Professional Adviser

Top stories

Glasses
Three things your clients may call you about this week …

What made financial headlines over the weekend?

John Husselbee
John Husselbee: Glad tidings for 2019?
FNZ buys 9% of Embark; will provide platform tech until 2028
GDPR drives advisers to adopt new technology - Intelliflo
L-R: Leon Kamhi, Eoin Murray and Saker Nusseibeh. Photo: Alex Griffiths
Hermes' CEO Nusseibeh: ESG is permeating society - it is not just a fad

News continued

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Regulation

FCA
FCA to canvass small adviser firms on impact of regulation
Timing
FCA gives Keydata boss two weeks to pay £76m fine
Revealed: Eight advice firms failed to respond to FCA DB probe
SM&CR aims to reduce harm to consumers and strengthen market integrity by making individuals more accountable for their conduct
Senior staff prepare for SM&CR challenge as FCA 'bares its teeth'
ESMA chair Steven Maijoor
ESMA: Fees erode 25% of retail investors' fund returns

Passive equity funds ‘consistently’ outperforming active counterparts

Your Profession

MEET THE ADVISER CHAMPIONS

Retirement

Lisa Webster
Lisa Webster: Pension allowances are in need of some magic

Annual, tapered, money purchase …

Shopping trolley against a graph background
Government must commit to one indexation measure, says Lords committee
Revealed: Eight advice firms failed to respond to FCA DB probe
Liberty SIPP again under fire for unregulated investment links
'Sneaky' pension change could cost families £7,000 a year

Protection

Investment Influencers

Opinion

John Husselbee
John Husselbee: Glad tidings for 2019?
Jack Rose
Jack Rose: Five considerations when investing in AIM for IHT
Lisa Webster
Lisa Webster: Pension allowances are in need of some magic
Tom Ellis: Aviva platform must convince advisers of its direction
Kerry Nelson
Kerry Nelson: Explaining challenging markets to clients

Fundamental shifts

Investment

James Bateman
Fidelity multi-asset team ploughs back into risk assets

Moves to overweight equities and fixed income

L-R: Leon Kamhi, Eoin Murray and Saker Nusseibeh. Photo: Alex Griffiths
Hermes' CEO Nusseibeh: ESG is permeating society - it is not just a fad
John Husselbee
John Husselbee: Glad tidings for 2019?
Brexit Blog: Boris Johnson warns against 'pseudo Brexit' in call to ditch backstop
Jack Rose
Jack Rose: Five considerations when investing in AIM for IHT

Tax planning