FT Adviser

Mortgage rates have been turbulent over the past 18 months. And after decreasing amid falling inflation, they are currently creeping back up. What will happen to mortgage rates in the near future?

FT Adviser's senior reporter Tom Dunstan chats to Hodge retail managing director Christie Cook, Ash Ridge equity release adviser Jane King, and London Money director Martin Stewart about what lies ahead.

The FT Adviser Podcast is the podcast for financial advisers, brought to you by FT Adviser. Each week, we are joined by guests from the industry to discuss the week in news and pressing industry issues.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

This edition of the FT Adviser podcast explores the options for advisers and their clients seeking to diversify their portfolios. Can investors rely on bonds and equities to be inversely correlated in future, as they have been in the past, or is a more sophisticated approach needed?

Discussing the topic with FT Adviser investment editor David Thorpe are Nathan Sweeney, chief investment officer for multi-asset at Marlborough, Rupert Thompson, chief economist at Kingswood, and Hugh Gimber, market strategist at JP Morgan.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

Attracting the next generation of clients is vital for the financial advice industry. But what's an effective way to do it? Thinking about technology seems a good starting point...

In this week's podcast FT Adviser senior reporter Alina Khan is joined by Ben Barratt from First Sentinel Wealth and Benchmark's Gillian Hepburn to discuss the great wealth transfer.

The FT Adviser Podcast is the podcast for financial advisers, brought to you by FT Adviser. Each week, we are joined by guests from the industry to discuss the week in news and pressing industry issues.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

Mortgage brokers and financial advisers have hopped onto social media and are increasingly doing live streams on the platforms such as TikTok to answer any questions people may have about their finances.

But this raises the question of does this blend advice and guidance?

Amy Austin, news editor at FTAdviser speaks to financial coach Philly Ponniah and Stephen Perkins at YellowBrick Mortgages about the emergence of advisers on social media and what this could mean for the advice/guidance boundary.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

Late last year the Financial Conduct Authority announced it would be forming a working group to look at how its SDR rules on greenwashing would affect advisers rather than publishing rules on the issue.

In this week's podcast FT Adviser deputy editor Damian Fantato is joined by Matthew Connell, director of policy and public affairs at the Chartered Insurance Institute, and Luke Murray, consultant at Bovill, to discuss what the rules on ESG are for advisers at the moment, what gaps there are in those rules and what the advice working group might focus on.

The FT Adviser Podcast is the podcast for financial advisers, brought to you by FT Adviser. Each week, we are joined by guests from the industry to discuss the week in news and pressing industry issues.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FT Adviser In Focus podcast, we look at the year ahead for investments. We speak to three fund managers about their views on inflationary pressures, geopolitical uncertainty and the effect any upcoming elections might have on equity and bond markets.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

The latest eposide of the FT Adviser podcast brings together a trio of fixed income investors to discuss the outlook for bonds in 2024 and beyond. After two volatile years, will the bulk of the returns come from income or capital growth in this part of the investment universe, and what role do government bonds have in balanced portfolios as yields rise, but volatility remains high? The guests on this edition of the FT Adviser podcast are Lloyd Harris, head of fixed income at Premier Miton; Guillaume Paillat, multi-asset investor at Aviva Investors, and Fahad Hassan, chief investment officer at Albemarle Street Partners.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

2023 saw plenty of upheaval in the financial advice sector, with consolidation continuing and with regulatory changes from the consumer duty to simplified advice. It was also a year of rising interest rates.

This week FT Adviser deputy editor Damian Fantato is joined by news editor Amy Austin, deputy news editor Sonia Rach and reporter Tara O'Conner to reflect on the year which has just ended and discuss what 2024 might have in store.

They discuss the looming lifetime allowance changes, how the advice-guidance boundary proposals which were announced in December will take shape and the macroeconomic outlook for the coming year.

The FT Adviser Podcast is the podcast for financial advisers, brought to you by FT Adviser. Each week, we are joined by guests from the industry to discuss the week in news and pressing industry issues.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

Earlier this month the FCA published proposals aimed at widening access to financial advice. They included plans for "targeted support" and a new form of simplified advice.

This week, in the final FT Adviser podcast of 2023, deputy editor Damian Fantato is joined by Rachel Vahey, head of public policy at AJ Bell, to discuss the proposals.

They explore whether the proposals will advantage larger firms, what smaller firms should do if they want to take advantage and whether this could lead to the cost of advice going up.

The FT Adviser Podcast is the podcast for financial advisers, brought to you by FT Adviser. Each week, we are joined by guests from the industry to discuss the week in news and pressing industry issues.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.

In a world that is experiencing sudden shifts between different economic scenarios, building an investment portfolio has arguably become more challenging. And even for those multi-asset investors, whose strategies are meant to offer flexibility to meet investment goals with broad options for investing across sectors, and more diversification than other investment strategies, can they really rely on how they have always done things?

With the 60/40 approach having worked in the decades leading up to 2020, we are now in a new normal of higher rates and higher inflation, so what does this mean for investment approaches? And how can multi-asset investors achieve true diversification in this new normal?

On this latest podcast, FT Adviser deputy features editor Ima Jackson-Obot is joined by Lindsay James, investment strategist at Quilter Investors and Philip Chandler, head of UK multi-asset at Schroders.

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.

The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues.

Hosted on Acast. See acast.com/privacy for more information.