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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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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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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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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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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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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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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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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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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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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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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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The latest edition of the FT Adviser podcast looks at the challenges and opportunities associated with creating an income portfolio for clients in today's market conditions. Joining FT Adviser senior investment editor David Thorpe to discuss the topic are Mark Jackson, investment specialist in the multi-asset team at JP Morgan Asset Management, Guy Foster, chief strategist at RBC Brewin Dolphin, and Simon Adler, global equity income fund manager at Schroders.
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This FT Adviser better business podcast looks at the role behavioural economics plays in financial decision making. Behavioural economist Mark Pittaccio and financial adviser Ollie Saiman share their ideas around behavioural biases and how to challenge them. The podcast qualifies for 30 mins CPD
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Social care seems to be slipping further down the government’s agenda as it looks to ‘fix the foundation of the economy, in the words of chancellor Rachel Reeves. But why does social care need to be at the forefront of the discussion and how could the scrapping of the funding deal impact adviser’s conversations with their clients. In this podcast, Alina Khan, senior reporter for FT Adviser, discusses the need for joined-up thinking on social care with Steven Cameron, pensions director at Aegon; Jacqueline Berry, managing director of My Care Consultant ;and Robin Melley, managing director at Matrix Capital Financial Planning.
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After 16 years at the helm of the Association of Mortgage Intermediaries, Rob Sinclair is set to step down. The man who - by his own admission - is partly responsible for the introduction of the retail distribution review has been a familiar figure for advisers for many years. He talks to FT Adviser editor Simoney Kyriakou about advocating for mortgage advisers post-credit crunch, why it is important to create a working climate where you can "debate things" and argue in a powerful and constructive way, and to have a clear, sharp focus on what the outcomes should be.
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Money worries go hand-in-hand with housing vulnerability. And with housing vulnerability often comes difficulty in obtaining meaningful employment - thus perpetuating the vicious cycle. In this podcast, FT Adviser editor Simoney Kyriakou talks about the ongoing problems faced by over a million UK households with Maxine Pritchard MBE. Pritchard led the No Fixed Address campaign at HSBC UK, which will be having its five-year anniversary in November this year. Also on this podcast, FT Adviser intern Fardeen Anan provides a short report outlining the issues facing homeless Britons.
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Service levels among UK insurance companies have dropped significantly over the past few years.
In this latest FT Adviser editor's podcast, which is worth 30 minutes of CPD, Roy McLoughlin, director of strategic partners at Cavendish Ware and member of the Protection Distributors Group, talks to Simoney Kyriakou, editor of FT Adviser, about what needs to change in the sector.
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The rise in the size of private markets, the opportunities and the potential for systemic issues to arise from that size has prompted closer attention
In this latest podcast, FTAdviser deputy features editor Ima Jackson-Obot is joined by Leon Sinclair, an executive vice president at financial data company Preqin to talk about regulation and technology in private markets.
The FTAdviser podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests from the industry to discuss the week in news and pressing industry issues.
Hosted on Acast. See acast.com/privacy for more information.
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Research by consultancy McKinsey has found that, in the case of ethnic and cultural diversity, there is a strong business case for companies whose senior management was more culturally and ethnically diverse. It found that, in 2019, top-quartile companies outperformed those in the fourth one by 36 per cent in profitability, slightly up from 33 per cent in 2017 and 35 per cent in 2014. So how can improved representation boost UK financial services performance and improve outcomes for Britain’s consumers? On this podcast, Atlyn Forde, founder and chief executive of Communicate Inclusively, talks to FT Adviser editor Simoney Kyriakou about her mission to empower organisations to achieve transformative DE&I success through Forde's change-maker programme.
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Offering automated advice alongside a firm's normal proposition can be a good way to attract younger investors, but there are a few things advisers should consider before building and running such a service.
We speak to James Anderson, IFA at Westminster Wealth and CEO of digital advice service AllAdvised and Peter Ridlington, CEO & founder of Ningi, about what it takes for SMEs to offer digital advice.
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