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      Professional Adviser Working Lunches 2021

      A series of invitation only "meet the manager" virtual lunches to discuss how a multi-asset strategy can benefit your clients and your business.

      • Date: 24 Feb 2021
      • ONLINE, ONLINE
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      Professional Adviser Awards 2021

      Professional Adviser is once more issuing the call for adviser businesses from across the UK to showcase their knowledge, skills and commitment to client care by entering our 2021 Awards.

      • Date: 11 Mar 2021
      • ONLINE, ONLINE
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      Professional Adviser Multi-Asset Masterclass 2021

      Delivered online over two half-day sessions, the Multi-Asset Masterclass will look to provide a case for multi-asset investing as well as an outlook for the sector over the year ahead.

      • Date: 17 Mar 2021
      • ONLINE, ONLINE
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Julian Marr

Julian Marr is editor of Professional Adviser, the news, analysis and opinion website for UK financial advisers. His career as an investment journalist, writer and conference moderator now spans 20 years, including eight years as editorial director of marketing, communications and better-business resource Adviser-Hub.

This is his second stint with Incisive Media, where between 2000 and 2008, he was editor and then publisher of consumer finance title Bloomberg Money and then editorial director of the firm's  Investment Division, including Investment Week and Professional Pensions.

He is co-author, with Cherry Reynard, of Investing in Emerging Markets - the BRIC economies and beyond, published by John Wiley & Sons in 2009, and was once a solicitor - although that really was a very long time ago.

Follow Julian Marr

  • Article feed

Articles by Julian Marr

Lighthouse to transfer auto-enrolment business to Smart Pension
  • Companies
Lighthouse to transfer auto-enrolment business to Smart Pension

After strategic review

  • 21 January 2019
Consolidator AFH sets new 'aspirational' growth targets
  • Companies
Consolidator AFH sets new 'aspirational' growth targets

As annual profits almost double

  • 21 January 2019
Keith Balmer: Getting active for the new year
  • Economics / Markets
Keith Balmer: Getting active for the new year

Investors must be nimble

  • 14 January 2019
AFH buys Hayburn Rock Group for up to £3.5m
  • Companies
AFH buys Hayburn Rock Group for up to £3.5m

West Midlands-based business

  • 14 January 2019
KW Wealth appoints Patrick Goulding group finance director
  • People
KW Wealth appoints Patrick Goulding group finance director

From Ardmore Partners

  • 08 January 2019
City of London completes £1.4m Acorn to Oaks acquisition
  • Companies
City of London completes £1.4m Acorn to Oaks acquisition

West Midlands-based adviser

  • 08 January 2019
Divorced women the 'poor relations of pensions wealth' - Royal London
  • Retirement
Divorced women the 'poor relations of pensions wealth' - Royal London

January is ‘divorce month’

  • 07 January 2019
 Prando's Asset Management - 2018 Christmas quiz answers and winners
  • Your profession
Prando's Asset Management - 2018 Christmas quiz answers and winners

The chairman stumps up three Amazon vouchers

  • 04 January 2019
Prando's Asset Management - 2018 Christmas quiz
  • Your profession
Prando's Asset Management - 2018 Christmas quiz

Win one of three £20 Amazon vouchers

  • 18 December 2018
FCA reveals proposals on overdrafts and other high-cost credit products
  • Regulation
FCA reveals proposals on overdrafts and other high-cost credit products

‘Radical changes’ planned

  • 18 December 2018
AFH buys CTL Three and subsidiaries for up to £10m
  • Companies
AFH buys CTL Three and subsidiaries for up to £10m

Passes £5bn FUM with biggest-ever deal

  • 03 December 2018
Fundscape hires Aviva's Gavin Fielding for editorial director role
  • Wrap/platforms
Fundscape hires Aviva's Gavin Fielding for editorial director role

Creates northern office

  • 03 December 2018
AJ Bell float price implies £626m-£675m market cap
  • Wrap/platforms
AJ Bell float price implies £626m-£675m market cap

Prospectus expected today

  • 27 November 2018
Nucleus revamps relationship with tech provider Bravura
  • Wrap/platforms
Nucleus revamps relationship with tech provider Bravura

‘To drive future inflows and AUA growth’

  • 19 November 2018
AJ Bell confirms intention to float in December
  • Wrap/platforms
AJ Bell confirms intention to float in December

‘To support growth strategy’

  • 19 November 2018
Multi-asset insight: Video interview with James Bateman
  • Managed solutions
Multi-asset insight: Video interview with James Bateman

Fidelity International multi-asset CIO James Bateman talks to Julian Marr about recent market volatility, portfolio positioning and his thoughts on the coming year

  • 15 November 2018
AFH buys Kent-based CWP Financial Services for up to £890,000
  • Companies
AFH buys Kent-based CWP Financial Services for up to £890,000

600-plus clients

  • 13 November 2018
Rivals' re-platforming woes boost Transact's Q3 net sales - Fundscape
  • Wrap/platforms
Rivals' re-platforming woes boost Transact's Q3 net sales - Fundscape

‘Latent strength of advice market’

  • 12 November 2018
FCA opens up debate on fair pricing in financial services
  • Regulation
FCA opens up debate on fair pricing in financial services

Focus on price ‘sensitivity’ and ‘discrimination’

  • 31 October 2018
Lighthouse renews affinity contract with British Airways Clubs
  • Companies
Lighthouse renews affinity contract with British Airways Clubs

40,000-member organisation

  • 23 October 2018
State pension set to rise 2.6% as inflation falls below expectations
  • Pensions
State pension set to rise 2.6% as inflation falls below expectations

September CPI at 2.4%

  • 17 October 2018
AFH completes £15m fund-raising for new acquisitions
  • Companies
AFH completes £15m fund-raising for new acquisitions

Share issue oversubscribed

  • 16 October 2018
AFH seeks to raise £15m through new share issue
  • Companies
AFH seeks to raise £15m through new share issue

To increase ‘national footprint’

  • 16 October 2018
FCA calls on payday lenders to review lending activity
  • Regulation
FCA calls on payday lenders to review lending activity

To ensure creditworthiness assessments compliant

  • 15 October 2018
FSCS CEO Mark Neale to step down in May 2019
  • Regulation
FSCS CEO Mark Neale to step down in May 2019

After nine years in role

  • 11 October 2018
Lighthouse secures advice deal with 450,000-member NEU
  • Companies
Lighthouse secures advice deal with 450,000-member NEU

National Education Union

  • 09 October 2018
New pension transfer rules to change advice conversations - research
  • Retirement
New pension transfer rules to change advice conversations - research

From LCP and Royal London

  • 08 October 2018
KW Wealth acquires Marchant McKechnie for up to £4m
  • Companies
KW Wealth acquires Marchant McKechnie for up to £4m

Adds £200m of AUA

  • 01 October 2018
AFH buys Maidstone-based Core FS for up to £7.7m
  • Your profession
AFH buys Maidstone-based Core FS for up to £7.7m

Biggest deal in 27-year history

  • 01 October 2018
Nucleus, Standard Life and True Potential win at UK Platform Awards
  • Wrap/platforms
Nucleus, Standard Life and True Potential win at UK Platform Awards

PA’s Tom Ellis again judged top journalist

  • 26 September 2018
AFH buys client portfolios of Beaufort Securities' Colwyn Bay office
  • Companies
AFH buys client portfolios of Beaufort Securities' Colwyn Bay office

Adds up to £130m FUM

  • 25 September 2018
AFH acquires client portfolio of Emery Little for up to £1.6m
  • Companies
AFH acquires client portfolio of Emery Little for up to £1.6m

Wiltshire-based business

  • 24 September 2018
Sanlam UK hires Richard Pursglove as head of distribution
  • Investment
Sanlam UK hires Richard Pursglove as head of distribution

To shape sales and marketing strategy

  • 17 September 2018
AFH buys Devon-based Lyn Financial Services for up to £4.2m
  • Companies
AFH buys Devon-based Lyn Financial Services for up to £4.2m

Third deal in two weeks

  • 03 September 2018
AFH buys Thomas Heald business for up to £5.1m
  • Companies
AFH buys Thomas Heald business for up to £5.1m

Consolidator’s largest deal of year

  • 28 August 2018
Hargreaves Lansdown sees record £7.6bn net new business in 2017/18
  • Companies
Hargreaves Lansdown sees record £7.6bn net new business in 2017/18

‘Client service key to structural growth’

  • 07 August 2018
New hope for pension scam victims from 'landmark' ombudsman ruling
  • Retirement
New hope for pension scam victims from 'landmark' ombudsman ruling

‘Chance of redress’ – Steve Webb

  • 06 August 2018
UK pensioners average £3,500 income tax a year, FOI request reveals
  • Regulation
UK pensioners average £3,500 income tax a year, FOI request reveals

‘Generation still taxed’

  • 09 July 2018
Lighthouse renews advice deal with 142,000-member Prospect union
  • Your profession
Lighthouse renews advice deal with 142,000-member Prospect union

After competitive tender exercise

  • 03 July 2018
Nucleus set to float on AIM
  • Wrap/platforms
Nucleus set to float on AIM

‘£150m valuation’

  • 02 July 2018
Nucleus to float on AIM next week - reports
  • Wrap/platforms
Nucleus to float on AIM next week - reports

‘£150m valuation’

  • 29 June 2018
Lighthouse renews affinity contract with foster carers' association
  • Your profession
Lighthouse renews affinity contract with foster carers' association

FosterTalk has 20,000 members

  • 21 June 2018
Prando's Asset Management - 20 years of hurt
  • Investment
Prando's Asset Management - 20 years of hurt

The chairman jumps on the World Cup bandwagon

  • 15 June 2018
FCA ends long-standing customer investigation of Scottish Widows
  • Regulation
FCA ends long-standing customer investigation of Scottish Widows

Case still open on four insurers

  • 12 June 2018
Retired more likely to bequeath than use wealth - IFS research
  • Retirement
Retired more likely to bequeath than use wealth - IFS research

Patterns may change in future

  • 11 June 2018
AFH buys Corville Financial for up to £2.9m
  • Companies
AFH buys Corville Financial for up to £2.9m

York-based business

  • 11 June 2018
Mattioli Woods ceases DB transfer advice
  • Retirement
Mattioli Woods ceases DB transfer advice

Undertaking ‘full review’

  • 04 June 2018
Meritor deal signals AFH's professional connection ambitions
  • Your profession
Meritor deal signals AFH's professional connection ambitions

‘Pathway to work’

  • 21 May 2018
123
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