Latest The ftadviser podcast Podcast Episodes
How much longer can financial advice consolidation go on for?
FTAdviser Podcast - July 28, 2023 10:00 - 28 minutesIt seems the pace of consolidation has continued apace despite the changing economic circumstances, but has anything changed? This week, in the last FTAdviser Podcast before a summer break, deputy editor Damian Fantato is joined by Albertha Charles, UK asset and wealth management lead at PwC, a...
Savers must understand risks of chancellor’s pension fund reforms
FTAdviser Podcast - July 21, 2023 10:43 - 22 minutesIn his Mansion House speech earlier this month, Jeremy Hunt said some of the UK’s largest defined contribution pension schemes had agreed to commit 5 per cent of their default funds to unlisted equities by 2030. Hunt said his aim was to enable the UK’s financial services sector to increase retu...
What is fair value?
FTAdviser Podcast - July 19, 2023 07:00 - 29 minutesThis FTAdviser In Focus CPD podcast looks at the meaning of fair value under the incoming consumer duty. What is fair value and how can advisers prove they are providing it? Consultants Mel Holman and Bradley Northrop, alongside adviser Kusal Ariyawansa and Quilter's Paul Young share their views ...
‘Consumer duty is a flagship piece of regulation’
FTAdviser Podcast - July 14, 2023 10:27 - 20 minutesFirms are frantically preparing as the deadline is fast approaching at the end of this month. Given the imminent timescale, it is encouraging to note that a survey by Schroders revealed that 19% of advisers said they are fully prepared for consumer duty and 77% said that their preparations are...
‘Collaboration’ is key to closing the financial literacy gap
FTAdviser Podcast - July 07, 2023 09:47 - 23 minutesThe advice gap is ever-growing and as a profession, financial advisers have a role to play. But is it solely up to the financial services industry? A recently conducted poll on Twitter asked financial advisers what their views were on financial education in schools and whether it should be a co...
What will rising interest rates mean for tech investing?
FTAdviser Podcast - June 30, 2023 10:00 - 37 minutesInvestors have done very well in previous years by investing in technology and innovation but rising interest rates has put some of this to an end. This week FTAdviser investment editor David Thorpe is joined by Kamal Warriach, head of equity fund research at Canaccord Genuity, Ian Mortimer, wh...
How to promote financial advice as a profession
FTAdviser Podcast - June 23, 2023 10:00 - 25 minutesAs a profession, financial advice has often been associated with middle aged men and, while this has changed a little bit, the average age of a financial adviser remains in the late 50s. Many of the larger financial advice businesses are now setting up academies to encourage school and universi...
Inflation 'changes everything' for multi-asset investors
FTAdviser Podcast - June 16, 2023 10:00 - 33 minutesInflation has remained stubbornly high in the UK, presenting problems for multi-asset investors - particularly those seeking an income. This week FTAdviser's David Thorpe is joined by Charlie Parker, managing director at Albemarle Street Partners, Eugene Philalithis, head of multi-asset investm...
What is happening in the mortgage market?
FTAdviser Podcast - June 09, 2023 10:09 - 29 minutesThe mortgage market has been going haywire recently due to higher than anticipated inflation and mortgage lenders have been pulling deals across the market. This week reporter Jane Matthews is joined by John Charcol’s mortgage technical manager, Nicholas Mendes, Quilter’s mortgage expert Karen ...
Has personalised indexing arrived in the UK?
FTAdviser Podcast - June 02, 2023 10:00 - 20 minutesDirect indexing - where an investor builds a personalised index which is then tracked by a fund or portfolio - has been growing in the US for a couple of years, with fund houses like Vanguard and BlackRock investing heavily into it. Now Fundment has launched the first such offering in the UK. F...
How advisers can integrate AI into their business models
FTAdviser Podcast - May 26, 2023 09:33 - 42 minutesThis week, FTAdviser reporter Jane Matthews is joined by Financial Technology Research Centre founder Ian McKenna, and Chet Velani, chief executive of EV, to discuss the impact artificial intelligence will have on the financial advice profession. Velani and McKenna outlined some of the potential ...
When investments go wrong
FTAdviser Podcast - May 22, 2023 09:26 - 35 minutesWhen investment decisions go wrong advisers are often the first port of call as they have the skills to assure people and the knowledge to rebuild their finances. In this podcast we speak to two financial advisers with plenty of experience with this kind of work, who give us an insight into what ...
Consumer duty is a matter of 'unfinished business' for FCA
FTAdviser Podcast - May 19, 2023 10:00 - 23 minutesThis week FTAdviser deputy news editor Sonia Rach was joined by Alexandra Roberts, head of regulatory policy and compliance at Pimfa, Matthew Connell, director of policy and public affairs at the Chartered Insurance Institute and Andrew Green, head of compliance helpdesk at Threesixty Services t...
How to build resilient portfolios
FTAdviser Podcast - May 12, 2023 10:00 - 25 minutesThe past 12 months have been a perfect storm for those looking to build portfolios for investors, with pretty much every asset class going through some form of turbulance at some point. This week David Thorpe, investment editor at FTAdviser, has a chat with Andrew Bell, chief executive of the W...
Is 'buy now, pay later' a good or bad thing?
FTAdviser Podcast - May 05, 2023 10:48 - 27 minutesBuy now, pay later has surged in popularity in recent years. As of 2022, more than 17 million consumers in the UK have used BNPL services. 54% of millennials have used a BNPL service. This week Ellesheva Kissin, trainee reporter at FTAdviser, talks to Philip Belamant, co-founder of UK BNPL prov...
How to engage with companies to reach net zero
FTAdviser Podcast - May 03, 2023 10:30 - 22 minutesWith advisers having direct relationships with their clients, IFAs are seen as playing a key role in checking how fund managers are influencing companies to meet their net-zero targets. And as the demand for ESG strategies grow, the approach companies are employing to reach net zero has become e...
What’s going on in the first time buyer market?
FTAdviser Podcast - April 28, 2023 10:00 - 31 minutesThis week FTAdviser reporter Jane Matthews is joined by Will Rice, chief executive of specialist mortgage lender Gen H and Lewis Shaw, owner of Riverside Mortgages, who explain what innovation is currently taking place in the first-time buyer market and outline their views on where they think th...
"It is all about portfolios, it is not about products"
FTAdviser Podcast - April 21, 2023 11:39 - 33 minutesNick Hutton, head of Blackrock's UK client business for retail iShares and wealth, joins Sally Hickey, chief reporter at FTAdviser, to speak about consolidation of wealth managers, passive investing and UK equities. Hutton covers the role passive funds should be playing in a portfolio, whether ...
Retirement income is changing
FTAdviser Podcast - April 17, 2023 08:00 - 26 minutesPeople’s retirement journeys are changing amid high inflation, higher interest rates, and a chancellor keen on getting more people back into work. In this episode of the FTAdviser In Focus podcast we chat to Paul Clifton from Arbuthnot Latham, and Alexander McGregor from SimplyBiz, about why annu...
What got FTAdviser excited in Q1?
FTAdviser Podcast - April 14, 2023 10:00 - 18 minutesOnce a quarter, FTAdviser journalists talk about some of the most interesting stories they have worked on and what the implications of such breaking news might be for the readers. In this episode, we discuss the Budget, the backtracking over the state pension age rise, inflation, central bank pol...
CPD: Running an efficient retirement advice business
FTAdviser Podcast - April 05, 2023 07:13 - 25 minutesRetirement income is a complex area to advise on, as clients have different ideas of what they want from their retirement. In this CPD podcast, in partnership with 7IM, we discuss how advisers can navigate the important area of retirement planning, what solutions are out there for them to streaml...
The Consumer Duty Alliance and what it means for advisers
FTAdviser Podcast - March 31, 2023 10:00 - 32 minutesAmy Austin, news editor at FTAdviser speaks to Keith Richards, CEO of the Consumer Duty Alliance, Ian McKenna, chair of the CDA Tech Forum and Russell Facer, early Affiliate of the Alliance about how the new body will help advisers. Hosted on Acast. See acast.com/privacy for more information.
Tax planning after Spring Budget
FTAdviser Podcast - March 27, 2023 08:28 - 24 minutesEarlier this month chancellor Jeremy Hunt unveiled his Spring Budget, containing a number of tax measures particularly in the pension space. In this episode of the FTAdviser In Focus podcast Nimesh Shah, CEO of Blick Rothenberg and Richard Stanley, partner at UHY Hacker Young, discuss what the st...
Outlook and opportunities for fixed income investors
FTAdviser Podcast - March 24, 2023 11:00 - 26 minutesThis edition of the FTAdviser podcast examines the outlook and opportunities for investors in fixed income markets. Joining FTAdviser investment editor David Thorpe are Torcail Stewart, Strategic Bond fund manager at Baillie Gifford; Nathan Sweeney, deputy chief investment officer for multi-ass...
When is the right time to invest in private assets?
FTAdviser Podcast - March 22, 2023 11:00 - 21 minutesIt is becoming increasingly easier for retail investors to access private assets as a result of evolving technology and regulation. So what do advisers need to understand about private assets investing? On this latest podcast, FTAdviser deputy features editor Ima Jackson-Obot is joined by Simon ...
Budget pension shocks means 'admin headache' for IFAs
FTAdviser Podcast - March 17, 2023 11:00 - 22 minutesChancellor Jeremy Hunt has given advisers an 'admin headache' by pulling a few pension surprises out of his hat in the 2023 Budget, guests tell FTAdviser news editor Amy Austin. On this latest podcast, Claire Trott, divisional director for retirement and holistic planning for St James's Place, an...
'Govt must continue VCT and EIS work'
FTAdviser Podcast - March 12, 2023 08:00 - 30 minutesIn this episode of the FTAdviser In Focus podcast we look at the role of VCTs and EISs in today's retail investment landscape. The government has previously announced, though not yet confirmed, an extension to the tax rules governing the investments. Honouring that pledge is vital, according to o...
Risk and reward: Closing the wealth gap
FTAdviser Podcast - March 08, 2023 11:00 - 22 minutesThis latest podcast by FTAdviser, in recognition of International Women's Day, aims to consider the way that women perceive investment risk and reward, and whether the traditional language employed and methods used by advisers and wealth managers works for women or whether there are some adaptati...
Investors should get ready for a post-recession bull run
FTAdviser Podcast - March 03, 2023 10:36 - 28 minutesAfter a year of volatility, rising inflation and predictions of recessions, many investors are starting to feel more optimistic as inflation slows down. But what does this mean for investors? This week FTAdviser reporter Sally Hickey is joined by Ed Smith, co-chief investment officer at Rathbon...
What IFAs can expect from FCA’s retirement advice review
FTAdviser Podcast - February 24, 2023 11:00 - 22 minutesLast month the Financial Conduct Authority announced it would be carrying out a thematic review into retirement income advice. The regulator said that, given the wider range of retirement options available, it is "vital" consumers get good advice at the point they first access their pension sav...
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