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FT Adviser

FTAdviser
Pensions
Financial Planning
Financial Services
Inflation
Financial Advisors
Fixed Income
Financial Advice
Financial Conduct Authority
Consumer Duty
Housing Market
Inheritance Tax
Regulation
Private Markets
Investment Strategies
FCA
Donald Trump
Artificial Intelligence
Monetary Policy
Capital Gains Tax
Labour's Budget

FT Adviser is the Financial Times’ specialist title dedicated to the UK financial advice profession. Each week one of our reporters will be joined by a panel of experts to discuss issues such how the latest regulatory developments will impact advice firms, how advised clients will be affected by the latest developments in pensions, investing, mortgages and tax, and how the financial advice profess... more

PublishesTwice weeklyEpisodes509Founded8 years ago
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Latest Episodes

On this week's episode of the FT Adviser podcast our guests Ian Lance, fund manager at Redwheel, Mark Preskett, multi-asset manager at Morningstar, and James Thomson, lead manager of the Rathbone Global Opportunities Fund, discuss how higher yields m... more

Chancellor John Healey’s first Budget was certainly not one that rocked the boat but instead tinkered around the edges with some welcome changes.

Guests on this CPD Budget edition of the FT Adviser podcast discussed the effect these changes may hav... more

This week we are joined by Tom Hegarty, chief executive of SimplyBiz, and Seán Standerwick, chief executive and chartered financial planner at MLP Wealth, to discuss the different ways to train advisers and what needs to change to boost adviser numbe... more

The recent rise in bond yields means clients are now being paid to take fixed income risk, according to the guests on the latest FT Adviser Vantage Point podcast.

JPMorgan Asset Management’s Iain Stealey and Quilter Cheviot’s Richard Carter discuss t... more

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Recent Guests

Ian Lance
Fund manager at Redwheel and manager of the OWC Global Intrinsic Value Fund
Redwheel
Episode: How higher bond yields are impacting equity portfolios
Mark Preskett
Multi-asset manager at Morningstar
Morningstar
Episode: How higher bond yields are impacting equity portfolios
James Thomson
Lead manager of the Rathbone Global Opportunities Fund
Rathbones
Episode: How higher bond yields are impacting equity portfolios
John Phillips
Chief executive of Spicerhaart and Just Mortgages
Spicerhaart
Episode: What does Healey’s first Budget mean for advisers and their clients?
Alan Barral
Financial planner at Quilter
Quilter
Episode: What does Healey’s first Budget mean for advisers and their clients?
Rachel Vahey
Head of public policy at AJ Bell
AJ Bell
Episode: What does Healey’s first Budget mean for advisers and their clients?
Caroline Le Jeune
Private client tax partner at RSM
RSM
Episode: What does Healey’s first Budget mean for advisers and their clients?
Tom Hegarty
Chief executive of SimplyBiz and the New Talent Alliance.
SimplyBiz
Episode: Awareness, training and support: is this how we tackle the adviser shortage?
Seán Standerwick
Chief executive and chartered financial planner at MLP Wealth.
MLP Wealth
Episode: Awareness, training and support: is this how we tackle the adviser shortage?

Reviews

4.5 out of 5 stars from 20 ratings
  • Audio Quality is terrible

    Content of the podcast is good. Hard listen however as the audio quality is just terrible - echoes, feedback, different audio quality between individuals talking, people breathing down their own mics etc etc

    makes it a hard listen.

    Apple Podcasts
    3
    davey44
    United Kingdom4 years ago
  • Audio Quality is terrible

    Content of the podcast is good. Hard listen however as the audio quality is just terrible - echoes, feedback, different audio quality between individuals talking makes it a hard listen

    Apple Podcasts
    3
    davey44
    United Kingdom5 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners note strong content but highlight consistently poor audio quality and inconsistent mic setups.
Audience appreciates practical, real-world insights from advisers and experts.
Positive sentiment toward guest expertise and relevance to UK financial services, tempered by audio issues.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

How higher bond yields are impacting equity portfolios
Q: Can strong corporate earnings growth continue, or does gravity come in and matter eventually just as valuations do?
Ian Lance says forecast S&P earnings growth above 20% is being driven partly by AI capital spending and partly by a large US government deficit. He considers neither driver sustainable indefinitely and expects that eventually to affect corporate earnings.
How higher bond yields are impacting equity portfolios
Q: How do higher bond yields impact the way you think about constructing an equity allocation?
Ian Lance says his investment approach does not change with bond yields, but the return to more normal interest rates has made conditions better for value stocks after a decade that favored bonds, bond proxies and growth stocks.
What does Healey’s first Budget mean for advisers and their clients?
Q: Are you filled with hope with this budget that maybe mortgage rates are going to settle down?
John Phillips is not optimistic, citing inflation and expected interest rate increases. He says mortgage rates may begin to fall in the third or fourth quarter of the following year if inflation pressures ease.
What does Healey’s first Budget mean for advisers and their clients?
Q: How damaging is this policy?
Alan Barral says bringing most unused pension funds and death benefits into estates for inheritance tax means clients should reconsider preserving pensions, but cautions against large withdrawals before the change takes effect.
'Clients are now being paid to take fixed income risk'
Q: And on that kind of duration point, what do you think, Iain? Like, how do you think about duration in the current climate, specifically maybe looking at guilts?
Stealey says the rise in yields and the amount of rate hikes already priced by the Bank of England make duration more attractive, and his team has been increasing duration across portfolios. He notes that volatility is likely to continue.

Audience Metrics

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Frequently Asked Questions About FT Adviser

What is FT Adviser about and what kind of topics does it cover?

The program consistently panels expert guests to dissect timely topics around UK financial advice, regulation, and wealth management. Recent discussions cover the reliability and transparency of ESG data, the tension between responsible investing and real-world outcomes, practical considerations for selecting pension providers, and leveraging data storytelling to improve client understanding. There's a strong focus on women in finance, inclusive marketing, and culture within advisory firms, complemented by episodes on insolvency, transfers, and market risk. Overall, it's likely to appeal to regulated advisers, asset managers, and policy-minded professionals seeking practical guidance, industry trends, and thoughtful critiques of current bes... more

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Which podcasts are similar to FT Adviser?

These podcasts share a similar audience with FT Adviser:

1. Merryn Talks Money
2. On The Money
3. Investors' Chronicle
4. AJ Bell Money & Markets
5. Unhedged

How many episodes of FT Adviser are there?

FT Adviser launched 8 years ago and published 509 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on FT Adviser?

Recent guests on FT Adviser include:

1. Ian Lance
2. Mark Preskett
3. James Thomson
4. John Phillips
5. Alan Barral
6. Rachel Vahey
7. Caroline Le Jeune
8. Tom Hegarty

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