• 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 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
  • 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
  • Quilter advisers could exit
  • PA shortlists revealed
  • AFH in potential £225m deal

Platforms

Aegon to scrap Kames brand as it creates £303bn global giant
  • Platforms
Aegon to scrap Kames brand as it creates £303bn global giant

Integrating European and US businesses

  • 04 December 2019
Nucleus reveals latest platform enhancements
  • Platforms
Nucleus reveals latest platform enhancements

  • 26 November 2019
Platform sales lowest in three years
  • Platforms
Platform sales lowest in three years

Reduction in DB transfer flows leads to drop in sales

  • 13 November 2019
Standard Life launches new personalised platform technology
  • Platforms
Standard Life launches new personalised platform technology

Capitalising on ‘mass personalisation’

  • 28 October 2019
Nucleus reduces costs for users as it switches stockbroker
  • Platforms
Nucleus reduces costs for users as it switches stockbroker

Drops Alliance Trust Savings

  • 24 October 2019
Aegon completes final migration of 300,000 Nationwide customers
  • Platforms
Aegon completes final migration of 300,000 Nationwide customers

H1 results published today

  • 15 August 2019
Tom Ellis: What would an FNZ takeover of GBST mean for platforms and advisers?
  • Platforms
Tom Ellis: What would an FNZ takeover of GBST mean for platforms and advisers?

Underlying tech providers

  • 31 July 2019
GBST shares up after £150m FNZ takeover bid announced - reports
  • Platforms
GBST shares up after £150m FNZ takeover bid announced - reports

'Binding agreement'

  • 29 July 2019
Zurich exploring sale of adviser platform in £50m deal - reports
  • Platforms
Zurich exploring sale of adviser platform in £50m deal - reports

Wants to 'offload' site

  • 29 July 2019
UK Platform Awards 2019 - Platform of the Year finalists named
  • Platforms
UK Platform Awards 2019 - Platform of the Year finalists named

And vote now for Best Service award

  • 22 July 2019
Heather Hopkins: The promise and the peril of AI in retail investing
  • Platforms
Heather Hopkins: The promise and the peril of AI in retail investing

Faster, cheaper, better?

  • 17 July 2019
Parmenion hires Mark Steers as chief distribution officer
  • Platforms
Parmenion hires Mark Steers as chief distribution officer

Newly-created position

  • 15 July 2019
Aegon ordered to pay re-platforming compensation despite sending hamper
  • Platforms
Aegon ordered to pay re-platforming compensation despite sending hamper

To compensate £200 plus hamper

  • 08 July 2019
SS&C ups bid to £140m for platform tech provider GBST
  • Wrap/platforms
SS&C ups bid to £140m for platform tech provider GBST

'Amended exclusivity arrangements'

  • 03 July 2019
Novia appoints ex-ASI Steve Andrews as managing director
  • Platforms
Novia appoints ex-ASI Steve Andrews as managing director

Replacing Bill Vasilieff

  • 03 July 2019
Interactive Investor completes acquisition of Alliance Trust Savings
  • Platforms
Interactive Investor completes acquisition of Alliance Trust Savings

Combined £36bn AUA

  • 01 July 2019
Treasury Committee would 'support' further regulation of fund buy lists
  • Regulation
Treasury Committee would 'support' further regulation of fund buy lists

Hargreaves Lansdown's Wealth 50 under the spotlight

  • 27 June 2019
Ben Cocks: Second-guessing the FCA platform study
  • Platforms
Ben Cocks: Second-guessing the FCA platform study

Exit fees and conversions

  • 26 June 2019
Transact parent appoints Allen & Overy partner as chairman
  • Platforms
Transact parent appoints Allen & Overy partner as chairman

Expected to assume role in October

  • 26 June 2019
Allfunds and Credit Suisse InvestLab combine to create platform giant
  • Platforms
Allfunds and Credit Suisse InvestLab combine to create platform giant

€500bn-plus AUA

  • 25 June 2019
Quilter makes nine hires as it prepares for OMW re-platforming
  • Wrap/platforms
Quilter makes nine hires as it prepares for OMW re-platforming

'Platform adoption specialists'

  • 24 June 2019
'Once your reputation is damaged like that there is no way back'
  • Platforms
'Once your reputation is damaged like that there is no way back'

Platforms react to Fidelity blocking Income Focus purchases

  • 19 June 2019
Graham Swan: Six steps to avoiding re-platforming pain
  • Platforms
Graham Swan: Six steps to avoiding re-platforming pain

Fail to prepare and …

  • 14 June 2019
Ray Tubman: We've only just begun …
  • Platforms
Ray Tubman: We've only just begun …

Ex-post costs and charges

  • 13 June 2019
123

Most read

Quilter adviser jobs at risk as firm moves towards self-employed model
Quilter adviser jobs at risk as firm moves towards self-employed model
Revealed: PA Awards 2021 Adviser Firm of the Year shortlists
Revealed: PA Awards 2021 Adviser Firm of the Year shortlists
Advisers to be levied £240m again as FSCS announces £1bn overall levy
Advisers to be levied £240m again as FSCS announces £1bn overall levy
Guns for hire: Quilter backs 'flexible' self-employed model as critics take aim
Guns for hire: Quilter backs 'flexible' self-employed model as critics take aim
US private equity firm set to acquire AFH in £225m deal
US private equity firm set to acquire AFH in £225m deal
  • 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