Professional Adviser

Top Stories

Quilter completes second migration of £45bn assets to new OMW platform
Quilter completes second migration of £45bn assets to new OMW platform

2,000 advice firms shifted

Former PFS president joins Plan Works
Former PFS president joins Plan Works
Raymond James opens new branch in London
Raymond James opens new branch in London
Lawrence Cook: Whose client is it anyway?
Curtis Banks hikes SIPP charges for 'better balance between fee income and interest income'

News continued

Regulation

Adviser writes to local MP following FCA's warning over DB survey
Adviser writes to local MP following FCA's warning over DB survey
Chris Davies: Competence, conduct and culture
Chris Davies: Competence, conduct and culture
FCA pilots digital sandbox to help identify vulnerable customers
FCA pilots digital sandbox to help identify vulnerable customers
Pressure mounts on FCA to tackle Google ad scams as sector says it's shown 'little appetite' to help
Pressure mounts on FCA to tackle Google ad scams as sector says it's shown 'little appetite' to help
MPs investigate future of post-Brexit financial services
MPs investigate future of post-Brexit financial services

Post-EU regulation

Your Profession

Retirement

Karl Dines: Demonstrating your financial advice charges are fair and clear
Karl Dines: Demonstrating your financial advice charges are fair and clear

In the third part of a three-part series, Karl Dines explores how to best construct a charging strategy and whether it should be different for post-retirement advice

MPs vote down Pension Schemes Bill automatic guidance amendment
MPs vote down Pension Schemes Bill automatic guidance amendment
Claire Trott: Getting the self-employed to engage with pensions
Claire Trott: Getting the self-employed to engage with pensions
Revamped wake-up packs 'fail to boost' pension freedom guidance take up
Revamped wake-up packs 'fail to boost' pension freedom guidance take up
Worse off savers delay changing pension investments - research
Worse off savers delay changing pension investments - research

Protection

Investment Influencers

Opinion

Lawrence Cook: Whose client is it anyway?
Lawrence Cook: Whose client is it anyway?
Chris Budd: When to use the term 'financial wellbeing' … and when not to
Chris Budd: When to use the term 'financial wellbeing' … and when not to
Andy Woollon: Always look on the bright side of life (and estate planning)
Andy Woollon: Always look on the bright side of life (and estate planning)
Neil Birrell: Why it pays to tell the whole story on fund performance
Neil Birrell: Why it pays to tell the whole story on fund performance
Karl Dines: Demonstrating your financial advice charges are fair and clear
Karl Dines: Demonstrating your financial advice charges are fair and clear

In the third part of a three-part series, Karl Dines explores how to best construct a charging strategy and whether it should be different for post-retirement advice

Investment

Charlie Nunn appointed as Lloyds Banking Group CEO
Charlie Nunn appointed as Lloyds Banking Group CEO

Replaces António Horta-Osório

Morningstar IM launches range of multi-asset funds
Morningstar IM launches range of multi-asset funds
Schroders scrapes £75m for British Opportunities Trust as UK smaller companies launches fail to entice
Schroders scrapes £75m for British Opportunities Trust as UK smaller companies launches fail to entice
Industry Voice: Oh no, not another survey…but can research help with my 2021 business plan?
Industry Voice: Oh no, not another survey…but can research help with my 2021 business plan?
Neil Birrell: Why it pays to tell the whole story on fund performance
Neil Birrell: Why it pays to tell the whole story on fund performance

Tax planning