FTAdviser Podcast

FTAdviser Podcast

FTAdviser

FTAdviser.com is the Financial Times’ specialist title dedicated to the UK financial intermediary market.

31 minutes 46 seconds

What has been getting under advisers' skin this year?

One of the places advisers and brokers love to discuss the big issues that are affecting them and their clients is on the Cherry Forum. Joining FT Adviser editor Simoney Kyriakou on the latest Editor's Podcast, Silas Lees, founder of WiggyWam and sales director for the Cherry Forum, talks about service, technology and mental health: three huge topics advisers have been discussing over 2024.
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22 November 2024, 10:37 am
26 minutes 5 seconds

How Labour's Budget has changed financial planning

It's been two weeks since Rachel Reeves's first Budget as Chancellor and already financial advisers are adapting their strategies.
Carmen Reichman speaks to advisers Ollie Saiman, lain McLeod and lan Cook about how they are responding to Labour's many tax changes.

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15 November 2024, 8:00 am
26 minutes 33 seconds

What does the FCA’s consolidation review mean for advisers?

The Financial Conduct Authority is reviewing consolidation in the financial advice market and has sent a portfolio letter to advisers. But what could the consolidation review entail, when will we see the outcomes of the FCA's ongoing advice review, and how can the FCA work better with advisers in these areas?

Amy Austin, news editor at FT Adviser, discusses the regulator's latest push with Rachel Harte, co-founder and director of Money First Aid, and Simon Harrington, head of public affairs at Pimfa.

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8 November 2024, 10:09 am
22 minutes 14 seconds

The Budget's effect on business and savers

Labour's first Budget in 14 years was “long” and “targeted”, according to this week's guests Caroline Le Jeune, private client tax partner at RSM UK, and Claire Trott, divisional director for retirement and holistic planning at SJP. They discuss the impact the budget would have on people's finances and why the government might have failed to consider 'behavioural change'.
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1 November 2024, 12:39 pm
23 minutes 45 seconds

Should you own a specialist tech fund?

The latest edition of the FT Adviser podcast explores the case for investing in technology stocks right now, and whether the best way to do this is via a dedicated technology fund.

Joining FT Adviser senior investment editor David Thorpe to discuss the topic are Mark Hawtin, who runs the Liontrust Global Alpha fund, Fahad Hassan, chief investment officer at Albemarle Street Partners, and Alex Illingworth founder and fund manager at Goshawk Asset Management.

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25 October 2024, 9:27 am
29 minutes 34 seconds

Small asset managers need level regulatory playing field

The operating environment for smaller asset managers is challenging, in particular when it comes to regulation.
In this edition of the FT Adviser editor's podcast Simoney Kyriakou speaks to Dani Hristova, CEO of the Independent Investment Management Initiative, about the importance of boutique investment firms and what needs to happen for them to have a level playing field.

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18 October 2024, 11:24 am
19 minutes 17 seconds

What business leaders can learn from sports psychology

From lessons in team management to strategies for overcoming adversity, an awareness of sports psychology can be beneficial when running an advice business, says behavioural scientist Mark Pittaccio. In this episode of the FT Adviser better business podcast he explains what advisers can learn from the field of sports.
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16 October 2024, 10:42 am
25 minutes 10 seconds

Talking to clients about sustainable investing

The rules around advising on sustainable investments are changing as the FCA is introducing its SDR regulation. But how do advisers tackle the topics of sustainability and ESG investing with their clients?
FT Adviser's Amy Austin speaks to Toby Band, financial planning director at First Sentinel Wealth, and Kate Elliot, head of ethical, sustainable and impact research at Greenbank Investments, to find out.

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11 October 2024, 8:33 am
21 minutes 38 seconds

The personality traits of successful advisers

Advisers are often portrayed as foot-in-the-door insurance salesmen. But this is misleading, says behavioural scientist Mark Pittaccio, who led a study into the personality traits of advisers. What he found raised some eyebrows at the university.
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3 October 2024, 11:08 am
23 minutes 40 seconds

Preparing for the FCA's protection review

The Financial Conduct Authority has announced a review into the protection market, which will examine how products are sold and the use of commission arrangements. This podcast hears from industry experts Ian McKenna and Alan Lakey about what the industry must do next.
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27 September 2024, 10:08 am
31 minutes 57 seconds

Will tech stock dividends change income investing strategies?

A number of mega tech stocks earlier this year announced their first ever dividend payouts, joining a growing number of smaller tech stocks. What will this mean for income investing strategies?
In this latest Talking Point podcast, FT Adviser deputy features editor Ima Jackson-Obot is joined by Joris Franssen, head of the dividend and value team at Van Lanschot Kempen and Daniel Haydon, manager – research analyst at Morningstar.
The FT Adviser podcast is the podcast for financial advisers, brought to you by FT Adviser. Each week, FT Adviser is joined by guests from the industry to discuss the week in news and pressing industry issues.

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20 September 2024, 10:39 am
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