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 Value fund, discuss how they are finding opportunities in a US equity market trading at record highs, bu...
Aug 01, 2025•33 min
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. Hosted on Acast. See acast.com/privacy for more information.
Jul 25, 2025•26 min
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. Hosted on Acast. See acast.com/privacy for more information.
Jul 18, 2025•22 min
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. Hosted on Acast. See acast.com/privacy for more information....
Jul 11, 2025•20 min
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 Hosted on Acast. See acast.com/privacy for more information.
Jul 03, 2025•28 min
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. Hosted on Acast. See acast.com/privacy for more information....
Jun 27, 2025•22 min
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 attitudes to money? How can you help your clients open and maintain effective lines of communicatio...
Jun 20, 2025•21 min
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. Hosted on Acast. See acast.com/privacy for more information.
Jun 13, 2025•21 min
"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. Hosted on Acast. See acast.com/privacy for more information.
Jun 12, 2025•31 min
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. Hosted on Acast. See acast.com/privacy for more information.
Jun 06, 2025•25 min
In this episode of the FT Adviser podcast senior reporter Tom Dunstan speaks with St James’s Place head of economic research, Hetal Mehta, and Ash Ridge independent mortgage and equity release adviser, Jane King, about the latest developments in the mortgage market and their expectations on future interest rates. Hosted on Acast. See acast.com/privacy for more information.
May 30, 2025•18 min
FT Adviser's multimedia editor Carmen Reichman speaks to David Jane, fund manager at Premier Miton, and Will McIntosh-Whyte, fund manager at Rathbones, about what Trump’s economic policies mean for equities and bonds, how they have adapted their investment strategies and why emerging markets might be the unexpected winners from the turmoil. Hosted on Acast. See acast.com/privacy for more information.
May 19, 2025•32 min
The income yield available on fixed income assets is likely to be the main driver of returns this year as bond yields won’t fall much further - that was the verdict of the guests on the latest FT Adviser podcast. David Thorpe, senior investment editor at FT Adviser, discusses the outlook for fixed income portfolios in the year ahead with Damien Hill, strategic bond fund manager at BNY Melon Investments, and Sotirios Nakos, multi-asset investor at Aviva Investors. Hosted on Acast. See acast.com/p...
May 16, 2025•21 min
Financial advisers are well aware of risk aversion or a tendency to double down. But there is a fast-growing branch of financial therapy that leans more towards psychotherapy - or talk therapy - than to the theoretical awareness of behavioural psychology. On this weeks' editor's podcast, Vicky Reynal, an author and financial psychotherapist, talks about her work with individual clients and why she teamed up with financial intelligence app Marygold to help people understand their attitudes to mon...
May 09, 2025•24 min
US equities have been in the wars so far in 2025, but it has not made it a cheap stock market, according to the guests on the latest edition of the FT Adviser podcast. Talib Sheikh, multi-asset investors at Fidelity, Hugh Gimber, market strategist at JPMorgan, and James Thomson, who runs the Rathbones Global Opportunities fund, discussed the outlook for US equities at a time when share prices have fallen, but so have earnings expectations. Hosted on Acast. See acast.com/privacy for more informat...
May 02, 2025•23 min
There are a number of reasons why workplace culture can fail in advice businesses, but the causes are often rooted in leadership and the way people rise through the ranks. On this episode of the FT Adviser Better Business podcast multimedia editor Carmen Reichman speaks to workplace culture expert Jenny Segal and behavioural economist Mark Pittaccio about the fundamentals of good workplace culture in advice firms. Hosted on Acast. See acast.com/privacy for more information....
Apr 24, 2025•30 min
Carmen Reichman, multi-media editor at FT Adviser, is joined by Claire Trott, divisional director of retirement and holistic planning at St James’s Place, and Shaun Moore, tax and financial planning expert at Quilter, to discuss the changes the chancellor might make in the next Budget, the changes advisers would like to see, and how advisers can prepare their clients for the next fiscal event in these turbulent times. Hosted on Acast. See acast.com/privacy for more information....
Apr 22, 2025•28 min
In 2024, Britain’s faming communities marched to Westminster in protest against changes in the Autumn Budget to agricultural relief, which has been dubbed the 'family farm tax' or the 'tractor tax'. In a bid to bring more tax into the nation's coffers, chancellor Rachel Reeves’ cut to APR will mean that from April 2026, a tax of 20 per cent will apply to agricultural assets over £1mn. Campaigners say this risks ringing the death knell for local farmers and the small businesses who rely on them. ...
Apr 11, 2025•25 min
In this episode of the FT Adviser podcast we examine the outlook for UK equities, an unloved asset class in recent times, but one where the tide of sentiment may be about to turn as investors become concerned about the prospects for the US economy and markets. Joining the discussion, chaired by FT Adviser's David Thorpe, were Richard Penny, UK equity fund manager at Oberon, Ian Rees, head of the multi-manager team at Premier Miton, and Adrian Gosden, UK equity income fund manager at Jupiter. Hos...
Apr 04, 2025•24 min
FT Adviser's Alina Khan is joined by Rachel Vahey, head of public policy at AJ Bell, Charlie Barnes, head of employment legal services at RSM UK, and Stephanie Court, private client tax director at RSM UK, who discussed the recent Spring Statement, the lack of tax announcements this time round and the anticipated potential tax rises in the autumn Budget. Hosted on Acast. See acast.com/privacy for more information.
Mar 28, 2025•25 min
In this episode of the FT Adviser Editor's Podcast, we examined the problem of, and solutions for, deforestation. We have all seen reports of devastation caused by widescale, and often illegal, deforestation around the globe. We know it can cause many problems, including climate change, loss of biodiversity, and soil erosion. But there are ways that financial services companies and your investing clients can help to provide and support those solutions. Joining editor Simoney Kyriakou on this epi...
Mar 24, 2025•29 min
When whistleblowers feel confident about reporting what they have seen and heard and know to be immoral or illegal, far-reaching changes can be made. With major changes to UK fraud laws taking effect this year, the government has made it clear that enforcement is ramping up. Joining FT Adviser editor Simoney Kyriakou on this episode of the Editor's Podcast is Peter Tutton, a financial investigator and forensic accountant. He is an expert in effective whistleblowing frameworks and investigations ...
Mar 14, 2025•30 min
Ahead of International Women’s Day on March 8, this week’s podcast guests discuss how advisers need to adapt their advice and processes to accommodate women's needs. Amy Austin, news editor at FT Adviser, speaks to Samantha Secomb, chartered financial planner at Women’s Wealth, Sarah Lyons, chief customer officer at Parmenion, and Laura Ripley, chartered financial planner at BRI Wealth Management, about how the industry can better encourage women to seek advice. Hosted on Acast. See acast.com/pr...
Mar 07, 2025•25 min
In this episode of the FT Adviser podcast senior reporter Alina Khan is joined by Jeff Lange and Buddy Keville, chairman and chief executive of TFAS, Verona Kenny, chief distribution officer at Abrdn Adviser, and Simon Harrington, head of public affairs at Pimfa. The guests discussed the FCA's targeted support proposals and questioned how they might impact the attractiveness of financial advice to clients. Hosted on Acast. See acast.com/privacy for more information....
Feb 28, 2025•34 min
Gilts have been touted as a good investment option right now for a number of reasons. In this episode of the FT Adviser podcast David Roberts, fixed income fund manager at Nedgroup Investments, David Coombs, head of multi asset investing at Rathbones Asset Management, and Paul Angell, head of investment research at AJ Bell, discuss why they invest in bonds right now. Hosted on Acast. See acast.com/privacy for more information.
Feb 24, 2025•25 min
Amy Austin, news editor at FT Adviser, discusses the latest adviser ages data and how to attract the next wave of talent with Keith Richards, CEO of the Consumer Duty Alliance, and Rachael Fennessey, founder of recruitment agency Aspire Executive Search Hosted on Acast. See acast.com/privacy for more information.
Feb 21, 2025•33 min
While the US faces potential ESG setbacks under a Trump administration, UK advisers must navigate evolving ESG regulations. Market forces, rather than policy, are driving adoption, with companies recognising sustainability as essential for long-term resilience. As ESG integrates into mainstream investing, advisers must balance compliance, client expectations, and performance to capitalise on the UK’s role in shaping responsible investment trends. Ima Jackson-obot, deputy features editor at FT Ad...
Feb 19, 2025•40 min
Senior investment editor David Thorpe discusses the outlook for property investments with Nick Montgomery, head of global real estate at Schroders, Oli Creasey, head of property research at Quilter Cheviot, and Haig Bathgate, director at Callanish Capital. Hosted on Acast. See acast.com/privacy for more information.
Feb 14, 2025•31 min
Chancellor Rachel Reeves is in favour of proposals by the Financial Conduct Authority to allow banks to take more risks in their mortgage lending. But what might be the consequences? FT Adviser senior reporter Tom Dunstan speaks to Paul Broadhead, head of mortgages and housing at the Building Societies Association, and Jane King, director and mortgage adviser at Morgan Ash, to find out. Hosted on Acast. See acast.com/privacy for more information....
Feb 07, 2025•20 min
We've all seen the headlines but how do the changes in the Budget present an opportunity for advisers to help their clients with their tax planning? On this podcast, which qualifies for 30 minutes CPD, editor Simoney Kyriakou is joined by Jack Rose, head of sales for Triple Point, and Diana French, the retail strategy director. By the end of this 30 minute podcast, you should be able to: Outline the biggest changes to tax policy from the Budget; explain how the changes affect IHT planning; and d...
Jan 31, 2025•36 min
