Professional Adviser

Top stories

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

What made financial headlines over the weekend?

Advisers back Theresa May's Brexit deal - Intelliflo
Martin Tilley leaves Dentons after 30 years with business
PA Awards 2019
Revealed: Final shortlists for the 2019 PA Awards
Treasury green-lights sale of new EU funds into UK

News continued

Pamar19emh980200generic 1100x320

Calling all Financial Advisers

Join us at the 2019 Multi-Asset Roadshow
Pa36019eb980200 1100x320

Sign up today!

Providing Advisers with a comprehensive 360-degree view of financial advice
Paa19mh980200 1100x320

Book your table today

Join us at the annual Professional Adviser awards

Regulation

Treasury green-lights sale of new EU funds into UK
Executive director of strategy & competition at the FCA Christopher Woolard
FCA plans wider retail ban of CFDs following ESMA proposals
PIMFA calls for PRIIPs suspension in regulatory U-turn
FCA
FCA issues stark warning to DB transfer advisers following review
Tom Hegarty
Tom Hegarty: MiFID II lengthens advice process by two hours per client

NMBA member survey

Your Profession

MEET THE ADVISER CHAMPIONS

Retirement

Martin Tilley leaves Dentons after 30 years with business

Replaced by Stephen McPhillips

Executive director of strategy & competition at the FCA Christopher Woolard
FCA plans wider retail ban of CFDs following ESMA proposals
FCA
FCA issues stark warning to DB transfer advisers following review
Theresa May pledges government action on rogue advisers
State pension age rises for those born after 1952

Protection

Investment Influencers

Opinion

David Jane
David Jane: The Age of Uncertainty returns
Family
The Value Perspective: Five things parenting and investing have in common
Chris Jones: Managing great expectations
Caterpillar-butterfly
Jasper van Ingen: Are convertible bonds worth a fresh look?
Steven Dean
Steven Dean: Early intervention and prevention of claims

Group income protection insights

Investment

Treasury green-lights sale of new EU funds into UK

Regardless of Brexit outcome

David Jane
David Jane: The Age of Uncertainty returns
London Undergroud Mind The Gap
Financial services failing to win over women's wealth - Kantar
Moody’s: The key changes to asset management in 2019
Increasing M&A, ESG and fund closures: Moody's key changes to asset management in 2019
Executive director of strategy & competition at the FCA Christopher Woolard
FCA plans wider retail ban of CFDs following ESMA proposals

Tax planning