FT Adviser

In this FTAdviser podcast, we talk about something which is often covered, but perhaps from the wrong lens. And that’s how financial advisers - the majority of which are male - should be communicating with the women they manage wealth on behalf of. We ask: - How advisers should or shouldn't be talking to female clients - Is having the same approach for male and female clients regressive or progres...

Lead generation has become an increasingly thorny issue, and the regulator has been increasingly cracking down on inappropriate and fraudulent advertising. According to the regulator, last year 564 adverts were withdrawn or amended, double the number compared to previous years. This week FTAdviser editor Simoney Kyriakou is joined by Joanna Streames, founder of Velvet Mortgage and Insurance Servic...

On this episode of the FTAdviser In Focus podcast we discuss whether advisers should go beyond the call of duty. Many financial advisers see it as their duty to "give back" to society and help educate the general public on financial matters, but the space is far from saturated. So should more advisers think about running regular podcasts or writing newsletters or even books? Advisers Warren Shute...

Over the past few months inflation has risen higher and higher, now hitting a fresh 40-year high of 9.1 per cent, with no signs of slowing down. In fact, it is expected to reach double digits soon. On this week's edition of the FTAdviser Podcast, news editor Amy Austin is joined by Russell & Co IFA Tim Morris and James Jones-Tinsley, a self-invested technical specialist at Barnett Waddingham t...

The government has pledged to conduct a mortgage market review to help more first-time buyers get onto the housing ladder. This will look into how more people can be given access to high loan-to-value mortgages and what alternative ways of providing finance and managing risk there might be. On this week's edition of the FTAdviser Podcast, deputy editor Damian Fantato is joined by Martin Stewart, d...

On this special edition of the FTAdviser Podcast, news editor Amy Austin is joined by chair of the BMA's Pensions Committee, Vishal Sharma and Graham Crossley, NHS pension specialist advisor at Quilter,to discuss how pension tax issues are causing doctors to leave the profession and what the government should to to attempt to stop this. The FTAdviser Podcast is the podcast for financial advisers,...

In this episode of the FTAdviser In Focus podcast we discuss the rise of multi-service firms. In recent months at least two law firms announced their intention to move into the financial advice space. Yet, the concept of a multi-service firm is not new. So why are more and more law firms expanding their remit into financial advice? Josh Richardson, Chartered financial planner at Informed Financial...

The levy for the Financial Services Compensation Scheme may have gone down in 2022-23 but the chief executive of the FSCS still thinks reform is needed. Caroline Rainbird sat down with FTAdviser news editor Amy Austin to discuss the levy and why she thinks the compensation limit on pension claims is going to need to be increased. They also discussed the British Steel Pension Scheme scandal and why...

High inflation and higher interest rates have made the current market environment a difficult one for income investors. In this special edition of the FTAdviser podcast, sponsored by Artemis, contributing editor David Thorpe is joined by Jacob De Tusch-Lec, manager of the Artemis Global Income fund, and Jake Moeller, senior investment consultant at Square Mile, to discuss the options investors hav...

Proprietary adviser platforms have their place but are they right for every advice firm? This FTAdviser In Focus podcast chats to Mike Barrett, consulting director at the Lang Cat, and David Ferguson, founder of Nucleus and new CEO of platform technology provider Seccl, about what advisers need to have in place to run an in house platform, how they can benefit from running a proprietary platf...

Last month, in the Queen’s speech, the government announced plans to bring in new legislation to "strengthen" the UK's financial services industry and ensure it acts "in the interest of all people and communities". This will be achieved through a financial services and markets bill which will be introduced the coming year. In this week's podcast, FTAdviser deputy editor Damian Fanato speaks to Lan...

In this episode of the FTAdviser In Focus podcast First Wealth's Anthony Villis and Square Mile's Tom Poulter discuss the price of investing. Has the cost of passive investing reached its nadir? Or is there room for further price drops? We also discuss adviser take-up of passive funds and a booming ESG interest. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics...

With inflation soaring, interest rates rising and waves of economic and geopolitical uncertainty hitting the equities and bonds, investors can’t be blamed for struggling to find returns. In this week's podcast, FTAdviser's investment reporter Sally Hickey speaks to Sam Dovey, head of research at Ravenscroft, and Ian Brady, chief investment officer at WH Ireland, about where to find real returns, w...

The war in Ukraine has led to a spike in the Geopolitical Risk Index not seen since 9/11, but while some investors are responding to the long-lasting shifts, others are warning against getting whiplashed, as "geopolitical shocks can work both ways". Speaking on the latest FTAdviser In Focus podcast about the effects of geopolitics on investments and what it means for other mega-trends is Will...

The Financial Conduct Authority has warned advisers it needs to look again at the equity release market to make sure it is working in the best interests of consumers. This would be the second time the regulator has looked into this rapidly growing market to make sure it is working as it should. So this week FTAdviser reporter Ruby Hinchliffe is joined by David Forsdyke, head of later life at Knigh...

Advisers who chose to ignore crypto may have missed the development the market has undergone in recent years, as demand for the assets soared, prompting many regulators to take notice. In this podcast, which is worth 45 minutes of CPD, we will discover how crypto investing has come of age, what trends we are seeing in this market currently, and how advisers might look to position themselves as the...

Mental health is a topic which, in recent years, has come to the forefront of discussion at many businesses for the first time in history. Particularly following a global pandemic, which, for much of us, took a serious toll on our mental states. In 2020/21, work-related stress, depression or anxiety accounted for 50 per cent of all work-related ill health, according to the most recent government f...

Financial advice has come a long way over the years, more so after technology during the pandemic has evolved the way we all live.  The ability to have everything at the click of a button means clients expectations from financial advisers and firms will be fast moving. Speaking to FTAdviser on this podcast, two experts discuss the ‘Amazonification’ of the client experience and where we are at...

Britain's housing market is broken and the property bull market could soon turn into a bear, mortgage advisers told FTAdviser in March this year. Eye-watering increases in the cost of living, combined with every-high house prices and wage growth that is low by comparison to both inflation and the rate of house price increases in some parts of Britain, have led advisers to question how sustainable...

Emerging markets may be considered less risky to invest in now, compared with the past, but they face a number of headwinds. Borrowing to tackle the pandemic has left many facing sovereign debt worries. Additionally, China continues to be a drag on the EM investment sector, exacerbated by its zero-Covid policy. In this special edition of the FTAdviser Podcast, sponsored by Schroders, deputy f...

Reforming networks’ appointed representative models is high on the Financial Conduct Authority’s agenda this year, and it’s been a subject of much controversy since the publication of the watchdog’s consultation in March. According to the FCA, networks generate between 50 and 400 per cent more complaints and supervisory cases on behalf of themselves and their members than firms which are not netwo...

Rising inflation and interest rates mean 2022 started with heightened volatility, which has not let up since. So what does this mean for investors? This week, FTAdviser contributing editor David Thorpe is joined by Peter Fitzgerald, total return fund manager at Aviva Investors and Peter Doherty, fixed income investor at Sanlam, to discuss how then are approaching the issue. They discuss how sure w...

Platforms have reached another inflection point. Most, if not all, major advised platforms have upgraded their technology now, as the calls from advisers grow louder for better integration and more easily attainable routes to data. This means platforms, theoretically, have the tools they need now to truly start innovating for advisers.  Meanwhile, a number of customised platform providers hav...

In this episode of the FTAdviser In Focus podcast, in partnership with Wisdom Tree, we take a look at governance - the G in ESG. Whether it is diverse representation on boards, strategic considerations, political lobbying or cyber risk management, governance plays an important role in how businesses are being run. Done well, corporate governance could mean long-term better performance fo...

A few weeks ago the Spring Statement was expected to be an uneventful macroeconomic update, but the war in Ukraine and spiralling cost of living meant chancellor of the exchequer Rishi Sunak had to take action. This he did by cutting the national insurance contribution threshold by £3,000, cutting fuel duty by 5p a litre and pledging to cut the base rate if income tax to 19p in 2024. In this week'...