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FT Adviser's Tara O'Connor speaks to Steve Croucher from Winterflood Business Services and Alex Cowan-Sanluis from Platform One about AI, competition and service in the adviser platform market in 2025. Hosted on Acast. See acast.com/privacy for more information.
Letters of Authority are still the bane of advisers and clients. Even pledges during the pandemic years to improve automation and processing times have fallen by the wayside, as some advisers have reported to FT Adviser delays of months - six months in once case - in getting clients transferred to and set up with providers, due to issues caused by delays in letters of authority. 2025 must be the year when this appalling lack of service and outdated processing comes to an end. And here to talk wi...
Key moments for house buying, such as April's stamp duty change, are often preceded by mortgage lenders cutting rates in a battle for business. But not this year, according to the guests on this episode of the FT Adviser In Focus podcast. Ben Perks, managing director of Orchard Financial Advisers, Justin Moy, managing director of EHF Mortgages, and Kelsey Phillips, head of specialist lending at Arose Finance, discuss the year ahead for property. Hosted on Acast. See acast.com/privacy for more in...
In this episode of the FT Adviser podcast we look at the year ahead for investments and explore the potential impact of monetary policy, president Trump and geo-politics on global markets and asset classes. The guests are Mitch Reznick, head of fixed income at Federated Hermes Limited, Neil Goddin, head of equities and multi-asset at Aegon Asset Management, and George Fox from the Merlin multi-asset team. Hosted on Acast. See acast.com/privacy for more information....
In her maiden Budget, Rachel Reeves announced she would not be extending stamp duty thresholds for first time buyers nor did she increase the Lifetime Isa cap. FT Adviser senior reporter Alina Khan speaks to Brian Byrnes, head of personal finance at Moneybox, Ray Boulger, senior mortgage technical manager at John Charcoal, and Danny Norris, mortgage and protection specialist at Premier Property Solutions, to find out how first time buyers will be impacted and what can be done to get more people ...
In this edition of the editor’s podcast, which qualifies for 30 minutes of CPD, Simoney Kyriakou speaks to Gary Shaughnessy, former chief executive of Zurich’s European Business, about the challenges and myths around Parkinson’s disease. Shaughnessy was diagnosed with Parkinson’s in 2015 and has since been a voracious campaigner for Parkinson’s UK, earning a CBE for his work on its board and chairing the charitable Z Zurich foundation. Hosted on Acast. See acast.com/privacy for more information....
Financial services companies are an extremely mixed bunch when it comes to service. Provider service levels have been exceptionally high for some, and abysmal for others, across all sectors: platforms, pensions, investments, mortgages and everything in between. Here to join us to discuss all things service is Steve Nelson, insight director for the Lang Cat consultancy, which has just released its own research into provider service (November 29). Hosted on Acast. See acast.com/privacy for more in...
The latest FT Adviser podcast, hosted by Ima Jackson-Obot, deputy features editor, delves into the future of US equities as Donald Trump's administration prepares to take office. Joined by Kevin Boscher, managing director – Jersey and chief operating officer of Ravenscroft, and Blair Couper, investment director at Abrdn, the discussion explores market reactions, policy impacts, and sector-specific challenges. Topics include trade tariffs, deregulation, portfolio diversification, and the role of ...
One of the places advisers and brokers love to discuss the big issues that are affecting them and their clients is on the Cherry Forum. Joining FT Adviser editor Simoney Kyriakou on the latest Editor's Podcast, Silas Lees, founder of WiggyWam and sales director for the Cherry Forum, talks about service, technology and mental health: three huge topics advisers have been discussing over 2024. Hosted on Acast. See acast.com/privacy for more information....
It's been two weeks since Rachel Reeves's first Budget as Chancellor and already financial advisers are adapting their strategies. Carmen Reichman speaks to advisers Ollie Saiman, lain McLeod and lan Cook about how they are responding to Labour's many tax changes. Hosted on Acast. See acast.com/privacy for more information.
The Financial Conduct Authority is reviewing consolidation in the financial advice market and has sent a portfolio letter to advisers. But what could the consolidation review entail, when will we see the outcomes of the FCA's ongoing advice review, and how can the FCA work better with advisers in these areas? Amy Austin, news editor at FT Adviser, discusses the regulator's latest push with Rachel Harte, co-founder and director of Money First Aid, and Simon Harrington, head of public affairs at P...
Labour's first Budget in 14 years was “long” and “targeted”, according to this week's guests Caroline Le Jeune, private client tax partner at RSM UK, and Claire Trott, divisional director for retirement and holistic planning at SJP. They discuss the impact the budget would have on people's finances and why the government might have failed to consider 'behavioural change'. Hosted on Acast. See acast.com/privacy for more information.
The latest edition of the FT Adviser podcast explores the case for investing in technology stocks right now, and whether the best way to do this is via a dedicated technology fund. Joining FT Adviser senior investment editor David Thorpe to discuss the topic are Mark Hawtin, who runs the Liontrust Global Alpha fund, Fahad Hassan, chief investment officer at Albemarle Street Partners, and Alex Illingworth founder and fund manager at Goshawk Asset Management. Hosted on Acast. See acast.com/privacy...
The operating environment for smaller asset managers is challenging, in particular when it comes to regulation. In this edition of the FT Adviser editor's podcast Simoney Kyriakou speaks to Dani Hristova, CEO of the Independent Investment Management Initiative, about the importance of boutique investment firms and what needs to happen for them to have a level playing field. Hosted on Acast. See acast.com/privacy for more information.
From lessons in team management to strategies for overcoming adversity, an awareness of sports psychology can be beneficial when running an advice business, says behavioural scientist Mark Pittaccio. In this episode of the FT Adviser better business podcast he explains what advisers can learn from the field of sports. Hosted on Acast. See acast.com/privacy for more information.
The rules around advising on sustainable investments are changing as the FCA is introducing its SDR regulation. But how do advisers tackle the topics of sustainability and ESG investing with their clients? FT Adviser's Amy Austin speaks to Toby Band, financial planning director at First Sentinel Wealth, and Kate Elliot, head of ethical, sustainable and impact research at Greenbank Investments, to find out. Hosted on Acast. See acast.com/privacy for more information....
Advisers are often portrayed as foot-in-the-door insurance salesmen. But this is misleading, says behavioural scientist Mark Pittaccio, who led a study into the personality traits of advisers. What he found raised some eyebrows at the university. Hosted on Acast. See acast.com/privacy for more information.
The Financial Conduct Authority has announced a review into the protection market, which will examine how products are sold and the use of commission arrangements. This podcast hears from industry experts Ian McKenna and Alan Lakey about what the industry must do next. Hosted on Acast. See acast.com/privacy for more information.
A number of mega tech stocks earlier this year announced their first ever dividend payouts, joining a growing number of smaller tech stocks. What will this mean for income investing strategies? In this latest Talking Point podcast, FT Adviser deputy features editor Ima Jackson-Obot is joined by Joris Franssen, head of the dividend and value team at Van Lanschot Kempen and Daniel Haydon, manager – research analyst at Morningstar. The FT Adviser podcast is the podcast for financial advisers, broug...
The latest edition of the FT Adviser podcast looks at the challenges and opportunities associated with creating an income portfolio for clients in today's market conditions. Joining FT Adviser senior investment editor David Thorpe to discuss the topic are Mark Jackson, investment specialist in the multi-asset team at JP Morgan Asset Management, Guy Foster, chief strategist at RBC Brewin Dolphin, and Simon Adler, global equity income fund manager at Schroders. Hosted on Acast. See acast.com/priva...
This FT Adviser better business podcast looks at the role behavioural economics plays in financial decision making. Behavioural economist Mark Pittaccio and financial adviser Ollie Saiman share their ideas around behavioural biases and how to challenge them. The podcast qualifies for 30 mins CPD Hosted on Acast. See acast.com/privacy for more information.
Social care seems to be slipping further down the government’s agenda as it looks to ‘fix the foundation of the economy, in the words of chancellor Rachel Reeves. But why does social care need to be at the forefront of the discussion and how could the scrapping of the funding deal impact adviser’s conversations with their clients. In this podcast, Alina Khan, senior reporter for FT Adviser, discusses the need for joined-up thinking on social care with Steven Cameron, pensions director at Aegon; ...
After 16 years at the helm of the Association of Mortgage Intermediaries, Rob Sinclair is set to step down. The man who - by his own admission - is partly responsible for the introduction of the retail distribution review has been a familiar figure for advisers for many years. He talks to FT Adviser editor Simoney Kyriakou about advocating for mortgage advisers post-credit crunch, why it is important to create a working climate where you can "debate things" and argue in a powerful and constructi...
Money worries go hand-in-hand with housing vulnerability. And with housing vulnerability often comes difficulty in obtaining meaningful employment - thus perpetuating the vicious cycle. In this podcast, FT Adviser editor Simoney Kyriakou talks about the ongoing problems faced by over a million UK households with Maxine Pritchard MBE. Pritchard led the No Fixed Address campaign at HSBC UK, which will be having its five-year anniversary in November this year. Also on this podcast, FT Adviser inter...
Service levels among UK insurance companies have dropped significantly over the past few years. In this latest FT Adviser editor's podcast, which is worth 30 minutes of CPD, Roy McLoughlin, director of strategic partners at Cavendish Ware and member of the Protection Distributors Group, talks to Simoney Kyriakou, editor of FT Adviser, about what needs to change in the sector. Hosted on Acast. See acast.com/privacy for more information.
The rise in the size of private markets, the opportunities and the potential for systemic issues to arise from that size has prompted closer attention In this latest podcast, FTAdviser deputy features editor Ima Jackson-Obot is joined by Leon Sinclair, an executive vice president at financial data company Preqin to talk about regulation and technology in private markets. The FTAdviser podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by gu...
Research by consultancy McKinsey has found that, in the case of ethnic and cultural diversity, there is a strong business case for companies whose senior management was more culturally and ethnically diverse. It found that, in 2019, top-quartile companies outperformed those in the fourth one by 36 per cent in profitability, slightly up from 33 per cent in 2017 and 35 per cent in 2014. So how can improved representation boost UK financial services performance and improve outcomes for Britain’s co...
Offering automated advice alongside a firm's normal proposition can be a good way to attract younger investors, but there are a few things advisers should consider before building and running such a service. We speak to James Anderson, IFA at Westminster Wealth and CEO of digital advice service AllAdvised and Peter Ridlington, CEO & founder of Ningi, about what it takes for SMEs to offer digital advice. Hosted on Acast. See acast.com/privacy for more information....
On the latest edition of the FT Adviser podcast, Iain Stealey, international chief investment officer for fixed income at JP Morgan Asset Management, David Coombs, head of multi-asset funds at Rathbones Investment Management and Tom Hibbert, multi-asset strategist at Canaccord Genuity Wealth Management discuss the outlook and opportunities in bond markets at a time of higher yields, but also elevated volatility, and an uncertain monetary policy environment. Hosted on Acast. See acast.com/privacy...
Amy Austin, News Editor at FTAdviser, discusses how the industry has found consumer duty a year after it was introduced with Mark Pittaccio, business consultant and behavioural economist at Quilter Financial Planning, Dan Scholey, COO of Moneyhub and Victor Sacks, IFA at VS Associates. They look at how consumer duty was an opportunity for advisers to explore what they were offering to clients and look at what they could improve. They also discuss how consumer duty may change over the next few ye...
