FT Adviser

Over the past few years, the world of discretionary fund managing has grown and so has competition in this space.

As the number and complexity of funds increase, DFMs have become a popular tool for IFAs, helping them to find efficient ways of making the right investment decisions for their clients.

But how can advisers make sure they’re entrusting the right people with their clients’ money, and what impact will the growth in DFMs have on advisers? Will the new entrants in the DFM market be able to challenge some of the bigger incumbents?

In this podcast, Sally Hickey, chief reporter at FTAdviser, is joined by Henry Cobbe, head of research of Elston Consulting, and Matt Ward, communications director at AKG to find out.

 The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser 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.

The start to 2022 has been a volatile one for investors, with rising inflation and rising interest rates. In short, it is a difficult time to be an equity investor.

Many areas of the market which led the recent 10-year-long rally have fallen away, which lead investors to wonder what comes next.

In this special edition of the FTAdviser podcast, sponsored by Artemis, contributing editor David Thorpe is joined by Fahad Hassan, chief investment officer at Albermarle Street Partners, and Alex Illingworth, co-manager of the Artemis Global Select fund and the Mid Wynd Investment Trust.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser 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.

In this FTAdviser podcast, we talk about something which is often covered, but perhaps from the wrong lens. And that’s how financial advisers - the majority of which are male - should be communicating with the women they manage wealth on behalf of. We ask:

- How advisers should or shouldn't be talking to female clients

- Is having the same approach for male and female clients regressive or progressive?

- What is the current state of play in the advice industry today when it comes to gender equality? What has got better? What is still the same? and how does this seep into the advice given?

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.

Lead generation has become an increasingly thorny issue, and the regulator has been increasingly cracking down on inappropriate and fraudulent advertising.

According to the regulator, last year 564 adverts were withdrawn or amended, double the number compared to previous years.

This week FTAdviser editor Simoney Kyriakou is joined by Joanna Streames, founder of Velvet Mortgage and Insurance Services, and Alain Desmier, founder of Contact State to discuss how advisers and regulators should approach this area.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser 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.

On this episode of the FTAdviser In Focus podcast we discuss whether advisers should go beyond the call of duty. Many financial advisers see it as their duty to "give back" to society and help educate the general public on financial matters, but the space is far from saturated. So should more advisers think about running regular podcasts or writing newsletters or even books? Advisers Warren Shute and Craig Palfrey share their views, alongside the CISI's deputy head of financial planning, Chris Morris.

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.

Over the past few months inflation has risen higher and higher, now hitting a fresh 40-year high of 9.1 per cent, with no signs of slowing down. In fact, it is expected to reach double digits soon.

On this week's edition of the FTAdviser Podcast, news editor Amy Austin is joined by Russell & Co IFA Tim Morris and James Jones-Tinsley, a self-invested technical specialist at Barnett Waddingham to discuss what this mean for people saving into a pension.

They discuss whether retirees are majorly impacted by rising inflation as well as what it means in terms of drawdown.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser 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.

The government has pledged to conduct a mortgage market review to help more first-time buyers get onto the housing ladder.

This will look into how more people can be given access to high loan-to-value mortgages and what alternative ways of providing finance and managing risk there might be.

On this week's edition of the FTAdviser Podcast, deputy editor Damian Fantato is joined by Martin Stewart, director of London Money, and David Hollingworth, associate director of L&C, to discuss what options the government might explore.

They discuss whether the loan-to-income ratio now poses a bigger problem for first-time buyers than raising a deposit, how to offer more access to mortgages without repeating the mistakes which led to the 2008 financial crisis, and whether the answer lies in new products rather than new rules. They also weight up the chances of the review happening at all and whether the solution is just to continue with Help to Buy.

 The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser 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.

On this special edition of the FTAdviser Podcast, news editor Amy Austin is joined by chair of the BMA's Pensions Committee, Vishal Sharma and Graham Crossley, NHS pension specialist advisor at Quilter,to discuss how pension tax issues are causing doctors to leave the profession and what the government should to to attempt to stop this.

The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser 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.

In this episode of the FTAdviser In Focus podcast we discuss the rise of multi-service firms. In recent months at least two law firms announced their intention to move into the financial advice space. Yet, the concept of a multi-service firm is not new. So why are more and more law firms expanding their remit into financial advice? Josh Richardson, Chartered financial planner at Informed Financial Planning, and Tahina Akther, barrister at Wild Cat Law, which is awaiting authorisation from the Financial Conduct Authority to provide advice, discuss the 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.

The levy for the Financial Services Compensation Scheme may have gone down in 2022-23 but the chief executive of the FSCS still thinks reform is needed.

Caroline Rainbird sat down with FTAdviser news editor Amy Austin to discuss the levy and why she thinks the compensation limit on pension claims is going to need to be increased.

They also discussed the British Steel Pension Scheme scandal and why the tail of compensation means advisers are unlikely to see their levy bills drop in the near future.

 The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser 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.