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      Professional Adviser's Working Lunches in partnership with Orbis Investments - 2019

      Join us in March for the Professional Adviser Working Lunch series in partnership with Orbis Investments.

      • Date: 05 Mar 2019
      • Knutsford, Leeds, Surrey, Bristol
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      Professional Adviser Working Lunches 2019 - Baillie Gifford & First State Investments

      Professional Adviser is delighted to announce the launch of the new Working Lunches in partnership with Baillie Gifford and First State Investments. Travelling across the UK to provide valuable market insights for Senior Financial Advisers.

      • Date: 13 Mar 2019
      • Southhampton, Worcester, Durham, Norwich, Liverpool, Exeter, Sheffield, Leicester, Nottingham
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      Professional Adviser 360 2019

      The highly anticipated Professional Adviser 360 conference is taking place on 25th April 2019 at The Brewery in London.

      • Date: 25 Apr 2019
      • The Brewery Chiswell Street London EC1Y 4SD, London
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      Retirement Planner Awards 2019

      The annual Retirement Planner Awards is taking place on Friday 14th June 2019. The Retirement Planner Awards aim to celebrate excellence in Retirement Planning and Pensions services. Submit your entries by 12th April.

      • Date: 14 Jun 2019
      • TBC, London
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Professional Adviser

Top stories

Will
  • Tax planning
Aidan Grant: Probate fees - will deathbed planning come back to life?

Ways to mitigate April’s increases

  • 22 Feb
  • Wrap/platforms
FinoComp launches client data analysis team for advisers and platforms
  • 22 Feb
Tim Haywood
  • Investment
Haywood to appeal GAM sacking
  • 22 Feb
What are the best equity income funds in the market?
  • Equities
Are these the best 'all-rounder' UK funds for income investors?
  • 22 Feb
Shane Balkham of Beaufort Investment
  • Managed solutions
Beaufort promotes Balkham to CIO
  • 22 Feb

News continued

  • Tax planning
Kim Jarvis: Top three adviser IHT queries - and how to address them
  • 22 Feb
  • Investment
Laura Suter: It's time for investment's jargonauts to surrender
  • 21 Feb
  • Pensions
Portafina 'considering legal options' after FOS sides with complainant
  • 21 Feb
  • Your profession
PA's Good News Bulletin: A weekly dose of positivity for advisers
  • 21 Feb
  • Companies
Harlequin adviser Allan McRoberts's firm declared in default by FSCS
  • 21 Feb
  • Regulation
FCA fines Hargreave Hale and R&M over IPO conduct; Newton given immunity
  • 21 Feb
  • Companies
Quilter acquires 200 advisers in Charles Derby deal
  • 21 Feb
  • Investment
GAM fires suspended Haywood for 'gross misconduct'
  • 21 Feb
  • Investment
Bruno Schroder passes away aged 86
  • 21 Feb
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Help us recognise the achievements of women working in financial advice
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Secure your place today!

A series of Multi-Asset 'Meet the Managers' lunches near you
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Providing advisers with a comprehensive 360-degree view of financial advice

Regulation

Laura Suter
  • Investment
Laura Suter: It's time for investment's jargonauts to surrender
  • 21 Feb
FCA fines Hargreave Hale and R&M over IPO misconduct scandal while Newton given immunity
  • Regulation
FCA fines Hargreave Hale and R&M over IPO conduct; Newton given immunity
  • 21 Feb
CEO of the IA Chris-Cummings
  • Regulation
IA launches communication guide in response to FCA criticism
  • 20 Feb
  • Regulation
Sean Kulan: How prepared are solo-regulated firms for SM&CR?
  • 19 Feb
handshake-agreement-deal-business
  • Regulation
Wanda Goldwag appointed to FCA's consumer panel

From 1 March

  • 19 Feb

Your Profession

Shane Balkham of Beaufort Investment
  • Managed solutions
Beaufort promotes Balkham to CIO
  • 22 Feb
  • Wrap/platforms
FinoComp launches client data analysis team for advisers and platforms
  • 22 Feb
Will
  • Tax planning
Aidan Grant: Probate fees - will deathbed planning come back to life?
  • 22 Feb
Happy smile
  • Your profession
PA's Good News Bulletin: A weekly dose of positivity for advisers
  • 21 Feb
Bruno Schroder was the great-great-grandson of company co-founder John Henry Schroder
  • Investment
Bruno Schroder passes away aged 86
  • 21 Feb
  • Companies
Harlequin adviser Allan McRoberts's firm declared in default by FSCS
  • 21 Feb

MEET THE ADVISER CHAMPIONS

Meet the Adviser Champions: Kames Capital's Steve Kenny
Meet the Adviser Champions: Legg Mason's Alex Barry
Jose Cupico
Meet the Adviser Champions: Advicefront's Jose Supico
Craig Brown L&G
Meet the Adviser Champions: L&G Insurance's Craig Brown
Meet the Adviser Champions: LEBC's Jack McVitie
Cedric Bucher
Meet the Adviser Champions: Hearthstone's Cedric Bucher
Mark Stokes
Meet the Adviser Champions: Succession Group's Mark Stokes
Damien Lardoux
Meet the Adviser Champions: EQ Investors' Damien Lardoux
Meet the Adviser Champions: Silverback Consultancy's Paul Miles
Meet the Adviser Champions: CTC's Nigel Chambers
Meet the Adviser Champions: Thesis AM's Lawrence Cook
Dan Crooks
Meet the Adviser Champions: Canada Life's Dan Crook
Meet the Adviser Champions: Bravura's Kirsty Worgan
Meet the Adviser Champions: Foster Denovo's Jamie Smith
Meet the Adviser Champions: Para-Sols' Cathi Harrison
Meet the Adviser Champions: Rory Percival
Meet the Adviser Champions: Tavistock's Mark Evans
Meet the Adviser Champions: RSMR's Geoff Mills
Meet the Adviser Champions: iShares' Joe Parkin
Meet the Adviser Champions: Mazars' David Baker
Meet the Adviser Champions: Morningstar's Dan Kemp
Meet the Adviser Champions: SimplyBiz's Tom Hegarty
Meet the Adviser Champions: Pershing's Geoff Towers
Meet the Adviser Champions: Sesame Bankhall's John Cowan
Meet the Adviser Champions: AJ Bell's Mike Morrison
Nick Eatock
Meet the Adviser Champions: Intelliflo's Nick Eatock
Meet the Adviser Champions: Sandringham's Tim Sargisson
Andy Sutherland
Meet the Adviser Champions: TCC's Andy Sutherland
Meet the Adviser Champions: Rennison Consulting's Roderic Rennison
Adviser Champions video discussion: The LISA's pros and cons

Retirement

  • Retirement
Government launches mid-life MOT website

First mentioned in Cridland Report

  • 20 Feb
Guy Opperman
  • Regulation
Government will not 'force pace of change' in AE
  • 20 Feb
What happens to performance after a 'star' fund manager leaves?
  • Industry
What happens to performance after a 'star' fund manager leaves?
  • 19 Feb
  • Retirement
Pension scam report shines light on quality of advisers
  • 18 Feb
  • Retirement
L&G launches annuity tracking service for advisers
  • 18 Feb

Protection

  • Insurer
AIG Life pays 99% life claims
  • 20 Feb
IRESS has launched 'buy-now' term assurance option for advisers
  • Term Assurance
IRESS launches 'buy-now' term assurance option for advisers
  • 18 Feb
  • Insurer
Katya Maclean appointed Guardian FS chief operating officer
  • 12 Feb
  • PMI
VitalityHealth launches 'comprehensive' mental health package
  • 07 Feb
  • Technology
ABI launches 'income gap' online calculator
  • 06 Feb
  • Income Protection
'One in five' UK businesses lack expertise to manage absence
  • 04 Feb

Investment Influencers

John Husslebee of Liontrust
Meet the Investment Influencers: Liontrust's John Husselbee
  • Investment
  • 12 Nov
Justin Onuekwusi of Legal & General Investment Management
Meet the Investment Influencers: LGIM's Justin Onuekwusi
  • Investment
  • 29 Oct
jason-broomer.jpg
Meet the Investment Influencers: Square Mile's Jason Broomer
  • Investment
  • 16 Jul

Opinion

Will
  • Tax planning
Aidan Grant: Probate fees - will deathbed planning come back to life?
  • 22 Feb
Three questions
  • Tax planning
Kim Jarvis: Top three adviser IHT queries - and how to address them
  • 22 Feb
Laura Suter
  • Investment
Laura Suter: It's time for investment's jargonauts to surrender
  • 21 Feb
  • Regulation
Sean Kulan: How prepared are solo-regulated firms for SM&CR?
  • 19 Feb
Arbitration
  • Your profession
Sarah French: Why advisers should consider Resolution accreditation

Involvement in family mediation

  • 19 Feb

Investment

Shane Balkham of Beaufort Investment
  • Managed solutions
Beaufort promotes Balkham to CIO

Clarke replacing Balkham

  • 22 Feb
Tim Haywood
  • Investment
Haywood to appeal GAM sacking
  • 22 Feb
What are the best equity income funds in the market?
  • Equities
Are these the best 'all-rounder' UK funds for income investors?
  • 22 Feb
Laura Suter
  • Investment
Laura Suter: It's time for investment's jargonauts to surrender
  • 21 Feb
Bruno Schroder was the great-great-grandson of company co-founder John Henry Schroder
  • Investment
Bruno Schroder passes away aged 86
  • 21 Feb

Tax planning

Healthcare
  • Tax Planning
Andrew Aldridge: Why EIS is so vital to the health of the NHS
  • 07 Feb
Neil MacGillivray
  • Tax Planning
Neil MacGillivray: Reanimate the ISA additional permitted subscription
  • 29 Jan
Tom Hopkins
  • Tax Planning
Tom Hopkins: Is venture capital about to enter the mainstream?
  • 29 Jan
Charles Owen
  • Tax Planning
Charles Owen: Why advisers would consider social investment tax relief
  • 22 Jan
Jack Rose
  • Tax Planning
Jack Rose: Five considerations when investing in AIM for IHT
  • 18 Jan
Stars
  • Tax Planning
Andrew Aldridge: 2019 sees the stars aligning for EIS
  • 14 Jan
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