Professional Adviser

Top stories

Exclusive: Aviva platform boss discusses re-platforming and future plans

'Short-term pain for long-term gain'

Measure
Setting a benchmark for inheritance tax portfolios
Foster Denovo acquires London & Capital's UK wealth arm
RWC chief executive Dan Mannix
RWC joined by investment team of multi-strategy firm Agilis
Masks
Peter Daniel: 'I can't tax clearly now, Lorraine has won'

News continued

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Talking with… Peter Harrison

Read the Schroders CEO on the future of investing, mental health in the City and skydiving
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A series of Multi-Asset 'Meet the Managers' lunches near you

Regulation

FCA under fire for whistleblower neglect - reports
Financial Conduct Authority
FCA to seek adviser feedback on FAMR and RDR in roadshow tour
jailed
Tenet to pay compensation for jailed adviser's actions
Chris Davies
Chris Davies: What does the FCA's business plan mean for the sector?
FSCS examining if London Capital & Finance customers could be compensated

14,000 bond customers

Your Profession

MILLENIAL MONEY

Retirement

Bank of Mum and Dad
Chris Flowers: The Generation Game

To communicate equity release's wider opportunities and benefits, writes Chris Flowers, providers and advisers need to think about how best to engage not only its usual target audience but also their families

Where Game of Thrones meets the world of retirement
Pathways
Steven Levin: FCA's investment pathways are largely on the right track
MPs offer FCA compromise on DB transfer contingent charging ban
Mark Barlow
XPS Pensions: Up to 1.5% of eligible members quitting DB schemes each month

Protection

Investment Influencers

Opinion

Masks
Peter Daniel: 'I can't tax clearly now, Lorraine has won'
David Jane
David Jane: Trade wars forever
Bank of Mum and Dad
Chris Flowers: The Generation Game
Tactics
James Klempster: Why investors should beware sporting analogies
David Tiller
David Tiller: Three likely advice models of the future

PA360 2019 revisited

Investment

Measure
Setting a benchmark for inheritance tax portfolios

Tracking real performance

RWC chief executive Dan Mannix
RWC joined by investment team of multi-strategy firm Agilis
global dividends
Global dividends hit new record in Q1 but UK lags global average
Exclusive: Aviva platform boss discusses re-platforming and future plans
David Jane
David Jane: Trade wars forever

Tax planning