• 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
  • Diversity
  • 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 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
      event logo
      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
      event logo
      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
      event logo
      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
      • Online, Online
      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
Sponsored by BMO
  • Home
  • Investment
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Diversity
 
    • 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
  • CII certificates go paperless
  • 4,000 firms could fail
  • 2021 PA Awards deadline 15th

Managed solutions

M&G unveils three-strong sustainable multi-asset fund range
  • Managed solutions
M&G unveils three-strong sustainable multi-asset fund range

Cautious, Balanced and Growth products unveiled

  • 09 December 2020
Fraser Blain: Finding the 'alternative' without property
  • Managed solutions
Fraser Blain: Finding the 'alternative' without property

Multi-asset funds are left with a dilemma

  • 07 December 2020
ASI launches MyFolio Sustainable fund-of-funds range
  • Investment
ASI launches MyFolio Sustainable fund-of-funds range

Risk-graded portfolios managed unveiled

  • 02 December 2020
Aviva Investors expands multi-asset range with five 'ESG-optimised' launches
  • Managed solutions
Aviva Investors expands multi-asset range with five 'ESG-optimised' launches

MAF Core range launches with OCF of 0.15%

  • 01 December 2020
Aegon launches risk-managed portfolios across platforms
  • Managed solutions
Aegon launches risk-managed portfolios across platforms

‘Launched at very relevant time’

  • 23 July 2020
IFAs flocked to 'safer haven' invesments amid uncertainty: 2019 analysis
  • Managed solutions
IFAs flocked to 'safer haven' invesments amid uncertainty: 2019 analysis

Coronavirus 'knocked positive momentum'

  • 18 March 2020
John Husselbee: Why hold negative-yielding bonds?
  • Fixed Income
John Husselbee: Why hold negative-yielding bonds?

$17trn of debt is now ‘paying’ a negative yield

  • 12 November 2019
Fidelity's McQuaker to stand down from multi-asset range management
  • People
Fidelity's McQuaker to stand down from multi-asset range management

Chris Forgan to take charge

  • 19 September 2019
Rathbones' Coombs takes risk to lowest level in Strategic Growth
  • Managed solutions
Rathbones' Coombs takes risk to lowest level in Strategic Growth

Manager cites liquidity risk for changes

  • 18 September 2019
'Don't wait for a crash before investing ' - Simon Edelsten
  • Managed solutions
'Don't wait for a crash before investing ' - Simon Edelsten

SIFA conference 2019

  • 06 June 2019
Multi-asset insight: Video interview with Bill McQuaker
  • Multi-Asset
Multi-asset insight: Video interview with Bill McQuaker

Fidelity Multi Asset portfolio manager's outlook

  • 15 March 2019
UBS AM launches Global Diversified Income fund
  • Managed solutions
UBS AM launches Global Diversified Income fund

Fund will employ income smoothing mechanism

  • 27 February 2019
Beaufort promotes Balkham to CIO
  • Managed solutions
Beaufort promotes Balkham to CIO

Clarke replacing Balkham

  • 22 February 2019
Multi-asset insight: Video interview with James Bateman
  • Managed solutions
Multi-asset insight: Video interview with James Bateman

Fidelity Multi Asset CIO's outlook

  • 19 February 2019
Will McIntosh-Whyte: Heart of cold
  • Managed solutions
Will McIntosh-Whyte: Heart of cold

‘In the know’

  • 14 February 2019
AJ Bell cuts fees across passive multi-asset range
  • Managed solutions
AJ Bell cuts fees across passive multi-asset range

OCFs of 0.35%

  • 14 February 2019
Julian Howard: The new capital preservation
  • Managed solutions
Julian Howard: The new capital preservation

Dampening portfolio volatility

  • 13 February 2019
Marlborough expands DFM service with Mike Mumford hire
  • Managed solutions
Marlborough expands DFM service with Mike Mumford hire

30 years' experience

  • 08 February 2019
John Husselbee: Hunting for leopards
  • Managed solutions
John Husselbee: Hunting for leopards

View from the front row

  • 08 February 2019
Quilter Investors hires Janus Henderson's Bradshaw for multi-asset income launches
  • Managed solutions
Quilter Investors hires Janus Henderson's Bradshaw for multi-asset income launches

Worked at Janus Henderson since 2006

  • 08 February 2019
Nine in 10 advice businesses now use a CIP - the lang cat
  • Your profession
Nine in 10 advice businesses now use a CIP - the lang cat

DFM assets approaching £100bn on platforms

  • 07 February 2019
Justin Urquhart Stewart: A simple motto for complex times
  • Managed solutions
Justin Urquhart Stewart: A simple motto for complex times

Four little words of comfort

  • 05 February 2019
Wells Fargo AM raids Schroders again to strengthen multi-asset team
  • Managed solutions
Wells Fargo AM raids Schroders again to strengthen multi-asset team

Scheiber spent eight years at Schroders

  • 31 January 2019
UBS Asset Management launches multi-asset defensive growth fund
  • Managed solutions
UBS Asset Management launches multi-asset defensive growth fund

Seeking cash plus 3% to 5%

  • 31 January 2019
123

Most read

Adviser launches petition to stop UK cryptocurrency transactions
Adviser launches petition to stop UK cryptocurrency transactions
FCA asks struggling firms: 'How long do you expect to remain in business?'
FCA asks struggling firms: 'How long do you expect to remain in business?'
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
  • 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