Professional Adviser

Top stories

Defining Broken Transfers: FCA robustly defends its regulation of transfer advice

Summer series continues

Revealed: Finalists for the PA New Talent Awards 2019
FCA video tells consumers how to spot bad DB transfer advice
Wealth Wizards developing software for FCA's 'abridged advice' proposals
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Jupiter adds flexible macro strategy to multi-asset range

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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Secure your place today!

A series of Multi-Asset 'Meet the Managers' lunches near you
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Join us at the Multi-Asset Roadshow this Autumn

Regulation

FCA video tells consumers how to spot bad DB transfer advice
Wealth Wizards developing software for FCA's 'abridged advice' proposals
Defining Broken Transfers: FCA robustly defends its regulation of transfer advice
Chris Davies: A Gabriel, compliance and business 'summer' clean
Tribunal forces FCA U-turn on report-shredding ex-Barclays Wealth boss ban

Shredded document in 2013

Your Profession

MILLENIAL MONEY

Retirement

Defining Broken Transfers: FCA robustly defends its regulation of transfer advice

Summer series continues

Nine million mid-life employees 'sleep-walking' into retirement
Defining Broken Transfers: Is the advice profession heading towards a mis-selling scandal?
Failed SIPP firm receives 50 FSCS claims
Raise state pension age to 75 and boost 'employee-tailored' mid-life MOTs, says think-tank

Protection

Investment Influencers

Opinion

Anthony Rayner: Are currency wars a natural progression from trade wars?
Adam Saville: How I burned out and why I stopped drinking
Sarah Bateman: The path to AI hell is paved with good intentions
Heartbeat
Kevin Murphy: Four reasons why value investing really is not dead
Library
Matt Stamp: The race to buy UK wealth management tech specialists is heating up

Key growth market

Investment

world-map
Jupiter adds flexible macro strategy to multi-asset range

Unconstrained multi-asset fund managed by Talib Sheikh

Woodford's illiquid holdings surpass 18% on latest delisting - reports
Will McIntosh-Whyte: Why inflation can be like ageing
Report finds 'disappointing' progress on FTSE 100 board gender diversity
Anthony Rayner: Are currency wars a natural progression from trade wars?

Tax planning