FTAdviser Podcast

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In the first episode of the year, the Personal Finance Society's director of policy Matthew Connell, and chartered financial planner Darren Cooke discuss what advisers can expect in 2020 and the coming decade. Mr Connell said this year might see adviser liabilities addressed, while Mr Cooke discussed the growing importance of financial wellbeing for advisers. Hosted on Acast. See acast.com/privacy for more information.

Yesterday, the UK headed to the polls in a momentous election set to decide the course of the country over the next five years.Voters overwhelmingly backed the Conservative party, which is up nearly 50 seats, and its leader Boris Johnson will now govern with a majority of at least 78 MPs in the House of Commons.In the manifesto, the Tories pledged to find a social care solution, tackle pension tax issues and up the national insurance threshold to help lower earners, but what does a Conservative majority mean for investors and the markets?The latest FTAdviser Podcast sees Leigh Himsworth, manager of the Fidelity UK Opportunities fund, and Shamik Dhar, chief economist at BNY Mellon Investment Management, discuss the possibilities. Hosted on Acast. See acast.com/privacy for more information.

The policies of quantitative easing and record low interest rates make it very difficult for advisers and clients to understand the risks they are taking when making an investment, according to the guests on the latest FTAdviser podcast. Bertie Dannatt, investment director at Ruffer said: “The policies that central banks have used to stimulate markets since the financial crisis have definitely pushed up the prices of bonds, shares and property as it has been a rising tide lifts all boats effect.”His fellow guest Jordan Shriharan, of Canaccord Genuity Wealth agreed, saying, “the policies have basically put an artificial floor on bond yields, and that effects the price of so many other assets.” Hosted on Acast. See acast.com/privacy for more information.

Over the past few years, concerns have been raised that advisers are at risk of missing out on a generational windfall by failing to service the young people likely to inherit their current client’s wealth. The latest FTAdviser Podcast examines how IFAs can tackle to situation and whether it is a pitfall or an opportunity for the sector. Guests Tom Selby, senior analyst at AJ Bell, and Tracy Crookes, chartered financial planner 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.

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Michael Pashley, group training and knowledge director at SimplyBiz, and Ian Cornwall, director of regulation at adviser trade body Pimfa, discuss what advisers need to do as next month's deadline for the senior managers and certification regime looms, and what will happen after that passes. 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, investment reporter David Thorpe talks to Simon Edelsten, global equity manager at Artemis, and Wayne Berry, investment manager at Brewin Dolphin, about the outlook for global equities and how to build a global portfolio. Hosted on Acast. See acast.com/privacy for more information.

Platforms have made headlines over the past few years as the need for upgrades and differentiation as well as botched replatformings and consolidation in the market have kept platform issues in the spotlight. The latest FTAdviser Podcast examines how the platform space will evolve and whether the future of platforms is customisation. Guests Mark Polson, principal at consultancy The Lang Cat, and Sam Handfield-Jones, co-head of Seccl Technology for Octopus Investments 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.

In this week's podcast we will be discussing with our guests: Pete Glancy, head of policy, Scottish Widows and Mike Lacey, partner, Bowmans Pension Consulting about the pensions advice allowance, which allows defined contribution pension scheme members to withdraw £500 a year tax-free from their pot, up to three times in their life, to pay for advice. We will also look at what providers should do to promote this feature and why savers are still wary of financial advisers. 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 Ilan Chaitowitz, co-manager of the Nomura Global High Conviction fund, and Minesh Patel, a chartered financial planner at EA Financial Solutions, discuss why the growth style of investing has done so well recently, whether value is set for a comeback and what advisers should do about it. Hosted on Acast. See acast.com/privacy for more information.

The recent strong correlation between the performance of equities and government bonds is driving investors into alternative assets, according to the guests on this week’s FTAdviser Podcast. Minesh Patel, financial adviser and director of EA Financial Solutions, and Ian Rees, multi-asset fund manager at Premier, have both become more interested in alternative investments in a world where bond yields are low and equity valuations look high. We discuss the different drivers that impact the market in alternative assets, the different way of accessing those assets, and where the opportunities lie.  Hosted on Acast. See acast.com/privacy for more information.