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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: 14 Apr 2021
      • ONLINE, ONLINE
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      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
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      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
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      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
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  • Trending now
  • Nominations open for WIFA 2021
  • Mattioli Woods in £4m acquisition
  • Young British Steel client

Mortgages

Summer economic update: Sunak confirms stamp duty holiday in 'mini-Budget'
  • Mortgages
Summer economic update: Sunak confirms stamp duty holiday in 'mini-Budget'

Mini Budget

  • 08 July 2020
Partner Insight: Does sustainable multi-asset need a clearer story?
  • Investment
Partner Insight: Does sustainable multi-asset need a clearer story?

  • 01 July 2020
FCA sounds alarm on equity release advice
  • Mortgages
FCA sounds alarm on equity release advice

'Tick-box exercise'

  • 17 June 2020
Court blocks £12bn annuity transfer from Prudential to Rothesay Life
  • Industry
Court blocks £12bn annuity transfer from Prudential to Rothesay Life

Granted leave to appeal the judgement

  • 19 August 2019
Charles Stanley buys Leeds-based Middleton Croft
  • Industry
Charles Stanley buys Leeds-based Middleton Croft

All managers will move to Charles Stanley

  • 01 August 2019
£100,000 pensions gap for women in part-time work
  • Industry
£100,000 pensions gap for women in part-time work

£105,000 worse off

  • 11 July 2019
Woodford promises 'much more liquid portfolio' when Equity Income fund re-opens
  • Industry
Woodford promises 'much more liquid portfolio' when Equity Income fund re-opens

'Gap between value and price as wide as I have ever seen'

  • 12 June 2019
'Unite to better serve female investors' - WealthiHer Network report
  • Industry
'Unite to better serve female investors' - WealthiHer Network report

Gender bias effects

  • 07 May 2019
Tackling the real root of the ESG problem
  • Industry
Tackling the real root of the ESG problem

Less environment, more governance threatens to undermine firms' green credentials

  • 24 April 2019
UBS and Deutsche Bank in 'serious' talks over asset management merger - reports
  • Industry
UBS and Deutsche Bank in 'serious' talks over asset management merger - reports

Would create €1.4bn giant

  • 24 April 2019
Aviva CEO Tulloch to review group management structure as Briggs exits
  • Insurance
Aviva CEO Tulloch to review group management structure as Briggs exits

Briggs headed up insurance business

  • 24 April 2019
The RSS: UK's gender pay gap system is 'flawed'
  • Industry
The RSS: UK's gender pay gap system is 'flawed'

Firm suggests ten ways to improve data quality

  • 12 April 2019
7IM appoints new CEO from Barclays as Tom Sheridan steps down
  • Industry
7IM appoints new CEO from Barclays as Tom Sheridan steps down

Retires after 17 years

  • 28 March 2019
CASCAID nears £1m target as more fundraising events revealed
  • Industry
CASCAID nears £1m target as more fundraising events revealed

New events include 24-hour karaoke session

  • 27 March 2019
Single Financial Guidance Body renamed Money and Pensions Service
  • Industry
Single Financial Guidance Body renamed Money and Pensions Service

'Service has vital role to play'

  • 04 March 2019
What happens to performance after a 'star' fund manager leaves?
  • Industry
What happens to performance after a 'star' fund manager leaves?

Willis Owen report

  • 19 February 2019
STM completes acquisition of Carey UK pensions businesses
  • Industry
STM completes acquisition of Carey UK pensions businesses

70% stake in SIPP provider

  • 13 February 2019
Investment Association weighs retail product labels for SRI funds
  • Regulation
Investment Association weighs retail product labels for SRI funds

Part of raft of proposals to increase visability of SRI to retail investors

  • 25 January 2019
Hermes' CEO Nusseibeh: ESG is permeating society - it is not just a fad
  • Specialist
Hermes' CEO Nusseibeh: ESG is permeating society - it is not just a fad

The Big Interview: Focus on ethical investment

  • 18 January 2019
Vanguard founder Jack Bogle dies at age of 89
  • Industry
Vanguard founder Jack Bogle dies at age of 89

Set up Vanguard in 1975

  • 17 January 2019
FTSE bosses see 11% pay jump as think tank calls for 'RemCo' reform
  • Industry
FTSE bosses see 11% pay jump as think tank calls for 'RemCo' reform

'Fat Cat' Friday

  • 04 January 2019
Tavistock and Lighthouse join forces to create investment management service
  • Industry
Tavistock and Lighthouse join forces to create investment management service

Tavistock plans fundraising

  • 14 November 2018
Woodford to face High Court grilling over top ten holding Stobart
  • Industry
Woodford to face High Court grilling over top ten holding Stobart

Company launching claim against ex-CEO

  • 07 November 2018
Revealed: Winners of the Specialist Investment Awards 2018
  • Specialist
Revealed: Winners of the Specialist Investment Awards 2018

Celebrating boutique and passive investing

  • 24 October 2018
123

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Praemium opens Edinburgh office; hopes to make 20 hires in 2021
Catfish blocked: Adviser spots romance scam after client asked to print off 'US marriage contract'
Catfish blocked: Adviser spots romance scam after client asked to print off 'US marriage contract'
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