FT Adviser

In this special Budget edition of the FT Adviser podcast news editor Amy Austin chats to Claire Trott, head of advice at SJP, Andrew Tully, technical services director at Nucleus, Eamonn Prendergast, chartered financial planner at Planatir Financial Planning, and Ian Cook, chartered financial planner at Quilter Cheviot Financial Planning, about the likely impact the Chancellor's second Budget will...

Dementia is one of the world's biggest killers, and perhaps one of the biggest thieves, stealing people's loved ones even before they pass away. But progress has been made in diagnosis, treatments and tests, thanks in large part to the work of Alzheimer's Society. On this year's Day for Dementia, part of the Insurance United Against Dementia Campaign (November 27), Dr Richard Oakley of Alzheimer's...

FT Adviser's Amy Austin speaks to Helena Wardle, founder and chief executive at Money Means, Joseph Twigg, chief executive of Aveni and Dickon Johnstone chief executive of Themis about how AI is being deployed and what this means for AI compliance. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments , pensions , regulation and other key issu...

High taxation, stagnant wages and house price inflation are all challenges facing Gen Z, which is why financial education around investing and how wealth is passed down is important. FT Adviser senior editor Simoney Kyriakou speaks to Malvee Vaja, a chartered financial planner working within the Rathbones Advice team, and intern Hereward Mills bout how this is changing advice processes and why mor...

One of the most eye-catching policy proposals made by the Labour party in the run-up to the election was their pledge to build 1.5mn houses by the end of the current parliament to address the housing shortage in the country. In this episode of the FT Adviser podcast Aldermore managing director of property, Ross Dalzell, and Landmark Information Group divisional director of growth, Michael Holden,...

On this week’s episode of the FT Adviser podcast, senior reporter Alina Khan speaks to Alan Lakey, director of Highclere Financial Services, and Derek Bradley, chief executive of Panacea Adviser, about complaints cases they have come across over the years and why they underpin a real need for a Fos longstop. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, co...

On the latest edition of the FT Adviser podcast, senior investment editor David Thorpe chats to F&C investment trust manager Paul Niven, Arbuthnot Latham head of investment research Peter Doherty and Ashoka White Oak emerging markets investment adviser Loong Lim about the prospects for the emerging markets asset class after a strong year of performance in 2025. The FTAdviser Podcast is designe...

On the latest episode of the FT Adviser podcast senior reporter Tara O'Connor chats to Wealth Club's head of investment research, Jonathan Moyes, about investors' growing interest in private markets and why he is “nervous” about the use of investment trusts as a means of accessing the market.  The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering inv...

The guests on the latest edition of the FT Adviser podcast agree that while duration will always be a very significant arbiter of returns, it is perhaps not quite to the same extent as has been in the recent past. George Fox from the Merlin multi-manager team at Jupiter, Mohammed Kazmi, fixed income strategist at UPB UK, and Ryan Myerberg, fixed income fund manager at Brown Advisory, discuss the y...

Can climate justice in the UK be helped by a more efficient tax system? FT Adviser editor Simoney Kyriakou is joined by David Macdonald, founder of impact-only investment company Path Financial on the latest Margin Notes podcast. In addition to being a financial adviser, he’s a strong advocate of the need for tax reform in the UK. The FTAdviser Podcast is designed to inform regulated UK advisers o...

In this episode of the FT Adviser podcast deputy news editor Sonia Rach speaks to Colin Morris, investment manager at Parmenion and Daniel Parkinson, founder of The Bitcoin IFA, to discuss the FCA's recent changes to retail consumer access to crypto exchange traded notes, what this means for safeguarding and how the UK aligns with other European financial centres. The FTAdviser Podcast i...

The most significant aspect to think about when investing in private markets is the length of time a client is able to hold the asset, according to Joan Solotar, global head of Blackstone Private Wealth. Speaking with features editor Melanie Tringham, Solotar outlines her views on private markets and how retail investors should think about them, looking at time spent holding assets, how they perfo...

In this episode of the FT Adviser podcast Unum CEO Mark Till joins senior reporter Tom Dunstan to discuss employee benefits, how they have changed over recent years, and what could happen to them in the future. 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/pri...

Mortgage brokers and advisers have a “hugely important” role to play in helping more Britons on to the housing ladder, the FCA has said. Speaking on the latest FT Adviser Margin Notes videocast, David Geale, the FCA’s permanent executive director for payments and digital finance, explained the reasons the regulator is looking at the future of  mortgage lending  in the UK. Geale also disc...

This week news editor Amy Austin speaks to Justine Pattullo, chair of Flag and representative of Pension Lab and Nick Green, strategy and proposition director at Criterion, about Letters of Authorities and what can be done to improve this process. They looked at why the process is fraught with problems and why everyone will need to work together to see any real change. The FTAdviser Podcast i...

The guests on the latest edition of the FT Adviser podcast retain most of their focus on the large cap part of the US market, but are cautious on the outlook for the seven stocks at the top of the index. Alex Crooke, who runs the Bankers investment trust at Janus Henderson, Jason Da Silva, multi-asset investment strategist at Arbuthnot Latham, and Dan White, who runs the M&G North America Valu...

On this episode of the FT Adviser podcast senior reporter Tom Dunstan chats to AMI head of policy Stacy Penn and St James’s Place divisional director of third party products & services, Tony Mudd, about the FCA's mortgage review, what they would like to see, what they predict will happen, and what they don't want to come out of the review. The FTAdviser Podcast is designed to inform regulated...

In this episode FT Adviser's news editor Amy Austin discusses what has changed about adviser apprenticeships and why the industry needs to be more proactive in promoting them with Tom Hegarty, chair of the New Talent Alliance, and Rachael Fennessey, founder of recruitment agency Aspire Executive Search. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, coverin...

What happens when the benefits of AI meet questions of accountability and agency? Joining Margin Notes in this episode is Sarah de Lagarde, brighter future strategist for Janus Henderson, who has described herself as a “bionic woman”, and is using her voice to encourage companies to think more creatively about ways to innovate and design products and services that make things easier for everyone.&...

Not all advice business sales are equal and many require meticulous planning to achieve the desired result but when the right decisions are made, the outcome can be very satisfying. In this episode of the FT Adviser Better Business podcast Broadway Financial Planning's Keri Carter shares her M&A journey and what she has learned along the way The FTAdviser Podcast is designed to inform regulate...

In this episode of the FT Adviser podcast Amy Austin looks at the evolving landscape of private equity consolidation in the financial advice industry. She chats to independent strategic adviser Tony Spain and CEO of Woven Advice Nicky Sevel, who tell her PE firms are now more focused on adding value through efficiency and vertical integration due to the rising valuations and interest rates. The FT...

During our teenage years, core beliefs are developed and nurtured - beliefs about ourselves and ways of understanding the world; ways of navigating the transition into adulthood and the development of resilience. And amidst all this are fundamental concepts about financial aptitude: saving, spending, long-term planning. But how much are young people being included in conversations about wealth and...

From zoological research to heading up financial planning business Hannay Wealth, Vanessa Barnes’ career path into professional financial services is not a traditional one. She talks to editor Simoney Kyriakou on the FT Adviser Editor's Podcast about her new role as chairperson of the Women’s Wealth Alliance and why the Alliance has just launched a wide-ranging survey of the profession. The F...

"There is so much that can be done constructively through the law," according to Dr Jocelynne Scutt. The Australian-born barrister, writer and human rights lawyer speaks to the FT Adviser Editor's Podcast about her formative years learning about women's rights and how her legal work led her to help Britain's 50s-born women in their struggle for pensions fairness. The FTAdviser Podcast is designed...

On this episode of the FT Adviser editor's podcast Simoney Kyriakou speaks with corporate activist Belinda Parmar OBE about empathy in advice and why too many advisers mistake sympathy for empathy. The episode qualifies for 30 minutes of CPD. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments , pensions , regulation and other key issues. Ho...