Shows / FT Adviser

FT Adviser
FT Adviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow.The FT Adviser Podcast is designed to inform regulated UK advisers on a…
Episodes
FT AdviserInside the advice business sales process
Not all advice business sales are equal and many require meticulous planning to achieve the desired result but when the right decisions are made, the outcome…
FT AdviserHow is private equity consolidation changing in the advice market?
In this episode of the FT Adviser podcast Amy Austin looks at the evolving landscape of private equity consolidation in the financial advice industry. She…
FT AdviserWhy there's a 'huge disconnect' when teaching about wealth
During our teenage years, core beliefs are developed and nurtured - beliefs about ourselves and ways of understanding the world; ways of navigating the…
FT Adviser'If regulation is stopping women from becoming financial advisers, why?'
From zoological research to heading up financial planning business Hannay Wealth, Vanessa Barnes’ career path into professional financial services is not a…
FT AdviserWhy Cedaw is vital for UK pensions fairness
"There is so much that can be done constructively through the law," according to Dr Jocelynne Scutt. The Australian-born barrister, writer and human rights…
FT AdviserThe power of empathy in advising
On this episode of the FT Adviser editor's podcast Simoney Kyriakou speaks with corporate activist Belinda Parmar OBE about empathy in advice and why too many…
FT AdviserHave mortgage rates bottomed out?
In this episode of the FT Adviser podcast senior reporter Tom Dunstan speaks with St James’s Place head of economic research, Hetal Mehta, and Ash Ridge…
FT AdviserThe impact of Trump's policies on asset allocations
FT Adviser's multimedia editor Carmen Reichman speaks to David Jane, fund manager at Premier Miton, and Will McIntosh-Whyte, fund manager at Rathbones, about…
FT AdviserFinding value in fixed income
The income yield available on fixed income assets is likely to be the main driver of returns this year as bond yields won’t fall much further - that was the…
FT AdviserHow to help clients understand the meaning of money in their lives
Financial advisers are well aware of risk aversion or a tendency to double down. But there is a fast-growing branch of financial therapy that leans more…
FT AdviserUS equities far from cheap despite market falls
US equities have been in the wars so far in 2025, but it has not made it a cheap stock market, according to the guests on the latest edition of the FT Adviser…
FT AdviserWhen workplace culture goes wrong
There are a number of reasons why workplace culture can fail in advice businesses, but the causes are often rooted in leadership and the way people rise…
FT AdviserClient segmentation key to preparing for next Budget
Carmen Reichman, multi-media editor at FT Adviser, is joined by Claire Trott, divisional director of retirement and holistic planning at St James’s Place, and…
FT AdviserHow to help your farming clients navigate the 'tractor tax'
In 2024, Britain’s faming communities marched to Westminster in protest against changes in the Autumn Budget to agricultural relief, which has been dubbed the…
FT AdviserHow to think about UK equities right now
In this episode of the FT Adviser podcast we examine the outlook for UK equities, an unloved asset class in recent times, but one where the tide of sentiment…
FT AdviserWhat is on the horizon after the Spring Statement?
FT Adviser's Alina Khan is joined by Rachel Vahey, head of public policy at AJ Bell, Charlie Barnes, head of employment legal services at RSM UK, and Stephanie…
FT AdviserWhy does deforestation outside of the UK matter to UK investors?
In this episode of the FT Adviser Editor's Podcast, we examined the problem of, and solutions for, deforestation. We have all seen reports of devastation…
FT AdviserWhy do 97% of all whistleblowing cases fail?
When whistleblowers feel confident about reporting what they have seen and heard and know to be immoral or illegal, far-reaching changes can be made. With…
FT AdviserWhy financial planning should adapt to women’s needs
Ahead of International Women’s Day on March 8, this week’s podcast guests discuss how advisers need to adapt their advice and processes to accommodate women's…
FT AdviserHow targeted support could change the advice market
In this episode of the FT Adviser podcast senior reporter Alina Khan is joined by Jeff Lange and Buddy Keville, chairman and chief executive of TFAS, Verona…
FT AdviserWhy managers invest in bonds right now
Gilts have been touted as a good investment option right now for a number of reasons. In this episode of the FT Adviser podcast David Roberts, fixed income…
FT AdviserIs consolidation fuelling trends in adviser ages?
Amy Austin, news editor at FT Adviser, discusses the latest adviser ages data and how to attract the next wave of talent with Keith Richards, CEO of the…
FT AdviserHow ESG regulation is reshaping investing
While the US faces potential ESG setbacks under a Trump administration, UK advisers must navigate evolving ESG regulations. Market forces, rather than policy…
FT AdviserHard to pick winners in the property market
Senior investment editor David Thorpe discusses the outlook for property investments with Nick Montgomery, head of global real estate at Schroders, Oli…
FT AdviserWhat will be the effects of looser limits on mortgage lending?
Chancellor Rachel Reeves is in favour of proposals by the Financial Conduct Authority to allow banks to take more risks in their mortgage lending. But what…
FT AdviserHow to navigate the latest IHT changes
We've all seen the headlines but how do the changes in the Budget present an opportunity for advisers to help their clients with their tax planning? On this…
FT AdviserWhat 2025 will have in store for platforms
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…
FT AdviserLet's fix letters of authority in 2025
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…
FT AdviserNo rate war on the horizon
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…
FT AdviserMarkets risk complacency on the Trump trade
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…
FT AdviserWhat the Budget has meant for first time buyers
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…
FT AdviserLiving with Parkinson’s disease
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…
FT AdviserThere are so many different issues that sit under the term 'service'
Financial services companies are an extremely mixed bunch when it comes to service. Provider service levels have been exceptionally high for some, and abysmal…
FT AdviserTech, tariffs, and Trump: the future of US equities
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…
FT AdviserWhat has been getting under advisers' skin this year?
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…
FT AdviserHow Labour's Budget has changed financial planning
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…
FT AdviserWhat does the FCA’s consolidation review mean for advisers?
The Financial Conduct Authority is reviewing consolidation in the financial advice market and has sent a portfolio letter to advisers. But what could the…
FT AdviserThe Budget's effect on business and savers
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…
FT AdviserShould you own a specialist tech fund?
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…
FT AdviserSmall asset managers need level regulatory playing field
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…
FT AdviserWhat business leaders can learn from sports psychology
From lessons in team management to strategies for overcoming adversity, an awareness of sports psychology can be beneficial when running an advice business…
FT AdviserTalking to clients about sustainable investing
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…
FT AdviserThe personality traits of successful advisers
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…
FT AdviserPreparing for the FCA's protection review
The Financial Conduct Authority has announced a review into the protection market, which will examine how products are sold and the use of commission…
FT AdviserWill tech stock dividends change income investing strategies?
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…
FT AdviserCreating an income portfolio for today's client
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…
FT AdviserHow do clients make the right financial decisions?
This FT Adviser better business podcast looks at the role behavioural economics plays in financial decision making. Behavioural economist Mark Pittaccio and…
FT AdviserOver time, MPs might 'wake up to just how dreadful the social care deal is'
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…
FT Adviser'Getting insurance out of the RDR saved mortgage advisers £100mn'
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…
FT AdviserHelping the homeless to be more financially resilient
Money worries go hand-in-hand with housing vulnerability. And with housing vulnerability often comes difficulty in obtaining meaningful employment - thus…
FT AdviserImproving service levels in insurance
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…
FT AdviserHow regulation of private markets will 'help to equalise wealth outcomes'
The rise in the size of private markets, the opportunities and the potential for systemic issues to arise from that size has prompted closer attentionIn this…
FT Adviser'If we always stick to middle-aged rich people it narrows down the conversation'
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…
FT AdviserMaking digital advice work in small firms
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…
FT AdviserOutlook for fixed income in the current climate
On the latest edition of the FT Adviser podcast, Iain Stealey, international chief investment officer for fixed income at JP Morgan Asset Management, David…
FT AdviserWhere are we one year on from consumer duty?
Amy Austin, News Editor at FTAdviser, discusses how the industry has found consumer duty a year after it was introduced with Mark Pittaccio, business…
FT AdviserWhat do mortgage lenders think of the new govt’s housing policies?
FT Adviser's Chloe Cheung speaks to Kate Davies, executive director of the Intermediary Mortgage Lenders Association, and Ross Dalzell, managing director of…
FT AdviserPassing the business from father to son
In this episode of the FT Adviser Better Business podcast we look at succession planning.We speak to father and son adviser duo Jon and Ben Lancaster about…
FT AdviserWhat the election result means for pensions, tax and housing
Labour has won by a landslide in the 2024 General Election but what does this mean for tax policy, people’s pensions and housing?Amy Austin, news editor at FT…
FT AdviserWhy people feel less safe than in 1994 (and what to do about it)
The Doomsday clock, which was created in 1945 by Einstein and Oppenheimer, and is run by the Bulletin of the Atomic Scientists, said the world was at 90…