FTAdviser Podcast

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.

Emerging markets may be considered less risky to invest in now, compared with the past, but they face a number of headwinds.Borrowing to tackle the pandemic has left many facing sovereign debt worries.Additionally, China continues to be a drag on the EM investment sector, exacerbated by its zero-Covid policy.In this special edition of the FTAdviser Podcast, sponsored by Schroders, deputy features editor Ima Jackson-Obot speaks to David Rees, senior emerging markets economist at Schroders, and Daniel Casali, chief investment strategist at Tilney Smith & Williamson, to talk about the outlook for emerging markets post-Covid and whether it is their time to shine.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.

Reforming networks’ appointed representative models is high on the Financial Conduct Authority’s agenda this year, and it’s been a subject of much controversy since the publication of the watchdog’s consultation in March.According to the FCA, networks generate between 50 and 400 per cent more complaints and supervisory cases on behalf of themselves and their members than firms which are not networks.This led the watchdog to conclude more issues arise from principals and ARs than they do from directly authorised firms. Hence, it deemed a change to the AR regime - introduced back in 1986 - was needed.The FCA has said under new reforms, it would require networks to self-assess each member firm on an annual basis. Adviser trade body Pimfa has since said this will turn networks into “nothing more than extremely well-paid human resources consultants”.Ruby Hinchliffe, Senior Reporter at FTAdviser, spoke with Rory Gravatt, head of distribution and product strategy at Altus, and a former employee of Sesame Bankhall Group and Tenet, which operate AR models, to understand how networks will grapple with these changes.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.

Rising inflation and interest rates mean 2022 started with heightened volatility, which has not let up since.So what does this mean for investors?This week, FTAdviser contributing editor David Thorpe is joined by Peter Fitzgerald, total return fund manager at Aviva Investors and Peter Doherty, fixed income investor at Sanlam, to discuss how then are approaching the issue.They discuss how sure we can be that assets will perform as they have in the past and that correlations that have been there in the past will be again and whether investors should view periods of heightened volatility as an opportunity or hunker down to preserve capital.They also discuss whether the turmoil has created any cheap asset classes.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.

Platforms have reached another inflection point. Most, if not all, major advised platforms have upgraded their technology now, as the calls from advisers grow louder for better integration and more easily attainable routes to data. This means platforms, theoretically, have the tools they need now to truly start innovating for advisers. Meanwhile, a number of customised platform providers have emerged - all offering slightly different services - but the onus being generally the same, which is to encourage advice firms to invest more money and time in technology, and take on more risk, by owning their own platform.Hosted by Ruby Hinchliffe, Senior Reporter at FTAdviser, this podcast explores the benefits and drawbacks of both models. Guests include Andrew Back, chief commercial officer at Multrees, and David Tiller, commercial and propositions director at Quilter.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.