While negativity about the economy haunts the valuations at which most UK equities trade, there are opportunities further down the market cap scale, according to the guests on the latest FTAdviser podcast. This edition of the Talking Point podcast, sponsored by Schroders, saw special projects editor David Thorpe joined by Hugh Gimber, global market strategist at JP Morgan Asset Management, Bill Casey and Nick Kissack, from the UK equity team at Schroders and Duncan McInness of Ruffer to discuss ...
Nov 11, 2020•36 min
While politicians and lawyers argue over the results of the US presidential election, investors thoughts are already turning to what this wrangling is likely to mean for markets in the medium and long term. In this edition of the FTAdviser podcast, special projects editor David Thorpe is joined by Mikhail Zverev, head of global equities at Aviva Investors, Jeremy Thomas, head of global equities at Sarasin, and Ed Smith, head of asset allocation research at Rathbones, to discuss what the election...
Nov 06, 2020•44 min•Ep. 107
The level of dividends available from equities may have been reduced both by the pandemic and structural changes, but investors' angst is likely to be temporary, according to the guests on the latest FTAdviser podcast. Special projects editor David Thorpe was joined by Graham Bishop, chief investment officer at Hartwood, Sam Witherow of JP Morgan Asset Management, and David Keir, global equity fund manager at Saracen to discuss whether inventors would still be able to rely on equity for income. ...
Oct 30, 2020•38 min•Ep. 106
FTAdviser has published the 2020 edition of its Top 100 Financial Advisers, ranking the top firms in the UK, and this week digital editor Damian Fantato spoke to two firms in the top 10 about how they had managed their way through this unusual year and how they had continued to grow. He was joined by Henry Denne, head of financial planning at Punter Southall, and Scott Stevens, head of recruitment and acquisitions at Quilter. They discussed which factors a financial advice firm would have needed...
Oct 23, 2020•44 min•Ep. 105
Advisers need to educate their clients that responsible investing is about compromise rather than trying to find a portfolio which exactly matches a particular set of ethical values, according to the guests on the latest episode of the Responsible Investing: The new normal series of podcasts. The series is sponsored by Royal London and in the latest episode, reporter Imogen Tew spoke to Lorna Blyth, head of investment solutions at Royal London, Gareth Mee, sustainable finance consulting partner ...
Oct 21, 2020•25 min•Ep. 104
Thousands of younger people in Britain will suddenly come into a lot of money, and they will need help in investing it tax-efficiently and in line with their ethics and values. But if your clients are happy to recommend you to their children and grandchildren, what measures have you put in place to make sure that the advice journey these younger clients start with you will also end with your firm? Will they stay the course or jump ship? And how can you make sure that you capture that audience in...
Oct 16, 2020•34 min•Ep. 103
The advice industry is constantly evolving, and advisers are continually pushing the norms in order to get to know their clients better and improve the suitability process. Regulators and advisers agree that matching an investment to an investor is underpinned by risk tolerance and financial ability — but can advisers go further to understand the emotional ability of a client to take that risk? Is there a ‘behavioural capacity’ that can determine how a client may interact with their investment p...
Oct 09, 2020•42 min•Ep. 102
Advisers need to make sure they "strengthen" their suitability processes are for the new world of ESG investing, according to the guests on the latest episode of the Responsible Investing: The new normal series of podcasts. The series is sponsored by Royal London and in the latest episode, reporter Imogen Tew spoke to Ryan Medlock, senior investment development and technical manager at Royal London, and Mark Greenwood, director of compliance services at SimplyBiz, about how the suitability and f...
Oct 07, 2020•22 min•Ep. 101
Fixing regulatory fees is an urgent issue - but only part of the problem, according to guests on the latest FTAdviser Podcast. The entire system of financial regulation in the UK is "broken" and needs to be fixed with a wholesale, root-and-branch review of the retail financial market and the advisers who serve consumers in this space. Joining Simoney Kyriakou, editor of Financial Adviser, to discuss the issues on this podcast are Gemma Harle, managing director of Quilter Financial Planning, Rob ...
Oct 02, 2020•44 min•Ep. 100
The Financial Conduct Authority hit the headlines last week when it published its latest Call for Input, asking the advice industry to respond to a range of issues affecting the sector. From the funding structure of the FSCS to whether direct to consumer platforms should take more responsibility for the products their clients end up with, the FCA made it clear it thought the investment market was not working as well as it should for end consumers. So what does this mean for advisers, and what co...
Sep 25, 2020•43 min•Ep. 99
Political uncertainty has long-haunted the European market, spooking investors in European equities. But in this special edition of the FTAdviser Podcast, sponsored by Schroders, David Thorpe, special reports editor at Financial Adviser, examines how proactive coronavirus policies and the European Green Deal have calmed such fears. He is joined by Martin Skånberg, European equity fund manager at Schroders, James Dowey, global equity fund manager at Liontrust, and Michel Perrera, chief investment...
Sep 24, 2020•29 min•Ep. 98
The first Child Trust Fund children came into their money this month, as they turn 18. Some youngsters have now found themselves in possession of four or even five-figure sums of money. Financial Adviser editor Simoney Kyriakou looks at what they should do with this money, how they should invest it, and what impact the lack of financial education could have on their choices. She is joined by Vanessa Howard from Good with Words, Claire Walsh, head of advice strategy at Schroders Personal Wealth a...
Sep 18, 2020•51 min•Ep. 97
In this week's episode, Stephen McPhillips, technical sales director at provider Dentons and Julian Puddy, director at advice company Opus Business Pensions, discuss the future of self-invested personal pensions and whether the outcome of the recent Carey case or the Covid-19 pandemic has played a role in dampening savers' interests in this pension product. The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. Hosted on Acast. See acast.com/privacy f...
Sep 11, 2020•31 min•Ep. 96
The coronavirus pandemic has highlighted the complexities of working with vulnerable clients, as so many people find themselves coping with anxieties about health and the economy. Last month the Financial Conduct Authority published guidance on vulnerable clients, but what does this mean for advisers? And what can advisers learn about vulnerable clients from the past six months? FTAdviser's digital editor Damian Fantato is joined by Pimfa's senior policy adviser Alex Roberts and Claudia Clay, di...
Sep 04, 2020•39 min•Ep. 95
Covid-19 is the sort of black swan event everyone theoretically prepares for but nobody expects. So how does one structure a retirement portfolio to take account of such events as a global pandemic and the resultant economic shut-down? In this special edition of the FTAdviser Podcast, sponsored by Scottish Widows, Simoney Kyriakou, the editor of Financial Adviser, examines how pension investors can get the income they need from their portfolio, given the UK has punishingly low interest rates, di...
Sep 02, 2020•38 min•Ep. 94
Centralised investment propositions have become an increasingly common part of advice businesses, with around four fifths of all firms running some form of centralised service. They can determine the efficiency of a firm, sometimes cause regulatory headaches and will likely be a big part of what helps bring down the cost of advice going forward. So, what does the future hold for CIPs? The latest FTAdviser Podcast sees reporter Imogen Tew examine how the pressure advisers are exerting on the valu...
Aug 28, 2020•36 min•Ep. 93
The ethnic minority wealth gap in the UK is wider than any other, and especially so for Black women. Black households are less likely to be home owners and Black households are disproportionately affected by debt. This week Financial Adviser editor Simoney Kyriakou is joined by a panel of experts to discuss what action is needed to prevent women from Black and ethnic minority communities in the UK from being consigned to financial hardship and a poor retirement outcomes. She is joined by Thomas ...
Aug 21, 2020•34 min•Ep. 92
Although the world is mired in recession, stock markets have bounced back strongly. What does this mean? And, in a world of uncertainty, how can investors be prepared for whatever happens next? In this week's edition of the FTAdviser podcast, special projects editor David Thorpe is joined by Jupiter’s Ian Heslop, Netwealth’s Gerard Lyons and Nathan Sweeney of Architas, to discuss the outlook for markets following the impact of the coronavirus pandemic and the options for investors. They discuss ...
Aug 14, 2020•41 min•Ep. 91
In the final episode of our series into advice after coronavirus, reporter Rachel Mortimer examines how small and medium-sized advice firms will be changed by the pandemic and the lockdown. Joining her are Neil Moles, chief executive of Progeny, Martin Brown, managing partner at Continuum and Victor Sacks, director of VS Associates. They discuss how their firms have changed since lockdown was imposed and how the advice process has been affected. They also talk about how the lockdown has changed ...
Aug 07, 2020•22 min•Ep. 90
Advice companies, both big and small, have had to change the way they operate because of the coronavirus pandemic and they don't get much bigger than St James's Place. FTAdviser's digital editor Damian Fantato talks to the chief executive of St James's Place, Andrew Croft, about how the UK's largest advice business has changed its practices in light of the coronavirus pandemic and the lockdown. They also discuss whether any of these changes will be permanent and what effects this period will hav...
Jul 31, 2020•16 min•Ep. 89
Emerging market equities have historically struggled at times of global uncertainty, as investors move into safe haven assets. But with China on course to become the latest economy in the world later this year and technology changing the shape of emerging market stock markets, cn invstor expect it to be different this time or emerging markets? Joining FTAdviser's special projects editor David Thorpe to discuss the outlook for emerging markets after the pandemic are Nicholas Field, strategist at ...
Jul 29, 2020•30 min•Ep. 88
Over the past few months, advice firms have been turned upside down as they attempt to adjust to the lockdown measures put in place to curb the coronavirus and the impact of the crisis on their business. For advisers, platforms were thoroughly in the spotlight. When the coronavirus crisis sent the UK into lockdown and effectively ended face-to-face meetings between advisers and clients for the foreseeable future, this presented an issue for an industry that still relied heavily on wet signatures...
Jul 24, 2020•27 min•Ep. 87
In the second episode in a series investigating what the advice profession will look like after the coronavirus pandemic, FTAdviser's digital editor Damian Fantato talks to Lee Hartley, chief executive of Fairstone, and Paul Morrish, a director at Succession, about whether the rate of consolidation in the financial advice market will be affected by the pandemic and lockdown. They also discuss the long-term impact on valuations, whether the number of companies with an acquisitive appetite will go...
Jul 17, 2020•28 min•Ep. 86
In the first in a series investigating what the advice profession will look like after the coronavirus pandemic, FTAdviser's digital editor Damian Fantato talks to Mark Scanlon, chief executive of Tenet, and John Cowan, executive chairman of Sesame Bankhall Group, about how networks will be different when they emerge from the pandemic. They discuss whether the expectations of appointed representatives will be any different after lockdown, the growing importance of technology as part of a network...
Jul 10, 2020•24 min•Ep. 85
Advisers are continuing to make basic errors in their record keeping which needs to be addressed before they can improve their defined benefit transfer advice, according to guests on the FTAdviser Podcast. In this week's episode, reporter Amy Austin talks to Alistair Cunningham, financial planning director at Wingate Financial Planning, and Rory Percival, regulatory expert, to discuss what mistakes advisers are making when it comes to defined benefit transfer advice and how the Financial Conduct...
Jul 03, 2020•25 min•Ep. 84
In this fourth and final episode of Responsible Investing: The New Normal, the FTAdviser Podcast series sponsored by Royal London, special projects editor David Thorpe examines whether the responsible investment universe has evolved enough in recent years to allow advisers to build genuinely diversified portfolios. He is joined by Ryan Medlock, Royal London's senior investment development and technical manager, and Minesh Patel, a chartered financial planner at EA Financial Solutions, to discuss...
Jul 01, 2020•27 min•Ep. 83
Action taken by central banks during the coronavirus crisis "challenges the fundamental building blocks" of diversification and balanced portfolios, according to the guests on the latest episode of the FTAdviser Podcast. FTAdviser's special projects editor David Thorpe was joined by Iain Stealey, chief investment officer for international fixed income at JP Morgan Asset Management, James Klempster, investment director at Momentum Global Investment Management, and Alex Chartres, who jointly runs ...
Jun 26, 2020•27 min•Ep. 82
In this third episode of Responsible Investing: The New Normal, the FTAdviser Podcast series sponsored by Royal London, special projects editor David Thorpe examines the impact recent regulatory changes have had on the future of responsible investment funds. He is joined by Ryan Medlock, senior investment development and technical manager at Royal London, and Steve Kenny, commercial director at consultancy firm Square Mile Research, to discuss how Mifid II requirements around suitability, and a ...
Jun 24, 2020•20 min•Ep. 81
The spread of the coronavirus and the lockdowns which it triggered have seen advisers working from home in huge numbers. This has meant relying on technology to do work which was previously done face-to-face. This means video conferences, e-signatures, digital documents and client portals. But how can advisers get this right? FTAdviser's digital editor Damian Fantato discusses how advisers have handled the transition, the regulatory burdens of technology and what the future has in store with Dan...
Jun 19, 2020•32 min•Ep. 80
In the second episode of Responsible Investing: The New Normal, an FTAdviser Podcast series sponsored by Royal London, special projects editor David Thorpe examines the recent strong performance of responsible investment funds. Along with his guests, Adrian Lowcock of Willis Owen and Lorna Blyth of Royal London, he discuss the unique nature of the current economic slowdown and how companies which were perceived to have helped society when the pandemic was at its height, have seen their public im...
Jun 17, 2020•20 min•Ep. 79
