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 AdviserWhat the UK and Australia can learn from each other on retirement income advice
Anne Fuchs, executive general manager at the Australian Retirement Trust and Jonathan Hawkins, propositions lead at Bravura solutions discussed what the UK and…
FT AdviserMeet the woman who wants to own a share in every UK listed company
The Engagement Appeal's founder, Sheryl Cuisa, has a plan to follow in the footsteps of Wilma Soss and the other so-called Corporate Gadflies, who were…
FT AdviserWhat to expect from the general election
With the UK general election mere weeks away, FT Adviser's senior reporter Alina Khan speaks to Simon Harrington, head of public affairs at Pimfa, Ollie…
FT AdviserWhat you need to know about doing a podcast
Podcasts have become a great way to communicate with clients, peers and colleagues, but when it comes to delivering great content, you really need to have a…
FT AdviserDiversifying equities in the current market
Equity market returns are starting to broaden out beyond the large US technology companies, but how can managers take full advantage? FT Adviser's investment…
FT AdviserBacking Britain - how does that work for investors?
We have all been urged to back British businesses by various chancellors recently, but this goes much further than simply shopping locally. We need to look at…
FT AdviserHow to advise sports people
It can be a challenge to get sports people to think long term about their financial futures. But doing so is important for a number of reasons.FT Adviser…
FT AdviserHow to understand the economy of nature
In 2020, the former BoE governor Mark Carney said the bank's objective was that "every professional financial decision will need to take climate change into…
FT AdviserInvesting in a world of lower interest rates
The latest edition of the FT Adviser podcast discusses the topic of investing in a world of lower interest rates. The guests, James Klempster, deputy head of…
FT AdviserMortgage prisoners: 'There but for the grace of God go I'
In this Editor's Podcast, FT Adviser editor Simoney Kyriakou talks to Scottish National Party politician Martin Docherty-Hughes about the issue of mortgage…
FT Adviser'Why we created a conversational AI'
Could, or should, AI be used to take part in long conversations with clients? In this editor's podcast, Simoney Kyriakou talks to GENE, a very intelligent…
FT AdviserWhat does the FCA's retirement data tell us?
The regulator's latest data on the retirement income market showed there continues to be a trend of less people taking advice when entering drawdown. There was…
- FT Adviser
'Talent is everywhere; opportunity is not'
The latest episode of the FT Adviser Editor's Podcast focuses on a few words: Talent is everywhere, opportunities are not. This is wording taken from the…
FT AdviserShould investors care about elections?
Much of the world's population will be going to the polls for elections in the coming years. But should advisers or their clients react to the politics, either…
FT AdviserHow retirement advice became a key focus 10 years on from pension freedoms
It's been a decade since the world of pensions was turned on its head by the then government. People were given more freedom and choice to use their pension…
FT AdviserFrom Nasa to Income Protection: what lessons can we learn from AI advances
In this episode of the Editor's Podcast, Simoney Kyriakou, editor of FT Adviser, talks about artificial intelligence - two words one can hardly escape hearing…
FT AdviserWhat would abolishing NI mean for pensions?
It is the current government's long-term ambition to abolish National Insurance, after two consecutive cuts in the past two fiscal events. But what would a…
FT AdviserHow to help the sticky middle
On this episode of the Editor's Podcast, brought to you by FT Adviser, Simoney Kyriakou speaks to Anna Sofat, chairperson of workplace gender equality champion…
FT AdviserAchieving diversification from global equity income
The latest edition of the FT Adviser podcast discusses the challenges and approaches to building a diversified global equity income allocation in a world of…
FT AdviserIs the profession in trouble as young adviser numbers fall?
A recent Freedom of Information request by FT Adviser revealed the number of firms authorised to provide retail investment advice has fallen from 6,240 in…
FT AdviserGovernment debt could impact long-term volatility
In this sponsored edition of the FT Adviser podcast we look at what changed for fixed income in 2023. Could it all change again in 2024? And are central banks…
FT AdviserDo Jeremy Hunt's tax cuts stack up?
This week chancellor Jeremy Hunt presented his Budget, which included a 2 per cent cut in national insurance. He presented himself and his party as tax cutters…
FT AdviserHow can the advice profession attract more women?
Making the advice industry more inclusive and attractive to female investors has long been on the agenda. So, how has the profession evolved over time and what…
FT AdviserEditor's podcast: Why the Lord Mayor views London as the world's coffee house
Welcome to this new conversational series from FT Adviser, in which the editor talks to people from outside of financial services to get a fresh perspective on…
FT AdviserWhat's in store for mortgage rates?
Mortgage rates have been turbulent over the past 18 months. And after decreasing amid falling inflation, they are currently creeping back up. What will happen…
FT AdviserDiversification in a higher inflation world
This edition of the FT Adviser podcast explores the options for advisers and their clients seeking to diversify their portfolios. Can investors rely on bonds…
FT AdviserHow to benefit from the great wealth transfer
Attracting the next generation of clients is vital for the financial advice industry. But what's an effective way to do it? Thinking about technology seems a…
FT AdviserThere’s a fine line between educating and giving advice on social media
Mortgage brokers and financial advisers have hopped onto social media and are increasingly doing live streams on the platforms such as TikTok to answer any…
FT AdviserWhat should the FCA's ESG advice working group look at?
Late last year the Financial Conduct Authority announced it would be forming a working group to look at how its SDR rules on greenwashing would affect advisers…
FT AdviserWhat's in store for investments in 2024?
In this episode of the FT Adviser In Focus podcast, we look at the year ahead for investments. We speak to three fund managers about their views on…
FT Adviser'Duration will help you this year': the outlook for fixed income
The latest eposide of the FT Adviser podcast brings together a trio of fixed income investors to discuss the outlook for bonds in 2024 and beyond. After two…
FT AdviserWhat does 2024 have in store for advisers?
2023 saw plenty of upheaval in the financial advice sector, with consolidation continuing and with regulatory changes from the consumer duty to simplified…
FT AdviserWhat do the FCA's simplified advice proposals mean?
Earlier this month the FCA published proposals aimed at widening access to financial advice. They included plans for "targeted support" and a new form of…
FT AdviserWhat does true diversification look like right now for multi-asset investors?
In a world that is experiencing sudden shifts between different economic scenarios, building an investment portfolio has arguably become more challenging. And…
FT Adviser'The year of recession which never happened': 2023 in review
The past year has seen an AI-driven tech surge and rising bond yields as markets grapple with rising rates, high inflation and geopolitics.This week David…
FT AdviserWhy mental health matters
Looking after a client's mental wellbeing is as much part of a financial adviser's job as making sure staff and they themselves are happy and content. In this…
FT AdviserWhat does 2024's slowing mortgage market have in store?
The Office for Budget Responsibility has predicted that in 2024 house prices will go down by about 5 per cent, with transactions falling by 7 per cent.On this…
FT Adviser2023 Recap: Lessons and Opportunities in the Aftershock Economy
After a 2-year post-pandemic inflation surge, the global economy eases from extensive fiscal and monetary interventions. Central banks reassess recession…
FT AdviserThe race is on: preparing for the end of the lifetime allowance
At the Autumn Statement the government confirmed that it would be scrapping the lifetime allowance from early April, ignoring pleas from the industry for more…
FT AdviserBuilding a responsible bond portfolio
In this podcast, sponsored by Columbia Threadneedle Investments, FTAdviser's investment editor David Thorpe talks to Tammie Tang, the lead manager of the CT UK…
FT AdviserDid the Autumn Statement change anything?
Jeremy Hunt touted this week's Autumn Statement, which included a 2 percentage point cut in national insurance contributions, as the beginning of his plans to…
FT AdviserDoes Jeremy Hunt need to reform Isas in the Autumn Statement?
One of the rumours which has swirled around about next week's Autumn Statement is that Jeremy Hunt will use it to reform and simplify the Isa regime.There have…
FT AdviserWhat does a defensive portfolio look like in the current environment?
The market turbulence across a variety of assets over the past year or so has raised the question of where investors should go to seek shelter from the…
FT Adviser'Now is the moment when everything changed for Alzheimer's'
Research into dementia is at a breakthrough point, signalling the moment in history that people will look back on and say that "this is the moment when…
FT AdviserSJP exit fee scrap ‘first high profile case of consumer duty starting to bite’
Last week, St James’s Place announced it was scrapping exit fees for the vast majority of new investment bonds and pensions as part of an overhaul of its…
FT AdviserWhere are the opportunities in sustainable fixed income?
The ESG fixed income market has seen impressive growth since its establishment more than a decade ago, but more recently performance has been lacking. In this…
FT AdviserIndustry has moved on from replatforming issues
Amy Austin, news editor at FTAdviser speaks to Ben Hammond, consulting director at the Lang Cat and Verona Kenny, Managing Director of Intermediary at 7IM…
FT AdviserCould a "pot for life" solve the issue of small pensions?
Earlier this year the Department for Work and Pensions said it will work to encourage consolidation to solve the problem of small pension pots. But pensions…
FT AdviserMaking homes greener
On this episode of the FTAdviser In Focus podcast we speak to mortgage advisers about whether or not it makes sense to invest in green home improvements. They…
FT AdviserHas the landscape for sellers changed?
Over the previous years and during lockdown, we saw a flurry of activity and a surge in the number of start-up consolidators popping up, as well as a lot of…
FT AdviserCISI conference: Client discovery meetings done right
FTAdviser speaks to Brendan Frazier, founder of Wired Planning, psychologist Dr Moira Somers, and Kusal Ariyawansa, adviser at Appleton Gerrard, about the best…
FT AdviserCISI conference: Future of adviser technology
FTAdviser speaks to Josh Butten, director of financial planning firm Boosst, and Jon Doyle, founder of Juniper Wealth Management, about the future of adviser…
FT AdviserDoes the model for equity release advice need to change?
Earlier this month the Financial Conduct Authority published the results of its review into lifetime mortgage advice, concluding it was "disappointed" by what…
FT AdviserIs there merit in separating financial advice and financial planning?
It has been argued that financial planning and financial advice could be split so that planning on its own could allow financial planners to focus on less…
FT Adviser‘The regulator wants fewer firms to manage’
Last month, Tenet announced it will close its network, with its appointed representatives moving to The Openwork Partnership as part of an exclusive agreement…
FT AdviserHow to help clients navigate the mortgage market
The mortgage market has been on a rollercoaster ride over the past year. Since former Prime Minister Liz Truss’ disastrous mini-budget in 2022, combined with…
FT AdviserUnderstanding how to build a thematic investment approach
MSCI describes thematic investing as a top-down investment approach that relies on research to explore macroeconomic, geopolitical and technological trends…
FT AdviserExiting an advice business
It is no secret that the adviser population is maturing. But what do advisers need to know about passing on their business in the current market? We speak to…
FT AdviserHow do private assets fit into an investment portfolio?
A recent study by global consulting firm Cerulli Associates found that nearly half of the private banks and wealth managers indicate that a lack of liquidity…
FT AdviserHow much longer can financial advice consolidation go on for?
It seems the pace of consolidation has continued apace despite the changing economic circumstances, but has anything changed?This week, in the last FTAdviser…