This latest podcast by FTAdviser, in recognition of International Women's Day, aims to consider the way that women perceive investment risk and reward, and whether the traditional language employed and methods used by advisers and wealth managers works for women or whether there are some adaptations needed. On this podcast, hosted by editor Simoney Kyriakou, guests Louis Williams, head of psychology and behavioural insights at Dynamic Planner, and Sarah Ruggins, head of multi-asset research at S...
Mar 08, 2023•22 min
After a year of volatility, rising inflation and predictions of recessions, many investors are starting to feel more optimistic as inflation slows down. But what does this mean for investors? This week FTAdviser reporter Sally Hickey is joined by Ed Smith, co-chief investment officer at Rathbones, and Richard Clode, portfolio manager at Janus Henderson, to discuss the outlook. The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined...
Mar 03, 2023•29 min
Last month the Financial Conduct Authority announced it would be carrying out a thematic review into retirement income advice. The regulator said that, given the wider range of retirement options available, it is "vital" consumers get good advice at the point they first access their pension savings and on an ongoing basis. So what should advisers expect from this review? FTAdviser news editor Amy Austin talks to Toby Bentley, a financial adviser at Lathe & Co, and Tom McPhail, director of pu...
Feb 24, 2023•22 min
This FTAdviser In Focus podcast discusses the career change from sports to financial advice. Sports careers typically take off early in life and don’t last a full working life, so it makes sense that sports stars are having to look for second careers. But why advice? What skills do they bring to the table and how can the industry attract more of them? We speak to ex footballer Tommie Hoban and rugby players Dave Lewis and Will Harries. Hosted on Acast. See acast.com/privacy for more information....
Feb 20, 2023•34 min
The past year has been a difficult one for tech stocks, and that includes the biggest tech stocks of all: the so-called FAANGs (Facebook, Amazon, Apple, Netflix and Google). This week FTAdviser's David Thorpe is joined by Mark Hatwin, who runs the Gam Star Disruptive Growth fund, Richard Saldanha, who runs the Aviva Investors Global Equity Income fund, and David Coombs, head of multi-asset at Rathbones, to find out what the outlook is for tech stocks. The FTAdviser Podcast is the podcast for fin...
Feb 17, 2023•24 min
In this episode of the FTAdviser In Focus podcast we discuss what the next generation of advisers expects from a career in financial advice, how were they introduced to advice, and what they look for in an employer. Adviser trainees Lauren Turner, Ben Mitson and Carl Naudo share their ideas. Hosted on Acast. See acast.com/privacy for more information.
Feb 13, 2023•26 min
The FCA has set out proposals for simplified advice to make it cheaper and easier for firms to advise consumers about certain mainstream investments within stocks and shares Isas. But will these proposals work, and which firms are likely to offer simplified advice? This week FTAdviser news editor Amy Austin is joined by Prakash Chandramohan, strategic policy director at Tisa, Heather Hopkins, managing director of NextWealth, and Chet Velani, managing director of EV, to find out. They discuss whe...
Feb 10, 2023•34 min
In December, the chancellor Jeremy Hunt took a trip to Scotland and announced plans to cut or change swathes of financial services regulation as part of the so-called "Edinburgh reforms". He put forward a list of 30 reforms - including some of the rules created after the 2008 financial crisis such as the senior managers regime and ring fencing - in a move Hunt said would allow the UK to "seize its Brexit freedoms". So what will these reforms mean for financial advisers? This week FTAdviser deput...
Feb 03, 2023•22 min
Most equity markets enjoyed a torrid 2022 but there are now signed inflation is peaking and most of the bad news may well be priced in. So what could 2023 have in store? This week FTAdviser's David Thorpe is joined by Alex Illingworth, who runs the Artemis Global Select fund, Wayne Berry, investment director at RBC Brewin Dolphin, and Stephen Anness, head of global equities at Invesco, to find out. They discuss what investors can learn from the turbulence on 2022, how to achieve diversification ...
Jan 27, 2023•25 min
Value investing is an investment philosophy whereby the investor buys assets that they believe to be undervalued by the market and thus have the potential to generate returns. Over the last 12 months there has been a shift from growth to value: Surging inflation and commodity prices have been hugely beneficial for legacy companies in the oil and gas, and mining sectors as they have been able to take advantage of the global energy crisis and the switching on of demand post-Covid. An environment o...
Jan 25, 2023•25 min
But what happens when the kingpin of big data and clever, tailored marketing to each of its consumers decides to take on financial services? The potential for Amazon to become a shop front for life insurance brokers or wealth managers has become clear in recent years. But while the regulatory niceties will need to be worked out, what do we make of the model that Amazon can offer in becoming a one-stop shop for clients? And what do we make of large entities in regulated financial services attempt...
Jan 20, 2023•28 min
In this episode of the FTAdviser In Focus podcast we assess the Retail Distribution Review 10 years on. The RDR was implemented on 31.12. 2012, introducing a raft of measures to make the advice market more transparent and professional, in order to inspire consumer confidence and trust. But while professionalism has increased there have also been a fair few scandals. Square Mile's Scott Dakers and Morningstar's Martin Coyle assess whether the RDR has achieved the goals it was designed to achieve....
Jan 16, 2023•26 min
The Chartered Insurance Institute's decision to appoint a majority of directors to the Personal Finance Society's board has triggered a chain of events which has led to resignations from the PFS and anger among its members. But the events of the past few weeks have, in many ways, been the result of a chain of events going back several years. This week, FTAdviser's deputy editor Damian Fantato is joined by Sarah Lord, immediate past president of the PFS, and adviser and academic Richard Bishop, t...
Jan 13, 2023•31 min
Last year was eventful, to say the least, with the Ukraine war, the collapse of multiple UK governments, the "mini" Budget and the death of Queen Elizabeth. Will 2023 be just as eventful? In the first episode of the year, FTAdviser deputy editor Damian Fantato is joined by reporters Sally Hickey, Jane Matthews, Sonia Rach and Ruby Hinchliffe to find out. They discuss what the coming year might hold for investments, the mortgage market, regulation of the financial advice and platforms. The FTAdvi...
Jan 06, 2023•31 min
The buy-to-let sector has been facing years of tax changes and reforms which, according to some, have made the sector increasingly unattractive. In this week's episode of the FTAdviser podcast, reporter Jane Matthews catches up with Adele Forbes, managing director of West Yorkshire Money and Paul Holland, managing director of Henchurch Lane Financial Services to discuss the impact of this year's turbulent mortgage market and what 2023 might have in store for the buy-to-let sector. The FTAdviser ...
Dec 16, 2022•21 min
In 2022 annuity rates have climbed by 40-50 per cent - which is a 14-year high- with these rates boosted by soaring long-term gilt yields. And in late September and early October there were some particularly sharp increases.- in part, be attributed to financial markets having less confidence in the government, following the “mini” Budget. Amy Austin, news editor at FTAdviser speaks to Mark Ormston, director of propositions and corporate partnerships at Retirement Line and Emma Watkins, managing ...
Dec 09, 2022•21 min
The war in Ukraine, inflation and slowing global growth have sparked uncertainty over the global economy. More than ever, investors will need to understand the drivers that will influence markets over the coming year. Listen to this podcast with John Mullins, PIMCO product strategist, to gain insight on the outlook for 2023 and how to approach specific asset classes. This content was paid for by PIMCO and produced in partnership with the Financial Times Commercial department. Hosted on Acast. Se...
Dec 07, 2022•11 min
On this episode of the FTAdviser In Focus podcast we take a look at the state of the adviser market 10 years after the Retail Distribution Review. RDR saw many advisers leave the industry, and while the industry as a whole has become markedly more professional since, there are still not enough people entering to replace those about to leave. Discussing the threat of a capacity crunch are Rachael Fennessey, founder of Aspire Executive Search, Edward Grant, director of technical connection at St. ...
Dec 05, 2022•32 min
In the latest FTAdviser podcast, reporter Ruby Hinchliffe speaks to David Ferguson, chief executive at white-label platform provider Seccl and founder of the Nucleus platform. He talks about platform pricing and the technology challenges facing platforms. The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privac...
Dec 02, 2022•28 min
London mayor Sadiq Khan wants more power and financing for cities so they can deal with and find solutions to climate change. Cities, after all, are responsible for over two thirds of emissions and local administrations, says Khan, are seen as the “doers”, while national governments are the “delayers”. He thinks that mayors should be part of the UN climate conference negotiations. In fact, COP27, which wrapped up in Sharm el-Sheikh this month, will be the last without cities at the table. Does h...
Nov 30, 2022•16 min
Last week's Autumn Statement saw a whole host of tax thresholds either frozen or cut as chancellor Jeremy Hunt attempted to plug a fiscal black hole of about £55bn - but the triple lock was maintained, leading to the state pension's biggest ever increase. FTAdviser deputy editor Damian Fantato is joined by Laura Suter, head of personal finance at AJ Bell, Tim Morris, independent financial adviser Russell & Co, and Alex Shields, chartered financial planner at The Private Office, to discuss th...
Nov 25, 2022•26 min
Jeremy Hunt announced a raft of tax measures and spending cuts in his first Autumn Statement. This CPD podcast explores what the new government's Autumn Statement will mean for property sales, mortgage rates, and the advisers helping their clients secure a deal. It features mortgage advisers Aaron Forster, director at Create Finance, Riz Malik, director at R3 Mortgages, and Sofia Jones, managing director of Penny House. Hosted on Acast. See acast.com/privacy for more information....
Nov 23, 2022•31 min
It has been said there is no perfect inflation-proofing when it comes to portfolios, but what sort of measures can advisers and their clients take to help make sure the end goals can still be met despite all this certain uncertainty? Moreover, multi-asset managers have long extolled the virtues of diversification across geographies, asset classes and style exposures, but what sort of strategies can multi-asset managers and investment analysts put in place to help mitigate the effect of all this ...
Nov 18, 2022•30 min
In this special edition of the FTAdviser Podcast, sponsored by Artemis, contributing editor David Thorpe is joined by Stephen Snowden, head of fixed income at Artemis, and Darius McDermott, investment adviser to the Chelsea range of multi-manager funds. They discuss the effects of quantitative tightening, the role of government bonds amid volatility and the outlook for inflation. They also discuss the importance of taking some risk to earn some yield, such as duration risk or interest rate risk....
Nov 16, 2022•21 min
The Bank of England has recently increased interest rates to 3 per cent, taking them to their highest level since 2008 in a bid to tame inflation. But how high will rates end up going? This week David Thorpe, FTAdviser's contributing editor, is joined by Gavyn Davies, chairman at Fulcrum Asset Management and a former chief economist at Goldman Sachs, Stephen Bell, chief economist at Columbia Threadneedle Investments, and Ed Smith, chief investment officer at Rathbones, to find out. They also dis...
Nov 11, 2022•37 min
One of the talking points of 2022 was whether the rotation away from growth stocks and towards value stocks was finally taking place. In this special edition of the FTAdviser podcast, sponsored by Vanguard, FTAdviser contributing editor David Thorpe is joined by Andrew Surrey, senior national development manager at Vanguard, and Charlie Parker, managing director at Albemarle Street Partners, to discuss the thorny issue of trying to time rotations in equity markets. This podcast is part of our Va...
Nov 09, 2022•25 min
Silvia and Alison Taylor of NYU Stern School of Business look into the language of sustainability and find it still has a pretty loose grammar and highly convoluted syntax. Most native speakers do not even agree on a common interpretation of environmental, social and governance factors. The good news is: more of us are trying to learn this language. And Alison shares a few tips on how she teaches it too. In the show, Alison mentions a piece she’s written for Sustainable Views. You can find it he...
Nov 08, 2022•16 min
How can we make sense of the mortgage market right now? With a 0.9 percentage point decrease in house prices month on month, according to the latest Nationwide Price index, it might have seemed house prices are becoming more affordable. Yet with bank base rate rises still on the table, and the cost of living crisis still hurting consumers, affordability is still very much an issue. Is it good news or bad news for consumers? Or the veritable curate’s egg? This FTAdviser In Focus podcast, seeks to...
Nov 07, 2022•28 min
In this week’s edition of the FTAdviser podcast, senior reporter Ruby Hinchliffe talks to Robert Sinclair, chief executive at the Association of Mortgage Intermediaries, and Kate Davies, executive director at the Intermediary Mortgage Lenders Association about the impact of a 47-page report which exposed the mistreatment of women, people of colour and gay people by those employed across the mortgage industry. They discuss how mortgage industry events laced with alcohol and illegal substances are...
Nov 04, 2022•27 min
The current political and financial climate has made fixed income markets volatile and uncertain around the world. However, taking an active approach may help build resilience to potential headwinds while gaining greater exposure to the opportunities that arise. Listen to this podcast to gain insight from Gordon Harding, PIMCO fixed income strategist, on the current climate and what to potentially expect in the coming months. This content was paid for by PIMCO and produced in partnership with th...
Nov 03, 2022•8 min
