Professional Adviser

Events
- Upcoming events
  The Great British Pub Quiz
  
  Investment Week is hosting the Great British Pub Quiz in aid of CASCAID, initiative that brings the asset and wealth management communities together to raise £1million for charity.
  
  Date: 01 Aug 2019
  
  The Brewery,52 Chiswell St, London EC1Y 4SD, London
  
  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

TPR's use of frontline powers jumps by 32%, but four targets missed

19 Jul

Your profession

The FCA and PFS duel over DB data

19 Jul

Regulation

FCA: Woodford affair highlights need for post-Brexit regulatory shake-up

17 Jul

Regulation

Alan Shearer legal battle firm among five advisers declared in default

17 Jul

Regulation

Unauthorised firm ordered to pay back customers after raising £15m

Investors to lose £2.7m

10 Jul

Your Profession

Your profession

The FCA and PFS duel over DB data

19 Jul

Adviser tips

Kevin Carr: 10 top tips on writing successful award entries

19 Jul

Your profession

PA's Good News Bulletin: A weekly dose of positivity for advisers

18 Jul

People

Talking with … Merian Global Investors' Richard Buxton

18 Jul

New Financial's Yasmine Chinwala and Olivia Seddon-Daines

Your profession

Women in Finance charter driving industry change

18 Jul

Technology

Ian Cadby: Robots don't care about your clients' portfolios

18 Jul

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

William Burrows: Is retirement advice art or science?

Technical and behavioural factors

19 Jul

Retirement

HL and Liberty SIPP still slowest on pension transfers - Origo

18 Jul

Regulation

Treasury confirms discriminatory rules to be fixed after Supreme Court ruling

16 Jul

Retirement

Pension funds should build homes - Moda Living

15 Jul

Your profession

Potentially disproportionate FCA DB stats offer 'no context' - PFS

15 Jul

Protection

Individual Protection

How the Apollo 11 crew obtained their life insurance

19 Jul

Regulation

FCA proposes access to travel insurance 'signposting' rule

16 Jul

Regulation

OTS recommends term life exemption from IHT

08 Jul

Individual Protection

CII chief issues call for Insuring Women's Futures ambassadors

04 Jul

Technology

Albany Park partners with Anorak to offer online protection advice

03 Jul

Individual Protection

Zurich's Tulsi Naidu named chair of FCA Practitioner Panel

28 Jun

Investment Influencers

The FCA and PFS duel over DB data

19 Jul

Retirement

William Burrows: Is retirement advice art or science?

19 Jul

Investment

Andy Evans: Lessons in investing from England's Cricket World Cup victory

19 Jul

Technology

Ian Cadby: Robots don't care about your clients' portfolios

18 Jul

Adviser tips

Stuart Dyer: Preparing your business for sale

And then prepare yourself

17 Jul

Investment

Investment

Andy Evans: Lessons in investing from England's Cricket World Cup victory

The Value Perspective

19 Jul

Equities

BNY Mellon IM launches sustainable global equity income fund

19 Jul

Neil Woodford of Woodford Investment Management

Companies

Morningstar: Investors exit Woodford Income Focus in June

18 Jul

The CBI has already taken action against 57 of 62 funds so far investigated

Regulation

Central Bank of Ireland cracks down on 182 closet tracker funds

18 Jul

People

Talking with … Merian Global Investors' Richard Buxton

18 Jul

Tax planning

Tax Planning

Tom Hopkins: Maintaining patience on capital

16 Jul

Tax planning

Laura Suter: The taxing task of IHT simplification

11 Jul

Tax-efficient Investing

Andrew Aldridge: Energising IHT mitigation with renewables

09 Jul

Tax Planning

Jack Rose: Get back to what you know

02 Jul

Tax planning

John Humphreys: Placing trust in trustees

10 Jun

Tax planning

Neil MacGillivray: Shifting through the gears of gifting

03 Jun