What do the government's AR proposals mean for advisers?

FT Adviser senior investment editor David Thorpe chats with Nick Kirrage, global equity manager at Brown Advisory, Hugh Gimber, market strategist at JP Morgan Asset Management and Paul O'Neill, chief investment officer at Bentley Reid, about the outlook for US equities after a period of underperformance for the asset class.The panel discussed diversification, the significance of the dollar on equity returns and the implications of AI stocks on the wider market.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

In January 2026, the FCA announced the launch of the Mills Review. This is a major consultation examining how advanced AI will reshape retail financial services by 2030 and beyond. But what are the dangers if people get it wrong when it comes to making financial decisions? Joining FT Adviser editor Simoney Kyriakou on this episode of Margin Notes is Greg Davies. He is head of behavioural finance at Oxford Risk, and author of Behavioural Investment Management. This podcast will qualify for 40 minutes CPD and you should be able to explain what the Mills Review aims to do, outline various areas where UK financial services needs to embrace AI, and list some of the potential dangers for financial services providers if they get AI wrong. The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FT Adviser podcast senior investment editor David Thorpe chats with Gerard Lyons, chief economic strategist at Netwealth, Charlie Lloyd, head of investments at Shackleton, and Premier Miton fund manager Gervais Williams, about the outlook for the UK economy and stock market in light of a revised interest rate cycle.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the FT Adviser podcast senior reporter Tara O'Connor speaks to workplace culture expert Jenny Segal and Parmenion’s chief customer officer Sarah Lyons about persistent issues with female representation in financial services, why these are hard to shift, and why existing data should not be ignored.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

The Treasury published a consultation earlier this month looking to make a number of changes to the AR regime to tighten it up.This included bringing ARs under the Financial Ombudsman Service’s remit for complaints as well as making principal firms hold a special FCA permission in order to appoint an AR.FT Adviser's Amy Austin speaks to Simon Morris, a financial services partner with CMS, and David Mills, financial adviser and founder & chair of Pilot, about whether the changes will have a large effect and what advisers can expect.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

In this CPD-qualifying podcast, Roy McLoughlin, member of the Protection Distributors Group, speaks with editor Simoney Kyriakou ahead of Business Protection Focus Week to discuss what to expect from next week’s many initiatives, what to make of the FCA’s latest work in the protection space and what protection could look like in a world of targeted support.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

In this episode of the FT Adviser podcast chief reporter Tara O'Connor chats to Oliver Bedford, lead manager on the Hargreave Hale VCT, and Diana French, chief commercial officer of retail distribution at Triple Point, about the impact the chancellor's cuts to VCT income tax relief will have on the industry and clients' financial planning.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

With National Apprenticeship Week fast approaching, multimedia editor Carmen Reichman chats to Sally Plant, relationship director at LIBF, about how apprenticeships can work for advice businesses, how they differ from more traditional routes into advice and why, despite their many benefits, they are not suitable for everyone.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

The Advice Guidance Boundary Review is a response to a growing concern that most consumers in the UK are not getting the financial help they need, but whether or not there is demand for simplified advice in particular is still unclear.On this episode of the FT Adviser podcast deputy news editor Sonia Rach speaks to Clive Gordon, consumer investments practice lead at Sicsic Advisory and Edward Grant, director at the Personal Finance Society, on where the industry is at and what is needed for simplified advice to work.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.

On this episode of the FT Adviser podcast news editor Amy Austin chats with Seán Standerwick, director at MLP Wealth, and Toby Bentley, director at Bentley Wealth Partners, about their expectations for the year ahead and how culture in advice businesses has already shifted.The FTAdviser Podcast is designed to inform regulated UK advisers on a range of topics, covering investments, pensions, regulation and other key issues. Hosted on Acast. See acast.com/privacy for more information.