Professional Adviser

Events
- Upcoming events
  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
  Working Lunches 2019 in partnership with Orbis Investments
  
  Professional Adviser is delighted to announce the launch of the new Working Lunches in partnership with Orbis Investments. Traveling across the UK to provide valuable market insights for Senior Financial Advisers.
  
  Date: 11 Nov 2019
  
  Knutsford, Durham, Bury St Edmunds, Bristol, Aylesbury
  
  Investment Company of the Year Awards 2019
  
  Investment Week is delighted to announce the annual Investment Company of the Year Awards 2019. Taking place on Wednesday 20th November at the Sheraton Park Lane.
  
  Date: 20 Nov 2019
  
  Sheraton Grand London Park Lane Piccadilly London W1J 7BX, London
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Industry blogs
Multi-Asset Review

Regulation

Regulation

Connaught investors urged to contact independent review

16 Oct

Regulation

FCA targets climate change and green finance transparency with new guidelines

16 Oct

Regulation

Chris Davies: Improving Advice Suitability

14 Oct

Regulation

Website accused of plagiarising IFA literature and investment firm accounts

10 Oct

Regulation

Mark Greenwood: Are you in shape and FIT for SM&CR?

Based on three concepts

10 Oct

Your Profession

Investment

Brooks Macdonald co-founder to step down after 28 years

16 Oct

Your profession

Quilter could face complaints after Lighthouse presence on British Steel sites

15 Oct

Your profession

Beaufort Financial backs Newcastle advice start-up

15 Oct

Retirement

LEBC valuation slashed by a third after withdrawal from DB transfer market

15 Oct

Your profession

Rugby union star with 200 Premiership appearances joins Worcester-based IFA

15 Oct

Your profession

Adviser noticeboard: Post-it note size stuff for IFAs

15 Oct

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

Tax planning

Lifetime allowance becoming 'less generous' despite increase

Increase from April 2020

16 Oct

Pensions

State pension set for 4% increase next year - ONS

16 Oct

Your profession

Quilter could face complaints after Lighthouse presence on British Steel sites

15 Oct

Retirement

LEBC valuation slashed by a third after withdrawal from DB transfer market

15 Oct

Retirement

Queen's Speech confirms pension schemes bill for TPR and dashboards

14 Oct

Protection

Marketing

Aviva launches protection hub for advisers

04 Oct

Protection

Lloyd's of London: Sexual harassment survey findings 'truly terrible'

24 Sep

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

Investment Influencers

Graham Bentley: Investment adviser or financial planner?

16 Oct

Investment

James Klempster: The best new fund of today is the same old fund

15 Oct

Multi-Asset

Alex Farlow: A detailed look at the IA Global sector

15 Oct

Your profession

Rohan Sivajoti: Why Ofsted criticism of the SimplyBiz Academy missed the point

14 Oct

Regulation

Chris Davies: Improving Advice Suitability

'Differentiate fact finds'

14 Oct

Investment

Investment

Brooks Macdonald co-founder to step down after 28 years

Jon Gumpel leaving in March 2020

16 Oct

Investment

AXA IM CEO steps down in leadership shake-up

16 Oct

Multi-Asset

Graham Bentley: Investment adviser or financial planner?

16 Oct

Companies

Woodford Income Focus suspended

15 Oct

Investment

James Klempster: The best new fund of today is the same old fund

15 Oct

Tax planning

Tax Planning

Total IHT receipts reach £5.4bn in 2018/19

19 Sep

Retirement

Adrian Boulding: Why the tapered annual allowance has to go

18 Sep

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