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FTAdviser Podcast

Latest episodes

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May 22, 2023 • 35min

When 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 finances. In this podcast we speak to two financial advisers with plenty of experience with this kind of work, who give us an insight into what happens when investments go wrong. Hosted on Acast. See acast.com/privacy for more information.
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May 19, 2023 • 24min

Consumer 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 of policy and public affairs at the Chartered Insurance Institute and Andrew Green, head of compliance helpdesk at Threesixty Services to discuss the consumer duty and the impending July 31 deadline.Guests acknowledged some of the key challenges firms are facing ahead of the looming deadline and how they are preparing for it.Given it has now been 10 years since the Retail Distribution Review came into effect - which has been labelled as one of the biggest changes to the adviser marketplace - guests discussed whether the consumer duty will have the same impact and could transform the industry further.Connell said the consumer duty is the FCA:s focus on aspects of the RDR that are 'unfinished business'.The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests for the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.
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May 12, 2023 • 26min

How 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 turbulance at some point.This week David Thorpe, investment editor at FTAdviser, has a chat with Andrew Bell, chief executive of the Witan investment trust, Andrew Hall, global equity fund manager at Invesco, and Simon Doherty, who runs the model portfolio service at Quilter, about building resilient portfolios.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/privacy for more information.
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May 5, 2023 • 28min

Is '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 have used a BNPL service.This week Ellesheva Kissin, trainee reporter at FTAdviser, talks to Philip Belamant, co-founder of UK BNPL provider Zilch, and Matt Cross of Elmstone Financial Planning, about why more customers are turning to BNPL during the cost of living crisis and how regulators will react.They also cover the stigma against BNPL, whether it is deserved and whether it is better than the traditional credit market. They also discuss how providers and financial advisers should interact with each other.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/privacy for more information.
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May 3, 2023 • 23min

How 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 meet their net-zero targets. And as the demand for ESG strategies grow, the approach companies are employing to reach net zero has become even more important.On this latest podcast, FTAdviser deputy features editor Ima Jackson-Obot is joined by Carol Storey, climate engagement lead at Schroders and Ita McMahon, partner in the investment management team at Castlefield.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/privacy for more information.
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Apr 28, 2023 • 31min

What’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 Mortgages, who explain what innovation is currently taking place in the first-time buyer market and outline their views on where they think the market is heading.Both guests acknowledge that one of the main issues for first-time buyers trying to buy a home these days is that while often they have the income to afford it, they do not have the capital for a deposit. Shaw gives an overview of some of the innovations that are currently available in the market and shared his view on what ones offer the best route to homeownership.Rice, whose company launched in 2020 and specialises in lending to first-time buyers struggling with affordability issues, also outlines his view of the market and shared his own experience of recently becoming a homeowner. The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.
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Apr 21, 2023 • 33min

"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 consolidation of wealth managers, passive investing and UK equities.Hutton covers the role passive funds should be playing in a portfolio, whether exchange-traded funds are less popular among UK clients and why, and the fiduciary duty asset managers have for their clients.He also speaks about the outlook for UK equities. Hosted on Acast. See acast.com/privacy for more information.
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Apr 17, 2023 • 26min

Retirement 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 episode of the FTAdviser In Focus podcast we chat to Paul Clifton from Arbuthnot Latham, and Alexander McGregor from SimplyBiz, about why annuities may make a comeback. Hosted on Acast. See acast.com/privacy for more information.
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Apr 14, 2023 • 19min

What 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 be for the readers. In this episode, we discuss the Budget, the backtracking over the state pension age rise, inflation, central bank policies and the incoming consumer duty regulations. Joining editor Simoney Kyriakou on this podcast are Amy Austin, news editor, and David Thorpe, investment editor and contributing editor for Asset Allocator. Hosted on Acast. See acast.com/privacy for more information.
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Apr 5, 2023 • 26min

CPD: 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 with 7IM, we discuss how advisers can navigate the important area of retirement planning, what solutions are out there for them to streamline their business, and the role providers are playing to help advisers be the most efficient they can be. Hosted on Acast. See acast.com/privacy for more information.

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