FTAdviser Podcast

In the second episode in a series investigating what the advice profession will look like after the coronavirus pandemic, FTAdviser's digital editor Damian Fantato talks to Lee Hartley, chief executive of Fairstone, and Paul Morrish, a director at Succession, about whether the rate of consolidation in the financial advice market will be affected by the pandemic and lockdown. They also discuss the long-term impact on valuations, whether the number of companies with an acquisitive appetite will go up or down and whether it will change the way deals are done. The FTAdviser Podcast is a weekly podcast for financial advisers brought to you by FTAdviser. Hosted on Acast. See acast.com/privacy for more information.

In the first in a series investigating what the advice profession will look like after the coronavirus pandemic, FTAdviser's digital editor Damian Fantato talks to Mark Scanlon, chief executive of Tenet, and John Cowan, executive chairman of Sesame Bankhall Group, about how networks will be different when they emerge from the pandemic. They discuss whether the expectations of appointed representatives will be any different after lockdown, the growing importance of technology as part of a network's offering and how demand for network membership will be affected. The FTAdviser Podcast is a weekly podcast for financial advisers brought to you by FTAdviser. Hosted on Acast. See acast.com/privacy for more information.

Advisers are continuing to make basic errors in their record keeping which needs to be addressed before they can improve their defined benefit transfer advice, according to guests on the FTAdviser Podcast.In this week's episode, reporter Amy Austin talks to Alistair Cunningham, financial planning director at Wingate Financial Planning, and Rory Percival, regulatory expert, to discuss what mistakes advisers are making when it comes to defined benefit transfer advice and how the Financial Conduct Authority’s new policies will help to address this.They also touched on what the FCA's new rules will mean for the advice profession and the effectiveness of the regulator's action on DB transfers.The FTAdviser Podcast is a weekly podcast for financial advisers brought to you by FTAdviser. Hosted on Acast. See acast.com/privacy for more information.

In this fourth and final episode of Responsible Investing: The New Normal, the FTAdviser Podcast series sponsored by Royal London, special projects editor David Thorpe examines whether the responsible investment universe has evolved enough in recent years to allow advisers to build genuinely diversified portfolios.He is joined by Ryan Medlock, Royal London's senior investment development and technical manager, and Minesh Patel, a chartered financial planner at EA Financial Solutions, to discuss how responsible investment portfolios can be adjusted for clients of different risk appetites and what role responsible investments can play in an income portfolio.The FTAdviser Podcast is the podcast for financial advisers brought to you by FTAdviser. Hosted on Acast. See acast.com/privacy for more information.

Action taken by central banks during the coronavirus crisis "challenges the fundamental building blocks" of diversification and balanced portfolios, according to the guests on the latest episode of the FTAdviser Podcast.FTAdviser's special projects editor David Thorpe was joined by Iain Stealey, chief investment officer for international fixed income at JP Morgan Asset Management, James Klempster, investment director at Momentum Global Investment Management, and Alex Chartres, who jointly runs the Ruffer Total Return fund, to discuss the state of the fixed income market.They discussed the effects on correlation and diversification of action by central banks to keep economies going during the coronavirus crisis, as well as whether bonds remain an income investment in light of their prices having risen sharply.The FTAdviser Podcast is a weekly podcast for financial advisers brought to you by FTAdviser. Hosted on Acast. See acast.com/privacy for more information.

In this third episode of Responsible Investing: The New Normal, the FTAdviser Podcast series sponsored by Royal London, special projects editor David Thorpe examines the impact recent regulatory changes have had on the future of responsible investment funds.He is joined by Ryan Medlock, senior investment development and technical manager at Royal London, and Steve Kenny, commercial director at consultancy firm Square Mile Research, to discuss how Mifid II requirements around suitability, and a range of requirements around disclosures which have been introduced at EU level will impact the responsible investment market in the future.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 spread of the coronavirus and the lockdowns which it triggered have seen advisers working from home in huge numbers. This has meant relying on technology to do work which was previously done face-to-face. This means video conferences, e-signatures, digital documents and client portals. But how can advisers get this right? FTAdviser's digital editor Damian Fantato discusses how advisers have handled the transition, the regulatory burdens of technology and what the future has in store with Daniel Harrison, chief executive of True Potential, and Russell Andrews, head of solutions at SEI.The FTAdviser Podcast is a weekly podcast for financial advisers brought to you by FTAdviser. Hosted on Acast. See acast.com/privacy for more information.

In the second episode of Responsible Investing: The New Normal, an FTAdviser Podcast series sponsored by Royal London, special projects editor David Thorpe examines the recent strong performance of responsible investment funds.Along with his guests, Adrian Lowcock of Willis Owen and Lorna Blyth of Royal London, he discuss the unique nature of the current economic slowdown and how companies which were perceived to have helped society when the pandemic was at its height, have seen their public image and share price benefit.The FTAdviser Podcast is the podcast for financial advisers brought to you by FTAdviser.com. Hosted on Acast. See acast.com/privacy for more information.

Investing is democratic and fair, right? Not quite, experts have claimed. Younger investors, those with lower amounts to invest and those just starting out on their investment journeys are often stymied by outdated systems, heavy prospectuses and financial jargon.Addressing these issues is key to making investment more democratic and helping a new generation become financially independent.  This week Simoney Kyriakou, editor of Financial Adviser, discusses how fintech and financial literacy can help revolutionise investing and make it a truly democratic process with Ruth Wandhofer, a senior investor in fintech for Gauss Ventures, Michael Kent, from digital money transfer firm Azimo and Anand Sambasivan, chief executive of PrimaryBid.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.

In the first episode of Responsible Investing: The New Normal, an FTAdviser Podcast series sponsored by Royal London, special projects editor David Thorpe looks at many of the themes that will be central to the world’s response to the Covid-19 pandemic and finds that many of these are already being looked at by responsible investment funds.Ashley Hamilton Claxton, head of responsible investing at Royal London Asset Management, explains how health care and automation are some of the themes being examined by responsible investment funds, while Tom Sparke, investment director at GDIM, a discretionary fund management firm in Cambridge, discusses how technology exposure impacts his choice of responsible investment funds.The FTAdviser Podcast is the podcast for financial advisers brought to you by FTAdviser.com. Hosted on Acast. See acast.com/privacy for more information.