FTAdviser Podcast

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.

This week many advisers - and the journalists at FTAdviser - started working from home as Covid-19 spread across the globe. But working patterns weren't the only thing affected. Markets were sent tumbling, prompting unprecedented action by the Bank of England and HM Treasury. Imogen Tew, investment reporter at FTAdviser, looks into how advisers have been affected by this with Mike Barrett of the Lang Cat consultancy firm and Steve Kenny of Square Mile Investment Consulting & Research. 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.

This week chancellor Rishi Sunak delivered his first Budget - the first since Brexit and the first since 2018. It took place against a background of market turmoil, oil price wars and the spread of the coronavirus. So what can advisers take away from this year's Budget? Damian Fantato, digital editor of FTAdviser, tries to find out with Fiona Tait, technical director of Intelligent Pensions, and Quentin Holland, a partner at advice firm The Private Office. 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.

Despite persistent client fears about valuations, the US equity market has hit numerous record highs, driven largely by technology stocks. In the latest episode of the FTAdviser Podcast, investment reporter David Thorpe is joined by Julian Cook and Eric Papesh, US equity managers at T Rowe Price, and Nathan Sweeney, multi-asset manager at Architas, to discuss the long-term drivers of returns in the US market.This edition of the FTAdviser Podcast is sponsored by T Rowe Price and listeners of this week's episode can claim 30 minutes of CPD by completing the multiple choice quiz on FTAdviser. Hosted on Acast. See acast.com/privacy for more information.

The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com. Each week, FTAdviser is be joined by guests from the industry to discuss the week in news and pressing industry issues. With reports estimating that 60 per cent of the nation's wealth will be in the hands of women by 2025, coupled by ongoing issues over gender-related pensions and savings gaps, how can financial advisers meet these challenges to help secure a better financial future for female clients? Speaking with Financial Adviser editor Simoney Kyriakou on this podcast is Emma Hughes, communications director for the Personal Finance Society and the Chartered Insurance Institute; Emma Morgan, portfolio manager for Morningstar; and Helen Morrissey, pensions specialist for Royal London. Hosted on Acast. See acast.com/privacy for more information.

The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com. Each week, FTAdviser will be joined by guests from the industry to discuss the week in news and pressing industry issues. Although sentiment has turned more positive towards UK equities since the general election, a combination of high dividend yields and still low valuations compared to many other markets means there is plenty more room for UK equities to rise. In this week's episode investment reporter David Thorpe talks to Mike Bell, global market strategist at JP Morgan Asset Management, and Job Curtis, who runs the £1.8bn City of London investment trust, to discuss where opportunities can be found in the UK market. Hosted on Acast. See acast.com/privacy for more information.

The FTAdviser Podcast is the weekly podcast for financial advisers, brought to you by FTAdviser.com. In this week's episode Tom Selby, senior analyst at AJ Bell, and Krupesh Kotecha, financial planner at Balance Wealth Planning, discuss what impact pension freedoms have had on the industry and consumers five years on, as well as how advisers have benefited from this rule change.Each week, FTAdviser is be joined by guests from the industry to discuss the week in news and pressing industry issues.To listen to the full podcast, click on the link above.FTAdviser podcasts are available on Acast and are also now available to download on iTunes.    Hosted on Acast. See acast.com/privacy for more information.

Awareness around financial wellbeing has steadily increased over the past few years, and the effect of poor financial health on a person’s overall wellbeing has been well documented.But how can advisers improve their client's financial wellbeing? And what has driven the increased popularity of the concept among advisers over the past few years?The latest FTAdviser podcast sees Chris Budd, founder and chairman at the Initiative for Financial Wellbeing, and Tracy Crookes, an adviser at Quilter Private Client Advisers discuss the possibilities.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.