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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

Adviser tips

In conversation with advisers: What type of investor invests in ESG?
  • Adviser tips
In conversation with advisers: What type of investor invests in ESG?

Partner Insight: Dennis Hall, director and CEO of Yellowtail Financial Planning, Julia Dreblow, founder of SRI Financial Services and Frank Potaczek, head of UK proposition at Architas met in London to discuss how they broach the topic of sustainability...

  • 15 November 2018
In conversation with advisers:  How do different types of investors view sustainable investing
  • Adviser tips
In conversation with advisers: How do different types of investors view sustainable investing

Partner Insight: Dennis Hall, director and CEO of Yellowtail Financial Planning, Julia Dreblow, founder of SRI Financial Services and Frank Potaczek, head of UK proposition at Architas met in London to discuss different types of investor attitudes towards...

  • 12 November 2018
Tony Maxfield: Where there's a will, there can be affray
  • Tax planning
Tony Maxfield: Where there's a will, there can be affray

Fairness v equity

  • 31 October 2018
Karen King: Can you learn to unlearn?
  • Adviser tips
Karen King: Can you learn to unlearn?

Clients and jargon

  • 01 October 2018
What are the 5 types of advised investor?
  • Adviser tips
What are the 5 types of advised investor?

INDUSTRY VOICE: Knowing how investors select advisers is key to better understanding your clients. We identified five profiles of common client types who tend to share important traits. Our findings suggest how you can deepen your relationships with...

  • 27 September 2018
Simon Rogerson: Three ways to start preparing for the future now
  • Adviser tips
Simon Rogerson: Three ways to start preparing for the future now

Financial planning in the 2020s

  • 14 September 2018
Rory Percival publishes DB transfer guide for advisers
  • Adviser tips
Rory Percival publishes DB transfer guide for advisers

Covers guidance, suitability, risk controls

  • 03 September 2018
DB transfer advisers face 'substantial' PI premium hikes
  • Adviser tips
DB transfer advisers face 'substantial' PI premium hikes

One firm saw bill rise from £16,000 to £70,000

  • 22 August 2018
Pros and cons of social media scheduling for advisers
  • Adviser tips
Pros and cons of social media scheduling for advisers

Consistency and compliance vs. slower reaction time

  • 20 August 2018
Tim Sargisson: Knowing the price of everything, the value of nothing III
  • Adviser tips
Tim Sargisson: Knowing the price of everything, the value of nothing III

Where true value lies

  • 14 August 2018
Income Protection Task Force launches dedicated website
  • Income Protection
Income Protection Task Force launches dedicated website

Go-to place for IP information

  • 09 August 2018
Advisers risk missing out on inherited money by ignoring younger clients - Sanlam UK
  • Adviser tips
Advisers risk missing out on inherited money by ignoring younger clients - Sanlam UK

66% do not engage with under 45s

  • 17 July 2018
Rory Percival: Client files must include 'colour and detail' to satisfy FCA
  • Adviser tips
Rory Percival: Client files must include 'colour and detail' to satisfy FCA

Put detail in suitability reports

  • 11 July 2018
Shelly Durrant: Communicating the power of PR
  • Adviser tips
Shelly Durrant: Communicating the power of PR

In tandem with business goals

  • 28 June 2018
Suspected 'scam artist' takes second shot at advisers
  • Adviser tips
Suspected 'scam artist' takes second shot at advisers

Suspected malware

  • 26 June 2018
Roland Rawicz-Szczerbo: It's about time …
  • Adviser tips
Roland Rawicz-Szczerbo: It's about time …

Fours steps to better time management

  • 18 June 2018
Adviser organises specialist DB transfer event in steelworks' shadow
  • Adviser tips
Adviser organises specialist DB transfer event in steelworks' shadow

10 and 11 July

  • 14 June 2018
David Beacham: Future-proof your practice
  • Adviser tips
David Beacham: Future-proof your practice

Planning to succeed

  • 30 May 2018
Kirsty Mears: Advisers should focus on the pensioner income gap
  • Adviser tips
Kirsty Mears: Advisers should focus on the pensioner income gap

Later-life planning

  • 24 May 2018
Ambulance chasers turn focus on SIPPs as 'PPI claim pit' runs dry
  • Pensions
Ambulance chasers turn focus on SIPPs as 'PPI claim pit' runs dry

'Visibly trawling for prospective clients'

  • 22 May 2018
Karen King: How continuous learning can improve your business
  • Adviser tips
Karen King: How continuous learning can improve your business

‘Event-based’ learning less effective

  • 21 May 2018
Halsall case: The court loss that changed financial negligence claims
  • Adviser tips
Halsall case: The court loss that changed financial negligence claims

£6m tax avoidance claim

  • 08 May 2018
 PA360 speaker profile: Janus Henderson's Scott Black
  • Adviser tips
PA360 speaker profile: Janus Henderson's Scott Black

Just WOW!

  • 26 April 2018
Steve Andrews: True or false? Five millennial myths busted
  • Adviser tips
Steve Andrews: True or false? Five millennial myths busted

Entitled, squeezed or both?

  • 13 April 2018
234

Most read

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
Mattioli Woods buys Pole Arnold Financial Management for initial £4m
Mattioli Woods buys Pole Arnold Financial Management for initial £4m
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