FT Adviser

The policies of quantitative easing and record low interest rates make it very difficult for advisers and clients to understand the risks they are taking when making an investment, according to the guests on the latest FTAdviser podcast.  Bertie Dannatt, investment director at Ruffer said: “The policies that central banks have used to stimulate markets since the financial crisis have definite...

Over the past few years, concerns have been raised that advisers are at risk of missing out on a generational windfall by failing to service the young people likely to inherit their current client’s wealth. The latest FTAdviser Podcast examines how IFAs can tackle to situation and whether it is a pitfall or an opportunity for the sector. Guests Tom Selby, senior analyst at AJ Bell, and Tracy Crook...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Michael Pashley, group training and knowledge director at SimplyBiz, and Ian Cornwall, director of regulation at adviser trade body Pimfa, discuss what advisers need to do as next month's deadline for the senior managers and certification regime looms, and what will happen af...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, investment reporter David Thorpe talks to Simon Edelsten, global equity manager at Artemis, and Wayne Berry, investment manager at Brewin Dolphin, about the outlook for global equities and how to build a global portfolio. The FTAdviser Podcast is designed to inform regulated...

Platforms have made headlines over the past few years as the need for upgrades and differentiation as well as botched replatformings and consolidation in the market have kept platform issues in the spotlight. The latest FTAdviser Podcast examines how the platform space will evolve and whether the future of platforms is customisation.  Guests Mark Polson, principal at consultanc...

In this week's podcast we will be discussing with our guests: Pete Glancy, head of policy, Scottish Widows and Mike Lacey, partner, Bowmans Pension Consulting about the pensions advice allowance, which allows defined contribution pension scheme members to withdraw £500 a year tax-free from their pot, up to three times in their life, to pay for advice. We will also look at what provi...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Ilan Chaitowitz, co-manager of the Nomura Global High Conviction fund, and Minesh Patel, a chartered financial planner at EA Financial Solutions, discuss why the growth style of investing has done so well recently, whether value is set for a comeback and what adviser...

The recent strong correlation between the performance of equities and government bonds is driving investors into alternative assets, according to the guests on this week’s FTAdviser Podcast. Minesh Patel, financial adviser and director of EA Financial Solutions, and Ian Rees, multi-asset fund manager at Premier, have both become more interested in alternative investments in a world where bond yiel...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Ed Smith, head of asset allocation research at Rathbones, and Alan Chan, a chartered financial planner at IFS Wealth and Pensions, discuss environmental, social and governance investing. They discuss whether ESG investing means having to accept lower returns, if it will ever b...

Robo-advisers have come and gone in recent years, creating debate in the industry over their profitability, whether they can be properly regulated and the standard of advice they produce. The latest FTAdviser Podcast examines how technology will improve the market for advice and whether true robo-advice will ever come to fruition. Guests Ben Taylor, chief technical officer at AI platform Rainbird,...

The policies pursued since the financial crisis of record low interest rates and quantitative easing have usurped many of the traditional rules of asset allocation. The latest FTAdviser podcast examines how a multi-asset investor can navigate the new world of asset allocation. Guests David Jane, who runs a range of multi-asset portfolios at Miton, and Gary Waite from Walker Crips discuss the optio...

The  FTAdviser  Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Edwin Schooling Latter, director of markets and wholesale policy at the Financial Conduct Authority, discussed the regulator’s proposal to introduce a contingent charging ban for defined benefit transfers, and other changes that will affect financial advisers work...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Seneca Investment's chief investment officer Peter Elston and FTAdviser's investment reporter, David Thorpe discuss what the inverted yield curve means and whether 'this time it is different'. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topi...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Paul McGlone, president of the Society of Pension Professionals, and Andrew Boyt, pension transfers specialist and freelance consultant, discuss how guaranteed minimum pensions is affecting financial advisers work. The FTAdviser Podcast is designed to inform regulated UK...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Mike Barrett, consulting director at the Lang Cat, and Paul Boston, director of sales at Novia, discuss how the slowdown of defined benefit transfer inflows will affect platforms, who platform profit margins are doing down and whether there is likely to be much innovation in...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In the latest episode, Keith Richards, chief executive of the Personal Finance Society, and Brian Boehmer, a partner at Lockton specialising in professional indemnity insurance, discuss how the hardening of the PII market is affecting advisers. They also discuss how advisers can navigate the PII mar...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In the latest episode, Kathryn Knowles, managing director at Cura Financial Services, and Deepak Jobanputra, deputy CEO at Vitality, examine how the protection industry can better itself in terms of mental health. They also discuss whether medical underwriting can improve insurance for those living...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Ian Browne, retirement expert at Old Mutual Wealth, and Paul Stocks, financial services director at Dobson & Hodge, discuss how advisers should deal with insistent clients, and the subjectivity that comes when analysing the cases of these consumers. The FTAdviser Podcast i...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In the latest episode, Rathbones's James Thomson and Richard Saldanha of Aviva Investors examine where to find value as the US and Chinese governments trade insults and tariffs. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments , pensions ,...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Fiona Frobisher, head of policy at The Pensions Regulator, discusses the new defined benefit pension transfer template, and what the further changes to this space can be expected. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Anna Whitelock, policy manager at the Financial Ombudsman Service, and Damian Fantato, deputy editor of Financial Adviser, discuss the ombudsman service's funding plans, why its staff are not required to be qualified to the same level as financial advisers, what it means for a...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Tim Gosling, head of pensions policy at B&CE, provider of The People's Pension, and Darren Cooke, chartered financial planner at Red Circle Financial Planning, discuss pension dashboards, how difficult will be to include data from defined benefit schemes and the proba...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Brian Dennehy, chartered financial planner at Dennehy Weller and head of FundExpert, and David Baxter, deputy editor of Asset Allocator and Money Management, discuss the suspension of the £3.7bn Woodford Equity Income fund and what it means for advisers and discretionary fund...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Dan Stuckey, associate director of Onyx Insurance brokers, and Philip Hanley, director of Philip James Financial Services, discuss the impact of difficulties financial advisers have been facing in obtaining professional indemnity cover, and how the PI market has a capacity iss...

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Simon Harrington, senior policy adviser at the Personal Investment Management & Financial Advice Association, and Alistair Cunningham, financial planning director at Wingate Financial Planning, discuss the impact of a possible contingent charging ban in the advice industry...