FT Adviser

Awareness around financial wellbeing has steadily increased over the past few years, and the effect of poor financial health on a person’s overall wellbeing has been well documented.

But how can advisers improve their client's financial wellbeing? And what has driven the increased popularity of the concept among advisers over the past few years?

The latest FTAdviser podcast sees Chris Budd, founder and chairman at the Initiative for Financial Wellbeing, and Tracy Crookes, an adviser at Quilter Private Client Advisers discuss the possibilities.

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com.

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 cost of advice has been a much-discussed topic for a number of years — from the pros and cons of percentage charging to the fee pressures facing advisers.

We've also seen some big names enter the industry at a time when the City-watchdog has set its beady eyes on making sure financial services are value for money.

The latest FTAdviser podcast sees Alistair Fullerton, director and financial adviser at Lathe and Co Wealth Advisers, and Simon Bussy, director of wealth at consultancy firm Altus discuss the possibilities.

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com.

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 FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com.

In this week's episode, Ben Hammond, platform director at Altus, and Mark Till, managing director for digital solutions at Aegon, discuss the future of the platform industry, as many players struggle for profitability and inflows become harder to attract.

Each week, FTAdviser will be joined by a guest from the industry to discuss the week in news and pressing industry issues.

FTAdviser's podcasts are available on Acast and are also now available to download on iTunes.  

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 FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode Steven Cameron, pensions director at Aegon, and John Hill, a chartered financial planner at Saunderson House, discuss what the Conservative government has in store for pensions over the coming year – from changes to auto-enrolment thresholds and tax relief, to the possibility of scrapping the tapered annual allowance.

Each week, FTAdviser will be joined by a guest from the industry to discuss the week in news and pressing industry issues.

FTAdviser's podcasts are available on Acast and are also now available to download on iTunes.  

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 FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In the first episode of the year, the Personal Finance Society's director of policy Matthew Connell, and chartered financial planner Darren Cooke discuss what advisers can expect in 2020 and the coming decade. Mr Connell said this year might see adviser liabilities addressed, while Mr Cooke discussed the growing importance of financial wellbeing for advisers.

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.

Yesterday, the UK headed to the polls in a momentous election set to decide the course of the country over the next five years.

Voters overwhelmingly backed the Conservative party, which is up nearly 50 seats, and its leader Boris Johnson will now govern with a majority of at least 78 MPs in the House of Commons.

In the manifesto, the Tories pledged to find a social care solution, tackle pension tax issues and up the national insurance threshold to help lower earners, but what does a Conservative majority mean for investors and the markets?

The latest FTAdviser Podcast sees Leigh Himsworth, manager of the Fidelity UK Opportunities fund, and Shamik Dhar, chief economist at BNY Mellon Investment Management, discuss the possibilities.

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 policies of quantitative easing and record low interest rates make it very difficult for advisers and clients to understand the risks they are taking when making an investment, according to the guests on the latest FTAdviser podcast. 

Bertie Dannatt, investment director at Ruffer said: “The policies that central banks have used to stimulate markets since the financial crisis have definitely pushed up the prices of bonds, shares and property as it has been a rising tide lifts all boats effect.”

His fellow guest Jordan Shriharan, of Canaccord Genuity Wealth agreed, saying, “the policies have basically put an artificial floor on bond yields, and that effects the price of so many other assets.”

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 years, concerns have been raised that advisers are at risk of missing out on a generational windfall by failing to service the young people likely to inherit their current client’s wealth. The latest FTAdviser Podcast examines how IFAs can tackle to situation and whether it is a pitfall or an opportunity for the sector. Guests Tom Selby, senior analyst at AJ Bell, and Tracy Crookes, chartered financial planner at Quilter Private Client Advisers, discuss the possibilities.

The FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com.

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 FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, Michael Pashley, group training and knowledge director at SimplyBiz, and Ian Cornwall, director of regulation at adviser trade body Pimfa, discuss what advisers need to do as next month's deadline for the senior managers and certification regime looms, and what will happen after that passes.

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 FTAdviser Podcast is the weekly podcast for financial advisers brought to you by FTAdviser.com. In this week's episode, investment reporter David Thorpe talks to Simon Edelsten, global equity manager at Artemis, and Wayne Berry, investment manager at Brewin Dolphin, about the outlook for global equities and how to build a global portfolio.

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.