Investing is democratic and fair, right? Not quite, experts have claimed. Younger investors, those with lower amounts to invest and those just starting out on their investment journeys are often stymied by outdated systems, heavy prospectuses and financial jargon. Addressing these issues is key to making investment more democratic and helping a new generation become financially independent. This week Simoney Kyriakou, editor of Financial Adviser, discusses how fintech and financial literacy can ...
Jun 12, 2020•23 min•Ep. 78
In the first episode of Responsible Investing: The New Normal, an FTAdviser Podcast series sponsored by Royal London, special projects editor David Thorpe looks at many of the themes that will be central to the world’s response to the Covid-19 pandemic and finds that many of these are already being looked at by responsible investment funds. Ashley Hamilton Claxton, head of responsible investing at Royal London Asset Management, explains how health care and automation are some of the themes being...
Jun 10, 2020•15 min•Ep. 77
With advisers considering how to make their businesses last not just for their own lifetimes but also for succeeding generations, having a clear-cut plan to pass the baton is a business necessity. Even more than that, it is becoming a regulatory imperative for business owners to define and clarify how their clients will be handed on to the next generation of financial advisers, whether that is selling the firm or keeping it independent. This week, Keith Richards, chief executive of the Personal ...
Jun 05, 2020•29 min
In the latest edition of the FTAdviser Podcast, senior reporter Amy Austin is joined by Claire Trott, head of pensions strategy at St James’s Place and Tim Morris, independent financial adviser at Russell & Co, discuss the effect Covid-19 has had on pension industry, including how advisers and providers have had to change their processes to handle social distancing and the growing use of technology. The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdvise...
May 29, 2020•20 min
In the latest episode of the FTAdviser podcast, special projects editor David Thorpe is joined by Andrew Bell, chief executive of the Witan Investment Trust, Sunil Krishnan, multi-asset investor at Aviva Investors, and Jamie Ward, manager of the Crux UK fund to discuss the outlook for UK-listed companies amid the coronavirus pandemic. They discussed the outlook for inflation and interest rates, the effect this would have on whether growth stocks continue to outperform against value, and which se...
May 22, 2020•26 min•Ep. 73
In the latest episode of the FTAdviser podcast, special projects editor David Thorpe is joined by Rathbones David Coombs, and David Conlon of GCP to discuss the outlook for real assets. Real assets are investments that are backed by physical holdings, such as infrastructure, property or gold. Many of those assets are owned by investors with a defensive outlook, and replace bonds in a portfolio. The income streams of many are also linked to inflation. The FTAdviser Podcast is the weekly podcast f...
May 15, 2020•21 min•Ep. 72
As the national lockdown continues the latest socially-distanced edition of the FTAdviser Podcast looks at the impact of the coronavirus on advisers as individuals, businesses and as part of a wider industry. We also hear about the knock-on-effect the pandemic has had on an already hardened professional indemnity insurance market. Rachel Mortimer, senior reporter at FTAdviser, discusses 85-year-old "Zooming" clients and how advisers have responded to the logistical and financial challenges of th...
May 07, 2020•13 min•Ep. 71
Can Chinese demand provide a boost for the world in lockdown? and what effect will the lower oil price have on the investment case for those markets? In the latest edition of the FTAdviser Podcast, Liontrust global equity manager James Dowey, JP Morgan market strategist Hugh Gimber, and Andrew Ness, portfolio manager on the Templeton Emerging Markets Investment Trust, discuss the outlook for emerging markets in a world coping with the Covid-19 crisis. The FTAdviser Podcast is the weekly podcast ...
May 01, 2020•28 min•Ep. 70
With reports that more advisers than ever have been researching funds with Square Mile sustainability ratings, and indications that performance of environmental, sustainable and governance-specific funds have outperformed their peers during the first few months of this year, it is worth asking whether ESG funds have come into their own right. Speaking with Financial Adviser editor Simoney Kyriakou on this podcast is Stephanie Maier, director of responsible investment at HSBC Global Asset Managem...
Apr 24, 2020•19 min•Ep. 69
Advisers, clients and journalists are all stuck at home. Many will have worries about their health, their jobs, their families and friends. Following the recent market falls, can behavioural finance help advisers lead their clients through these troubled times without causing them more anxiety and without encouraging them to make bad decisions? Damian Fantato, digital editor of FTAdviser, discusses the best way to communicate with clients, the suitability process and understanding financial pers...
Apr 17, 2020•20 min•Ep. 68
As advisers get used to working from home, the latest socially-distanced edition of the FTAdviser Podcast looks at how this could affect the service they offer and how advisers can turn it into a positive by working on their business rather than just in it. Damian Fantato, digital editor of FTAdviser, discusses video calls, paperless processes and where this will lead with Adam Owen, president of the Personal Finance Society and director of NextGen Planners, and Alasdair Walker, a chartered fina...
Apr 03, 2020•24 min
The FSCS levy — and the burden it places on advisers — is a controversial topic, with the latest levy hike landing landing a total bill of £635m on advisers and providers for 2020-21. This week Imogen Tew, investment reporter at FTAdviser, looks into the problems and potential solutions with Ian Cornwall, director of regulation at adviser trade body Pimfa, and Tim Harvey, director at HR Independent. The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.co...
Mar 27, 2020•24 min•Ep. 66
This week many advisers - and the journalists at FTAdviser - started working from home as Covid-19 spread across the globe. But working patterns weren't the only thing affected. Markets were sent tumbling, prompting unprecedented action by the Bank of England and HM Treasury. Imogen Tew, investment reporter at FTAdviser, looks into how advisers have been affected by this with Mike Barrett of the Lang Cat consultancy firm and Steve Kenny of Square Mile Investment Consulting & Research. The FT...
Mar 20, 2020•19 min•Ep. 65
This week chancellor Rishi Sunak delivered his first Budget - the first since Brexit and the first since 2018. It took place against a background of market turmoil, oil price wars and the spread of the coronavirus. So what can advisers take away from this year's Budget? Damian Fantato, digital editor of FTAdviser, tries to find out with Fiona Tait, technical director of Intelligent Pensions, and Quentin Holland, a partner at advice firm The Private Office. The FTAdviser Podcast is the weekly pod...
Mar 13, 2020•19 min•Ep. 64
Despite persistent client fears about valuations, the US equity market has hit numerous record highs, driven largely by technology stocks. In the latest episode of the FTAdviser Podcast, investment reporter David Thorpe is joined by Julian Cook and Eric Papesh, US equity managers at T Rowe Price, and Nathan Sweeney, multi-asset manager at Architas, to discuss the long-term drivers of returns in the US market. This edition of the FTAdviser Podcast is sponsored by T Rowe Price and listeners of thi...
Mar 06, 2020•31 min•Ep. 63
The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com. Each week, FTAdviser is be joined by guests from the industry to discuss the week in news and pressing industry issues. With reports estimating that 60 per cent of the nation's wealth will be in the hands of women by 2025, coupled by ongoing issues over gender-related pensions and savings gaps, how can financial advisers meet these challenges to help secure a better financial future for female cl...
Feb 28, 2020•26 min•Ep. 62
The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com. Each week, FTAdviser will be joined by guests from the industry to discuss the week in news and pressing industry issues. Although sentiment has turned more positive towards UK equities since the general election, a combination of high dividend yields and still low valuations compared to many other markets means there is plenty more room for UK equities to rise. In this week's episode investment ...
Feb 21, 2020•19 min•Ep. 61
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 Krupesh Kotecha, financial planner at Balance Wealth Planning, discuss what impact pension freedoms have had on the industry and consumers five years on, as well as how advisers have benefited from this rule change. Each week, FTAdviser is be joined by guests from the industry to discuss the week in news and pressing industry issues...
Feb 14, 2020•19 min
Awareness around financial wellbeing has steadily increased over the past few years, and the effect of poor financial health on a person’s overall wellbeing has been well documented. But how can advisers improve their client's financial wellbeing? And what has driven the increased popularity of the concept among advisers over the past few years? The latest FTAdviser podcast sees Chris Budd, founder and chairman at the Initiative for Financial Wellbeing, and Tracy Crookes, an adviser at Quilter P...
Feb 07, 2020•23 min•Ep. 59
The cost of advice has been a much-discussed topic for a number of years — from the pros and cons of percentage charging to the fee pressures facing advisers. We've also seen some big names enter the industry at a time when the City-watchdog has set its beady eyes on making sure financial services are value for money. The latest FTAdviser podcast sees Alistair Fullerton, director and financial adviser at Lathe and Co Wealth Advisers, and Simon Bussy, director of wealth at consultancy firm Altus ...
Jan 31, 2020•19 min
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Ben Hammond, platform director at Altus, and Mark Till, managing director for digital solutions at Aegon, discuss the future of the platform industry, as many players struggle for profitability and inflows become harder to attract. Each week, FTAdviser will be joined by a guest from the industry to discuss the week in news and pressing industry issues. FTAdviser's podcasts ...
Jan 24, 2020•21 min
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Steven Cameron, pensions director at Aegon, and John Hill, a chartered financial planner at Saunderson House, discuss what the Conservative government has in store for pensions over the coming year – from changes to auto-enrolment thresholds and tax relief, to the possibility of scrapping the tapered annual allowance. Each week, FTAdviser will be joined by a guest from the i...
Jan 17, 2020•20 min
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In the first episode of the year, the Personal Finance Society's director of policy Matthew Connell, and chartered financial planner Darren Cooke discuss what advisers can expect in 2020 and the coming decade. Mr Connell said this year might see adviser liabilities addressed, while Mr Cooke discussed the growing importance of financial wellbeing for advisers. Hosted on Acast. See acast.com/privacy...
Jan 10, 2020•24 min
Yesterday, the UK headed to the polls in a momentous election set to decide the course of the country over the next five years. Voters overwhelmingly backed the Conservative party, which is up nearly 50 seats, and its leader Boris Johnson will now govern with a majority of at least 78 MPs in the House of Commons. In the manifesto, the Tories pledged to find a social care solution, tackle pension tax issues and up the national insurance threshold to help lower earners, but what does a Conservativ...
Dec 13, 2019•25 min
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 definitely pushed up the prices of bonds, shares and property as it has been a rising tide lifts all boats effect....
Dec 06, 2019•23 min•Ep. 53
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 Crookes, chartered financial planner at Quilter Private Client Advisers, discuss the possibilities. The F...
Nov 29, 2019•25 min
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 after that passes. Hosted on Acast. See acast.com/privacy for more information....
Nov 22, 2019•18 min
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. Hosted on Acast. See acast.com/privacy for more information.
Nov 15, 2019•21 min
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 consultancy The Lang Cat, and Sam Handfield-Jones, co-head of Seccl Technology for Octopus Investments discuss the possibilities. T...
Nov 08, 2019•26 min
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 providers should do to promote this feature and why savers are still wary of financial advisers. Hosted on Acast. See ac...
Nov 01, 2019•18 min•Ep. 48
