FTAdviser Podcast

With advisers considering how to make their businesses last not just for their own lifetimes but also for succeeding generations, having a clear-cut plan to pass the baton is a business necessity.Even more than that, it is becoming a regulatory imperative for business owners to define and clarify how their clients will be handed on to the next generation of financial advisers, whether that is selling the firm or keeping it independent.This week, Keith Richards, chief executive of the Personal Finance Society, and Paul Morrish, main board director of Succession Holdings, talk to Financial Adviser editor Simoney Kyriakou on the dos and don'ts of succession planning for advisory firms.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 latest edition of the FTAdviser Podcast, senior reporter Amy Austin is joined by Claire Trott, head of pensions strategy at St James’s Place and Tim Morris, independent financial adviser at Russell & Co, discuss the effect Covid-19 has had on pension industry, including how advisers and providers have had to change their processes to handle social distancing and the growing use of technology. 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 latest episode of the FTAdviser podcast, special projects editor David Thorpe is joined by Andrew Bell, chief executive of the Witan Investment Trust, Sunil Krishnan, multi-asset investor at Aviva Investors, and Jamie Ward, manager of the Crux UK fund to discuss the outlook for UK-listed companies amid the coronavirus pandemic. They discussed the outlook for inflation and interest rates, the effect this would have on whether growth stocks continue to outperform against value, and which segment of the market they think will perform best in the coming months and years. 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 latest episode of the FTAdviser podcast, special projects editor David Thorpe is joined by Rathbones David Coombs, and David Conlon of GCP to discuss the outlook for real assets. Real assets are investments that are backed by physical holdings, such as infrastructure, property or gold. Many of those assets are owned by investors with a defensive outlook, and replace bonds in a portfolio. The income streams of many are also linked to inflation. 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 the national lockdown continues the latest socially-distanced edition of the FTAdviser Podcast looks at the impact of the coronavirus on advisers as individuals, businesses and as part of a wider industry. We also hear about the knock-on-effect the pandemic has had on an already hardened professional indemnity insurance market. Rachel Mortimer, senior reporter at FTAdviser, discusses 85-year-old "Zooming" clients and how advisers have responded to the logistical and financial challenges of the pandemic with 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. Hosted on Acast. See acast.com/privacy for more information.

Can Chinese demand provide a boost for the world in lockdown? and what effect will the lower oil price have on the investment case for those markets? In the latest edition of the FTAdviser Podcast, Liontrust global equity manager James Dowey, JP Morgan market strategist Hugh Gimber, and Andrew Ness, portfolio manager on the Templeton Emerging Markets Investment Trust, discuss the outlook for emerging markets in a world coping with the Covid-19 crisis. 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.

With reports that more advisers than ever have been researching funds with Square Mile sustainability ratings, and indications that performance of environmental, sustainable and governance-specific funds have outperformed their peers during the first few months of this year, it is worth asking whether ESG funds have come into their own right. Speaking with Financial Adviser editor Simoney Kyriakou on this podcast is Stephanie Maier, director of responsible investment at HSBC Global Asset Management, and Ryan Lightfoot-Brown, senior research analyst at Chelsea Financial Services. 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, clients and journalists are all stuck at home. Many will have worries about their health, their jobs, their families and friends. Following the recent market falls, can behavioural finance help advisers lead their clients through these troubled times without causing them more anxiety and without encouraging them to make bad decisions? Damian Fantato, digital editor of FTAdviser, discusses the best way to communicate with clients, the suitability process and understanding financial personalities with Greg Davies, head of behavioural finance at Oxford Risk, and Sarb Chahal, a financial planner at Sanlam. 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 advisers get used to working from home, the latest socially-distanced edition of the FTAdviser Podcast looks at how this could affect the service they offer and how advisers can turn it into a positive by working on their business rather than just in it. Damian Fantato, digital editor of FTAdviser, discusses video calls, paperless processes and where this will lead with Adam Owen, president of the Personal Finance Society and director of NextGen Planners, and Alasdair Walker, a chartered financial planner at Handford Aitkenhead & Walker. The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. The next episode will be released on April 17, 2020 - after the Easter break. Hosted on Acast. See acast.com/privacy for more information.

The FSCS levy — and the burden it places on advisers — is a controversial topic, with the latest levy hike landing landing a total bill of £635m on advisers and providers for 2020-21. This week Imogen Tew, investment reporter at FTAdviser, looks into the problems and potential solutions with Ian Cornwall, director of regulation at adviser trade body Pimfa, and Tim Harvey, director at HR Independent. 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.