Professional Adviser

Top Stories

'We will add more capabilities' - Vanguard's Hagerty opens up on new advice service
'We will add more capabilities' - Vanguard's Hagerty opens up on new advice service

Those with £50k+

Adrian Boulding: The spectre of negative interest rates
Adrian Boulding: The spectre of negative interest rates
Mattioli Woods acquires adviser firm Caledonia Asset Management for £1.6m
Mattioli Woods acquires adviser firm Caledonia Asset Management for £1.6m
FCA's Delfas takes over from Wayman as interim FOS chief executive
IA Targeted Absolute Return sector most viewed by advisers in Q1 2021 - Square Mile

News continued

Regulation

FOS sets £260m budget for 2021/22 as caseload rockets
FOS sets £260m budget for 2021/22 as caseload rockets
Think tank brands FOS 'unfit for purpose' in damning report
Think tank brands FOS 'unfit for purpose' in damning report
Govt committee calls for 'quick and decisive' action to prevent pension scams
Govt committee calls for 'quick and decisive' action to prevent pension scams
Why cybercrime protection is increasingly important for advice businesses
Why cybercrime protection is increasingly important for advice businesses
High Court fines firm's boss over unauthorised WhatsApp investment advice
High Court fines firm's boss over unauthorised WhatsApp investment advice

Restitution of £530,000+

Your Profession

Retirement

Canada Life names Lindsey Rix UK chief executive
Canada Life names Lindsey Rix UK chief executive

Joins from Aviva

Ditch complex rise in normal minimum pension age - Quilter
Ditch complex rise in normal minimum pension age - Quilter
Equity release market improves in H2 but still behind 2019
Equity release market improves in H2 but still behind 2019
LV's capital uncertainty and 'inconsistent statements' targeted by MPs
LV's capital uncertainty and 'inconsistent statements' targeted by MPs
Higher rate pensions tax relief under threat? Three things your clients may call you about this week ...
Higher rate pensions tax relief under threat? Three things your clients may call you about this week ...

Protection

Investment Influencers

Opinion

Adrian Boulding: The spectre of negative interest rates
Adrian Boulding: The spectre of negative interest rates
Dennis Hall: Dealing with bereaved clients should be crisis avoidance not crisis management
Dennis Hall: Dealing with bereaved clients should be crisis avoidance not crisis management
Chris Budd: Is financial planning actually holistic?
Chris Budd: Is financial planning actually holistic?
Miranda Seath: The inclusion of ETFs and new IA sectors
Miranda Seath: The inclusion of ETFs and new IA sectors
Caroline Holley: Safeguarding clients' finances during a lockdown divorce
Caroline Holley: Safeguarding clients' finances during a lockdown divorce

Stuck together

Investment

IA Targeted Absolute Return sector most viewed by advisers in Q1 2021 - Square Mile
IA Targeted Absolute Return sector most viewed by advisers in Q1 2021 - Square Mile

Searches on Square Mile’s Academy of Funds

Meet the ESG Investment Influencers: The inside story with John Fleetwood of Square Mile Investment Consulting & Research
Meet the ESG Investment Influencers: The inside story with John Fleetwood of Square Mile Investment Consulting & Research
Canaccord Genuity acquires Adam & Co IM in £54m deal
Canaccord Genuity acquires Adam & Co IM in £54m deal
Miranda Seath: The inclusion of ETFs and new IA sectors
Miranda Seath: The inclusion of ETFs and new IA sectors
$500bn in 2021: What the green bond surge means for investors
$500bn in 2021: What the green bond surge means for investors

Tax planning