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All Episodes

FTAdviser Podcast — 478 episodes

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Title
1

How European ESG investors helped Putin fund his war on Ukraine

2

UK equity valuations no longer as compelling for income investors

3

What impact do geopolitical events have on international advice?

4

‘If you don’t do know your customer well, you’re going to get punished’

5

How AI could see mistakes affect stock markets a million times faster

6

How hostile actors can steal your clients’ data, and how to stop it

7

Unlocking value in times of digital transformation

8

Why the gender retirement gap still won’t close

9

The future of financial regulation: an interview with the FCA

10

Is there value in US equities?

11

What are the dangers with AI making financial decisions?

12

How the Iran crisis could affect UK asset prices

13

Financial services can't afford to ignore female talent

14

What do the government's AR proposals mean for advisers?

15

Are there big changes ahead for protection?

16

What will be the impact of Reeves' VCT changes?

17

Can advisers benefit from offering apprenticeships?

18

Can simplified advice work?

19

Opportunities and challenges for advisers in 2026

20

What should UK firms do better when it comes to bereavement?

21

Where is the value in equity markets in 2026?

22

Will UK inflation be an outlier in 2026?

23

Multi-asset investors must ‘separate signal from noise’

24

The stories that have kept us busy in 2025

25

What does the regulator expect from adviser acquisitions?

26

Why have young people developed a nihilism around the state pension?

27

What will Budget 2025 mean for advisers and their clients?

28

'This generation is on the cusp of changing dementia for good'

29

Why advice firms should pay attention to AI compliance

30

How educating Gen Z differs from advising the older generation

31

Will the government meet its housebuilding targets?

32

How will a Fos longstop impact adviser complaints?

33

Emerging markets - what's next

34

Why advisers increasingly look to private markets

35

Bond returns less likely to be influenced by duration

36

Why does the UK need tax reform?

37

‘We’re massively behind’ with cryptofinance

38

Time spent holding assets key to private markets investing

39

How has the world of employee benefits changed?

40

FCA: Brokers have a ‘hugely important’ role in mortgage advice

41

Why the Letters of Authority process needs to change

42

Large cap the place to be as US uncertainty grows

43

FCA mortgage review: desires, predictions and cautions

44

Why the profession needs to shout about apprenticeships

45

In the context of AI, accountability is a question mark

46

Inside the advice business sales process

47

How is private equity consolidation changing in the advice market?

48

Why there's a 'huge disconnect' when teaching about wealth

49

'If regulation is stopping women from becoming financial advisers, why?'

50

Why Cedaw is vital for UK pensions fairness

51

The power of empathy in advising

52

Have mortgage rates bottomed out?

53

The impact of Trump's policies on asset allocations

54

Finding value in fixed income

55

How to help clients understand the meaning of money in their lives

56

US equities far from cheap despite market falls

57

When workplace culture goes wrong

58

Client segmentation key to preparing for next Budget

59

How to help your farming clients navigate the 'tractor tax'

60

How to think about UK equities right now

61

What is on the horizon after the Spring Statement?

62

Why does deforestation outside of the UK matter to UK investors?

63

Why do 97% of all whistleblowing cases fail?

64

Why financial planning should adapt to women’s needs

65

How targeted support could change the advice market

66

Why managers invest in bonds right now

67

Is consolidation fuelling trends in adviser ages?

68

How ESG regulation is reshaping investing

69

Hard to pick winners in the property market

70

What will be the effects of looser limits on mortgage lending?

71

How to navigate the latest IHT changes

72

What 2025 will have in store for platforms

73

Let's fix letters of authority in 2025

74

No rate war on the horizon

75

Markets risk complacency on the Trump trade

76

What the Budget has meant for first time buyers

77

Living with Parkinson’s disease

78

There are so many different issues that sit under the term 'service'

79

Tech, tariffs, and Trump: the future of US equities

80

What has been getting under advisers' skin this year?

81

How Labour's Budget has changed financial planning

82

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

83

The Budget's effect on business and savers

84

Should you own a specialist tech fund?

85

Small asset managers need level regulatory playing field

86

What business leaders can learn from sports psychology

87

Talking to clients about sustainable investing

88

The personality traits of successful advisers

89

Preparing for the FCA's protection review

90

Will tech stock dividends change income investing strategies?

91

Creating an income portfolio for today's client

92

How do clients make the right financial decisions?

93

Over time, MPs might 'wake up to just how dreadful the social care deal is'

94

'Getting insurance out of the RDR saved mortgage advisers £100mn'

95

Helping the homeless to be more financially resilient

96

Improving service levels in insurance

97

How regulation of private markets will 'help to equalise wealth outcomes'

98

'If we always stick to middle-aged rich people it narrows down the conversation'

99

Making digital advice work in small firms

100

Outlook for fixed income in the current climate

101

Where are we one year on from consumer duty?

102

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

103

Passing the business from father to son

104

What the election result means for pensions, tax and housing

105

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

106

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

107

Meet the woman who wants to own a share in every UK listed company

108

What to expect from the general election

109

What you need to know about doing a podcast

110

Diversifying equities in the current market

111

Backing Britain - how does that work for investors?

112

How to advise sports people

113

How to understand the economy of nature

114

Investing in a world of lower interest rates

115

Mortgage prisoners: 'There but for the grace of God go I'

116

'Why we created a conversational AI'

117

What does the FCA's retirement data tell us?

118

'Talent is everywhere; opportunity is not'

119

Should investors care about elections?

120

How retirement advice became a key focus 10 years on from pension freedoms

121

From Nasa to Income Protection: what lessons can we learn from AI advances

122

What would abolishing NI mean for pensions?

123

How to help the sticky middle

124

Achieving diversification from global equity income

125

Is the profession in trouble as young adviser numbers fall?

126

Government debt could impact long-term volatility

127

Do Jeremy Hunt's tax cuts stack up?

128

How can the advice profession attract more women?

129

Editor's podcast: Why the Lord Mayor views London as the world's coffee house

130

What's in store for mortgage rates?

131

Diversification in a higher inflation world

132

How to benefit from the great wealth transfer

133

There’s a fine line between educating and giving advice on social media

134

What should the FCA's ESG advice working group look at?

135

What's in store for investments in 2024?

136

'Duration will help you this year': the outlook for fixed income

137

What does 2024 have in store for advisers?

138

What do the FCA's simplified advice proposals mean?

139

What does true diversification look like right now for multi-asset investors?

140

'The year of recession which never happened': 2023 in review

141

Why mental health matters

142

What does 2024's slowing mortgage market have in store?

143

2023 Recap: Lessons and Opportunities in the Aftershock Economy

144

The race is on: preparing for the end of the lifetime allowance

145

Building a responsible bond portfolio

146

Did the Autumn Statement change anything?

147

Does Jeremy Hunt need to reform Isas in the Autumn Statement?

148

What does a defensive portfolio look like in the current environment?

149

'Now is the moment when everything changed for Alzheimer's'

150

SJP exit fee scrap ‘first high profile case of consumer duty starting to bite’

151

Where are the opportunities in sustainable fixed income?

152

Industry has moved on from replatforming issues

153

Could a "pot for life" solve the issue of small pensions?

154

Making homes greener

155

Has the landscape for sellers changed?

156

CISI conference: Client discovery meetings done right

157

CISI conference: Future of adviser technology

158

Does the model for equity release advice need to change?

159

Is there merit in separating financial advice and financial planning?

160

‘The regulator wants fewer firms to manage’

161

How to help clients navigate the mortgage market

162

Understanding how to build a thematic investment approach

163

Exiting an advice business

164

How do private assets fit into an investment portfolio?

165

How much longer can financial advice consolidation go on for?

166

Savers must understand risks of chancellor’s pension fund reforms

167

What is fair value?

168

‘Consumer duty is a flagship piece of regulation’

169

‘Collaboration’ is key to closing the financial literacy gap

170

What will rising interest rates mean for tech investing?

171

How to promote financial advice as a profession

172

Inflation 'changes everything' for multi-asset investors

173

What is happening in the mortgage market?

174

Has personalised indexing arrived in the UK?

175

How advisers can integrate AI into their business models

176

When investments go wrong

177

Consumer duty is a matter of 'unfinished business' for FCA

178

How to build resilient portfolios

179

Is 'buy now, pay later' a good or bad thing?

180

How to engage with companies to reach net zero

181

What’s going on in the first time buyer market?

182

"It is all about portfolios, it is not about products"

183

Retirement income is changing

184

What got FTAdviser excited in Q1?

185

CPD: Running an efficient retirement advice business

186

The Consumer Duty Alliance and what it means for advisers

187

Tax planning after Spring Budget

188

Outlook and opportunities for fixed income investors

189

When is the right time to invest in private assets?

190

Budget pension shocks means 'admin headache' for IFAs

191

'Govt must continue VCT and EIS work'

192

Risk and reward: Closing the wealth gap

193

Investors should get ready for a post-recession bull run

194

What IFAs can expect from FCA’s retirement advice review

195

From sports pro to financial adviser

196

Investment case for FAANG stocks needs to be reconsidered

197

What does the next generation of advisers expect from the profession?

198

What will simplified advice mean for the profession?

199

What will the Edinburgh reforms mean for advisers?

200

What is likely to drive equity returns in 2023?

201

Can value investing be sustainable?

202

How to learn from Amazon's model

203

Has RDR achieved its aims?

204

Where do the PFS and CII go from here?

205

What does 2023 have in store for advisers

206

What will 2023 hold for the buy-to-let sector?

207

Are annuities making a comeback?

208

2023 – Navigating Uncertainty

209

State of the advice market 10 years after RDR

210

David Ferguson on platform pricing and technology

211

Sadiq Khan on sustainable cities, finance – and COP

212

What does the Autumn Statement mean for advisers?

213

What the Autumn Statement means for property and mortgages

214

How to understand volatility and its role in portfolios

215

Bond investing during higher inflation

216

How high will the Bank of England take rates?

217

Finding Alpha in global equities

218

Sustainable Views: How to speak ‘ESG’

219

How do we make sense of the mortgage market?

220

Booze and drug-fuelled mortgage industry events ‘happening too often’

221

Exploring Fixed Income Opportunities In Uncertain and Volatile Times

222

Auto-enrolment: It’s not time to say ‘job done’ just yet

223

Trailer: Sustainable Views, the podcast

224

‘Young people don’t know advisers care because we don’t tell them’

225

What the energy crisis means for investments

226

Income investing in a world of higher inflation

227

What the pensions dashboard means for advisers

228

What the mini Budget fallout means for portfolios

229

Why the advice profession struggles to bring in young talent

230

'Why pay my premium when I can't afford petrol?'

231

Monetary policy and its effect on bonds

232

“Liz Truss has an easier job than the Bank of England”

233

How will consumer duty affect advisers' day-to-day role?

234

Pimfa: Why simplified advice needs to feature in FCA handbook

235

'It's not the time for one-way bets'

236

Spotting the signs of stress

237

'Mortgage lenders don't want our business'

238

What effect will the new mortgage affordability rules have?

239

Advisers need support with complex divorce advice

240

How will the growth of the DFM market affect advisers?

241

How to position an equity portfolio for higher volatility

242

IFAs taking same approach to male and female clients 'is regressive'

243

Lead gen must be held to same standards as advisers

244

Going beyond the call of duty

245

How inflation is affecting pension savings

246

Is the mortgage market 'inching towards a perfect storm'?

247

Doctors’ pensions: What are the solutions?

248

The rise of multi-service firms

249

FTAdviser talks to FSCS chief executive Caroline Rainbird

250

Global income investing at a time of market strife

251

Do in-house platforms work for every advice firm?

252

FSMA 2.0 could make UK regulators ‘most powerful’ in the world

253

Price of investing

254

Finding real returns in an inflationary environment

255

How does the war in Ukraine affect portfolios?

256

Why is the FCA concerned about equity release?

257

CPD: How crypto has come of age

258

‘City bosses need to take mental health personally’

259

The ‘Amazonification’ of the client experience

260

How broken is the mortgage market?

261

The outlook for emerging markets post-Covid

262

How FCA network reforms could impact firms

263

Investing at a time of volatility

264

The future of platforms

265

Exploring governance - the G in ESG

266

'Get money in now': how the Spring Statement affects pensions

267

Is the party over for ESG?

268

The evolution of responsible investing

269

Will the online safety bill tackle scams?

270

VCT and EIS in a high tax environment

271

How can we solve the UK housing crisis?

272

Tips and tricks for using tax allowances and exemptions

273

Has abridged advice been a success?

274

Advising clients as the tax year ends

275

Financial planning through rising inflation

276

Insurance industry needs to act on scams

277

Investing for inflation

278

Stephen Timms on pension freedoms, guidance and advice

279

Emerging trends in protection

280

Are UK equities making a comeback?

281

Will a risk-based FSCS levy become reality?

282

The outlook for emerging markets in 2022

283

Has the advice market reached peak M&A?

284

Clients at a crossroads in 2022

285

What does 2022 have in store for advisers?

286

In Focus: How to help clients when their plans change

287

Has a decade of robo-advice changed investing?

288

Talking Point: Income for medium risk clients

289

Do pension statements fix a problem which exists?

290

Helping your clients though the cost of conception

291

Why the risks of investing in bonds are even more 'one-sided' than normal

292

The future of responsible investment regulation

293

Does the CII's consultation face up to the future of financial planning?

294

The wealth management industry cannot solve climate change on its own

295

'Many bubbles will burst'the outlook for the economic recovery

296

Crypto currency ETFs: The next trend?

297

Investing in a time of stagflation

298

Autumn Budget 2021: The 'tax avoidance' Budget?

299

Pay gap reporting can be positive for financial services

300

What does the future hold for stamp duty?

301

What role do providers have in plugging the advice gap?

302

How to help mortgage clients get back on their feet post-divorce

303

How will rising inflation affect financial planners?

304

What's going on in China?

305

Why do we need female financial advisers?

306

Will CDC pension schemes take off?

307

What do the govt's social care reform plans mean for the advice industry?

308

How to approach later-life planning

309

Why Silicon Valley is the real threat, not ‘digital’ brokers

310

How central banks will dictate the UK's recovery

311

What role do academies have in the future of advice?

312

How protection fits into family wealth planning

313

The pros and cons of social media for advisers

314

Preparing portfolios for higher inflation

315

Lifestrategy at 10: has it changed advice?

316

How to talk pensions across the generations

317

Will the FCA's proposals fix the Financial Services Compensation Scheme levy?

318

Lenders stand firm despite govt's 'change of heart' on cladding

319

How to use pensions for intergenerational planning

320

How M&G Wealth is using hybrid advice to grow

321

Why pension allowances put advisers on the backfoot

322

The silver bullets of intergenerational planning

323

Capital gains tax reform & tax year changes: FTAdviser talks to the Office of Tax Simplification

324

Where next for ESG?

325

Will private equity change platforms?

326

Talking Point: Finding value in sustainable portfolios

327

Pensions: desperately seeking solutions

328

Joining the advice profession during a pandemic

329

Keith Richards on his time at the PFS and what comes next

330

Why advisers are looking to ITs for income

331

Do pension reform proposals go far enough to help savers?

332

Your property is not your pension. Or is it?

333

How the FCA's new duty of care might affect advisers

334

Rectifying Redress for Transfer Victims

335

Will the FCA's plans to fix open-ended property funds work?

336

How Biden's presidency is affecting global markets

337

How advisers can make the most of data

338

What's the future for income investing?

339

What next for the pension advice allowance?

340

Making sense of IR35

341

Should the FCA scrap the 10% drop rule?

342

FAMR five years on - can the advice gap be closed?

343

Why UK tax policy on pensions is not working

344

Can the protection gap for Generation Rent be closed?

345

Tax day: The difficult second album

346

FTAdviser talks to the pensions minister

347

Talking Point: The outlook for UK companies

348

In Focus: Is inheritance tax 'outdated'?

349

A year of coronavirus: what have advisers learnt?

350

Has Rishi Sunak done enough to help 'generation rent'?

351

Next Act: The complexity of retirement

352

Budget 2021: The big freeze?

353

Talking Tax

354

Has Covid-19 killed off property's role in portfolios?

355

Rooting out the rogues

356

What advisers can learn from Gamestop

357

What it takes to stay in the DB transfer market

358

Vulnerability: Taking stock of investment risk post-Covid

359

Launching an advice firm during a pandemic

360

Why is the FCA unhappy about advice fees?

361

Should advisers expect more inflation in 2021?

362

Helping clients get into the savings habit

363

What 2021 has in store for advisers

364

What advisers can learn from 2020

365

What fund management M&A means for advisers

366

What made great service in 2020

367

Why the pandemic is a 'perfect storm' for scammers

368

Talking Point: What the US election result means for markets

369

How Covid-19 has affected tax planning

370

How advisers can help clients with care planning

371

Are we all ESG investors now?

372

Talking Point: The UK Outlook

373

What the US election means for investors

374

What the dividend drought means for income investors

375

What made a top financial advice firm in 2020?

376

How advisers can educate their clients about ESG investing

377

How to succession-proof your advice firm

378

What advisers need to know about behavioural finance

379

How suitability has changed for the world of ESG investing

380

How to bring down the cost of regulation for advisers

381

What the FCA's latest market review means for advisers

382

Investing in Europe: Beyond Brexit

383

What should Child Trust Fund kids do with their money?

384

The future of Sipps

385

Why the FCA's guidance on vulnerable clients doesn't help advisers

386

Investing for retirement after coronavirus

387

‘Reckoning’ to come for fund management fees

388

How to bridge the racial wealth gap

389

'Markets can't price risk properly'

390

Advice after coronavirus: advice firms

391

Advice after coronavirus: St James's Place

392

Talking Point: The outlook for emerging markets

393

Advice after coronavirus: Platforms

394

Adviser after coronavirus: consolidation

395

Advice after coronavirus: Networks

396

What advisers are getting right and wrong about DB transfers

397

Ep4 - How advisers can choose the right responsible investment

398

Central bank action 'challenges building blocks' of portfolios

399

Ep3 - The future of regulating responsible investing

400

Growth of technology in lockdown 'sets new baseline' for advisers

401

Ep2 - Why responsible investment funds outperformed

402

How Covid-19 is helping to democratise investing

403

Ep1 - The themes driving responsible investing

404

The secrets to adviser succession planning

405

How Covid-19 has changed pensions

406

Value investing is 'not dead'

407

Real assets 'can offer inflation protection'

408

How coronavirus has affected PI insurance

409

World 'can't rely on emerging markets' to bail it out

410

ESG investing has moved to the mainstream

411

Suitability processes 'ill-equipped' to handle coronavirus

412

How coronavirus will change advice firms

413

The future of the FSCS levy

414

Coronavirus: Financial planning norms 'out the window'

415

Budget 2020

416

Investing in the age of Trump

417

'Focus on positives' to close the gender pension gap

418

How to invest in the UK in uncertain times

419

Effect of pension freedoms not yet known

420

How advice can help financial wellbeing

421

The future of advice fees

422

Consolidators to dominate the platform market

423

What do the Conservatives have planned for pensions?

424

What does 2020 have in store for advisers?

425

What the general election means for investments

426

Central bank policies make it harder to understand risk

427

Intergenerational wealth

428

Advisers warned there is 'no hiding place' from SMCR

429

Building a global portfolio

430

The evolution of platforms

431

Pensions industry must come together to promote advice allowance

432

Style drift is 'biggest risk an investor can take'

433

Investors turn to alternative assets as markets risk rise

434

Ethical investing could become default for advisers

435

The future of AI

436

"Building a Multi-asset portfolio in a low rates world"

437

FCA file review showed contingent charging used in 80% of cases

438

Inverted yield curve: Is this time different?

439

Clarity from regulator needed on GMP transfers

440

Platform growth to continue despite end of DB 'sugar rush'

441

Advisers could face bankruptcy over single claim

442

How the protection industry can better itself on mental health

443

Insistent clients pose ‘real challenge’ for advisers

444

Investment opportunities from US-China trade war revealed

445

Regulator watching DB transfers template adoption

446

Fos answers your questions on industry funding, staff qualifications and more

447

Including DB in pension dashboards is a ‘real challenge’

448

Woodford suspension highlights failures of process

449

PI market only has five active insurers

450

Contingent charging is just another adviser bias

451

Mifid II rules are ‘rippling’ around the globe

452

British Steel debacle 'is just starting'

453

Senior managers regime is ‘seismic shift’ for advisers

454

New syllabus aims to 'relaunch' certified planner status

455

Populism will 'continue to dominate' US markets

456

Webb admits pension freedoms 'a work in progress'

457

Advisers need to work on personalising their service

458

'No light at the end of the tunnel' for Waspi women

459

Nutmeg says advice service may lead to pressure on costs

460

Stupnytska positive on Europe despite problems

461

Stopford explains effects of populism on investors

462

Pace of consolidation will speed up

463

Why advisers cannot serve everybody

464

Why we can't rule out an emergency Budget

465

Clients leave it too late to approach advisers at tax year end

466

Market too optimistic on outlook for trade war

467

DFMs are starting to become homogeneous

468

Most UK workers not auto-enrolled are women

469

Brexit dividend for first-time buyers

470

How employee ownership can work for advice firms

471

Pimfa members' clients asking how to prepare for Labour government

472

FSCS boss sets out 2020 strategy

473

Mifid II rules are not helping clients

474

Getting value for money for clients

475

Longer life and the importance of income

476

How can alternatives be used to diversify client portfolios?

477

What are the drivers behind sustainable investing?

478

How to generate income in multi-asset fundsUntitled Episode