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 AdviserSavers must understand risks of chancellor’s pension fund reforms
In his Mansion House speech earlier this month, Jeremy Hunt said some of the UK’s largest defined contribution pension schemes had agreed to commit 5 per cent…
FT AdviserWhat is fair value?
This FTAdviser In Focus CPD podcast looks at the meaning of fair value under the incoming consumer duty. What is fair value and how can advisers prove they are…
FT Adviser‘Consumer duty is a flagship piece of regulation’
Firms are frantically preparing as the deadline is fast approaching at the end of this month. Given the imminent timescale, it is encouraging to note that a…
FT Adviser‘Collaboration’ is key to closing the financial literacy gap
The advice gap is ever-growing and as a profession, financial advisers have a role to play. But is it solely up to the financial services industry?A recently…
FT AdviserWhat will rising interest rates mean for tech investing?
Investors have done very well in previous years by investing in technology and innovation but rising interest rates has put some of this to an end.This week…
FT AdviserHow to promote financial advice as a profession
As a profession, financial advice has often been associated with middle aged men and, while this has changed a little bit, the average age of a financial…
FT AdviserInflation 'changes everything' for multi-asset investors
Inflation has remained stubbornly high in the UK, presenting problems for multi-asset investors - particularly those seeking an income.This week FTAdviser's…
FT AdviserWhat is happening in the mortgage market?
The mortgage market has been going haywire recently due to higher than anticipated inflation and mortgage lenders have been pulling deals across the…
FT AdviserHas personalised indexing arrived in the UK?
Direct indexing - where an investor builds a personalised index which is then tracked by a fund or portfolio - has been growing in the US for a couple of…
FT AdviserHow advisers can integrate AI into their business models
This week, FTAdviser reporter Jane Matthews is joined by Financial Technology Research Centre founder Ian McKenna, and Chet Velani, chief executive of EV, to…
FT AdviserWhen investments go wrong
When investment decisions go wrong advisers are often the first port of call as they have the skills to assure people and the knowledge to rebuild their…
FT AdviserConsumer duty is a matter of 'unfinished business' for FCA
This week FTAdviser deputy news editor Sonia Rach was joined by Alexandra Roberts, head of regulatory policy and compliance at Pimfa, Matthew Connell, director…
FT AdviserHow to build resilient portfolios
The past 12 months have been a perfect storm for those looking to build portfolios for investors, with pretty much every asset class going through some form of…
FT AdviserIs 'buy now, pay later' a good or bad thing?
Buy now, pay later has surged in popularity in recent years. As of 2022, more than 17 million consumers in the UK have used BNPL services. 54% of millennials…
FT AdviserHow to engage with companies to reach net zero
With advisers having direct relationships with their clients, IFAs are seen as playing a key role in checking how fund managers are influencing companies to…
FT AdviserWhat’s going on in the first time buyer market?
This week FTAdviser reporter Jane Matthews is joined by Will Rice, chief executive of specialist mortgage lender Gen H and Lewis Shaw, owner of Riverside…
FT Adviser"It is all about portfolios, it is not about products"
Nick Hutton, head of Blackrock's UK client business for retail iShares and wealth, joins Sally Hickey, chief reporter at FTAdviser, to speak about…
FT AdviserRetirement income is changing
People’s retirement journeys are changing amid high inflation, higher interest rates, and a chancellor keen on getting more people back into work. In this…
FT AdviserWhat got FTAdviser excited in Q1?
Once a quarter, FTAdviser journalists talk about some of the most interesting stories they have worked on and what the implications of such breaking news might…
FT AdviserCPD: Running an efficient retirement advice business
Retirement income is a complex area to advise on, as clients have different ideas of what they want from their retirement. In this CPD podcast, in partnership…
FT AdviserThe Consumer Duty Alliance and what it means for advisers
Amy Austin, news editor at FTAdviser speaks to Keith Richards, CEO of the Consumer Duty Alliance, Ian McKenna, chair of the CDA Tech Forum and Russell Facer…
FT AdviserTax planning after Spring Budget
Earlier this month chancellor Jeremy Hunt unveiled his Spring Budget, containing a number of tax measures particularly in the pension space. In this episode of…
FT AdviserOutlook and opportunities for fixed income investors
This edition of the FTAdviser podcast examines the outlook and opportunities for investors in fixed income markets.Joining FTAdviser investment editor David…
FT AdviserWhen is the right time to invest in private assets?
It is becoming increasingly easier for retail investors to access private assets as a result of evolving technology and regulation. So what do advisers need to…
FT AdviserBudget pension shocks means 'admin headache' for IFAs
Chancellor Jeremy Hunt has given advisers an 'admin headache' by pulling a few pension surprises out of his hat in the 2023 Budget, guests tell FTAdviser news…
FT Adviser'Govt must continue VCT and EIS work'
In this episode of the FTAdviser In Focus podcast we look at the role of VCTs and EISs in today's retail investment landscape. The government has previously…
FT AdviserRisk and reward: Closing the wealth gap
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…
FT AdviserInvestors should get ready for a post-recession bull run
After a year of volatility, rising inflation and predictions of recessions, many investors are starting to feel more optimistic as inflation slows down. But…
FT AdviserWhat IFAs can expect from FCA’s retirement advice review
Last month the Financial Conduct Authority announced it would be carrying out a thematic review into retirement income advice.The regulator said that, given…
FT AdviserFrom sports pro to financial adviser
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…
FT AdviserInvestment case for FAANG stocks needs to be reconsidered
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…
FT AdviserWhat does the next generation of advisers expect from the profession?
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…
FT AdviserWhat will simplified advice mean for the profession?
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…
FT AdviserWhat will the Edinburgh reforms mean for advisers?
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…
FT AdviserWhat is likely to drive equity returns in 2023?
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…
FT AdviserCan value investing be sustainable?
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…
FT AdviserHow to learn from Amazon's model
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…
FT AdviserHas RDR achieved its aims?
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…
FT AdviserWhere do the PFS and CII go from here?
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…
FT AdviserWhat does 2023 have in store for advisers
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…
FT AdviserWhat will 2023 hold for the buy-to-let sector?
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…
FT AdviserAre annuities making a comeback?
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…
FT Adviser2023 – Navigating Uncertainty
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…
FT AdviserState of the advice market 10 years after RDR
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…
FT AdviserDavid Ferguson on platform pricing and technology
In the latest FTAdviser podcast, reporter Ruby Hinchliffe speaks to David Ferguson, chief executive at white-label platform provider Seccl and founder of the…
FT AdviserSadiq Khan on sustainable cities, finance – and COP
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…
FT AdviserWhat does the Autumn Statement mean for advisers?
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…
FT AdviserWhat the Autumn Statement means for property and mortgages
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…
FT AdviserHow to understand volatility and its role in portfolios
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…
FT AdviserBond investing during higher inflation
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…
FT AdviserHow high will the Bank of England take rates?
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…
FT AdviserFinding Alpha in global equities
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…
FT AdviserSustainable Views: How to speak ‘ESG’
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…
FT AdviserHow do we make sense of the mortgage market?
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…
FT AdviserBooze and drug-fuelled mortgage industry events ‘happening too often’
In this week’s edition of the FTAdviser podcast, senior reporter Ruby Hinchliffe talks to Robert Sinclair, chief executive at the Association of Mortgage…
FT AdviserExploring Fixed Income Opportunities In Uncertain and Volatile Times
The current political and financial climate has made fixed income markets volatile and uncertain around the world. However, taking an active approach may help…
FT AdviserAuto-enrolment: It’s not time to say ‘job done’ just yet
In this episode, news editor Amy Austin has a chat with Tom Selby, head of retirement policy at AJ Bell and Kate Smith, head of pensions at AegonThey talk…
FT AdviserTrailer: Sustainable Views, the podcast
Confused about sustainability? You’re not alone. Environmental, social and governance factors, or ESG, are increasingly a headache for business, finance and…
FT Adviser‘Young people don’t know advisers care because we don’t tell them’
In this episode, senior reporter Ruby Hinchliffe sits down with the founder and co-founder of Money Means, Helena Wardle and Chanelle Pattinson. They talk…
FT AdviserWhat the energy crisis means for investments
The latest edition of the FTAdviser podcast examines the energy security dilemma.There has been an accelerated push to transition to renewable energy since the…