FTAdviser Podcast

FTAdviser
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May 31, 2019 • 13min

Senior managers regime is ‘seismic shift’ for advisers

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Chris Davies, the founder of Model Office, spoke about the upcoming Senior Managers and Certification Regime, which comes into effect in December. He discussed how advisers are getting with preparing for the regime and why he thinks it will lead to a bigger change in the way adviser businesses are run than some people might think. Hosted on Acast. See acast.com/privacy for more information.
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May 24, 2019 • 16min

New syllabus aims to 'relaunch' certified planner status

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Jacqueline Lockie, head of financial planning at the Chartered Institute for Securities & Investment, explains why the body has updated its certified financial planner syllabus and how this will help it reverse the decline in advisers holding this designation. She also discusses how the profession can benefit from large companies such as Lloyds returning to the advice market. Hosted on Acast. See acast.com/privacy for more information.
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May 17, 2019 • 14min

Populism will 'continue to dominate' US markets

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Anna Stupnytska, global economist at Fidelity, and David Thorpe, investment reporter at FTAdviser discuss the outlook for the US including whether or not the Federal Reserve would become more hawkish, the US-China trade war and the impact of the 2020 presidential election. Hosted on Acast. See acast.com/privacy for more information.
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May 10, 2019 • 18min

Webb admits pension freedoms 'a work in progress'

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Sir Steve Webb, former pensions minister and director of policy at Royal London, joins us along with Al Rush, principal at Echelon Wealthcare, to discuss the ups and downs of four years of pension freedoms and their side effects. Hosted on Acast. See acast.com/privacy for more information.
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May 3, 2019 • 19min

Advisers need to work on personalising their service

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Chris Jones, proposition director at Dynamic Planner talks about how Mifid II will change the way advisers do business, whether it will push down charges and what advisers need to bear in mind on capacity for loss. Hosted on Acast. See acast.com/privacy for more information.
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Apr 26, 2019 • 12min

'No light at the end of the tunnel' for Waspi women

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 Maria Espadinha, senior reporter at FTAdviser, talk about the possible solutions for women affected by the state pension age equalisation, a slowdown of life expectancy and its implications, and the expectations for the new Money and Pensions Service. Hosted on Acast. See acast.com/privacy for more information.
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Apr 18, 2019 • 12min

Nutmeg says advice service may lead to pressure on costs

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Lisa Caplan, Nutmeg’s head of financial advice, talks about how the robo-adviser is rolling out its financial advice service, the challenges the company has faced, how this might evolve and what impact it may have on the wider advice market. Hosted on Acast. See acast.com/privacy for more information.
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Apr 12, 2019 • 22min

Stupnytska positive on Europe despite problems

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Anna Stupnytska, global economist at Fidelity, and David Thorpe, investment reporter at FTAdviser, discuss the outlook for the European economy, including Italy’s recession, the slowdown in Germany and where next for the European Central Bank.  Hosted on Acast. See acast.com/privacy for more information.
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Apr 5, 2019 • 10min

Stopford explains effects of populism on investors

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, John Stopford, co-head of multi-asset at Investec Asset Management UK, talks about the effects of the growth of populism and how this might affect investors’ portfolios. He also discussed the “conflicting” messages that markets are sending investors about the direction of the global economy and where he thinks inflation is likely to go. Hosted on Acast. See acast.com/privacy for more information.
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Mar 29, 2019 • 13min

Pace of consolidation will speed up

FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, John Porteous, group head of distribution at Charles Stanley, explains why he expects consolidation to continue and even speed up, and suggests that Brexit has kept a few plans on hold. Mr Porteous also discusses the pros and cons of moving to a vertically integrated structure. Finally, he reveals his plans for his new role at Charles Stanley. Hosted on Acast. See acast.com/privacy for more information.

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