Professional Adviser

Events
- Upcoming events
  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
  Professional Adviser 360 2019 North
  
  We're taking the Professional Adviser 360 conference up north this October! Join us at The Mere Golf Resort & Spa on Thursday 17th October 2019.
  
  Date: 17 Oct 2019
  
  The Mere Golf Resort & Spa Chester Road Mere Knutsford WA16 6LJ, Knutsford
  
  Specialist Investment Awards 2019
  
  The Specialist Investment awards are designed to recognise two increasingly important but to date under-recognised elements of the asset management industry; boutique & specialist fund managers and passive investing.
  
  Date: 18 Oct 2019
  
  Marriott Hotel Grosvenor Square Grosvenor Square, Mayfair, London W1K 6JP, London
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Industry blogs
Multi-Asset Review

Regulation

Investment

FOS orders Quilter to compensate clients after Harlequin investment

12 Sep

Regulation

CISI launches SM&CR toolkit ahead of December deadline

11 Sep

Regulation

Chris Davies: Prepare for SM&CR through automation

10 Sep

Your profession

FCA chair: Financial crime 'has reached epidemic proportions'

05 Sep

Regulation

Defaqto Engage bolsters capability with MiFID II enhancement

Breakdown of MiFID II costs

05 Sep

Your Profession

Companies

Sanlam hires eight wealth planners

16 Sep

Your profession

More SJP revelations in three things your clients may call you about this week …

15 Sep

Companies

Vitality adds two Olympians to Performance Champions list

13 Sep

Your profession

Charles Stanley poaches Standard Life Wealth's Hippolite to lead sales drive

13 Sep

Your profession

PFS welcomes three to financial planning practitioner panel

13 Sep

Companies

IFA Johnston Financial on verge of completing two-year management buyout

13 Sep

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

Mid-life MOTs run danger of 'shocking people into doing nothing at all'

Could be too later

16 Sep

Pensions

Mercer under fire again after asking for £280k transferred pension pot back

16 Sep

Your profession

Defining Broken Transfers: How should the advice sector handle insistent clients?

12 Sep

Retirement

Claire Trott: Family wealth is changing

11 Sep

Your profession

Aviva and Aegon win gold in FTRC's annual provider ratings

11 Sep

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

Andrew Aldridge: There should be no grey areas in illiquid investments

16 Sep

Wrap/platforms

Steve Owen: Advisers' top 5 platform considerations

13 Sep

Retirement

Claire Trott: Family wealth is changing

11 Sep

Your profession

Tim Sargisson: It's all about trust, stupid - Part 3

11 Sep

Regulation

Chris Davies: Prepare for SM&CR through automation

'Avoid group think'

10 Sep

Investment

Investment

Andrew Aldridge: There should be no grey areas in illiquid investments

'Lack of understanding'

16 Sep

Pensions

7IM launches SIPP drawdown service

16 Sep

Investment

Netwealth completes third fundraising round with £10m investment

16 Sep

Companies

Woodford holding Benevolent AI sees valuation halve

16 Sep

Companies

Woodford Patient Capital suffers NAV writedown

13 Sep

Tax planning

Tax Planning

IHT rules remain unclear to consumers, research finds

11 Sep

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