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This edition of the FTAdviser podcast examines the outlook and opportunities for investors in fixed income markets. Joining FTAdviser investment editor David Thorpe are Torcail Stewart, Strategic Bond fund manager at Baillie Gifford; Nathan Sweeney, deputy chief investment officer for multi-asset at Marlborough, and Tom Beckett, from the chief investment officer’s office at Canaccord Genuity. Hosted on Acast. See acast.com/privacy for more information.

It is becoming increasingly easier for retail investors to access private assets as a result of evolving technology and regulation. So what do advisers need to understand about private assets investing? On this latest podcast, FTAdviser deputy features editor Ima Jackson-Obot is joined by Simon Doherty, head of MPS at Quilter Cheviot and Tim Boole, head of product management at Schroders to talk about the role private assets play in a portfolio and the type of investor they are suitable for. 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. Hosted on Acast. See acast.com/privacy for more information.

Chancellor Jeremy Hunt has given advisers an 'admin headache' by pulling a few pension surprises out of his hat in the 2023 Budget, guests tell FTAdviser news editor Amy Austin. On this latest podcast, Claire Trott, divisional director for retirement and holistic planning for St James's Place, and Tim Morris, IFA with Russell & Co, talk through the latest Budget changes and what these mean for financial advisers. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FTAdviser In Focus podcast we look at the role of VCTs and EISs in today's retail investment landscape. The government has previously announced, though not yet confirmed, an extension to the tax rules governing the investments. Honouring that pledge is vital, according to our guests Sarah Barber, Kerry Baldwin and Jack Rose. Hosted on Acast. See acast.com/privacy for more information.

This latest podcast by FTAdviser, in recognition of International Women's Day, aims to consider the way that women perceive investment risk and reward, and whether the traditional language employed and methods used by advisers and wealth managers works for women or whether there are some adaptations needed. On this podcast, hosted by editor Simoney Kyriakou, guests Louis Williams, head of psychology and behavioural insights at Dynamic Planner, and Sarah Ruggins, head of multi-asset research at St. James’s Place, provided an overview of the dichotomy that has been created over recent decades - namely that women are more financially independent than ever, but less financially resilient. Hosted on Acast. See acast.com/privacy for more information.

After a year of volatility, rising inflation and predictions of recessions, many investors are starting to feel more optimistic as inflation slows down. But what does this mean for investors? This week FTAdviser reporter Sally Hickey is joined by Ed Smith, co-chief investment officer at Rathbones, and Richard Clode, portfolio manager at Janus Henderson, to discuss the outlook. The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

Last month the Financial Conduct Authority announced it would be carrying out a thematic review into retirement income advice. The regulator said that, given the wider range of retirement options available, it is "vital" consumers get good advice at the point they first access their pension savings and on an ongoing basis. So what should advisers expect from this review? FTAdviser news editor Amy Austin talks to Toby Bentley, a financial adviser at Lathe & Co, and Tom McPhail, director of public affairs at the Lang Cat, to find out. The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

This FTAdviser In Focus podcast discusses the career change from sports to financial advice. Sports careers typically take off early in life and don’t last a full working life, so it makes sense that sports stars are having to look for second careers. But why advice? What skills do they bring to the table and how can the industry attract more of them? We speak to ex footballer Tommie Hoban and rugby players Dave Lewis and Will Harries. Hosted on Acast. See acast.com/privacy for more information.

The past year has been a difficult one for tech stocks, and that includes the biggest tech stocks of all: the so-called FAANGs (Facebook, Amazon, Apple, Netflix and Google). This week FTAdviser's David Thorpe is joined by Mark Hatwin, who runs the Gam Star Disruptive Growth fund, Richard Saldanha, who runs the Aviva Investors Global Equity Income fund, and David Coombs, head of multi-asset at Rathbones, to find out what the outlook is for tech stocks. The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FTAdviser In Focus podcast we discuss what the next generation of advisers expects from a career in financial advice, how were they introduced to advice, and what they look for in an employer. Adviser trainees Lauren Turner, Ben Mitson and Carl Naudo share their ideas. Hosted on Acast. See acast.com/privacy for more information.

The FCA has set out proposals for simplified advice to make it cheaper and easier for firms to advise consumers about certain mainstream investments within stocks and shares Isas. But will these proposals work, and which firms are likely to offer simplified advice? This week FTAdviser news editor Amy Austin is joined by Prakash Chandramohan, strategic policy director at Tisa, Heather Hopkins, managing director of NextWealth, and Chet Velani, managing director of EV, to find out. They discuss whether simplified advice will simply allow banks to push their Isa products, whether it is worthwhile for advisers to consider offering simplified advice, and what an adviser would have to do to make a success of it. The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

In December, the chancellor Jeremy Hunt took a trip to Scotland and announced plans to cut or change swathes of financial services regulation as part of the so-called "Edinburgh reforms". He put forward a list of 30 reforms - including some of the rules created after the 2008 financial crisis such as the senior managers regime and ring fencing - in a move Hunt said would allow the UK to "seize its Brexit freedoms". So what will these reforms mean for financial advisers? This week FTAdviser deputy editor Damian Fantato is joined by Simon Harrington, head of public affairs at adviser trade body Pimfa, and Ben Blackett-Ord, executive chair of Bovill, to find out. They discuss how the senior managers regime might be reforms, what Priips ought to be replaced with and what changes to the FCA's remit might mean in practice. The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

Most equity markets enjoyed a torrid 2022 but there are now signed inflation is peaking and most of the bad news may well be priced in. So what could 2023 have in store? This week FTAdviser's David Thorpe is joined by Alex Illingworth, who runs the Artemis Global Select fund, Wayne Berry, investment director at RBC Brewin Dolphin, and Stephen Anness, head of global equities at Invesco, to find out. They discuss what investors can learn from the turbulence on 2022, how to achieve diversification in the current climate, and the prospects for UK equities. The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

Value investing is an investment philosophy whereby the investor buys assets that they believe to be undervalued by the market and thus have the potential to generate returns. Over the last 12 months there has been a shift from growth to value: Surging inflation and commodity prices have been hugely beneficial for legacy companies in the oil and gas, and mining sectors as they have been able to take advantage of the global energy crisis and the switching on of demand post-Covid. An environment of rising interest rates is also helping value stocks to appear more valuable, as growth companies tend to have longer-term cash flow horizons; hence their valuations are affected more by rising rates. So, with the increasing focus on sustainability can one be sustainable and a value investor at the same time? Joining Ima Jackson-Obot, deputy features editor at FTAdviser, to discuss the topic are Roberta Barr, head of value team ESG - fund manager at Schroders, and Stuart Clark, WealthSelect portfolio manager at Quilter Investors. 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. Hosted on Acast. See acast.com/privacy for more information.

But what happens when the kingpin of big data and clever, tailored marketing to each of its consumers decides to take on financial services? The potential for Amazon to become a shop front for life insurance brokers or wealth managers has become clear in recent years. But while the regulatory niceties will need to be worked out, what do we make of the model that Amazon can offer in becoming a one-stop shop for clients? And what do we make of large entities in regulated financial services attempting to counter this potential threat by becoming all things to all people? Talking to FTAdviser editor Simoney Kyriakou on this podcast is Ian McKenna, founder of fintech consultancy F&TRC, and Hugo Bedford, chief executive of JM Finn. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FTAdviser In Focus podcast we assess the Retail Distribution Review 10 years on. The RDR was implemented on 31.12. 2012, introducing a raft of measures to make the advice market more transparent and professional, in order to inspire consumer confidence and trust. But while professionalism has increased there have also been a fair few scandals. Square Mile's Scott Dakers and Morningstar's Martin Coyle assess whether the RDR has achieved the goals it was designed to achieve. Hosted on Acast. See acast.com/privacy for more information.

The Chartered Insurance Institute's decision to appoint a majority of directors to the Personal Finance Society's board has triggered a chain of events which has led to resignations from the PFS and anger among its members. But the events of the past few weeks have, in many ways, been the result of a chain of events going back several years. This week, FTAdviser's deputy editor Damian Fantato is joined by Sarah Lord, immediate past president of the PFS, and adviser and academic Richard Bishop, to discuss how the two organisations got here, where they can go from here and what, if anything, advisers can do about it. The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

Last year was eventful, to say the least, with the Ukraine war, the collapse of multiple UK governments, the "mini" Budget and the death of Queen Elizabeth. Will 2023 be just as eventful? In the first episode of the year, FTAdviser deputy editor Damian Fantato is joined by reporters Sally Hickey, Jane Matthews, Sonia Rach and Ruby Hinchliffe to find out. They discuss what the coming year might hold for investments, the mortgage market, regulation of the financial advice and platforms. The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

The buy-to-let sector has been facing years of tax changes and reforms which, according to some, have made the sector increasingly unattractive. In this week's episode of the FTAdviser podcast, reporter Jane Matthews catches up with Adele Forbes, managing director of West Yorkshire Money and Paul Holland, managing director of Henchurch Lane Financial Services to discuss the impact of this year's turbulent mortgage market and what 2023 might have in store for the buy-to-let sector. The FTAdviser Podcast is the podcast for financial advisers, brought to you by FTAdviser. Each week, FTAdviser is joined by guests fro the industry to discuss the week in news and pressing industry issues. Hosted on Acast. See acast.com/privacy for more information.

In 2022 annuity rates have climbed by 40-50 per cent - which is a 14-year high- with these rates boosted by soaring long-term gilt yields. And in late September and early October there were some particularly sharp increases.- in part, be attributed to financial markets having less confidence in the government, following the “mini” Budget. Amy Austin, news editor at FTAdviser speaks to Mark Ormston, director of propositions and corporate partnerships at Retirement Line and Emma Watkins, managing director of retirement and longstanding at Scottish Widows about the comeback of annuities. 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. Hosted on Acast. See acast.com/privacy for more information.