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FTAdviser Podcast
How do private assets fit into an investment portfolio?
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A recent study by global consulting firm Cerulli Associates found that nearly half of the private banks and wealth managers indicate that a lack of liquidity, high fees, and clients’ risk aversion are the top concerns preventing them from increasing private investments within their clients’ portfolios.
The democratization of private assets faces several challenges. Are there ways to address these?
On this latest podcast, FTAdviser deputy features editor Ima Jackson-Obot is joined by Nick Hyett, investment manager at Wealth Club and James Lowe, sales director - private assets at Schroders.
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.
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The personality traits of successful advisers
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Preparing for the FCA's protection review
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29:18|This FT Adviser better business podcast looks at the role behavioural economics plays in financial decision making. Behavioural economist Mark Pittaccio and financial adviser Ollie Saiman share their ideas around behavioural biases and how to challenge them. The podcast qualifies for 30 mins CPD
Over time, MPs might 'wake up to just how dreadful the social care deal is'
26:24|Social care seems to be slipping further down the government’s agenda as it looks to ‘fix the foundation of the economy, in the words of chancellor Rachel Reeves. But why does social care need to be at the forefront of the discussion and how could the scrapping of the funding deal impact adviser’s conversations with their clients. In this podcast, Alina Khan, senior reporter for FT Adviser, discusses the need for joined-up thinking on social care with Steven Cameron, pensions director at Aegon; Jacqueline Berry, managing director of My Care Consultant ;and Robin Melley, managing director at Matrix Capital Financial Planning.
'Getting insurance out of the RDR saved mortgage advisers £100mn'
31:03|After 16 years at the helm of the Association of Mortgage Intermediaries, Rob Sinclair is set to step down. The man who - by his own admission - is partly responsible for the introduction of the retail distribution review has been a familiar figure for advisers for many years. He talks to FT Adviser editor Simoney Kyriakou about advocating for mortgage advisers post-credit crunch, why it is important to create a working climate where you can "debate things" and argue in a powerful and constructive way, and to have a clear, sharp focus on what the outcomes should be.Helping the homeless to be more financially resilient
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