Latest The ftadviser podcast Podcast Episodes
What's in store for investments in 2024?
FTAdviser Podcast - January 22, 2024 08:00 - 17 minutesIn this episode of the FT Adviser In Focus podcast, we look at the year ahead for investments. We speak to three fund managers about their views on inflationary pressures, geopolitical uncertainty and the effect any upcoming elections might have on equity and bond markets. Hosted on Acast. See ...
'Duration will help you this year': the outlook for fixed income
FTAdviser Podcast - January 19, 2024 10:29 - 30 minutesThe latest eposide of the FT Adviser podcast brings together a trio of fixed income investors to discuss the outlook for bonds in 2024 and beyond. After two volatile years, will the bulk of the returns come from income or capital growth in this part of the investment universe, and what role do go...
What does 2024 have in store for advisers?
FTAdviser Podcast - January 12, 2024 11:00 - 25 minutes2023 saw plenty of upheaval in the financial advice sector, with consolidation continuing and with regulatory changes from the consumer duty to simplified advice. It was also a year of rising interest rates. This week FT Adviser deputy editor Damian Fantato is joined by news editor Amy Austin, ...
What do the FCA's simplified advice proposals mean?
FTAdviser Podcast - December 22, 2023 08:00 - 20 minutesEarlier this month the FCA published proposals aimed at widening access to financial advice. They included plans for "targeted support" and a new form of simplified advice. This week, in the final FT Adviser podcast of 2023, deputy editor Damian Fantato is joined by Rachel Vahey, head of public...
What does true diversification look like right now for multi-asset investors?
FTAdviser Podcast - December 20, 2023 11:00 - 29 minutesIn a world that is experiencing sudden shifts between different economic scenarios, building an investment portfolio has arguably become more challenging. And even for those multi-asset investors, whose strategies are meant to offer flexibility to meet investment goals with broad options for inv...
'The year of recession which never happened': 2023 in review
FTAdviser Podcast - December 15, 2023 11:00 - 32 minutesThe past year has seen an AI-driven tech surge and rising bond yields as markets grapple with rising rates, high inflation and geopolitics. This week David Thorpe, investment editor on FTAdviser, is joined by Richard Saldanha, global equity fund manager at Aviva Investors, Mark Preskett, portfo...
Why mental health matters
FTAdviser Podcast - December 11, 2023 09:21 - 36 minutesLooking after a client's mental wellbeing is as much part of a financial adviser's job as making sure staff and they themselves are happy and content. In this episode of the FTAdviser In Focus podcast we hear from three advisers about working with vulnerability both in the workplace and with clie...
What does 2024's slowing mortgage market have in store?
FTAdviser Podcast - December 08, 2023 11:00 - 19 minutesThe Office for Budget Responsibility has predicted that in 2024 house prices will go down by about 5 per cent, with transactions falling by 7 per cent. On this week's podcast FTAdviser reporter Tom Dunstan talks to Martin Stewart, director of London Money, and Tony Hall, head of business develo...
2023 Recap: Lessons and Opportunities in the Aftershock Economy
FTAdviser Podcast - December 06, 2023 09:00 - 19 minutesAfter a 2-year post-pandemic inflation surge, the global economy eases from extensive fiscal and monetary interventions. Central banks reassess recession risks, signalling potential investment opportunities as volatility reawakens. This content was paid for by PIMCO and produced in partnership wi...
The race is on: preparing for the end of the lifetime allowance
FTAdviser Podcast - December 01, 2023 11:00 - 26 minutesAt the Autumn Statement the government confirmed that it would be scrapping the lifetime allowance from early April, ignoring pleas from the industry for more time to prepare. So what do advisers, pension providers and platforms have to do now to prepare? This week FTAdviser news editor Amy Au...
Building a responsible bond portfolio
FTAdviser Podcast - November 29, 2023 15:48 - 19 minutesIn this podcast, sponsored by Columbia Threadneedle Investments, FTAdviser's investment editor David Thorpe talks to Tammie Tang, the lead manager of the CT UK Social Bond fund. They discuss how a bond fund manager can deliver an impact, and why Tang takes a regional and a demographic focus. T...
Did the Autumn Statement change anything?
FTAdviser Podcast - November 24, 2023 11:00 - 25 minutesJeremy Hunt touted this week's Autumn Statement, which included a 2 percentage point cut in national insurance contributions, as the beginning of his plans to cut taxes for businesses and individuals and as a return to growth. But did the chancellor of exchequer's actions match his words? This...
Does Jeremy Hunt need to reform Isas in the Autumn Statement?
FTAdviser Podcast - November 17, 2023 11:44 - 23 minutesOne of the rumours which has swirled around about next week's Autumn Statement is that Jeremy Hunt will use it to reform and simplify the Isa regime. There have been rumours he will allow savers to put money into multiple Isas in the same year, but there have also been reports he is considering...
What does a defensive portfolio look like in the current environment?
FTAdviser Podcast - November 10, 2023 13:05 - 29 minutesThe market turbulence across a variety of assets over the past year or so has raised the question of where investors should go to seek shelter from the storm. This week FTAdviser's investment editor David Thorpe is joined by Ian Barnes, chief investment officer at Netwealth, David Jane, multi-a...
'Now is the moment when everything changed for Alzheimer's'
FTAdviser Podcast - November 03, 2023 09:00 - 29 minutesResearch into dementia is at a breakthrough point, signalling the moment in history that people will look back on and say that "this is the moment when everything changed". This was the positive message delivered by Dr Richard Oakley, associate director of research at Alzheimer's Society, speaki...
SJP exit fee scrap ‘first high profile case of consumer duty starting to bite’
FTAdviser Podcast - October 27, 2023 10:00 - 21 minutesLast week, St James’s Place announced it was scrapping exit fees for the vast majority of new investment bonds and pensions as part of an overhaul of its charging structure. The firm said there would be a revised charging structure for new investment bonds and pensions which will operate with a...
Where are the opportunities in sustainable fixed income?
FTAdviser Podcast - October 25, 2023 08:00 - 32 minutesThe ESG fixed income market has seen impressive growth since its establishment more than a decade ago, but more recently performance has been lacking. In this CPD podcast we speak to fund managers Kris Atkinson and Stuart Chilvers, and adviser Minesh Patel about how they navigate the current mark...
Industry has moved on from replatforming issues
FTAdviser Podcast - October 20, 2023 12:02 - 21 minutesAmy Austin, news editor at FTAdviser speaks to Ben Hammond, consulting director at the Lang Cat and Verona Kenny, Managing Director of Intermediary at 7IM, about the FCA's letter to platform CEOs. They discuss the FCA's issues around fees, unstable technology and long transfer times. The FTAdv...
Could a "pot for life" solve the issue of small pensions?
FTAdviser Podcast - October 13, 2023 12:07 - 22 minutesEarlier this year the Department for Work and Pensions said it will work to encourage consolidation to solve the problem of small pension pots. But pensions minister Laura Trott said the longer-term solution to this issue would be to move to an Australian-style "pot for life" system. Amy Austin...
Making homes greener
FTAdviser Podcast - October 09, 2023 08:26 - 34 minutesOn this episode of the FTAdviser In Focus podcast we speak to mortgage advisers about whether or not it makes sense to invest in green home improvements. They all agree the idea of greener homes is a great one but there are various issues in the way they are currently funded that raise concerns. ...
Has the landscape for sellers changed?
FTAdviser Podcast - October 06, 2023 10:00 - 24 minutesOver the previous years and during lockdown, we saw a flurry of activity and a surge in the number of start-up consolidators popping up, as well as a lot of private equity deals. But this last year it has felt like a bit more of a slow down. This week, FTAdviser's deputy news editor Sonia Rach...
CISI conference: Client discovery meetings done right
FTAdviser Podcast - October 04, 2023 14:29 - 23 minutesFTAdviser speaks to Brendan Frazier, founder of Wired Planning, psychologist Dr Moira Somers, and Kusal Ariyawansa, adviser at Appleton Gerrard, about the best way to hold client discovery meetings, after their panel discussion at today's CISI conference. Hosted on Acast. See acast.com/privacy ...
CISI conference: Future of adviser technology
FTAdviser Podcast - October 04, 2023 10:50 - 19 minutesFTAdviser speaks to Josh Butten, director of financial planning firm Boosst, and Jon Doyle, founder of Juniper Wealth Management, about the future of adviser technology, straight after their session with Ian McKenna at today's CISI conference. Hosted on Acast. See acast.com/privacy for more inf...
Does the model for equity release advice need to change?
FTAdviser Podcast - September 29, 2023 09:51 - 24 minutesEarlier this month the Financial Conduct Authority published the results of its review into lifetime mortgage advice, concluding it was "disappointed" by what it found. One of the overarching conclusions the FCA reached is that there were many examples of advisers steering outcomes in favour of...
Is there merit in separating financial advice and financial planning?
FTAdviser Podcast - September 22, 2023 10:00 - 26 minutesIt has been argued that financial planning and financial advice could be split so that planning on its own could allow financial planners to focus on less wealthy and younger clients who are happy to DIY invest. Amy Austin, news editor at FTAdviser speaks to Steve Conley, founder of the Academy...
‘The regulator wants fewer firms to manage’
FTAdviser Podcast - September 15, 2023 08:29 - 23 minutesLast month, Tenet announced it will close its network, with its appointed representatives moving to The Openwork Partnership as part of an exclusive agreement with the company. The agreement will provide Tenet's firms and advisers the choice of retaining their independent status through Openwor...
How to help clients navigate the mortgage market
FTAdviser Podcast - September 08, 2023 10:00 - 26 minutesThe mortgage market has been on a rollercoaster ride over the past year. Since former Prime Minister Liz Truss’ disastrous mini-budget in 2022, combined with rampant inflation and subsequent base rate rises, lenders, brokers and would-be borrowers alike have been trying to keep up with the fast-...
Understanding how to build a thematic investment approach
FTAdviser Podcast - August 30, 2023 10:00 - 28 minutesMSCI describes thematic investing as a top-down investment approach that relies on research to explore macroeconomic, geopolitical and technological trends. These trends encompass long-term, structural shifts arising from new business models, disruptive technologies and changing consumer taste...
Exiting an advice business
FTAdviser Podcast - August 07, 2023 09:48 - 29 minutesIt is no secret that the adviser population is maturing. But what do advisers need to know about passing on their business in the current market? We speak to Victoria Hicks, managing director of The Exit Partnership, and Kanishk Swarup, founder of Compound Wealth Planning, to find out. Hosted o...
How do private assets fit into an investment portfolio?
FTAdviser Podcast - August 02, 2023 10:00 - 24 minutesA recent study by global consulting firm Cerulli Associates found that nearly half of the private banks and wealth managers indicate that a lack of liquidity, high fees, and clients’ risk aversion are the top concerns preventing them from increasing private investments within their clients’ port...
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