Inside the advice business sales process

What happens when the benefits of AI meet questions of accountability and agency? Joining Margin Notes in this episode is Sarah de Lagarde, brighter future strategist for Janus Henderson, who has described herself as a “bionic woman”, and is using her voice to encourage companies to think more creatively about ways to innovate and design products and services that make things easier for everyone.  Hosted on Acast. See acast.com/privacy for more information.

Not all advice business sales are equal and many require meticulous planning to achieve the desired result but when the right decisions are made, the outcome can be very satisfying. In this episode of the FT Adviser Better Business podcast Broadway Financial Planning's Keri Carter shares her M&A journey and what she has learned along the way Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FT Adviser podcast Amy Austin looks at the evolving landscape of private equity consolidation in the financial advice industry. She chats to independent strategic adviser Tony Spain and CEO of Woven Advice Nicky Sevel, who tell her PE firms are now more focused on adding value through efficiency and vertical integration due to the rising valuations and interest rates. Hosted on Acast. See acast.com/privacy for more information.

During our teenage years, core beliefs are developed and nurtured - beliefs about ourselves and ways of understanding the world; ways of navigating the transition into adulthood and the development of resilience. And amidst all this are fundamental concepts about financial aptitude: saving, spending, long-term planning. But how much are young people being included in conversations about wealth and attitudes to money? How can you help your clients open and maintain effective lines of communication with teenagers about this often under-discussed subject? On this episode of the FT Adviser Editor's Podcast, special guest Jessica McGawley, founder of Dallington - a service that helps young people and their families build stronger foundations for the future - talks to editor Simoney Kyriakou. Hosted on Acast. See acast.com/privacy for more information.

From zoological research to heading up financial planning business Hannay Wealth, Vanessa Barnes’ career path into professional financial services is not a traditional one. She talks to editor Simoney Kyriakou on the FT Adviser Editor's Podcast about her new role as chairperson of the Women’s Wealth Alliance and why the Alliance has just launched a wide-ranging survey of the profession. Hosted on Acast. See acast.com/privacy for more information.

"There is so much that can be done constructively through the law," according to Dr Jocelynne Scutt. The Australian-born barrister, writer and human rights lawyer speaks to the FT Adviser Editor's Podcast about her formative years learning about women's rights and how her legal work led her to help Britain's 50s-born women in their struggle for pensions fairness. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the FT Adviser editor's podcast Simoney Kyriakou speaks with corporate activist Belinda Parmar OBE about empathy in advice and why too many advisers mistake sympathy for empathy.The episode qualifies for 30 minutes of CPD. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FT Adviser podcast senior reporter Tom Dunstan speaks with St James’s Place head of economic research, Hetal Mehta, and Ash Ridge independent mortgage and equity release adviser, Jane King, about the latest developments in the mortgage market and their expectations on future interest rates. Hosted on Acast. See acast.com/privacy for more information.

FT Adviser's multimedia editor Carmen Reichman speaks to David Jane, fund manager at Premier Miton, and Will McIntosh-Whyte, fund manager at Rathbones, about what Trump’s economic policies mean for equities and bonds, how they have adapted their investment strategies and why emerging markets might be the unexpected winners from the turmoil. Hosted on Acast. See acast.com/privacy for more information.

The income yield available on fixed income assets is likely to be the main driver of returns this year as bond yields won’t fall much further - that was the verdict of the guests on the latest FT Adviser podcast. David Thorpe, senior investment editor at FT Adviser, discusses the outlook for fixed income portfolios in the year ahead with Damien Hill, strategic bond fund manager at BNY Melon Investments, and Sotirios Nakos, multi-asset investor at Aviva Investors.  Hosted on Acast. See acast.com/privacy for more information.