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
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • 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

Katrina Lloyd

Katrina Lloyd

Editor-in-chief

Katrina Lloyd has been editor of Investment Week since October 2011. Prior to this, she was editor of sister Incisive titles ifaonline.co.uk and Professional Adviser magazine (now combined into professionaladviser.com). Katrina started her journalism career at fundstrategy magazine.

Follow

Articles by Katrina Lloyd

Investment

Iceland gets rapid-response financial SWAT unit

A rapid-response financial investigation team with wide-ranging powers is being set up in Iceland to prevent another financial meltdown.

clock 25 September 2009 •

Investment

Advisers fear investors over-exposed to UK equities

Nine out of ten advisers warn investors are over-exposed to UK equities and could be hit in the coming months as the current market rally starts to falter, according to research by Ignis Asset Management.

clock 24 September 2009 •

Offshore Investment

Offshore Review: How easy is it to advise in the UK?

Paul Burgin investigates how overseas advisers passporting their services into the country appear able to circumvent British rules and pose a threat to clients of UK advisers.

clock 24 September 2009 •

Technology

Better Business: Defaqto Engage review

AT8's Mark Loosmore assesses Defaqto Engage as part of his review of product and fund tools for advisers.

clock 24 September 2009 •

Your profession

Meet the paraplanners: Bluefin's Gemma Davies

Gemma Davies, a paraplanner/trainee financial planner at Bluefin's Cardiff office, works in a team of six providing support to financial planners Julie Lord and Marlene Shalton.

clock 24 September 2009 •

ETFs

Better Business: Are ETFs as cheap as we are led to believe?

Over the years experience has taught me that, when a price sounds too good to be true, a little investigation will prove that it is.

clock 24 September 2009 •

uncategorised

Equity rally prompts early retirement

Investors are bringing retirement plans forward and buying annuities now to take advantage of the recent rally in equity markets, according to Hargreaves Lansdown.

clock 23 September 2009 •

Regulation

FSA could start regulating products

The FSA is contemplating a u-turn in how it supervises the retail market as retail MD Jon Pain says it will have an ‘open mind' on regulating products in the future.

clock 21 September 2009 •

Offshore Investment

Lloyds implicated in BBC offshore tax exposé

Banks bailed out by the taxpayer during the financial crisis are telling investors they can avoid tax charges by investing in their in-house funds, a BBC Panorama investigation alleges.

clock 21 September 2009 •

Your profession

McQuaker among managers for new Foster Denovo funds

Henderson's Bill McQuaker, Schroders' Andrew Yeadon and Sarasin's David Vickers have been selected to run funds for IFA Foster Denovo's new investment company, Sequel.

clock 18 September 2009 •
101102103
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

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

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad