FTAdviser Podcast

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.

The level of dividends available from equities may have been reduced both by the pandemic and structural changes, but investors' angst is likely to be temporary, according to the guests on the latest FTAdviser podcast.Special projects editor David Thorpe was joined by Graham Bishop, chief investment officer at Hartwood, Sam Witherow of JP Morgan Asset Management, and David Keir, global equity fund manager at Saracen to discuss whether inventors would still be able to rely on equity for income.They also discussed whether investors faced a choice, between investing in the few global companies which were growing but paying no dividends, such as big tech companies, or income-paying companies that have little growth. They also explored the role of mid- and small-cap companies and the potential emergence of China as a dividend market.After the break, David was joined by FTAdviser reporter Imogen Tew and digital editor Damian Fantato to discuss some of the week's news.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.

FTAdviser has published the 2020 edition of its Top 100 Financial Advisers, ranking the top firms in the UK, and this week digital editor Damian Fantato spoke to two firms in the top 10 about how they had managed their way through this unusual year and how they had continued to grow.He was joined by Henry Denne, head of financial planning at Punter Southall, and Scott Stevens, head of recruitment and acquisitions at Quilter.They discussed which factors a financial advice firm would have needed to have to get through 2020 successfully and how they had managed to grow despite a global pandemic and a national lockdown.After this they discussed what they had learnt from 2020 that they would carry into 2021 and beyond to help their firm grow and how they envisaged their firms changing during 2021.Then Damian was joined by Financial Adviser editor Simoney Kyriakou and senior reporter Rachel Mortimer to discuss how the Top 100 was put together and what impact the coronavirus pandemic had had on the advice profession.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.

Advisers need to educate their clients that responsible investing is about compromise rather than trying to find a portfolio which exactly matches a particular set of ethical values, according to the guests on the latest episode of the Responsible Investing: The new normal series of podcasts.The series is sponsored by Royal London and in the latest episode, reporter Imogen Tew spoke to Lorna Blyth, head of investment solutions at Royal London, Gareth Mee, sustainable finance consulting partner at EY and Alan Chan, a chartered financial planner at IFS Wealth & Pensions, about how to meet client expectations when it comes to ESG investing.They also discussed what was driving the interest in ethical investing, whether it as a a fad or an actual shift in the way investing was conducted and whether there is a choice between investing ethically and performance.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.

Thousands of younger people in Britain will suddenly come into a lot of money, and they will need help in investing it tax-efficiently and in line with their ethics and values.But if your clients are happy to recommend you to their children and grandchildren, what measures have you put in place to make sure that the advice journey these younger clients start with you will also end with your firm? Will they stay the course or jump ship?And how can you make sure that you capture that audience in that first place? Tim Fassam, director of government relations and policy for Pimfa, Giles Dunning, partner at Stephens Scown, and Shaun Godfrey, head of marketing at St James's Place, discussed these issues with Simoney Kyriakou, editor of Financial Adviser, on the latest FTAdviser podcast.Moreover, the panel urged change within the industry. They called on financial advisers to think harder about how to start attracting into the sector the kinds of staff that will speak to a wider potential demographic of clients. All of this succession planning for the client, they told FTAdviser, would help their own firms: a virtuous circle.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.

The advice industry is constantly evolving, and advisers are continually pushing the norms in order to get to know their clients better and improve the suitability process.Regulators and advisers agree that matching an investment to an investor is underpinned by risk tolerance and financial ability — but can advisers go further to understand the emotional ability of a client to take that risk? Is there a ‘behavioural capacity’ that can determine how a client may interact with their investment portfolio?In this episode, reporter Imogen Tew is joined by Greg Davies, head of behavioural science at Oxford Risk, Alistair Wilson, head of platform strategy at Embark Group and Niall Gunn, managing director at Prosperis 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.

Advisers need to make sure they "strengthen" their suitability processes are for the new world of ESG investing, according to the guests on the latest episode of the Responsible Investing: The new normal series of podcasts.The series is sponsored by Royal London and in the latest episode, reporter Imogen Tew spoke to Ryan Medlock, senior investment development and technical manager at Royal London, and Mark Greenwood, director of compliance services at SimplyBiz, about how the suitability and fact find process will change as a result of increasing expectations from clients and regulators on ESG investing.They also discussed the impact this could have on centralised investment propositions and what action the Financial Conduct Authority would be taking in the future to strengthen rules around the inclusion of ESG considerations into the suitability process.They also discuss the issues advisers face in relation to getting reliable data on ESG funds and greenwashing.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.

Fixing regulatory fees is an urgent issue - but only part of the problem, according to guests on the latest FTAdviser Podcast. The entire system of financial regulation in the UK is "broken" and needs to be fixed with a wholesale, root-and-branch review of the retail financial market and the advisers who serve consumers in this space.Joining Simoney Kyriakou, editor of Financial Adviser, to discuss the issues on this podcast are Gemma Harle, managing director of Quilter Financial Planning, Rob Sinclair, chief executive of the Association of Mortgage Intermediaries; Tim Fassam, director of government relations and policy at Pimfa; and Keith Richards, chief executive of the Personal Finance Society. 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.