Professional Adviser

Events
- Upcoming events
  Professional Adviser 360 2019 North
  
  We're taking the Professional Adviser 360 conference up north this October! Join us at The Mere Golf Resort & Spa on Thursday 17th October 2019.
  
  Date: 17 Oct 2019
  
  The Mere Golf Resort & Spa Chester Road Mere Knutsford WA16 6LJ, Knutsford
  
  Specialist Investment Awards 2019
  
  The Specialist Investment awards are designed to recognise two increasingly important but to date under-recognised elements of the asset management industry; boutique & specialist fund managers and passive investing.
  
  Date: 18 Oct 2019
  
  Marriott Hotel Grosvenor Square Grosvenor Square, Mayfair, London W1K 6JP, London
  Working Lunches 2019 in partnership with Orbis Investments
  
  Professional Adviser is delighted to announce the launch of the new Working Lunches in partnership with Orbis Investments. Traveling across the UK to provide valuable market insights for Senior Financial Advisers.
  
  Date: 11 Nov 2019
  
  Knutsford, Durham, Bury St Edmunds, Bristol, Aylesbury
  
  Investment Company of the Year Awards 2019
  
  Investment Week is delighted to announce the annual Investment Company of the Year Awards 2019. Taking place on Wednesday 20th November at the Sheraton Park Lane.
  
  Date: 20 Nov 2019
  
  Sheraton Grand London Park Lane Piccadilly London W1J 7BX, London
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Industry blogs
Multi-Asset Review

Regulation

Regulation

Website plagiarising IFA literature and investment firm accounts

10 Oct

Regulation

Mark Greenwood: Are you in shape and FIT for SM&CR?

10 Oct

Investment

New FCA liquidity rules fail to shift buyer sentiment on property funds

09 Oct

Regulation

FCA urges South Wales 'Ponzi scheme' investors to get in touch

08 Oct

Retirement

Adrian Boulding: Firms must rise to the challenge on vulnerable clients

Great deal of work still to be done

01 Oct

Your Profession

Your profession

Women made up one-third of latest PFS graduation

11 Oct

Your profession

Plagiarism accusations and SIPP uncertainty... It's The Pro Adviser Podcast

11 Oct

Your profession

Update: Standard Life Aberdeen to axe a number of jobs before 2020

11 Oct

Your profession

PA's Good News Bulletin: #WorldMentalHealthDay and a half marathon

10 Oct

Your profession

CISI launches dedicated financial services mental health portal

10 Oct

Your profession

The Private Office acquires London-based John Lamb WM

09 Oct

MILLENIAL MONEY

Millennial Money: Use social media to pull in younger clients

Millennial Money: 'If the LISA dies a quick death I'd be OK with that'

Millennial Money: 'Gen X will be the worst-off in retirement'

Millennial Money: Use tech as a 'fee-gap' for younger clients

Millennial Money: 'Anyone not taking on younger clients is closing down'

Retirement

Retirement

OTS report calling for pension taxation review welcomed

‘Review’ tapered annual allowance

11 Oct

Retirement

Third of pension schemes 'appointed or considering appointing an IFA'

10 Oct

Pensions

Pensions minister writes to 50 pension schemes demanding action on ESG

09 Oct

Retirement

DB transfer values volatile throughout September

08 Oct

Retirement

Scrapping pensions tax-free cash to pay for IHT abolition branded 'terrible idea'

08 Oct

Protection

Marketing

Aviva launches protection hub for advisers

04 Oct

Protection

Lloyd's of London: Sexual harassment survey findings 'truly terrible'

24 Sep

Protection

Adam Saville: How I burned out and why I stopped drinking

20 Aug

Protection

CIExpert system upgrade explained

20 Aug

Individual Protection

Cover Excellence Awards: Intermediary shortlists revealed

12 Aug

Regulation

Treasury Committee urges expansion of FCA's powers

02 Aug

Investment Influencers

Plagiarism accusations and SIPP uncertainty... It's The Pro Adviser Podcast

11 Oct

Regulation

Mark Greenwood: Are you in shape and FIT for SM&CR?

10 Oct

Tax planning

Neil MacGillivray: Are we about to wake up to new CGT nightmares?

09 Oct

Investment

Darius McDermott: Why investors must go the extra mile on ESG

08 Oct

DFM & Model Portfolios

Abbie Knight: DFM due diligence must be a two-way street

'Prepare a key insights document'

08 Oct

Investment

Investment

One or all? Star manager versus team approach

Better off backing a lone manager or a team?

11 Oct

Markets

UK GDP growth shrinks to -0.1% in August

10 Oct

Multi-Asset

Aviva Investors appoints new head of investment process, multi-asset and macro

09 Oct

Investment

FSCS 'making plans' to help clients of DFM that looks after £1bn assets

09 Oct

Investment

New FCA liquidity rules fail to shift buyer sentiment on property funds

09 Oct

Tax planning

Tax Planning

Total IHT receipts reach £5.4bn in 2018/19

19 Sep

Retirement

Adrian Boulding: Why the tapered annual allowance has to go

18 Sep

Tax Planning

IHT rules remain unclear to consumers, research finds

11 Sep

Tax Planning

Christina Stone: IHT planning and intergenerational wealth transfers

08 Aug

Tax planning

Neil MacGillivray: Simplifying IHT (Part 1) - The winners and losers

07 Aug

Tax planning

John Humphreys: Planning for IHT changes - great or small

29 Jul