professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • Topics

    Choose a topic below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Month in Review
  • Your Business
    • Recruitment
    • Platforms
    • Education
    • Technology
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • More

    Authors

    • Hope William-Smith
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Content by subject

    • Business models
    • Companies
    • Equity release
    • Income
    • Succession planning

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Home of Family Office 

    Sister publications

    • BusinessGreen
    • COVER
    • International Investment
    • Investment Week
    • Professional Pensions
    • Sustainable Investment
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Author profile

Valeria Martinez

Valeria Martinez is senior reporter at Investment Week

Articles by Valeria Martinez

Tatton assets grow 22% on the back of record £1.8bn net inflows

Your profession

Tatton assets grow 22% on the back of record £1.8bn net inflows

Results come on the back of new advice firms joining the business

clock 18 April 2023 • 1 min read
Adviser interest in capital accumulation funds shoots up

Investment

Adviser interest in capital accumulation funds shoots up

Findings on adviser interest from Square Mile for the first quarter

clock 17 April 2023 • 2 min read
FCA orders WealthTek to cease operations over 'serious' issues

Regulation

FCA orders WealthTek to cease operations over 'serious' issues

A man aged 48 has been arrested by Northumbria Police

clock 06 April 2023 • 1 min read
Spring Budget 23: Hunt unveils plan to tackle UK's labour shortage

Investment

Spring Budget 23: Hunt unveils plan to tackle UK's labour shortage

Measures were part of chancellor's ‘back to work’ budget

clock 15 March 2023 • 2 min read
Quilter Investors lowers charge on Cirilium portfolio range

Investment

Quilter Investors lowers charge on Cirilium portfolio range

12bps reduction on Cirilium and Cirilium Blend portfolios

clock 08 March 2023 • 1 min read
Andrew Griffith raises concerns over FCA's Consumer Duty rules

Consumer Duty

Andrew Griffith raises concerns over FCA's Consumer Duty rules

Reports talk of his concern around the impact on the sector

clock 27 February 2023 • 1 min read
FCA outlines post-Brexit plans for UK asset management sector

Regulation

FCA outlines post-Brexit plans for UK asset management sector

Watchdog says it does not want to make any 'unnecessary changes'

clock 20 February 2023 • 2 min read
FCA's Sacha Sadan awarded CFA Society of the UK fellowship

People

FCA's Sacha Sadan awarded CFA Society of the UK fellowship

Lauded for his contributions to the investment management industry

clock 15 February 2023 • 1 min read
Robin Geffen to exit Liontrust amid global equity consolidation

Investment

Robin Geffen to exit Liontrust amid global equity consolidation

Shift in strategic focus sees exit of Neptune founder

clock 08 February 2023 • 1 min read
Baillie Gifford confirms a £100m year-on-year assets drop in 2022

Investment

Baillie Gifford confirms a £100m year-on-year assets drop in 2022

Poor investment performance 'the main driver' of the fall

clock 06 February 2023 • 1 min read
123
Most read
01

HMRC stats show sharp rise in people breaching pension tax limits

27 September 2023 • 5 min read
02

LTA removal remains complex issue for advisers - Clare Moffat

27 September 2023 • 2 min read
03

Financial services pressure grows with ESG rules main culprit

27 September 2023 • 2 min read
04

The Verve Group launches single dashboard adviser software

27 September 2023 • 2 min read
05

Foster Denovo acquires Chartered IFA adding £220m AUA

27 September 2023 • 1 min read
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR.Registered in England and Wales with company registration numbers 09177174 & 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad