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      Professional Adviser 360 2018

      Introducing the brand new Professional Adviser 360 event taking place on 24th April 2018 at The Brewery in London.

      • Date: 24 Apr 2018
      • The Brewery Chiswell Street London EC1Y 4SD, London
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      Retirement Planner Forum 2018

      Retirement Planner is committed to delivering best practice advise and discussion to our audience of professional retirement advisers and planners. This half day conference includes the opportunity for interaction and debate between delegates and speakers as they share unique insights.

      • Date: 15 Jun 2018
      • The Waldorf Hilton Hotel Aldwych London WC2B 4DD, London
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      Retirement Planner Awards 2018

      The annual Retirement Planner Awards is taking place on Friday 15th June 2018. Submit your entries by 6th April.

      • Date: 15 Jun 2018
      • The Waldorf Hilton Hotel Aldwych London WC2B 4DD T, London
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      Investment Marketing and Innovation Conference 2018

      The Investment Marketing and Innovation Conference returns on the 29th June 2018 at The Brewery. Join us to hear about all the marketing trends.

      • Date: 29 Jun 2018
      • The Brewery 52 Chiswell St London EC1Y 4SD, London
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      When only the best will do in multi-asset funds

      Active managers who follow a rigorous, long-term investment approach, can boost the performance of multi-asset funds.  Read more about the case for including actively-managed funds in multi-asset portfolios. 

      Capital at risk. 

      CI064244  02/2018
      Download
      Friend or Foe: Bond markets in 2018

      As central banks move away from ultra-loose monetary policy, and the global economic expansion matures, bond fund managers will need to ensure their portfolios draw on a truly diverse range of sources of return and carefully consider portfolio risk if they are to generate yield in the current market environment.

      Download
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Professional Adviser

Top stories

  • Your profession
Adviser noticeboard: Post-it note size stuff for IFAs

Our weekly heads-up for advisers

  • 24 Apr
dan-brocklebank-2017-2.jpg
  • Investment
Dan Brocklebank: Behave yourself
  • 24 Apr
  • Wrap/platforms
Schroders UK Platform Awards 2018 - Two adviser categories
  • 24 Apr
 salary-guys.jpg
  • Investment
Kate Elliot: Combatting wage inequality and insecure work
  • 24 Apr
 darren-smith.jpg
  • Your profession
Darren Smith: Driving client trust
  • 23 Apr

News continued

  • Wrap/platforms
Terry Huddart: Full STP on platforms is a matter of when, not if
  • 23 Apr
  • Regulation
Govt to force firms to reveal pay ratio of CEOs and average worker
  • 23 Apr
  • Retirement
British Steel pension adviser pulls out of pension transfer market
  • 23 Apr
  • Investment
Great majority of UK millennials have no investment portfolio
  • 23 Apr
  • Investment
Investment Influencers: Bambos Hambi of Aberdeen Standard Investments
  • 23 Apr
  • Your profession
Fairstone makes third acquisition of 2018, adding £90m FUM
  • 23 Apr
  • Companies
Harwood WM buys IFA Plan65's assets for up to £1.56m
  • 23 Apr
  • Your profession
Countdown to PA360: Hear Paul Resnik on 24 April
  • 23 Apr
  • Economics / Markets
EY Item Club: Bank of England to hike rates twice this year
  • 23 Apr
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Now open for registrations!

Your one-stop ticket to capitalise on new opportunities in Financial Advice
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Open for nominations!

Deadline to nominate is Friday 18 May

Regulation

Government to force firms to reveal pay ratio of CEOs and the average worker
  • Regulation
Govt to force firms to reveal pay ratio of CEOs and average worker
  • 23 Apr
  • Regulation
SJP waives exit charge and pays out after causing 'upset' to former client
  • 19 Apr
  • Wrap/platforms
ATS tops FCA pensions complaints table again
  • 19 Apr
  • Companies
FOS confirms independent review after Dispatches exposé
  • 17 Apr
  • Regulation
FSCS to pay out over 11 firms declared in default

Includes Active Wealth and Beaufort Securities

  • 17 Apr

Your Profession

  • Your profession
Adviser noticeboard: Post-it note size stuff for IFAs
  • 24 Apr
 darren-smith.jpg
  • Your profession
Darren Smith: Driving client trust
  • 23 Apr
  • Your profession
Fairstone makes third acquisition of 2018, adding £90m FUM
  • 23 Apr
peter-mann
  • Companies
Harwood WM buys IFA Plan65's assets for up to £1.56m
  • 23 Apr
paul-resnik.JPG
  • Your profession
Countdown to PA360: Hear Paul Resnik on 24 April
  • 23 Apr
newspapers-and-glasses.jpg
  • Your profession
Three things your clients may call you about this week …
  • 22 Apr

MEET THE ADVISER CHAMPIONS

Meet the Adviser Champions: Thesis AM's Lawrence Cook
Dan Crooks
Meet the Adviser Champions: Canada Life's Dan Crook
Meet the Adviser Champions: Bravura's Kirsty Worgan
Meet the Adviser Champions: Foster Denovo's Jamie Smith
Meet the Adviser Champions: Para-Sols' Cathi Harrison
Meet the Adviser Champions: Rory Percival
Meet the Adviser Champions: Tavistock's Mark Evans
Meet the Adviser Champions: RSMR's Geoff Mills
Meet the Adviser Champions: iShares' Joe Parkin
Meet the Adviser Champions: Mazars' David Baker
Meet the Adviser Champions: Morningstar's Dan Kemp
Meet the Adviser Champions: SimplyBiz's Tom Hegarty
Meet the Adviser Champions: Pershing's Geoff Towers
Meet the Adviser Champions: Sesame Bankhall's John Cowan
Meet the Adviser Champions: AJ Bell's Mike Morrison
Nick Eatock
Meet the Adviser Champions: Intelliflo's Nick Eatock
Meet the Adviser Champions: Sandringham's Tim Sargisson
Andy Sutherland
Meet the Adviser Champions: TCC's Andy Sutherland
Meet the Adviser Champions: Rennison Consulting's Roderic Rennison
Adviser Champions video discussion: The LISA's pros and cons
Meet the Adviser Champions: Chase de Vere's Patrick Connolly
Meet the Adviser Champions: Embark Group's Phil Smith
Meet the Adviser Champions: Yellowtail's Dennis Hall
Meet the Adviser Champions: Nucleus's David Ferguson
Meet the Adviser Champions: Vito Faircloth
Meet the Adviser Champions: SIFA's Ian Muirhead
Meet the Adviser Champions: Panacea Adviser's Derek Bradley
Meet the Adviser Champions: Adviser Home's Brendan Llewellyn
Meet the Adviser Champions: Openwork's Philip Martin
Meet the Adviser Champions: CISI's Campbell Edgar

Retirement

  • Retirement
British Steel pension adviser pulls out of pension transfer market

Change on FCA register

  • 23 Apr
  • Retirement
Which? state pension research potentially misleading - Steve Webb
  • 23 Apr
  • Retirement
FCA accuses advisers of giving wrong data to pension transfer specialists
  • 20 Apr
  • Retirement
'Myth' of reckless retirement spending dispelled by research
  • 19 Apr
  • Wrap/platforms
ATS tops FCA pensions complaints table again
  • 19 Apr

Protection

portal
  • Technology
IRESS data shows 20.5% protection sales increase
  • 20 Apr
  • Individual Protection
Aviva pays 97.2% of protection claims in 2017
  • 17 Apr
  • Adviser / Broking
Aegon UK upgrades online protection application service
  • 16 Apr
  • Whole of Life
VitalityLife launches new comparison tool for advisers
  • 16 Apr
  • Individual Protection
Zurich pays out 97% of 2017 protection claims
  • 13 Apr
  • Technology
Ian Mckenna: Open banking and the future of financial protection
  • 10 Apr

Investment Influencers

Bambos Hambi of Aberdeen Standard Investments
Investment Influencers: Bambos Hambi of Aberdeen Standard Investments
  • Investment
  • 23 Apr
Amanda Sillars of Jupiter
Meet the Investment Influencers: Amanda Sillars of Jupiter Asset Management
  • Investment
  • 09 Apr
Andrew Harradine of EFG Asset Management
Meet the Investment Influencers: EFG AM's Andrew Harradine
  • Investment
  • 19 Mar

Opinion

 salary-guys.jpg
  • Investment
Kate Elliot: Combatting wage inequality and insecure work
  • 24 Apr
dan-brocklebank-2017-2.jpg
  • Investment
Dan Brocklebank: Behave yourself
  • 24 Apr
 darren-smith.jpg
  • Your profession
Darren Smith: Driving client trust
  • 23 Apr
terry-huddart.jpeg
  • Wrap/platforms
Terry Huddart: Full STP on platforms is a matter of when, not if
  • 23 Apr
Ian_Battersby_2018
  • Tax Planning
Ian Battersby: VCTs move into fast lane to support UK growth businesses

Focus now on dealflow

  • 23 Apr

Investment

 salary-guys.jpg
  • Investment
Kate Elliot: Combatting wage inequality and insecure work

Engagement and influence

  • 24 Apr
dan-brocklebank-2017-2.jpg
  • Investment
Dan Brocklebank: Behave yourself
  • 24 Apr
EY Item Club: Bank of England to hike rates twice this year
  • Economics / Markets
EY Item Club: Bank of England to hike rates twice this year
  • 23 Apr
James Bateman, CIO for Fidelity Multi Asset
  • Managed solutions
Ashburton looks to Fidelity for multi-asset fund selection
  • 23 Apr
Bambos Hambi of Aberdeen Standard Investments
  • Investment
Investment Influencers: Bambos Hambi of Aberdeen Standard Investments
  • 23 Apr

Tax planning

Ian_Battersby_2018
  • Tax Planning
Ian Battersby: VCTs move into fast lane to support UK growth businesses
  • 23 Apr
  • Tax planning
Seneca Partners to launch growth-focused VCT next month
  • 10 Apr
jack-rose-small-2016
  • Tax Planning
Jack Rose: An outlook on the VCT landscape
  • 04 Apr
old-mobile-phone.jpg
  • Tax Planning
Andrew Aldridge: The EIS and a changing world
  • 03 Apr
  • Tax planning
Henny Dovland: Intergenerational financial planning explained
  • 27 Mar
Jaguar C-X75, powered by YASA's electric motors
  • Tax Planning
Tom Hopkins: If Carlsberg did tax breaks …
  • 26 Mar
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