FTAdviser Podcast

Advice companies, both big and small, have had to change the way they operate because of the coronavirus pandemic and they don't get much bigger than St James's Place. FTAdviser's digital editor Damian Fantato talks to the chief executive of St James's Place, Andrew Croft, about how the UK's largest advice business has changed its practices in light of the coronavirus pandemic and the lockdown. They also discuss whether any of these changes will be permanent and what effects this period will have of the FTSE 100 company's growth ambitions. They also discuss whether the lockdown, and the increasing use of technology, will put pressure on fees.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.

Emerging market equities have historically struggled at times of global uncertainty, as investors move into safe haven assets. But with China on course to become the latest economy in the world later this year and technology changing the shape of emerging market stock markets, cn invstor expect it to be different this time or emerging markets? Joining FTAdviser's special projects editor David Thorpe to discuss the outlook for emerging markets after the pandemic are Nicholas Field, strategist at Schroders, and Mike Coop, investment manager at Morningstar.This special edition of the FTAdviser Podcast, which is the weekly podcast for financial advisers brought to you by FTAdviser.com, is sponsored by Schroders. Hosted on Acast. See acast.com/privacy for more information.

Over the past few months, advice firms have been turned upside down as they attempt to adjust to the lockdown measures put in place to curb the coronavirus and the impact of the crisis on their business. For advisers, platforms were thoroughly in the spotlight. When the coronavirus crisis sent the UK into lockdown and effectively ended face-to-face meetings between advisers and clients for the foreseeable future, this presented an issue for an industry that still relied heavily on wet signatures.The latest FTAdviser Podcast sees reporter Imogen Tew discuss with Andy Bell, chief executive of AJ Bell, and Mark Polson, principal at the Lang Cat, how the platform sector has confronted the pandemic and what it will look like post-Covid.They discuss whether the pandemic has changed adviser expectations about the platforms they use, whether all platforms will make survive the coronavirus and what characteristics a successful platform will need after the lockdown.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 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.