FTAdviser Podcast

As advisers get used to working from home, the latest socially-distanced edition of the FTAdviser Podcast looks at how this could affect the service they offer and how advisers can turn it into a positive by working on their business rather than just in it. Damian Fantato, digital editor of FTAdviser, discusses video calls, paperless processes and where this will lead with Adam Owen, president of the Personal Finance Society and director of NextGen Planners, and Alasdair Walker, a chartered financial planner at Handford Aitkenhead & Walker. The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. The next episode will be released on April 17, 2020 - after the Easter break. 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 Fiona Frobisher, head of policy at The Pensions Regulator, discusses the new defined benefit pension transfer template, and what the further changes to this space can be expected. Hosted on Acast. See acast.com/privacy for more information.

A combination of factors has been bringing down fees and charges in the investment management industry, meaning advisers' clients should be getting better value for money. So what represents good value when it comes to helping clients build an investment portfolio? Nick Watson, a portfolio manager on the UK-based multi-asset team at Janus Henderson, and Rory Maguire, managing director of Fundhouse, join FTAdviser to discuss what value for money looks like to clients. Hosted on Acast. See acast.com/privacy for more information.

Many people retiring now can expect to live another 20, 30 or even 40 years. How can those approaching retirement ensure they do not run out of money if they live longer than expected? Nick Watson, a portfolio manager on the UK-based multi-asset team at Janus Henderson, and Ryan Hughes, head of active portfolios at AJ Bell, join FTAdviser to discuss the importance of income in retirement. Hosted on Acast. See acast.com/privacy for more information.

An allocation to alternatives is now considered a core part of investment portfolios. James de Bunsen, portfolio manager in Janus Henderson's UK-based multi-asset team, and Mike Coop, head of multi-asset portfolio management at Morningstar Investment Management, talk to FTAdviser about alternative investments. Hosted on Acast. See acast.com/privacy for more information.

Should all investors be taking environmental, social and governance factors into consideration when choosing funds for their portfolios? Dean Cheeseman, portfolio manager in Janus Henderson's UK-based multi-asset team, and Adrian Lowcock, head of personal investing at Willis Owen, join FTAdviser to talk about sustainable investing drivers. Hosted on Acast. See acast.com/privacy for more information.

To generate income, multi-asset fund managers are increasingly using greater blends of asset classes, including infrastructure and property, experts have stated.Dean Cheeseman, portfolio manager in Janus Henderson's UK-based multi-asset team, and Darius McDermott, managing director for Chelsea Financial Services, spoke with FTAdviser about the sort of strategies being used to generate income. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FT Adviser podcast deputy news editor Sonia Rach speaks to Colin Morris, investment manager at Parmenion and Daniel Parkinson, founder of The Bitcoin IFA, to discuss the FCA's recent changes to retail consumer access to crypto exchange traded notes, what this means for safeguarding and how the UK aligns with other European financial centres. Hosted on Acast. See acast.com/privacy for more information.

The most significant aspect to think about when investing in private markets is the length of time a client is able to hold the asset, according to Joan Solotar, global head of Blackstone Private Wealth.Speaking with features editor Melanie Tringham, Solotar outlines her views on private markets and how retail investors should think about them, looking at time spent holding assets, how they perform and what place they should hold in one's portfolio. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FT Adviser podcast Unum CEO Mark Till joins senior reporter Tom Dunstan to discuss employee benefits, how they have changed over recent years, and what could happen to them in the future. Hosted on Acast. See acast.com/privacy for more information.

Mortgage brokers and advisers have a “hugely important” role to play in helping more Britons on to the housing ladder, the FCA has said.Speaking on the latest FT Adviser Margin Notes videocast, David Geale, the FCA’s permanent executive director for payments and digital finance, explained the reasons the regulator is looking at the future of mortgage lending in the UK.Geale also discussed how technology and AI could be used more to help lenders and brokers in their decision-making.He said: “We see AI developing as a tool, and that can be used in different ways. It can be used to help some people with their selection. “It can help people in terms learning and help to identify customers who need support.”But as well as considering how AI and technology can shape the future of the UK’s mortgage market, Geale said even if the adviser used AI to help “streamline” the process, the role of independent advisers would always be vital in delivering personalised and tailored recommendations to would-be homeowners. Hosted on Acast. See acast.com/privacy for more information.

This week news editor Amy Austin speaks to Justine Pattullo, chair of Flag and representative of Pension Lab and Nick Green, strategy and proposition director at Criterion, about Letters of Authorities and what can be done to improve this process.They looked at why the process is fraught with problems and why everyone will need to work together to see any real change. Hosted on Acast. See acast.com/privacy for more information.

The guests on the latest edition of the FT Adviser podcast retain most of their focus on the large cap part of the US market, but are cautious on the outlook for the seven stocks at the top of the index.Alex Crooke, who runs the Bankers investment trust at Janus Henderson, Jason Da Silva, multi-asset investment strategist at Arbuthnot Latham, and Dan White, who runs the M&G North America Value fund, discuss how they are finding opportunities in a US equity market trading at record highs, but also riven with uncertainty. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the FT Adviser podcast senior reporter Tom Dunstan chats to AMI head of policy Stacy Penn and St James’s Place divisional director of third party products & services, Tony Mudd, about the FCA's mortgage review, what they would like to see, what they predict will happen, and what they don't want to come out of the review. Hosted on Acast. See acast.com/privacy for more information.

In this episode FT Adviser's news editor Amy Austin discusses what has changed about adviser apprenticeships and why the industry needs to be more proactive in promoting them with Tom Hegarty, chair of the New Talent Alliance, and Rachael Fennessey, founder of recruitment agency Aspire Executive Search. Hosted on Acast. See acast.com/privacy for more information.

What happens when the benefits of AI meet questions of accountability and agency? Joining Margin Notes in this episode is Sarah de Lagarde, brighter future strategist for Janus Henderson, who has described herself as a “bionic woman”, and is using her voice to encourage companies to think more creatively about ways to innovate and design products and services that make things easier for everyone.  Hosted on Acast. See acast.com/privacy for more information.

Not all advice business sales are equal and many require meticulous planning to achieve the desired result but when the right decisions are made, the outcome can be very satisfying. In this episode of the FT Adviser Better Business podcast Broadway Financial Planning's Keri Carter shares her M&A journey and what she has learned along the way Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FT Adviser podcast Amy Austin looks at the evolving landscape of private equity consolidation in the financial advice industry. She chats to independent strategic adviser Tony Spain and CEO of Woven Advice Nicky Sevel, who tell her PE firms are now more focused on adding value through efficiency and vertical integration due to the rising valuations and interest rates. Hosted on Acast. See acast.com/privacy for more information.

During our teenage years, core beliefs are developed and nurtured - beliefs about ourselves and ways of understanding the world; ways of navigating the transition into adulthood and the development of resilience. And amidst all this are fundamental concepts about financial aptitude: saving, spending, long-term planning. But how much are young people being included in conversations about wealth and attitudes to money? How can you help your clients open and maintain effective lines of communication with teenagers about this often under-discussed subject? On this episode of the FT Adviser Editor's Podcast, special guest Jessica McGawley, founder of Dallington - a service that helps young people and their families build stronger foundations for the future - talks to editor Simoney Kyriakou. Hosted on Acast. See acast.com/privacy for more information.

From zoological research to heading up financial planning business Hannay Wealth, Vanessa Barnes’ career path into professional financial services is not a traditional one. She talks to editor Simoney Kyriakou on the FT Adviser Editor's Podcast about her new role as chairperson of the Women’s Wealth Alliance and why the Alliance has just launched a wide-ranging survey of the profession. Hosted on Acast. See acast.com/privacy for more information.