FT Adviser

This 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 to discuss the consumer duty and the impending July 31 deadline. Guests acknowledged some of the key chal...

The 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 Witan investment trust, Andrew Hall, global equity fund manager at Invesco, and Simon Doherty, who runs th...

Buy 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 provider Zilch, and Matt Cross of Elmstone Financial Planning, about why more customers are turning to BNPL d...

With 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 even more important. On this latest podcast, FTAdviser deputy features editor Ima Jackson-Obot is joined...

This 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 the market is heading. Both guests acknowledge that one of the main issues for first-time buyers trying to...

Nick 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 exchange-traded funds are less popular among UK clients and why, and the fiduciary duty asset managers ha...

People’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 annuities may make a comeback. The FTAdviser Podcast is designed to inform regulated UK advisers on a range...

Once 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 policies and the incoming consumer duty regulations. Joining editor Simoney Kyriakou on this podcast are A...

Retirement 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 streamline their business, and the role providers are playing to help advisers be the most...

Amy 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. 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 Ac...

Earlier 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 statement will mean for advisers' tax planning. The FTAdviser Podcast is designed to inform regulated UK...

This 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-asset at Marlborough, and Tom Beckett, from the chief investment officer’s office at Canaccord Genuity. The...

It 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 Doherty, head of MPS at Quilter Cheviot and Tim Boole, head of product management at Schroders to talk a...

Chancellor 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, and Tim Morris, IFA with Russell & Co, talk through the latest Budget changes and what these mean for...

In 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 our guests Sarah Barber, Kerry Baldwin and Jack Rose. The FTAdviser Podcast is designed to inform regula...

This 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 adaptations needed. On this podcast, hosted by editor Simoney Kyriakou, guests Louis Williams, head of psycholo...

After 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 Rathbones, and Richard Clode, portfolio manager at Janus Henderson, to discuss the outlook. The FTAdviser Podcas...

Last 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 savings and on an ongoing basis. So what should advisers expect from this review? FTAdviser news editor Amy...

This FTAdviser In Focus podcast discusses the career change from sports to financial advice. Sports careers typically take off early in life and don’t last a full working life, so it makes sense that sports stars are having to look for second careers. But why advice? What skills do they bring to the table and how can the industry attract more of them? We speak to ex footballer Tommie Hoban and rug...

The past year has been a difficult one for tech stocks, and that includes the biggest tech stocks of all: the so-called FAANGs (Facebook, Amazon, Apple, Netflix and Google). This week FTAdviser's David Thorpe is joined by Mark Hatwin, who runs the Gam Star Disruptive Growth fund, Richard Saldanha, who runs the Aviva Investors Global Equity Income fund, and David Coombs, head of multi-asset at Rath...

In this episode of the FTAdviser In Focus podcast we discuss what the next generation of advisers expects from a career in financial advice, how were they introduced to advice, and what they look for in an employer. Adviser trainees Lauren Turner, Ben Mitson and Carl Naudo share their ideas. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investment...

The FCA has set out proposals for simplified advice to make it cheaper and easier for firms to advise consumers about certain mainstream investments within stocks and shares Isas. But will these proposals work, and which firms are likely to offer simplified advice? This week FTAdviser news editor Amy Austin is joined by Prakash Chandramohan, strategic policy director at Tisa, Heather Hopkins, mana...

In December, the chancellor Jeremy Hunt took a trip to Scotland and announced plans to cut or change swathes of financial services regulation as part of the so-called "Edinburgh reforms". He put forward a list of 30 reforms - including some of the rules created after the 2008 financial crisis such as the senior managers regime and ring fencing - in a move Hunt said would allow the UK to "seize its...

Most equity markets enjoyed a torrid 2022 but there are now signed inflation is peaking and most of the bad news may well be priced in. So what could 2023 have in store? This week FTAdviser's David Thorpe is joined by Alex Illingworth, who runs the Artemis Global Select fund, Wayne Berry, investment director at RBC Brewin Dolphin, and Stephen Anness, head of global equities at Invesco, to find out...

Value investing is an investment philosophy whereby the investor buys assets that they believe to be undervalued by the market and thus have the potential to generate returns. Over the last 12 months there has been a shift from growth to value: Surging inflation and commodity prices have been hugely beneficial for legacy companies in the oil and gas, and mining sectors as they have been able...