Professional Adviser

Top Stories

Good golly Miss Lolly: Meet CFP Lisa Conway-Hughes and her alter ego...
Good golly Miss Lolly: Meet CFP Lisa Conway-Hughes and her alter ego...

WIFA 2021 nominations close on 19 May

Andy Back: Platform evolution - from iPod to bespoke music streaming
Andy Back: Platform evolution - from iPod to bespoke music streaming
Queen's Speech: Social care a 'thorny issue' for government
Queen's Speech: Social care a 'thorny issue' for government
Mental Health Awareness Week: The advisers doing their bit
Fidelity cuts fees on multi-asset range

News continued

Regulation

Stephen Lowe: FCA's stronger nudge 'wrong solution at wrong time'
Stephen Lowe: FCA's stronger nudge 'wrong solution at wrong time'
FCA begins work on open-ended long term asset funds
FCA begins work on open-ended long term asset funds
FCA requires providers to book Pension Wise appointments in guidance push
FCA requires providers to book Pension Wise appointments in guidance push
Equniti, James Hay and Curtis Banks top pension complaints in 2020 H2
Equniti, James Hay and Curtis Banks top pension complaints in 2020 H2
FCA looks to scrap MiFID research rules on small-caps in UK competitiveness drive
FCA looks to scrap MiFID research rules on small-caps in UK competitiveness drive

FICC research also set for exclusion

Your Profession

Retirement

Adrian Boulding: Five benefit statement pointers and one to avoid
Adrian Boulding: Five benefit statement pointers and one to avoid

Perhaps don't pick up the phone...

Kirsty Anderson: Why centralised retirement propositions shone in 2020
Kirsty Anderson: Why centralised retirement propositions shone in 2020
Canada Life names Lindsey Rix UK chief executive
Canada Life names Lindsey Rix UK chief executive
Ditch complex rise in normal minimum pension age - Quilter
Ditch complex rise in normal minimum pension age - Quilter
Equity release market improves in H2 but still behind 2019
Equity release market improves in H2 but still behind 2019

Protection

Investment Influencers

Opinion

Andy Back: Platform evolution - from iPod to bespoke music streaming
Andy Back: Platform evolution - from iPod to bespoke music streaming
Claire Trott: Mixing pensions and property
Claire Trott: Mixing pensions and property
Lawrence Cook: Delivering value
Lawrence Cook: Delivering value
Stephen Lowe: FCA's stronger nudge 'wrong solution at wrong time'
Stephen Lowe: FCA's stronger nudge 'wrong solution at wrong time'
Advisers reveal pros and cons of remote working during pandemic
Advisers reveal pros and cons of remote working during pandemic

Changing attitudes

Investment

Dynamic Planner risk profiles EQ Investors sustainable range
Dynamic Planner risk profiles EQ Investors sustainable range

Sustainable diversified, multi-asset portfolios

Fidelity cuts fees on multi-asset range
Fidelity cuts fees on multi-asset range
Asset management M&A drive 'accelerated' by coronavirus crisis
Asset management M&A drive 'accelerated' by coronavirus crisis
Investors increasingly shunning active mutual funds for ETFs
Investors increasingly shunning active mutual funds for ETFs
Lloyds 'close to finalising' £400m Embark Group takeover
Lloyds 'close to finalising' £400m Embark Group takeover

Tax planning