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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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      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-24 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
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  • Trending now
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Investment General

IA funds shrug off Covid-19 sell-off as retail assets return to 2019 peak
  • Investment
IA funds shrug off Covid-19 sell-off as retail assets return to 2019 peak

Net sales of approximately £12.2bn in Q2

  • 24 September 2020
Why thematics and why now? Watch Professional Adviser's webinar on demand
  • Investment
Why thematics and why now? Watch Professional Adviser's webinar on demand

Powerful and transformative forces

  • 02 July 2020
Responsible Investment 101: What advisers need to know about ESG integration
  • Investment
Responsible Investment 101: What advisers need to know about ESG integration

Effectively measuring ESG factors

  • 23 June 2020
Responsible Investment 101: What investors need to know about impact investing
  • Investment
Responsible Investment 101: What investors need to know about impact investing

Shifting industry focus towards greater sustainability

  • 23 June 2020
Advisers could be 'locking in losses' for their clients during pandemic, platform data suggests
  • Investment General
Advisers could be 'locking in losses' for their clients during pandemic, platform data suggests

'Questions value of advice'

  • 21 May 2020
Half of advisers unaware of upcoming ESG regulatory requirements
  • Investment General
Half of advisers unaware of upcoming ESG regulatory requirements

184 advisers surveyed

  • 04 May 2020
Industry Voice: Schroders' Annual UK Financial Adviser Survey - the key takeaways
  • Investment General
Industry Voice: Schroders' Annual UK Financial Adviser Survey - the key takeaways

Research and statistics – are they newsworthy or do they just reconfirm what we would have guessed anyway?

  • 14 April 2020
Mark Barnett's income portfolios hit with further outflows - reports
  • Investment General
Mark Barnett's income portfolios hit with further outflows - reports

Concerns on liquidity and performance

  • 20 February 2020
The Share Centre acquired by Interactive investor
  • Investment General
The Share Centre acquired by Interactive investor

Creates 'group of greater scale'

  • 17 February 2020
7IM's Justin Urquhart Stewart to step down from co-founder role
  • Investment General
7IM's Justin Urquhart Stewart to step down from co-founder role

After almost two decades

  • 09 December 2019
Euro weakness threatens UK income giants
  • Investment General
Euro weakness threatens UK income giants

UK income funds face a new threat from the eurozone crisis if the pound continues to strengthen against the single currency, leading managers have said.

  • 07 June 2012
  • Regulation
Prudential set to name chairman after five-month head hunt

Insurer Prudential is set to name Paul Manduca as its next chairman after a five-month search to replace Harvey McGrath, the Telegraph reports.

  • 21 May 2012
  • Your profession
Don't forget the KIIDs

REGULATION

  • 16 May 2012
Allianz launches four risk-rated funds ahead of RDR
  • Investment General
Allianz launches four risk-rated funds ahead of RDR

Allianz Global Investors has today launched a range of four risk-graded portfolios, the Allianz RiskMaster funds.

  • 16 May 2012
  • Investment General
Using collectives in retirement planning

Andy Zanelli discusses the role collectives can play in retirement planning

  • 15 May 2012
  • Your profession
Jelf Group IFA arm makes small loss; cuts adviser numbers

The financial planning arm of insurance consultants Jelf Group has reported a small loss for the six months to the end of March, as the company invests in preparing for the Retail Distribution Review (RDR).

  • 08 May 2012
Wells Capital acquires Reeves IM
  • Investment General
Wells Capital acquires Reeves IM

Wells Capital has acquired fellow discretionary firm Reeves Investment Management in a deal which increases its assets under management by more than £50m.

  • 04 May 2012
Skandia opens up Spectrum Select to more advisers
  • Investment General
Skandia opens up Spectrum Select to more advisers

Skandia Investment Group (SIG) has opened up its Spectrum Select client reporting service to more advisers.

  • 02 May 2012
Mattioli Woods secures DFM approval
  • Investment General
Mattioli Woods secures DFM approval

Wealth manager and pensions consultancy Mattioli Woods is preparing for the launch of a discretionary portfolio management service after securing investment permissions from the FSA.

  • 02 May 2012
Mazars: 'FSCS will foot bill of almost all Merchant Capital customers'
  • Investment General
Mazars: 'FSCS will foot bill of almost all Merchant Capital customers'

Just 0.1% of Merchant Capital clients owed money by Pritchard Stockbrokers will not be covered by the Financial Services Compensation Scheme (FSCS), according to Pritchard's administrators Mazars.

  • 02 May 2012
  • Investment General
UBS shareholders to challenge chiefs over $77m bonus pot

UBS shareholders including F&C are set to rebel against the Swiss bank's proposed pay packages for its top executives, echoing the moves taken by Barclays shareholders last week.

  • 02 May 2012
  • Investment
Advisers 'should review risk assessment practices'

Advisers should review the way they discuss risk with clients according to research which suggests many consumers do not have a proper awareness of the potential downside of their investments.

  • 01 May 2012
Lloyds makes extra £375m PPI claims provision
  • Individual Protection
Lloyds makes extra £375m PPI claims provision

Lloyds Banking Group has set aside an extra £375m to cater for an influx of compensation claims related to the mis-selling of payment protection insurance (PPI).

  • 01 May 2012
  • Global
Five things your clients will call you about this week

FIVE THINGS

  • 30 April 2012
123

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Adviser launches petition to stop UK cryptocurrency transactions
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What can Netflix hit Bridgerton teach us about financial planning?
What can Netflix hit Bridgerton teach us about financial planning?
Chris Budd: What to do if you are feeling fed up
Chris Budd: What to do if you are feeling fed up
Fairstone acquires Berkshire-based financial planner with £60m FUM
Fairstone acquires Berkshire-based financial planner with £60m FUM
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