FTAdviser Podcast

On this episode of Margin Notes, FT Adviser editor Simoney Kyriakou speaks with Sergei Cristo, author of new research from the University of Buckingham, which has revealed more than 400 SFDR-badged funds were deliberately investing in Russia right up to the February 2022 invasion, even as tanks were rolling to the border. This was not an inadvertent allocation: data shows these ESG funds deliberately added more exposure to Russian bonds and Russian companies to capitalise on rising yields and stock prices weeks after Putin had declared his intention to invade.

UK equities will always be a material part of an income portfolio, but valuations are not quite as cheap as they were. FT Adviser senior investments editor David Thorpe chats with Nick Stanhope, senior portfolio manager at Morningstar, Hillary Blandy who runs the Jupiter Monthly Income Bond fund, and Stuart Rhodes, manager of the M&G Global Dividend fund, about constructing income portfolios in the current climate

In this episode of the FT Adviser podcast reporter Hereward Mills and senior investment editor David Thorpe chat to international adviser Jeremy Harding, head of wealth management at Norman K. London, about the rise of international advice and what impact geopolitical events like the conflict in the Middle East are having on the market.

On the latest episode of Margin Notes, Simoney Kyriakou, editor of FT Adviser, speaks with Steve Lamb, chief executive of Kyckr, about the problems UK companies face when it comes to really knowing your clients, and how to avoid ever-more punitive fines.

On this episode of Margin Notes, Radu Tunaru, professor of finance and risk management at Henley Business School, tells FT Adviser editor Simoney Kyriakou that we could see highly impactful errors due to an over-reliance on AI modelling, and regulators might not be ready to act.

Cyber warfare is very real, and far more prevalent than you might think. In this podcast, a specialist talks about how to protect everything from your phone apps to your client’s data. On this episode of Margin Notes, Heligan Group's Adam Irwin talks to FT Adviser editor Simoney Kyriakou about how to prevent digital attacks on your business and on your clients.This podcast qualifies for 40 minutes’ of CPD, bank your answers online at ftadviser.com

Financial services companies are sitting on legacy technology and not doing anything with it, says Tata Consultancy Services’ Shankar Narayanan. But while now may not be the best time to implement a big technological strategy, as tech changes rapidly, companies cannot afford to stand still. Adopting a “no-regrets” architecture could be the answer.

Join us this week as Jenny Davidson, Scottish Widows’ intermediary wealth director, and Holly Mackay, founder and chief executive of Boring Money, discuss the persistent issue of the gender retirement gap and how the industry can continue to tackle it; how simplified advice might help; and what advisers can do to boost client confidence and engagement, with deputy features editor Ima Jackson-Obot.

Is UK financial regulation about to get tougher and faster? In this special edition of FT Adviser Briefing, Amy Austin speaks with Kate Blatchford-Hick, head of consumer investments policy and market analysis at the Financial Conduct Authority about its push to make regulation “faster, sharper and harder to evade”, and what that means for firms, advisers and consumers.As the regulator faces pressure to support economic growth while maintaining oversight, we explore how the FCA is navigating that balance and where it may draw the line. Kate explains the FCA's announcement about ditching the annual review requirement for ongoing advice, turning attention to the trail commission, what advisers and firms should expect from the upcoming changes and how tougher enforcement could reshape the market.00:00 - Welcome to FT Adviser Briefing00:39 - FCA's thinking on simplifying adviser advice03:35 - How will targeted support and simplified advice work alongside one another?04:45 - What products will simplified advice be most useful for?07:10 - How affordable will this be for advisers?10:54 - How the FCA will police the reforms14:08 - Trail commission