FT Adviser

The regulator's latest data on the retirement income market showed there continues to be a trend of less people taking advice when entering drawdown. There was also less people taking guidance when buying annuities or entering their pots in general. Joining FT Adviser news editor Amy Austin to delve into the data and discuss what it means are Tom Mcphail, director of public affairs at the Lang Cat...

The latest episode of the FT Adviser Editor's Podcast focuses on a few words: Talent is everywhere, opportunities are not. This is wording taken from the mission statement of youth empowerment charity Urban Synergy. Founded in 2007, the charity has helped more than  20,000 young people aged between 9 and 24 years to reach their full potential. Chief executive and founder Leila Thoma...

Much of the world's population will be going to the polls for elections in the coming years. But should advisers or their clients react to the politics, either by viewing it as a chance for profit or a threat requiring evasive action. Joining FT Adviser investment editor David Thorpe to discuss the topic are Sunil Krishnan, head of multi-asset funds at Aviva Investors; Hugh Gimber, market strategi...

It's been a decade since the world of pensions was turned on its head by the then government. People were given more freedom and choice to use their pension funds as they please. But what is the lasting impact of the reforms and why is the regulator now concerned about retirement advice? Amy Austin speaks to Andrew Tully, technical services director at Nucleus, and David Haynes, senior financial a...

In this episode of the Editor's Podcast, Simoney Kyriakou, editor of FT Adviser, talks about artificial intelligence - two words one can hardly escape hearing or reading, it seems. But the speed at which this so-called Fifth Industrial Revolution is taking place makes it impossible to ignore. She is joined by a tech enthusiast, Dr Christian Westermann to consider how financial services can use AI...

It is the current government's long-term ambition to abolish National Insurance, after two consecutive cuts in the past two fiscal events. But what would a world without NI look like, and what impact would it have on pensions? FT Adviser's Alina Khan is joined by Ian Cook, chartered financial planner at Quilter Cheviot, Tom Selby, director of public policy at AJ Bell and Susan Hope, IFA workplace...

On this episode of the Editor's Podcast, brought to you by FT Adviser, Simoney Kyriakou speaks to Anna Sofat, chairperson of workplace gender equality champion One Loud Voice, and Lizzie Holliday, director of policy and public affairs for NOW: Pension. We discuss why gender disparity prevails in pensions and in employment, and consider ways that today's financial advice community - as well as poli...

The latest edition of the FT Adviser podcast discusses the challenges and approaches to building a diversified global equity income allocation in a world of higher, but perhaps peaking, interest rates. Investment editor David Thorpe is joined by Will McIntosh-Whyte, multi-asset investor at Rathbones, John Moore, senior investment manager at RBC Brewin Dolphin, and Mark Peden, global equity fund ma...

A recent Freedom of Information request by FT Adviser revealed the number of firms authorised to provide retail investment advice has fallen from 6,240 in August 2022 to 5,805 as at February 2024. Taking a closer look at the adviser numbers, FT Adviser found the number of young advisers has diminished in the past 18 months while the number of older advisers has grown. So what does this mean for th...

In this sponsored edition of the FT Adviser podcast we look at what changed for fixed income in 2023. Could it all change again in 2024? And are central banks really on top of inflation? Amanda Stitt, portfolio specialist in the fixed income division at T Rowe Price, discusses the topic with investment reporter Tara O’Connor. The FTAdviser Podcast is designed to inform regulated UK advisers on a r...

This week chancellor Jeremy Hunt presented his Budget, which included a 2 per cent cut in national insurance. He presented himself and his party as tax cutters but does this stack up? FT Adviser deputy editor Damian Fantato is joined by Matthew Todd, associate director at RSM, Eleanor Ingilby, head of high net worth at Atomos, and Claire Trott, director at Technical Connection, to find out. They d...

Making the advice industry more inclusive and attractive to female investors has long been on the agenda. So, how has the profession evolved over time and what needs to happen next? FT Adviser senior reporter Alina Khan speaks to Dynamic Planner's Yasmina Siadatan and Katherine Waller, co-founder of SixDegrees, to find out. The FT Adviser Podcast is the podcast for financial advisers, brought to y...

Welcome to this new conversational series from FT Adviser, in which the editor talks to people from outside of financial services to get a fresh perspective on global and national developments that may affect aspects of the profession in the future.  This podcast, the first in our series, features the the Lord Mayor of London, Michael Mainelli. We visited him at Mansion House to ask...

Mortgage rates have been turbulent over the past 18 months. And after decreasing amid falling inflation, they are currently creeping back up. What will happen to mortgage rates in the near future? FT Adviser's senior reporter Tom Dunstan chats to Hodge retail managing director Christie Cook, Ash Ridge equity release adviser Jane King, and London Money director Martin Stewart about what lies ahead....

This edition of the FT Adviser podcast explores the options for advisers and their clients seeking to diversify their portfolios. Can investors rely on bonds and equities to be inversely correlated in future, as they have been in the past, or is a more sophisticated approach needed? Discussing the topic with FT Adviser investment editor David Thorpe are Nathan Sweeney, chief investment officer for...

Attracting the next generation of clients is vital for the financial advice industry. But what's an effective way to do it? Thinking about technology seems a good starting point... In this week's podcast FT Adviser senior reporter Alina Khan is joined by Ben Barratt from First Sentinel Wealth and Benchmark's Gillian Hepburn to discuss the great wealth transfer. The FT Adviser Podcast is the podcas...

Mortgage brokers and financial advisers have hopped onto social media and are increasingly doing live streams on the platforms such as TikTok to answer any questions people may have about their finances. But this raises the question of does this blend advice and guidance? Amy Austin, news editor at FTAdviser speaks to financial coach Philly Ponniah and Stephen Perkins at YellowBrick Mortgages abou...

Late last year the Financial Conduct Authority announced it would be forming a working group to look at how its SDR rules on greenwashing would affect advisers rather than publishing rules on the issue. In this week's podcast FT Adviser deputy editor Damian Fantato is joined by Matthew Connell, director of policy and public affairs at the Chartered Insurance Institute, and Luke Murray, consultant...

In this episode of the FT Adviser In Focus podcast, we look at the year ahead for investments. We speak to three fund managers about their views on inflationary pressures, geopolitical uncertainty and the effect any upcoming elections might have on equity and bond markets. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments , pensions , regu...

The latest eposide of the FT Adviser podcast brings together a trio of fixed income investors to discuss the outlook for bonds in 2024 and beyond. After two volatile years, will the bulk of the returns come from income or capital growth in this part of the investment universe, and what role do government bonds have in balanced portfolios as yields rise, but volatility remains high? The guests on t...

2023 saw plenty of upheaval in the financial advice sector, with consolidation continuing and with regulatory changes from the consumer duty to simplified advice. It was also a year of rising interest rates. This week FT Adviser deputy editor Damian Fantato is joined by news editor Amy Austin, deputy news editor Sonia Rach and reporter Tara O'Conner to reflect on the year which has just ended and...

Earlier this month the FCA published proposals aimed at widening access to financial advice. They included plans for "targeted support" and a new form of simplified advice. This week, in the final FT Adviser podcast of 2023, deputy editor Damian Fantato is joined by Rachel Vahey, head of public policy at AJ Bell, to discuss the proposals. They explore whether the proposals will advantage larg...

In a world that is experiencing sudden shifts between different economic scenarios, building an investment portfolio has arguably become more challenging. And even for those multi-asset investors, whose strategies are meant to offer flexibility to meet investment goals with broad options for investing across sectors, and more diversification than other investment strategies, can they really rely o...

The past year has seen an AI-driven tech surge and rising bond yields as markets grapple with rising rates, high inflation and geopolitics. This week David Thorpe, investment editor on FTAdviser, is joined by Richard Saldanha, global equity fund manager at Aviva Investors, Mark Preskett, portfolio manager at Morningstar, and Guy Foster, chief strategist at Brewin Dolphin, to reflect on the past ye...

Looking after a client's mental wellbeing is as much part of a financial adviser's job as making sure staff and they themselves are happy and content. In this episode of the FTAdviser In Focus podcast we hear from three advisers about working with vulnerability both in the workplace and with clients. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics,...