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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

Investment

Industry Voice: Slashing emissions will fuel green growth for decades
  • Industry voice
Industry Voice: Slashing emissions will fuel green growth for decades

  • 17 February 2021
Adrian Boulding: Managing decumulation journeys through Covid-19 market uncertainties
  • Investment
Adrian Boulding: Managing decumulation journeys through Covid-19 market uncertainties

Adrian Boulding examines what’s happening in the world of investment advice at retirement and considers what the world might look like after the pandemic. Financial plans and strategies will need to be both recession-proof and tax-man proof, he writes...

  • 02 September 2020
Investors plough record amount into tracker funds in 2019
  • Investment
Investors plough record amount into tracker funds in 2019

Total retail inflows double the 2018 figure

  • 06 February 2020
Investment fraud reports surge to more than 8,000 so far this year
  • Investment
Investment fraud reports surge to more than 8,000 so far this year

More than 8,000 investment fraud reports have been made so far this year, more than double the amount in the same period last year, a Freedom of Information request has revealed.

  • 15 August 2019
 UK inflation rises to 2.1%
  • Investment
UK inflation rises to 2.1%

Likely to fall again before year end

  • 14 August 2019
ASI to rebrand UK fund range following merger
  • Investment
ASI to rebrand UK fund range following merger

Next month

  • 12 July 2019
Hargreaves Lansdown removes Lindsell Train funds from Wealth 50
  • Investment
Hargreaves Lansdown removes Lindsell Train funds from Wealth 50

To protect the interests of clients and shareholders

  • 05 July 2019
Aviva launches ESG-focused DC default strategy
  • Investment
Aviva launches ESG-focused DC default strategy

'Will engage savers'

  • 02 July 2019
Fidelity blocks investors from buying Woodford Income Focus fund
  • Investment
Fidelity blocks investors from buying Woodford Income Focus fund

Can still sell

  • 18 June 2019
Environment Agency fund joins global push for environmental impact disclosure
  • Investment
Environment Agency fund joins global push for environmental impact disclosure

Represents £8trn in assets

  • 17 June 2019
SJP to launch portfolios of segregated mandates
  • Investment
SJP to launch portfolios of segregated mandates

Under plans to unitise portfolio

  • 04 June 2019
Peter Elston: Head versus gut in retirement investing
  • Investment
Peter Elston: Head versus gut in retirement investing

How safe is the ‘safe option’?

  • 03 June 2019
Charles Stanley restructure to cost £10m
  • Investment
Charles Stanley restructure to cost £10m

Annual results

  • 31 May 2019
Lawrence Cook: Developing your centralised investment proposition
  • DFM & Model Portfolios
Lawrence Cook: Developing your centralised investment proposition

PA360 2019 revisited

  • 24 May 2019
Asset manager results round-up: Premier AM sees decline in net inflows
  • Investment
Asset manager results round-up: Premier AM sees decline in net inflows

AUM up due to strong markets

  • 23 May 2019
BNY Mellon IM poaches Aberdeen Standard Investments' Michael Beveridge
  • Investment
BNY Mellon IM poaches Aberdeen Standard Investments' Michael Beveridge

Head of UK intermediary distribution

  • 21 May 2019
SLA sees 42% backlash against directors' pay
  • Investment
SLA sees 42% backlash against directors' pay

Incoming CFO salary main reason for vote result

  • 15 May 2019
Pridham Report: BlackRock takes back top spot as fund switches rife
  • Investment
Pridham Report: BlackRock takes back top spot as fund switches rife

Brexit uncertainty

  • 03 May 2019
Kevin Doran: Investment pathways circumnavigate suitability requirements
  • Investment
Kevin Doran: Investment pathways circumnavigate suitability requirements

Short-changed for simplicity

  • 02 May 2019
XPS to buy Royal London's corporate pensions business
  • Investment
XPS to buy Royal London's corporate pensions business

46 staff members to move

  • 01 May 2019
Brewin Dolphin: Why we withdrew £100m mandate from Woodford
  • Investment
Brewin Dolphin: Why we withdrew £100m mandate from Woodford

MPS segregated mandates

  • 16 April 2019
Brewin Dolphin in 'exclusive' talks with Investec about buying wealth management business
  • Investment
Brewin Dolphin in 'exclusive' talks with Investec about buying wealth management business

Looking to buy private client stockbroking business

  • 15 April 2019
Fund group CEOs lambasted by MPs over conflict of interest on pay
  • Investment
Fund group CEOs lambasted by MPs over conflict of interest on pay

Asset managers not doing enough to curtail excessive pay

  • 28 March 2019
Schroders appoints Robin McDonald head of multi-manager investments
  • Investment
Schroders appoints Robin McDonald head of multi-manager investments

From May

  • 26 March 2019
123

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One of the youngest British Steel victims: 24-year-old tells transfer tale
One of the youngest British Steel victims: 24-year-old tells transfer tale
Scottish Friendly CEO Jim Galbraith dies
Scottish Friendly CEO Jim Galbraith dies
Fidelius Group acquires Bath-based IFA
Fidelius Group acquires Bath-based IFA
Praemium opens Edinburgh office; hopes to make 20 hires in 2021
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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