FTAdviser Podcast

Few people will look back fondly on 2020, but amid the panic and the pandemic there were many important lessons - both personal and financial.Joining Simoney Kyriakou, editor of Financial Adviser, on the final FTAdviser Podcast of 2020 are four panellists from a cross-section of the financial services industry: pensions, protection, mortgages and investments.They talk about the way in which their sectors have reacted to and met the challenges of 2020, and what lessons consumers and market practitioners can learn from this year and take into 2021.The panellists are: Kathryn Knowles, managing director of Cura Financial Services; Keith Ashworth-Lord, founder of Sanford deLand Asset Management; Andrew Montlake, managing director of Coreco Mortgages; and Helen Morrissey, pensions specialist at Royal London.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.

There has been a raft of mergers and acquisitions in the asset management and platform space as waves of consolidation continue to grip both markets.In the asset management sector, major names like Jupiter and Merian have come together, while adviser platforms continue to be snapped up by big asset managers and private equity firms alike.Both industries are experiencing a downward pressure on fees and many firms within the market have seen a difficult year as assets under management tumbled in March as global markets crashed.So, what does the future hold for these cornerstones of adviser interactions?In this episode, reporter Imogen Tew is joined by Ben Yearsley, investment consultant at Fairview Investing, and Mike Barrett, consultant at the Lang Cat to discuss the trend and what it means for advisers.Then Imogen talks about the headlines of the week with fellow reporters Rachel Mortimer and Chloe Cheung.The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. Hosted on Acast. See acast.com/privacy for more information.

Providing first-class service to clients has been a challenge during 2020 as the pandemic unfolded - but that doesn't mean it has been impossible.Technology and communication were two of the most crucial elements to ensuring top-class client and adviser service, according to the panellists taking part in the Financial Adviser Service Awards 2020 podcast - which is sponsored by More2life.Simoney Kyriakou, editor of Financial Adviser, was joined by Stuart Wilson, corporate marketing director at More2life, Verona Kenny, managing director of intermediary for Seven Investment Management, and Jamie Smith, partner at Foster Denovo to discuss the way service provision has changed during 2020.They discussed how they had updated their processes to make sure service levels didn't drop as the pandemic spread and the UK went into lockdown and how client expectations had changed over the course of the year.The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. Hosted on Acast. See acast.com/privacy for more information.

The coronavirus crisis has created a "perfect storm" in which scammers can target victims distanced from their support network, according to the guests on the latest edition of the FTAdviser Podcast.This week reporter Rachel Mortimer talks to Myron Jobson, personal finance campaigner at Interactive Investor, and Simon Harrington, senior policy adviser at Pimfa, about the targets scammers have spotted during the pandemic, why social distancing can hamper attempts to stop scams and what advisers can do to protect their clients and their businesses.Then, Rachel talks to reporters Amy Austin and Imogen Tew about the spending review and the FSCS levy.The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. Hosted on Acast. See acast.com/privacy for more information.

The outcome of this year's US presidential election is now a little clearer, but with a pandemic still raging and a trade war between China there is plenty for an incoming Biden administration to address - and plenty of unknowns for investors.In this special edition of the FTAdviser Podcast sponsored by Schroders, special projects editor David Thorpe talks to Keith Wade, chief economist at Schroders, Paul O'Connor, multi-asset fund manager at Janus Henderson, and Stephen Bell, managing director of global macro at BMO Global Asset Management, about the outlook for investors.They discuss whether the potential for a trillion dollar stimulus at a time of low interest rates could lead to expectations of higher inflation and a rotation into value stocks, if the new administration's attitudes towards trade policy will boost the global economy and whether this could lead to a weaker dollar, leading global equities to outperform.They also consider whether the premium awarded to US equities on the basis American politicians were seen as more market friendly than others remains valid.The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. Hosted on Acast. See acast.com/privacy for more information.

Tax planning forms a fundamental part of the financial advice process, from tax efficient investing to gifting and inheritance tax arrangements.And with chancellor Rishi Sunak facing nearly a £400bn shortfall due to the coronavirus crisis, many are expecting tax hikes as early as next year with the capital gains structure already in the crosshairs.So, what effect has the pandemic had on tax planning, and what does the future look like for advisers going forward?In this episode, reporter Imogen Tew is joined by Georgina Partridge, adviser at Plutus Wealth Management, Steve Carlson, director at Carlson Wealth Management and Nick Bird, senior business development manager at Octopus Investments to discuss the possibilities.Then Imogen talks about the headlines of the week with fellow reporters Rachel Mortimer and Amy Austin.The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. Hosted on Acast. See acast.com/privacy for more information.

As people live longer, advisers are not only having to figure out how to fund their clients' ever-longer retirements, but also address the possibility of having to fund the rising cost of social care.Government's of different colours have made several aborted attempts to help people fund their care needs but none have made it into reality. Last year prime minister Boris Johnson promised to fix social care "for once and for all" but no plans have been forthcoming.So in this week's episode, reporter Amy Austin talks to Tracy Crookes, an adviser at Quilter Private Client Advisers and Graham Duffy, care specialist at Just Group, about how advisers can plan for social care costs given the uncertainty of whether there will be reform in the future and how advisers ought to adapt as demand for advice in this area grows.Then, she talks to reporters Imogen Tew and Rachel Mortimer about some of this week's headlines.The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. Hosted on Acast. See acast.com/privacy for more information.

Environmental, social and governance Factors are being applied across preexisting portfolios and new funds and trackers are being created along ESG lines.But how far do the E, the S and the G go in determining what is a good investment, and what is merely a good ambition?What really makes it worthwhile for an adviser or investor in interrogating what the ESG credentials of a fund or stock really are?Joining Simoney Kyriakou, editor of Financial Adviser on the FTAdviser Podcast to discuss these issues are: Adam Robbins, senior investor relationship manager in the UK for Triodos Investment Management; Delyth Richards, head of Kleinwort Hambros' client solutions group, and Angus Parker, head of developed equities & global equity climate change fund manager, HSBC Global Asset Management. The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com. 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.

While negativity about the economy haunts the valuations at which most UK equities trade, there are opportunities further down the market cap scale, according to the guests on the latest FTAdviser podcast.This edition of the Talking Point podcast, sponsored by Schroders, saw special projects editor David Thorpe joined by Hugh Gimber, global market strategist at JP Morgan Asset Management, Bill Casey and Nick Kissack, from the UK equity team at Schroders and Duncan McInness of Ruffer to discuss the outlook for the UK market.They also discussed whether the high levels of government debt being racked up during the coronavirus crisis would affect equity investors, whether the FTSE 100 was now best thought of as an income investor's index, and what impact the value of sterling would have on investors.The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com. 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.

While politicians and lawyers argue over the results of the US presidential election, investors thoughts are already turning to what this wrangling is likely to mean for markets in the medium and long term. In this edition of the FTAdviser podcast, special projects editor David Thorpe is joined by Mikhail Zverev, head of global equities at Aviva Investors, Jeremy Thomas, head of global equities at Sarasin, and Ed Smith, head of asset allocation research at Rathbones, to discuss what the election means for markets in 2020 and beyond.They discussed the impact of the results - which indicate a Joe Biden presidency but with Republicans retaining control of the Senate - on a potential coronavirus stimulus package, and which stocks were likely to benefit and be disadvantaged by both the result, and the uncertainty the election itself has created.The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com. 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.