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 advisers should do about it. Hosted on Acast. See acast.com/privacy for more information....
Oct 24, 2019•18 min•Ep. 47
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 yields are low and equity valuations look high. We discuss the different drivers that impact the market ...
Oct 18, 2019•19 min•Ep. 46
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 become a default way of investing and what it actually means. Hosted on Acast. See acast.com/privacy ...
Oct 11, 2019•17 min•Ep. 45
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, and Paul McNamara, chief executive of fintech group EValue, discuss the possibilities. The FTAdvise...
Oct 04, 2019•22 min
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 options for advisers Hosted on Acast. See acast.com/privacy for more information....
Sep 25, 2019•21 min•Ep. 43
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 in this area. Hosted on Acast. See acast.com/privacy for more information....
Sep 18, 2019•11 min•Ep. 42
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'. Hosted on Acast. See acast.com/privacy for more information.
Sep 11, 2019•22 min•Ep. 41
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. Hosted on Acast. See acast.com/privacy for more information.
Sep 05, 2019•19 min•Ep. 40
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 platform market. Hosted on Acast. See acast.com/privacy for more information....
Sep 01, 2019•14 min•Ep. 39
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 market and how insurers are changing their policies. Hosted on Acast. See acast.com/privacy for more in...
Aug 23, 2019•19 min•Ep. 38
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 with mental health issues as well as how advisers can approach sometimes difficult topics effectivel...
Aug 16, 2019•16 min•Ep. 37
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. Hosted on Acast. See acast.com/privacy for more information.
Aug 08, 2019•18 min•Ep. 36
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. Hosted on Acast. See acast.com/privacy for more information.
Aug 01, 2019•19 min•Ep. 35
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. Hosted on Acast. See acast.com/privacy for more information.
Jul 25, 2019•14 min
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 client to be sufficiently aware of a potential complaint, and whether it was right for professional...
Jul 19, 2019•24 min•Ep. 33
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 probability of success of the project. Hosted on Acast. See acast.com/privacy for more information....
Jul 11, 2019•18 min•Ep. 32
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 managers. They also discuss how it impacts Neil Woodford’s other funds. Hosted on Acast. See acast.c...
Jul 05, 2019•20 min•Ep. 31
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 issue. Hosted on Acast. See acast.com/privacy for more information....
Jun 27, 2019•19 min•Ep. 30
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 and how it won’t stop rogue advisers. Hosted on Acast. See acast.com/privacy for more information....
Jun 21, 2019•15 min•Ep. 29
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Daniel Schlaepfer, president and chief executive of Canadian trading firm Select Vantage discusses the effects Mifid II is having on businesses around the globe and explains how he thinks it will impact regulation in countries such as the USA. Hosted on Acast. See acast.com/privacy for more information.
Jun 14, 2019•16 min•Ep. 28
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Alastair Rush, principal at Echelon Wealthcare, who has been involved in helping steelworkers who were mis-sold in transferring out their pensions, spoke about how more cases will continue to surface. He was joined by Sir Steve Webb, former pensions minister and director of policy at Royal London, who also discussed the regulators role in the debacle, and the effect of the c...
Jun 07, 2019•14 min•Ep. 27
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Chris Davies, the founder of Model Office, spoke about the upcoming Senior Managers and Certification Regime, which comes into effect in December. He discussed how advisers are getting with preparing for the regime and why he thinks it will lead to a bigger change in the way adviser businesses are run than some people might think. Hosted on Acast. See acast.com/privacy for m...
May 31, 2019•13 min•Ep. 26
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Jacqueline Lockie, head of financial planning at the Chartered Institute for Securities & Investment, explains why the body has updated its certified financial planner syllabus and how this will help it reverse the decline in advisers holding this designation. She also discusses how the profession can benefit from large companies such as Lloyds returning to the advice ma...
May 24, 2019•16 min•Ep. 25
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Anna Stupnytska, global economist at Fidelity, and David Thorpe, investment reporter at FTAdviser discuss the outlook for the US including whether or not the Federal Reserve would become more hawkish, the US-China trade war and the impact of the 2020 presidential election. Hosted on Acast. See acast.com/privacy for more information....
May 17, 2019•14 min•Ep. 24
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Sir Steve Webb, former pensions minister and director of policy at Royal London, joins us along with Al Rush, principal at Echelon Wealthcare, to discuss the ups and downs of four years of pension freedoms and their side effects. Hosted on Acast. See acast.com/privacy for more information.
May 10, 2019•18 min•Ep. 23
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Chris Jones, proposition director at Dynamic Planner talks about how Mifid II will change the way advisers do business, whether it will push down charges and what advisers need to bear in mind on capacity for loss. Hosted on Acast. See acast.com/privacy for more information.
May 03, 2019•19 min
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Tom Selby, senior analyst at AJ Bell, and Maria Espadinha, senior reporter at FTAdviser, talk about the possible solutions for women affected by the state pension age equalisation, a slowdown of life expectancy and its implications, and the expectations for the new Money and Pensions Service. Hosted on Acast. See acast.com/privacy for more information....
Apr 26, 2019•12 min
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Lisa Caplan, Nutmeg’s head of financial advice, talks about how the robo-adviser is rolling out its financial advice service, the challenges the company has faced, how this might evolve and what impact it may have on the wider advice market. Hosted on Acast. See acast.com/privacy for more information.
Apr 18, 2019•12 min
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Anna Stupnytska, global economist at Fidelity, and David Thorpe, investment reporter at FTAdviser, discuss the outlook for the European economy, including Italy’s recession, the slowdown in Germany and where next for the European Central Bank. Hosted on Acast. See acast.com/privacy for more information.
Apr 12, 2019•22 min
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, John Stopford, co-head of multi-asset at Investec Asset Management UK, talks about the effects of the growth of populism and how this might affect investors’ portfolios. He also discussed the “conflicting” messages that markets are sending investors about the direction of the global economy and where he thinks inflation is likely to go. Hosted on Acast. See acast.com/privac...
Apr 05, 2019•10 min•Ep. 18
