• Home
  • Investment
    • Multi-asset
    • DFM & Model portfolios
    • Platforms
    • Ratings, Research & Risk
    • Tax-efficient investing
    • Markets
    • Companies
  • Retirement
    • Pensions
    • Income
    • Investment
    • Regulation
    • Estate planning
    • Equity release
  • Your profession
    • Adviser tips
    • Business models
    • Companies
    • People
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
  • Events
  • Whitepapers
  • Industry blogs
  • Newsletters
  • Multi-Asset Review
  • ESG
  • Sign in
  •  
      • Newsletters
      • Account details
      • Contact support
      • Sign out
     
     
    •  

      Personalise your on site experience

      Download and use the apps

      Access your subscription from outside of the office

      Get relevant news and insight straight to your inbox

      Sign in
     
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
    • YouTube
  • Register
  • Events
    • Upcoming events
      event logo
      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
      • Live Online, Live Online
      event logo
      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-25 June and will include thought-provoking presentations from renowned keynote speakers, innovative breakout events and sessions specifically tailored to meet the information needs of fund selectors, financial advisers, pension consultants, trustees and scheme managers.

      • Date: 22 Jun 2021
      • Online, Online
      event logo
      Professional Adviser 360 Conference 2021

      A comprehensive 360-degree view of financial advice underpins PA360 Conference. With an unmissable line-up of dynamic speakers ranged across three streams focusing on what matters most to advisers PA360 will inform, educate and inspire, allowing delegates to meet new service providers and professional partners, and provide invaluable networking opportunities.

      • Date: 07 Oct 2021
      • The Brewery, London
      event logo
      Women in Financial Advice Awards 2021

      Professional Adviser and Retirement Planner are proud to host the 2021 Women In Financial Advice Awards, which will celebrate the achievements of women working within the financial advice community and also the broader financial services sector.

      • Date: 07 Oct 2021
      • The Brewery, London
      View all events
      Follow our events

      Sign up to receive email alerts about our events

      Sign up

  • Whitepapers
    • Find whitepapers
      Search by title or subject area
      View all whitepapers
  • Industry blogs
  • Multi-Asset Review
  • ESG
Professional Adviser
Professional Adviser
  • Home
  • Investment
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
 
    • Newsletters
    • Account details
    • Contact support
    • Sign out
 
 
  •  

    Personalise your on site experience

    Download and use the apps

    Access your subscription from outside of the office

    Get relevant news and insight straight to your inbox

    Sign in
 
  • Trending now
  • Nominations open for WIFA 2021
  • Mattioli Woods in £4m acquisition
  • Young British Steel client

Investment

Adrian Boulding: The spectre of negative interest rates
  • Economics / Markets
Adrian Boulding: The spectre of negative interest rates

Six months' prep time

  • 19 April 2021
IA Targeted Absolute Return sector most viewed by advisers in Q1 2021 - Square Mile
  • Investment
IA Targeted Absolute Return sector most viewed by advisers in Q1 2021 - Square Mile

Searches on Square Mile’s Academy of Funds

  • 19 April 2021
Meet the ESG Investment Influencers: The inside story with John Fleetwood of Square Mile Investment Consulting & Research
  • Investment
Meet the ESG Investment Influencers: The inside story with John Fleetwood of Square Mile Investment Consulting & Research

Fund selector insights into sustainable investing

  • 19 April 2021
Canaccord Genuity acquires Adam & Co IM in £54m deal
  • Investment
Canaccord Genuity acquires Adam & Co IM in £54m deal

Canaccord Genuity is acquiring the wealth management business of private bank Adam & Co from Royal Bank of Scotland in a £54m deal.

  • 16 April 2021
Miranda Seath: The inclusion of ETFs and new IA sectors
  • Investment
Miranda Seath: The inclusion of ETFs and new IA sectors

52 IA sectors

  • 15 April 2021
$500bn in 2021: What the green bond surge means for investors
  • Investment
$500bn in 2021: What the green bond surge means for investors

Products prove popular across sectors

  • 15 April 2021
Nick Train: Our returns have lagged
  • Investment
Nick Train: Our returns have lagged

LSE 30% drop hits returns

  • 15 April 2021
More than 530 ETFs to be included in Investment Association sectors
  • ETFs
More than 530 ETFs to be included in Investment Association sectors

Funds by Amundi and Lyxor among entrants

  • 15 April 2021
Tesla and beyond: How investors can benefit from the EV transition and avoid the pitfalls
  • Investment
Tesla and beyond: How investors can benefit from the EV transition and avoid the pitfalls

Wider opportunity set for investors

  • 15 April 2021
Caroline Holley: Safeguarding clients' finances during a lockdown divorce
  • Tax Planning
Caroline Holley: Safeguarding clients' finances during a lockdown divorce

Stuck together

  • 15 April 2021
Ponzi scheme fraudster Bernie Madoff dies in prison aged 82
  • Investment
Ponzi scheme fraudster Bernie Madoff dies in prison aged 82

Massive Ponzi scheme

  • 14 April 2021
Ex-Aberdeen Standard co-founder Martin Gilbert in feud with company over AssetCo shares - reports
  • Investment
Ex-Aberdeen Standard co-founder Martin Gilbert in feud with company over AssetCo shares - reports

Left SLA in 2020

  • 13 April 2021
Lee Fisher: Choosing a CIP is a marathon not a sprint
  • Multi-Asset
Lee Fisher: Choosing a CIP is a marathon not a sprint

Four criteria

  • 13 April 2021
UK shows 'first signs' of recovery as economy grows 0.4% in February
  • Economics / Markets
UK shows 'first signs' of recovery as economy grows 0.4% in February

1.6% uptick in construction sector

  • 13 April 2021
Columbia Threadneedle acquires BMO EMEA asset management business
  • Investment
Columbia Threadneedle acquires BMO EMEA asset management business

Ameriprise Financial strikes £615m deal

  • 12 April 2021
Mark Barnett to join Tellworth to launch UK equity income fund
  • Investment
Mark Barnett to join Tellworth to launch UK equity income fund

Left Invesco in May 2020

  • 12 April 2021
Mark Harries joins Square Mile as CIO as Broomer steps down
  • Investment
Mark Harries joins Square Mile as CIO as Broomer steps down

Previously head of investment at Ravenscroft

  • 12 April 2021
Three things your clients may call you about this week ...
  • Investment
Three things your clients may call you about this week ...

Hunt for £40bn lost savings

  • 12 April 2021
Industry Voice: Go forth and diversify -  building resilience in multi-asset funds
  • Multi-Asset
Industry Voice: Go forth and diversify - building resilience in multi-asset funds

A robust multi-asset strategy depends on three factors: built-in ESG integration, strong portfolio construction and dynamic management

  • 12 April 2021
2021 Grand National: Why horses for courses applies to the investment world
  • Investment
2021 Grand National: Why horses for courses applies to the investment world

Four horses

  • 09 April 2021
Register now: PA unveils adviser-focused sessions for Sustainable Investment Festival
  • Investment
Register now: PA unveils adviser-focused sessions for Sustainable Investment Festival

Four-day event

  • 09 April 2021
Incisive Media welcomes Schroders as multi-channel sponsor of the Sustainable Investment Festival
  • Investment
Incisive Media welcomes Schroders as multi-channel sponsor of the Sustainable Investment Festival

Running sessions throughout June's inaugural event

  • 09 April 2021
Is agile working key to an outsourced paraplanning boom?
  • Multi-Asset
Is agile working key to an outsourced paraplanning boom?

Trend accelerated by pandemic

  • 08 April 2021
Neil Bage: Four big behavioural risks
  • Multi-Asset
Neil Bage: Four big behavioural risks

Invisible risks

  • 08 April 2021
123

Most read

FCA fines adviser £68,000 after years of 'deliberate lies'
FCA fines adviser £68,000 after years of 'deliberate lies'
Vanguard launches restricted financial planning arm
Vanguard launches restricted financial planning arm
The perfect personality for a financial adviser
The perfect personality for a financial adviser
Keith Richards: 'Tough decision but the right time to go'
Keith Richards: 'Tough decision but the right time to go'
Canada Life names Lindsey Rix UK chief executive
Canada Life names Lindsey Rix UK chief executive
  • About Us
  • Contact Us
  • Marketing solutions
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters
  • YouTube

Incisive Footer Logo

© 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

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading