Episodios

  • Making digital advice work in small firms

    Making digital advice work in small firms
    Jul 31 2024

    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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    28 m
  • Outlook for fixed income in the current climate

    Outlook for fixed income in the current climate
    Jul 26 2024
    On the latest edition of the FT Adviser podcast, Iain Stealey, international chief investment officer for fixed income at JP Morgan Asset Management, David Coombs, head of multi-asset funds at Rathbones Investment Management and Tom Hibbert, multi-asset strategist at Canaccord Genuity Wealth Management discuss the outlook and opportunities in bond markets at a time of higher yields, but also elevated volatility, and an uncertain monetary policy environment.

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    32 m
  • Where are we one year on from consumer duty?

    Where are we one year on from consumer duty?
    Jul 19 2024

    Amy Austin, News Editor at FTAdviser, discusses how the industry has found consumer duty a year after it was introduced with Mark Pittaccio, business consultant and behavioural economist at Quilter Financial Planning, Dan Scholey, COO of Moneyhub and Victor Sacks, IFA at VS Associates.


    They look at how consumer duty was an opportunity for advisers to explore what they were offering to clients and look at what they could improve.


    They also discuss how consumer duty may change over the next few years with the emergence of technology.


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    42 m
  • What do mortgage lenders think of the new govt’s housing policies?

    What do mortgage lenders think of the new govt’s housing policies?
    Jul 12 2024
    FT Adviser's Chloe Cheung speaks to Kate Davies, executive director of the Intermediary Mortgage Lenders Association, and Ross Dalzell, managing director of property at Aldermore about Labour's housing plans, what lenders think of these policies, and why IMLA has urged the government to review regulatory barriers to first-time home ownership.

    Hosted on Acast. See acast.com/privacy for more information.
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    34 m
  • Passing the business from father to son

    Passing the business from father to son
    Jul 10 2024

    In this episode of the FT Adviser Better Business podcast we look at succession planning.

    We speak to father and son adviser duo Jon and Ben Lancaster about their succession process, reflecting on what has gone well and what they would not rush to do again.


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    27 m
  • What the election result means for pensions, tax and housing

    What the election result means for pensions, tax and housing
    Jul 5 2024

    Labour has won by a landslide in the 2024 General Election but what does this mean for tax policy, people’s pensions and housing?


    Amy Austin, news editor at FT Adviser speaks to Claire Trott of Technical Connection, Ray Boulger of John Charcol and Matthew Todd of RSM to delve into what Labour's pension review could look like, whether inheritance tax could see reform and if any changes could be made to stamp duty.



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    30 m
  • Why people feel less safe than in 1994 (and what to do about it)

    Why people feel less safe than in 1994 (and what to do about it)
    Jun 28 2024

    The Doomsday clock, which was created in 1945 by Einstein and Oppenheimer, and is run by the Bulletin of the Atomic Scientists, said the world was at 90 seconds to midnight. This indicates how vulnerable we are globally to man-made threats. This year, as tensions rise, the world goes to the polls, new friendships are forged and old alliances are put under strain, ordinary people can indeed feel closer to midnight.


    Are we safe? And if we are not, how can we plan for our futures, or for the next generations? Should we be worried about our portfolios or our supply of shotgun cartridges? When it comes to financial planning, how can advisers help shape clients' response to world events, rather than having them make knee-jerk reactions.


    Talking to FT Adviser editor Simoney Kyriakou is Daffyd Rees, an award-winning business journalist by background, a former policy adviser to the UK Prime Minister Tony Blair and is now a senior adviser to leading UK and international companies for SEC Newgate.




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    31 m
  • What the UK and Australia can learn from each other on retirement income advice

    What the UK and Australia can learn from each other on retirement income advice
    Jun 21 2024

    Anne Fuchs, executive general manager at the Australian Retirement Trust and Jonathan Hawkins, propositions lead at Bravura solutions discussed what the UK and Australia can learn from each other when it comes to retirement income advice.


    As well as what providers should be doing to help more savers seek advice.




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    39 m