FTAdviser Podcast

By FTAdviser

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Episodes: 363

Description

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.

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Episode Date
'Why we created a conversational AI'
May 02, 2024
What does the FCA's retirement data tell us?
Apr 26, 2024
'Talent is everywhere; opportunity is not'
Apr 22, 2024
Should investors care about elections?
Apr 19, 2024
How retirement advice became a key focus 10 years on from pension freedoms
Apr 12, 2024
From Nasa to Income Protection: what lessons can we learn from AI advances
Apr 10, 2024
What would abolishing NI mean for pensions?
Apr 05, 2024
How to help the sticky middle
Mar 25, 2024
Achieving diversification from global equity income
Mar 22, 2024
Is the profession in trouble as young adviser numbers fall?
Mar 15, 2024
Government debt could impact long-term volatility
Mar 13, 2024
Do Jeremy Hunt's tax cuts stack up?
Mar 08, 2024
How can the advice profession attract more women?
Mar 01, 2024
Editor's podcast: Why the Lord Mayor views London as the world's coffee house
Feb 29, 2024
What's in store for mortgage rates?
Feb 23, 2024
Diversification in a higher inflation world
Feb 16, 2024
How to benefit from the great wealth transfer
Feb 09, 2024
There’s a fine line between educating and giving advice on social media
Feb 02, 2024
What should the FCA's ESG advice working group look at?
Jan 26, 2024
What's in store for investments in 2024?
Jan 22, 2024
'Duration will help you this year': the outlook for fixed income
Jan 19, 2024
What does 2024 have in store for advisers?
Jan 12, 2024
What do the FCA's simplified advice proposals mean?
Dec 22, 2023
What does true diversification look like right now for multi-asset investors?
Dec 20, 2023
'The year of recession which never happened': 2023 in review
Dec 15, 2023
Why mental health matters
Dec 11, 2023
What does 2024's slowing mortgage market have in store?
Dec 08, 2023
2023 Recap: Lessons and Opportunities in the Aftershock Economy
Dec 06, 2023
The race is on: preparing for the end of the lifetime allowance
Dec 01, 2023
Building a responsible bond portfolio
Nov 29, 2023
Did the Autumn Statement change anything?
Nov 24, 2023
Does Jeremy Hunt need to reform Isas in the Autumn Statement?
Nov 17, 2023
What does a defensive portfolio look like in the current environment?
Nov 10, 2023
'Now is the moment when everything changed for Alzheimer's'
Nov 03, 2023
SJP exit fee scrap ‘first high profile case of consumer duty starting to bite’
Oct 27, 2023
Where are the opportunities in sustainable fixed income?
Oct 25, 2023
Industry has moved on from replatforming issues
Oct 20, 2023
Could a "pot for life" solve the issue of small pensions?
Oct 13, 2023
Making homes greener
Oct 09, 2023
Has the landscape for sellers changed?
Oct 06, 2023
CISI conference: Client discovery meetings done right
Oct 04, 2023
CISI conference: Future of adviser technology
Oct 04, 2023
Does the model for equity release advice need to change?
Sep 29, 2023
Is there merit in separating financial advice and financial planning?
Sep 22, 2023
‘The regulator wants fewer firms to manage’
Sep 15, 2023
How to help clients navigate the mortgage market
Sep 08, 2023
Understanding how to build a thematic investment approach
Aug 30, 2023
Exiting an advice business
Aug 07, 2023
How do private assets fit into an investment portfolio?
Aug 02, 2023
How much longer can financial advice consolidation go on for?
Jul 28, 2023
Savers must understand risks of chancellor’s pension fund reforms
Jul 21, 2023
What is fair value?
Jul 19, 2023
‘Consumer duty is a flagship piece of regulation’
Jul 14, 2023
‘Collaboration’ is key to closing the financial literacy gap
Jul 07, 2023
What will rising interest rates mean for tech investing?
Jun 30, 2023
How to promote financial advice as a profession
Jun 23, 2023
Inflation 'changes everything' for multi-asset investors
Jun 16, 2023
What is happening in the mortgage market?
Jun 09, 2023
Has personalised indexing arrived in the UK?
Jun 02, 2023
How advisers can integrate AI into their business models
May 26, 2023
When investments go wrong
May 22, 2023
Consumer duty is a matter of 'unfinished business' for FCA
May 19, 2023
How to build resilient portfolios
May 12, 2023
Is 'buy now, pay later' a good or bad thing?
May 05, 2023
How to engage with companies to reach net zero
May 03, 2023
What’s going on in the first time buyer market?
Apr 28, 2023
"It is all about portfolios, it is not about products"
Apr 21, 2023
Retirement income is changing
Apr 17, 2023
What got FTAdviser excited in Q1?
Apr 14, 2023
CPD: Running an efficient retirement advice business
Apr 05, 2023
The Consumer Duty Alliance and what it means for advisers
Mar 31, 2023
Tax planning after Spring Budget
Mar 27, 2023
Outlook and opportunities for fixed income investors
Mar 24, 2023
When is the right time to invest in private assets?
Mar 22, 2023
Budget pension shocks means 'admin headache' for IFAs
Mar 17, 2023
'Govt must continue VCT and EIS work'
Mar 12, 2023
Risk and reward: Closing the wealth gap
Mar 08, 2023
Investors should get ready for a post-recession bull run
Mar 03, 2023
What IFAs can expect from FCA’s retirement advice review
Feb 24, 2023
From sports pro to financial adviser
Feb 20, 2023
Investment case for FAANG stocks needs to be reconsidered
Feb 17, 2023
What does the next generation of advisers expect from the profession?
Feb 13, 2023
What will simplified advice mean for the profession?
Feb 10, 2023
What will the Edinburgh reforms mean for advisers?
Feb 03, 2023
What is likely to drive equity returns in 2023?
Jan 27, 2023
Can value investing be sustainable?
Jan 25, 2023
How to learn from Amazon's model
Jan 20, 2023
Has RDR achieved its aims?
Jan 16, 2023
Where do the PFS and CII go from here?
Jan 13, 2023
What does 2023 have in store for advisers
Jan 06, 2023
What will 2023 hold for the buy-to-let sector?
Dec 16, 2022
Are annuities making a comeback?
Dec 09, 2022
2023 – Navigating Uncertainty
Dec 07, 2022
State of the advice market 10 years after RDR
Dec 05, 2022
David Ferguson on platform pricing and technology
Dec 02, 2022
Sadiq Khan on sustainable cities, finance – and COP
Nov 30, 2022
What does the Autumn Statement mean for advisers?
Nov 25, 2022
What the Autumn Statement means for property and mortgages
Nov 23, 2022
How to understand volatility and its role in portfolios
Nov 18, 2022
Bond investing during higher inflation
Nov 16, 2022
How high will the Bank of England take rates?
Nov 11, 2022
Finding Alpha in global equities
Nov 09, 2022
Sustainable Views: How to speak ‘ESG’
Nov 08, 2022
How do we make sense of the mortgage market?
Nov 07, 2022
Booze and drug-fuelled mortgage industry events ‘happening too often’
Nov 04, 2022
Exploring Fixed Income Opportunities In Uncertain and Volatile Times
Nov 03, 2022
Auto-enrolment: It’s not time to say ‘job done’ just yet
Oct 28, 2022
Trailer: Sustainable Views, the podcast
Oct 24, 2022
‘Young people don’t know advisers care because we don’t tell them’
Oct 21, 2022
What the energy crisis means for investments
Oct 19, 2022
Income investing in a world of higher inflation
Oct 13, 2022
What the pensions dashboard means for advisers
Oct 07, 2022
What the mini Budget fallout means for portfolios
Sep 30, 2022
Why the advice profession struggles to bring in young talent
Sep 23, 2022
'Why pay my premium when I can't afford petrol?'
Sep 16, 2022
Monetary policy and its effect on bonds
Sep 12, 2022
“Liz Truss has an easier job than the Bank of England”
Sep 09, 2022
How will consumer duty affect advisers' day-to-day role?
Sep 02, 2022
Pimfa: Why simplified advice needs to feature in FCA handbook
Aug 30, 2022
'It's not the time for one-way bets'
Aug 19, 2022
Spotting the signs of stress
Aug 15, 2022
'Mortgage lenders don't want our business'
Aug 12, 2022
What effect will the new mortgage affordability rules have?
Aug 05, 2022
Advisers need support with complex divorce advice
Jul 29, 2022
How will the growth of the DFM market affect advisers?
Jul 22, 2022
How to position an equity portfolio for higher volatility
Jul 20, 2022
IFAs taking same approach to male and female clients 'is regressive'
Jul 15, 2022
Lead gen must be held to same standards as advisers
Jul 08, 2022
Going beyond the call of duty
Jul 06, 2022
How inflation is affecting pension savings
Jul 01, 2022
Is the mortgage market 'inching towards a perfect storm'?
Jun 24, 2022
Doctors’ pensions: What are the solutions?
Jun 22, 2022
The rise of multi-service firms
Jun 20, 2022
FTAdviser talks to FSCS chief executive Caroline Rainbird
Jun 17, 2022
Global income investing at a time of market strife
Jun 15, 2022
Do in-house platforms work for every advice firm?
Jun 13, 2022
FSMA 2.0 could make UK regulators ‘most powerful’ in the world
Jun 10, 2022
Price of investing
May 30, 2022
Finding real returns in an inflationary environment
May 27, 2022
How does the war in Ukraine affect portfolios?
May 23, 2022
Why is the FCA concerned about equity release?
May 20, 2022
CPD: How crypto has come of age
May 18, 2022
‘City bosses need to take mental health personally’
May 13, 2022
The ‘Amazonification’ of the client experience
May 06, 2022
How broken is the mortgage market?
Apr 29, 2022
The outlook for emerging markets post-Covid
Apr 27, 2022
How FCA network reforms could impact firms
Apr 22, 2022
Investing at a time of volatility
Apr 14, 2022
The future of platforms
Apr 08, 2022
Exploring governance - the G in ESG
Apr 05, 2022
'Get money in now': how the Spring Statement affects pensions
Apr 01, 2022
Is the party over for ESG?
Mar 25, 2022
The evolution of responsible investing
Mar 23, 2022
Will the online safety bill tackle scams?
Mar 18, 2022
VCT and EIS in a high tax environment
Mar 16, 2022
How can we solve the UK housing crisis?
Mar 11, 2022
Tips and tricks for using tax allowances and exemptions
Mar 08, 2022
Has abridged advice been a success?
Mar 04, 2022
Advising clients as the tax year ends
Mar 02, 2022
Financial planning through rising inflation
Feb 25, 2022
Insurance industry needs to act on scams
Feb 21, 2022
Investing for inflation
Feb 18, 2022
Stephen Timms on pension freedoms, guidance and advice
Feb 11, 2022
Emerging trends in protection
Feb 07, 2022
Are UK equities making a comeback?
Feb 04, 2022
Will a risk-based FSCS levy become reality?
Jan 28, 2022
The outlook for emerging markets in 2022
Jan 21, 2022
Has the advice market reached peak M&A?
Jan 14, 2022
Clients at a crossroads in 2022
Jan 10, 2022
What does 2022 have in store for advisers?
Jan 07, 2022
In Focus: How to help clients when their plans change
Dec 20, 2021
Has a decade of robo-advice changed investing?
Dec 17, 2021
Talking Point: Income for medium risk clients
Dec 15, 2021
Do pension statements fix a problem which exists?
Dec 10, 2021
Helping your clients though the cost of conception
Dec 06, 2021
Why the risks of investing in bonds are even more 'one-sided' than normal
Dec 03, 2021
The future of responsible investment regulation
Dec 01, 2021
Does the CII's consultation face up to the future of financial planning?
Nov 26, 2021
The wealth management industry cannot solve climate change on its own
Nov 19, 2021
'Many bubbles will burst'the outlook for the economic recovery
Nov 12, 2021
Crypto currency ETFs: The next trend?
Nov 08, 2021
Investing in a time of stagflation
Nov 05, 2021
Autumn Budget 2021: The 'tax avoidance' Budget?
Oct 29, 2021
Pay gap reporting can be positive for financial services
Oct 25, 2021
What does the future hold for stamp duty?
Oct 22, 2021
What role do providers have in plugging the advice gap?
Oct 15, 2021
How to help mortgage clients get back on their feet post-divorce
Oct 11, 2021
How will rising inflation affect financial planners?
Oct 08, 2021
What's going on in China?
Oct 01, 2021
Why do we need female financial advisers?
Sep 27, 2021
Will CDC pension schemes take off?
Sep 24, 2021
What do the govt's social care reform plans mean for the advice industry?
Sep 17, 2021
How to approach later-life planning
Sep 13, 2021
Why Silicon Valley is the real threat, not ‘digital’ brokers
Sep 10, 2021
How central banks will dictate the UK's recovery
Sep 03, 2021
What role do academies have in the future of advice?
Aug 27, 2021
How protection fits into family wealth planning
Aug 24, 2021
The pros and cons of social media for advisers
Aug 20, 2021
Preparing portfolios for higher inflation
Aug 18, 2021
Lifestrategy at 10: has it changed advice?
Aug 13, 2021
How to talk pensions across the generations
Aug 10, 2021
Will the FCA's proposals fix the Financial Services Compensation Scheme levy?
Aug 06, 2021
Lenders stand firm despite govt's 'change of heart' on cladding
Jul 30, 2021
How to use pensions for intergenerational planning
Jul 26, 2021
How M&G Wealth is using hybrid advice to grow
Jul 23, 2021
Why pension allowances put advisers on the backfoot
Jul 16, 2021
The silver bullets of intergenerational planning
Jul 12, 2021
Capital gains tax reform & tax year changes: FTAdviser talks to the Office of Tax Simplification
Jul 09, 2021
Where next for ESG?
Jul 07, 2021
Will private equity change platforms?
Jul 02, 2021
Talking Point: Finding value in sustainable portfolios
Jun 30, 2021
Pensions: desperately seeking solutions
Jun 28, 2021
Joining the advice profession during a pandemic
Jun 25, 2021
Keith Richards on his time at the PFS and what comes next
Jun 18, 2021
Why advisers are looking to ITs for income
Jun 14, 2021
Do pension reform proposals go far enough to help savers?
Jun 11, 2021
Your property is not your pension. Or is it?
Jun 07, 2021
How the FCA's new duty of care might affect advisers
Jun 04, 2021
Rectifying Redress for Transfer Victims
Jun 01, 2021
Will the FCA's plans to fix open-ended property funds work?
May 28, 2021
How Biden's presidency is affecting global markets
May 21, 2021
How advisers can make the most of data
May 14, 2021
What's the future for income investing?
May 07, 2021
What next for the pension advice allowance?
Apr 30, 2021
Making sense of IR35
Apr 27, 2021
Should the FCA scrap the 10% drop rule?
Apr 23, 2021
FAMR five years on - can the advice gap be closed?
Apr 16, 2021
Why UK tax policy on pensions is not working
Apr 13, 2021
Can the protection gap for Generation Rent be closed?
Apr 09, 2021
Tax day: The difficult second album
Apr 01, 2021
FTAdviser talks to the pensions minister
Mar 26, 2021
Talking Point: The outlook for UK companies
Mar 24, 2021
In Focus: Is inheritance tax 'outdated'?
Mar 22, 2021
A year of coronavirus: what have advisers learnt?
Mar 19, 2021
Has Rishi Sunak done enough to help 'generation rent'?
Mar 12, 2021
Next Act: The complexity of retirement
Mar 10, 2021
Budget 2021: The big freeze?
Mar 05, 2021
Talking Tax
Mar 01, 2021
Has Covid-19 killed off property's role in portfolios?
Feb 26, 2021
Rooting out the rogues
Feb 22, 2021
What advisers can learn from Gamestop
Feb 19, 2021
What it takes to stay in the DB transfer market
Feb 12, 2021
Vulnerability: Taking stock of investment risk post-Covid
Feb 09, 2021
Launching an advice firm during a pandemic
Feb 05, 2021
Why is the FCA unhappy about advice fees?
Jan 29, 2021
Should advisers expect more inflation in 2021?
Jan 22, 2021
Helping clients get into the savings habit
Jan 15, 2021
What 2021 has in store for advisers
Jan 08, 2021
What advisers can learn from 2020
Dec 18, 2020
What fund management M&A means for advisers
Dec 11, 2020
What made great service in 2020
Dec 09, 2020
Why the pandemic is a 'perfect storm' for scammers
Dec 04, 2020
Talking Point: What the US election result means for markets
Dec 02, 2020
How Covid-19 has affected tax planning
Nov 27, 2020
How advisers can help clients with care planning
Nov 20, 2020
Are we all ESG investors now?
Nov 13, 2020
Talking Point: The UK Outlook
Nov 11, 2020
What the US election means for investors
Nov 06, 2020
What the dividend drought means for income investors
Oct 30, 2020
What made a top financial advice firm in 2020?
Oct 23, 2020
How advisers can educate their clients about ESG investing
Oct 21, 2020
How to succession-proof your advice firm
Oct 16, 2020
What advisers need to know about behavioural finance
Oct 09, 2020
How suitability has changed for the world of ESG investing
Oct 07, 2020
How to bring down the cost of regulation for advisers
Oct 02, 2020
What the FCA's latest market review means for advisers
Sep 25, 2020
Investing in Europe: Beyond Brexit
Sep 24, 2020
What should Child Trust Fund kids do with their money?
Sep 18, 2020
The future of Sipps
Sep 11, 2020
Why the FCA's guidance on vulnerable clients doesn't help advisers
Sep 04, 2020
Investing for retirement after coronavirus
Sep 02, 2020
‘Reckoning’ to come for fund management fees
Aug 28, 2020
How to bridge the racial wealth gap
Aug 21, 2020
'Markets can't price risk properly'
Aug 14, 2020
Advice after coronavirus: advice firms
Aug 07, 2020
Advice after coronavirus: St James's Place
Jul 31, 2020
Talking Point: The outlook for emerging markets
Jul 29, 2020
Advice after coronavirus: Platforms
Jul 24, 2020
Adviser after coronavirus: consolidation
Jul 17, 2020
Advice after coronavirus: Networks
Jul 10, 2020
What advisers are getting right and wrong about DB transfers
Jul 03, 2020
Ep4 - How advisers can choose the right responsible investment
Jul 01, 2020
Central bank action 'challenges building blocks' of portfolios
Jun 26, 2020
Ep3 - The future of regulating responsible investing
Jun 24, 2020
Growth of technology in lockdown 'sets new baseline' for advisers
Jun 19, 2020
Ep2 - Why responsible investment funds outperformed
Jun 17, 2020
How Covid-19 is helping to democratise investing
Jun 12, 2020
Ep1 - The themes driving responsible investing
Jun 10, 2020
The secrets to adviser succession planning
Jun 05, 2020
How Covid-19 has changed pensions
May 29, 2020
Value investing is 'not dead'
May 22, 2020
Real assets 'can offer inflation protection'
May 15, 2020
How coronavirus has affected PI insurance
May 07, 2020
World 'can't rely on emerging markets' to bail it out
May 01, 2020
ESG investing has moved to the mainstream
Apr 24, 2020
Suitability processes 'ill-equipped' to handle coronavirus
Apr 17, 2020
How coronavirus will change advice firms
Apr 03, 2020
The future of the FSCS levy
Mar 27, 2020
Coronavirus: Financial planning norms 'out the window'
Mar 20, 2020
Budget 2020
Mar 13, 2020
Investing in the age of Trump
Mar 06, 2020
'Focus on positives' to close the gender pension gap
Feb 28, 2020
How to invest in the UK in uncertain times
Feb 21, 2020
Effect of pension freedoms not yet known
Feb 14, 2020
How advice can help financial wellbeing
Feb 07, 2020
The future of advice fees
Jan 31, 2020
Consolidators to dominate the platform market
Jan 24, 2020
What do the Conservatives have planned for pensions?
Jan 17, 2020
What does 2020 have in store for advisers?
Jan 10, 2020
What the general election means for investments
Dec 13, 2019
Central bank policies make it harder to understand risk
Dec 06, 2019
Intergenerational wealth
Nov 29, 2019
Advisers warned there is 'no hiding place' from SMCR
Nov 22, 2019
Building a global portfolio
Nov 15, 2019
The evolution of platforms
Nov 08, 2019
Pensions industry must come together to promote advice allowance
Nov 01, 2019
Style drift is 'biggest risk an investor can take'
Oct 24, 2019
Investors turn to alternative assets as markets risk rise
Oct 18, 2019
Ethical investing could become default for advisers
Oct 11, 2019
The future of AI
Oct 04, 2019
"Building a Multi-asset portfolio in a low rates world"
Sep 25, 2019
FCA file review showed contingent charging used in 80% of cases
Sep 18, 2019
Inverted yield curve: Is this time different?
Sep 11, 2019
Clarity from regulator needed on GMP transfers
Sep 05, 2019
Platform growth to continue despite end of DB 'sugar rush'
Sep 01, 2019
Advisers could face bankruptcy over single claim
Aug 23, 2019
How the protection industry can better itself on mental health
Aug 16, 2019
Insistent clients pose ‘real challenge’ for advisers
Aug 08, 2019
Investment opportunities from US-China trade war revealed
Aug 01, 2019
Regulator watching DB transfers template adoption
Jul 25, 2019
Fos answers your questions on industry funding, staff qualifications and more
Jul 19, 2019
Including DB in pension dashboards is a ‘real challenge’
Jul 11, 2019
Woodford suspension highlights failures of process
Jul 05, 2019
PI market only has five active insurers
Jun 27, 2019
Contingent charging is just another adviser bias
Jun 21, 2019
Mifid II rules are ‘rippling’ around the globe
Jun 14, 2019
British Steel debacle 'is just starting'
Jun 07, 2019
Senior managers regime is ‘seismic shift’ for advisers
May 31, 2019
New syllabus aims to 'relaunch' certified planner status
May 24, 2019
Populism will 'continue to dominate' US markets
May 17, 2019
Webb admits pension freedoms 'a work in progress'
May 10, 2019
Advisers need to work on personalising their service
May 03, 2019
'No light at the end of the tunnel' for Waspi women
Apr 26, 2019
Nutmeg says advice service may lead to pressure on costs
Apr 18, 2019
Stupnytska positive on Europe despite problems
Apr 12, 2019
Stopford explains effects of populism on investors
Apr 05, 2019
Pace of consolidation will speed up
Mar 29, 2019
Why advisers cannot serve everybody
Mar 22, 2019
Why we can't rule out an emergency Budget
Mar 15, 2019
Clients leave it too late to approach advisers at tax year end
Mar 08, 2019
Market too optimistic on outlook for trade war
Mar 01, 2019
DFMs are starting to become homogeneous
Feb 22, 2019
Most UK workers not auto-enrolled are women
Feb 15, 2019
Brexit dividend for first-time buyers
Feb 08, 2019
How employee ownership can work for advice firms
Feb 01, 2019
Pimfa members' clients asking how to prepare for Labour government
Jan 25, 2019
FSCS boss sets out 2020 strategy
Jan 17, 2019
Mifid II rules are not helping clients
Jan 11, 2019
Getting value for money for clients
Nov 06, 2018
Longer life and the importance of income
Oct 22, 2018
How can alternatives be used to diversify client portfolios?
Oct 09, 2018
What are the drivers behind sustainable investing?
Sep 24, 2018
How to generate income in multi-asset fundsUntitled Episode
Sep 17, 2018