Frank and Laura Healy of Fairview Financial to discuss why the FCA is concerned about equity release
May 18, 2022 · 38 min
CPD: How crypto has come of age
Advisers who chose to ignore crypto may have missed the development the market has undergone in recent years, as demand for the assets soared, prompting many regulators to take notice. In this podcast, which is worth 45 minutes of CPD, we will discover how crypto investing has come of age, what trends we are seeing in this market currently, and how advisers might look to position themselves as the regulatory treatment of the assets changes. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.
May 13, 2022 · 26 min
‘City bosses need to take mental health personally’
To mark Mental Health Week, Quilter chief executive Paul Feeney about what financial services can do better and his own challenges
May 6, 2022 · 32 min
The ‘Amazonification’ of the client experience
Technology, combined with principles from businesses like Amazon, could be a great way for firms to deal with the changing demographic of clients, according to guests on the latest edition of the FTAdviser Podcast.
Apr 29, 2022 · 18 min
How broken is the mortgage market?
Britain's housing market is broken and the property bull market could soon turn into a bear, mortgage advisers told FTAdviser in March this year. Eye-watering increases in the cost of living, combined with every-high house prices and wage growth that is low by comparison to both inflation and the rate of house price increases in some parts of Britain, have led advisers to question how sustainable the housing market is at the moment. Speaking to FTAdviser on this podcast, three experts in the field of mortgage advice and property investment, discuss the reasons leading up to the current situation and postulate ways to help fix the market. Geoff Garrett, managing director of Henry Dannell, Samantha Bickford, mortgage & equity release specialist at Clarity Wealth Management, explain the need for some positive policy changes to improve the housing market for borrowers, renters and buy to let investors alike. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.
Apr 27, 2022 · 25 min
The outlook for emerging markets post-Covid
Emerging markets may be considered less risky to invest in now, compared with the past, but they face a number of headwinds. Borrowing to tackle the pandemic has left many facing sovereign debt worries. Additionally, China continues to be a drag on the EM investment sector, exacerbated by its zero-Covid policy. In this special edition of the FTAdviser Podcast, sponsored by Schroders, deputy features editor Ima Jackson-Obot speaks to David Rees, senior emerging markets economist at Schroders, and Daniel Casali, chief investment strategist at Tilney Smith & Williamson, to talk about the outlook for emerging markets post-Covid and whether it is their time to shine. The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.
Apr 22, 2022 · 30 min
How FCA network reforms could impact firms
Reforming networks’ appointed representative models is high on the Financial Conduct Authority’s agenda this year, and it’s been a subject of much controversy since the publication of the watchdog’s consultation in March. According to the FCA, networks generate between 50 and 400 per cent more complaints and supervisory cases on behalf of themselves and their members than firms which are not networks. This led the watchdog to conclude more issues arise from principals and ARs than they do from directly authorised firms. Hence, it deemed a change to the AR regime - introduced back in 1986 - was needed. The FCA has said under new reforms, it would require networks to self-assess each member firm on an annual basis. Adviser trade body Pimfa has since said this will turn networks into “nothing more than extremely well-paid human resources consultants”. Ruby Hinchliffe, Senior Reporter at FTAdviser, spoke with Rory Gravatt, head of distribution and product strategy at Altus, and a former employee of Sesame Bankhall Group and Tenet, which operate AR models, to understand how networks will grapple with these changes. The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.
Apr 14, 2022 · 23 min
Investing at a time of volatility
Rising inflation and interest rates mean 2022 started with heightened volatility, which has not let up since.So what does this mean for investors? This week, FTAdviser contributing editor David Thorpe is joined by Peter Fitzgerald, total return fund manager at Aviva Investors and Peter Doherty, fixed income investor at Sanlam, to discuss how then are approaching the issue. They discuss how sure we can be that assets will perform as they have in the past and that correlations that have been there in the past will be again and whether investors should view periods of heightened volatility as an opportunity or hunker down to preserve capital. They also discuss whether the turmoil has created any cheap asset classes. The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.
Apr 8, 2022 · 29 min
The future of platforms
'Platforms need to get out of their own swim lanes'
Apr 5, 2022 · 37 min
Exploring governance - the G in ESG
In this episode of the FTAdviser In Focus podcast, in partnership with Wisdom Tree, we take a look at governance - the G in ESG. Whether it is diverse representation on boards, strategic considerations, political lobbying or cyber risk management, governance plays an important role in how businesses are being run. Done well, corporate governance could mean long-term better performance for a company, but done badly it could have dire consequences for the business and its investors. Discussing governance are Lidia Treiber from Wisdom Tree and Diana Rose from ESG consultancy Insig AI. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.
Apr 1, 2022 · 20 min
'Get money in now': how the Spring Statement affects pensions
FTAdviser news editor Amy Austin talks to Claire Trott, director of retirement and holistic planning at SJP, and Chris Etherington, private client partner at RSM, about the Spring Statement
Mar 25, 2022 · 25 min
Is the party over for ESG?
FTAdviser reporter Sally Hickey talks to Ben Yearsley of Fairview Investing and Ryan Hughes of AJ Bell about whether the rotation away from growth at the start of 2022 has killed ESG investing