FTAdviser Podcast
FTAdviser
FTAdviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profession will develop and grow. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.
Episodes
Mentioned books
Jun 14, 2019 • 16min
Mifid II rules are ‘rippling’ around the globe
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Daniel Schlaepfer, president and chief executive of Canadian trading firm Select Vantage discusses the effects Mifid II is having on businesses around the globe and explains how he thinks it will impact regulation in countries such as the USA. Hosted on Acast. See acast.com/privacy for more information.
Jun 7, 2019 • 14min
British Steel debacle 'is just starting'
The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Alastair Rush, principal at Echelon Wealthcare, who has been involved in helping steelworkers who were mis-sold in transferring out their pensions, spoke about how more cases will continue to surface. He was joined by Sir Steve Webb, former pensions minister and director of policy at Royal London, who also discussed the regulators role in the debacle, and the effect of the case on financial advisers. Hosted on Acast. See acast.com/privacy for more information.
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.
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.
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.
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.
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.
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.
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.
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.
