Professional Adviser

Top stories

Abbie Knight
Abbie Knight: Get your business ready for the £5.5trn wealth transfer

Four key areas to focus on

Ian Wilkinson
Perspective buys northwest England IFA Investment Principles
Schroders and Lloyds unveil financial planning business
Government launches mid-life MOT website
Adviser platform satisfaction on the decline - Defaqto

News continued

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Regulation

CEO of the IA Chris-Cummings
IA launches communication guide in response to FCA criticism
Sean Kulan: How prepared are solo-regulated firms for SM&CR?
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Wanda Goldwag appointed to FCA's consumer panel
FCA: Market manipulation, insider trading and other criminal behaviour could go undetected
FCA highlights market abuse risks, with some 'blindingly obvious'
Morningstar praises EU regulators for PRIIPs review

Review to complete by year-end

Your Profession

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Retirement

Government launches mid-life MOT website

First mentioned in Cridland Report

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

Protection

Investment Influencers

Opinion

Sean Kulan: How prepared are solo-regulated firms for SM&CR?
Arbitration
Sarah French: Why advisers should consider Resolution accreditation
Three stones
The Value Perspective: Warren Buffett's key tenets of value investing
Greg Davies
Greg Davies: Should a change in market values mean a change in risk?
Adrian Ash: Doom, gloom and the case for gold insurance

Long-term strategic holding

Investment

Richard Jeffrey will join Kingswood as chairman of the investment committee
Former Cazenove Capital CIO Jeffrey joins Kingswood

Part of investment committee restructure

CEO of the IA Chris-Cummings
IA launches communication guide in response to FCA criticism
Woman and apps
How online 'nudges' are encouraging women to invest
Head of EMEA and Latin America at Neuberger Berman, Dik Van Lomwel
Neuberger Berman hires from Morgan Stanley IM for multi-asset role
James Bateman of Fidelity International
Multi-asset insight: Video interview with James Bateman

Tax planning