FTAdviser Podcast

Proprietary adviser platforms have their place but are they right for every advice firm? This FTAdviser In Focus podcast chats to Mike Barrett, consulting director at the Lang Cat, and David Ferguson, founder of Nucleus and new CEO of platform technology provider Seccl, about what advisers need to have in place to run an in house platform, how they can benefit from running a proprietary platform, and what effect the consumer duty will have on the way advisers work with platforms. Hosted on Acast. See acast.com/privacy for more information.

Last month, in the Queen’s speech, the government announced plans to bring in new legislation to "strengthen" the UK's financial services industry and ensure it acts "in the interest of all people and communities". This will be achieved through a financial services and markets bill which will be introduced the coming year.In this week's podcast, FTAdviser deputy editor Damian Fanato speaks to Langcat director of public affairs Tom McPhail and Pimfa director of government relations and policy Tim Fassam on future of the financial services market bill and what the impact will be. The FTAdviser Podcast is the weekly 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.

In this episode of the FTAdviser In Focus podcast First Wealth's Anthony Villis and Square Mile's Tom Poulter discuss the price of investing. Has the cost of passive investing reached its nadir? Or is there room for further price drops? We also discuss adviser take-up of passive funds and a booming ESG interest. Hosted on Acast. See acast.com/privacy for more information.

With inflation soaring, interest rates rising and waves of economic and geopolitical uncertainty hitting the equities and bonds, investors can’t be blamed for struggling to find returns.In this week's podcast, FTAdviser's investment reporter Sally Hickey speaks to Sam Dovey, head of research at Ravenscroft, and Ian Brady, chief investment officer at WH Ireland, about where to find real returns, why investing in China is a good idea and how they've found hybrid working.The FTAdviser Podcast is the weekly 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.

The war in Ukraine has led to a spike in the Geopolitical Risk Index not seen since 9/11, but while some investors are responding to the long-lasting shifts, others are warning against getting whiplashed, as "geopolitical shocks can work both ways". Speaking on the latest FTAdviser In Focus podcast about the effects of geopolitics on investments and what it means for other mega-trends is William Morris, head of investments at Weatherbys Private Bank, and Aneeka Gupta, director of macroeconomic research at Wisdom Tree. This podcast is sponsored by Wisdom Tree. Hosted on Acast. See acast.com/privacy for more information.

The Financial Conduct Authority has warned advisers it needs to look again at the equity release market to make sure it is working in the best interests of consumers.This would be the second time the regulator has looked into this rapidly growing market to make sure it is working as it should.So this week FTAdviser reporter Ruby Hinchliffe is joined by David Forsdyke, head of later life at Knight Frank and a former equity release supervisor at the FCA, and Laura Healy, a mortgage and equity release adviser at Fairview Financial.They discuss why the FCA feels it needs to look again at this area, whether the rapid growth of equity release has been the cause of the regulator's concerns and what some of the hallmarks of good equity release advice are.The FTAdviser Podcast is the weekly 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.

Advisers who chose to ignore crypto may have missed the development the market has undergone in recent years, as demand for the assets soared, prompting many regulators to take notice.In this podcast, which is worth 45 minutes of CPD, we will discover how crypto investing has come of age, what trends we are seeing in this market currently, and how advisers might look to position themselves as the regulatory treatment of the assets changes.  Hosted on Acast. See acast.com/privacy for more information.

Mental health is a topic which, in recent years, has come to the forefront of discussion at many businesses for the first time in history. Particularly following a global pandemic, which, for much of us, took a serious toll on our mental states. In 2020/21, work-related stress, depression or anxiety accounted for 50 per cent of all work-related ill health, according to the most recent government figures.This week, to mark Mental Health Week, Ruby Hinchliffe, senior reporter at FTAdviser, spoke to Paul Feeney, Quilter CEO, about what more he thinks the financial industry could be doing to address a growing issue like mental health.The FTAdviser Podcast is the weekly 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.

Financial advice has come a long way over the years, more so after technology during the pandemic has evolved the way we all live. The ability to have everything at the click of a button means clients expectations from financial advisers and firms will be fast moving.Speaking to FTAdviser on this podcast, two experts discuss the ‘Amazonification’ of the client experience and where we are at in the industry.Russell Andrews, global head of advice solutions for SEI's Asset Management distribution team and Heather Hopkins, managing director and founder of NextWealth, explain the role of technology when it comes to the changing demographics of clients in the advice market. The FTAdviser Podcast is the weekly 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.

Britain's housing market is broken and the property bull market could soon turn into a bear, mortgage advisers told FTAdviser in March this year.Eye-watering increases in the cost of living, combined with every-high house prices and wage growth that is low by comparison to both inflation and the rate of house price increases in some parts of Britain, have led advisers to question how sustainable the housing market is at the moment.Speaking to FTAdviser on this podcast, three experts in the field of mortgage advice and property investment, discuss the reasons leading up to the current situation and postulate ways to help fix the market. Geoff Garrett, managing director of Henry Dannell, Samantha Bickford, mortgage & equity release specialist at Clarity Wealth Management, explain the need for some positive policy changes to improve the housing market for borrowers, renters and buy to let investors alike.  Hosted on Acast. See acast.com/privacy for more information.