Professional Adviser

Top stories

The Sunday Times continues SJP investigation - three things your clients may call you about this week …

What made financial headlines over the weekend?

Goldman Sachs plans investment ISA
Defining Broken Transfers: Is contingent charging a red herring?
The non-exec trainer pushing for better diversity on fund boards
Finance expert carousel: Canada Life and AJ Bell make hires

News continued

2303squaremiletalkingwithmontybar 1099x320

Talking with… Peter Harrison

Read the Schroders CEO on the future of investing, mental health in the City and skydiving
2202paworkinglunchesmontybar 1099x320

Secure your place today!

A series of Multi-Asset 'Meet the Managers' lunches near you
1906paroadshowsep20191 1099x320

Open for registrations

Join us at the Multi-Asset Roadshow this Autumn

Regulation

MiFID II 'unbundling' rules working well for investors - FCA
Laura Suter: 'Days are numbered' for Innovative Finance ISA
FOS orders Quilter to compensate clients after Harlequin investment
CISI launches SM&CR toolkit ahead of December deadline
Chris Davies: Prepare for SM&CR through automation

'Avoid group think'

Your Profession

MILLENIAL MONEY

Retirement

Prudential agrees annuity deal with L&G

Assist customers to get better deal

UK retirement system sticks at world's 17th best
Defining Broken Transfers: Is contingent charging a red herring?
Berkeley Burke SIPP book sold to Hartley
Adrian Boulding: Why the tapered annual allowance has to go

Protection

Investment Influencers

Opinion

Julia Rees: Three ways women are key clients
Linda Graham: Why you need storytelling in financial advice
Armchair Critic: Why we should be addressing the 3 Capital Model
Andrew Aldridge: There should be no grey areas in illiquid investments
Steve Owen: Advisers' top 5 platform considerations

'Commitment to the market'

Investment

Kames CEO Martin Davis to step down

CIO Stephen Jones will take up UK duties on an interim basis

Goldman Sachs plans investment ISA
Bank of England holds interest rates at 0.75%
Bill McQuaker will stay on as a strategic adviser
Fidelity's McQuaker to stand down from multi-asset range management
Total IHT receipts reach £5.4bn in 2018/19

Tax planning