Professional Adviser

Events
- Upcoming events
  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: 04 Sep 2019
  
  Southhampton, Worcester, Durham, Norwich, Liverpool, Exeter, Sheffield, Leicester, Nottingham
  
  Multi Asset Roadshow 2019 - Scotland
  
  The Multi-Asset Roadshow is coming to Scotland this September!
  
  Date: 11 Sep 2019
  
  Scotland, Scotland
  Multi Asset Roadshow 2019
  
  Professional Adviser is back in 2019 with the Multi Asset Roadshow, travelling to Harrogate, Warrington, Birmingham, Bristol and London.
  
  Date: 17 Sep 2019
  
  Harrogate, Warrington, Birmingham, Bristol, London
  
  Professional Adviser New Talent Awards 2019
  
  The New Talent Awards in partnership with Architas aims to celebrate the emerging talent in financial advice - recognising and identifying the sector's future leaders as well as shining the spotlight on the organisations and individuals that are helping develop and foster new talent
  
  Date: 26 Sep 2019
  
  Glazier's Hall 9 Montague Close London Bridge London SE1 9DD, London
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Industry blogs
Multi-Asset Review

Regulation

Regulation

Chris Davies: A Gabriel, compliance and business 'summer' clean

19 Aug

Regulation

Tribunal forces FCA U-turn on report-shredding ex-Barclays Wealth boss ban

16 Aug

Regulation

Advice firm told to stop pension and investment business declared in default

14 Aug

Regulation

FCA: Collapsed DFM targeted DB business for high risk bond investments

09 Aug

Regulation

Half of advisers will do less DB business in the future - Prudential

If FCA proposals are progressed

07 Aug

Your Profession

Your profession

A Brummy great city: Why Birmingham is becoming a hub for financial advice

21 Aug

Your profession

Lord Digby Jones to present closing keynote at PA360 North

21 Aug

Companies

Newcastle IFA Lowes Group begins expansion of investment arm

21 Aug

Your profession

Schroders Personal Wealth unveils new hires in double appointment

20 Aug

Your profession

Franklin Templeton's Paul Brady: LGBT+ discrimination in the City has not vanished

20 Aug

Your profession

Adviser noticeboard: Post-it note size stuff for IFAs

20 Aug

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

Nine million mid-life employees 'sleep-walking' into retirement

2,000 people surveyed

21 Aug

Retirement

Defining Broken Transfers: Is the advice profession heading towards a mis-selling scandal?

20 Aug

Retirement

Failed SIPP firm receives 50 FSCS claims

20 Aug

Retirement

Raise state pension age to 75 and boost 'employee-tailored' mid-life MOTs, says think-tank

19 Aug

Retirement

Third of women would not cope financially if relationship ended - Fidelity

19 Aug

Protection

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

Individual Protection

How the Apollo 11 crew obtained their life insurance

19 Jul

Regulation

FCA proposes access to travel insurance 'signposting' rule

16 Jul

Investment Influencers

Anthony Rayner: Are currency wars a natural progression from trade wars?

20 Aug

Protection

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

20 Aug

Technology

Sarah Bateman: The path to AI hell is paved with good intentions

16 Aug

Investment

Kevin Murphy: Four reasons why value investing really is not dead

16 Aug

Technology

Matt Stamp: The race to buy UK wealth management tech specialists is heating up

Key growth market

14 Aug

Investment

Multi-Asset

Will McIntosh-Whyte: Why inflation can be like ageing

It shocks you

21 Aug

Companies

Report finds 'disappointing' progress on FTSE 100 board gender diversity

21 Aug

Markets

Anthony Rayner: Are currency wars a natural progression from trade wars?

20 Aug

Markets

Guy Stephens: He said, Xi said

19 Aug

Markets

Global dividend payments almost double over decade

19 Aug

Tax planning

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

Tax Planning

Jasper Smith: Is now a good time to invest in growing companies?

23 Jul

Tax Planning

Tom Hopkins: Maintaining patience on capital

16 Jul

Tax planning

Laura Suter: The taxing task of IHT simplification

11 Jul