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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: 24 Feb 2021
      • ONLINE, ONLINE
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      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
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      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
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      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
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  • Trending now
  • CII certificates go paperless
  • 4,000 firms could fail
  • 2021 PA Awards deadline 15th

Business models

Karl Dines: Demonstrating your financial advice charges are fair and clear
  • Retirement
Karl Dines: Demonstrating your financial advice charges are fair and clear

In the third part of a three-part series, Karl Dines explores how to best construct a charging strategy and whether it should be different for post-retirement advice

  • 25 November 2020
Fairstone sets sights on DFMs and appointed representatives
  • Your profession
Fairstone sets sights on DFMs and appointed representatives

Plans for 2021

  • 19 November 2020
Advice firms acquired by Fairstone net average 111% earn-out price
  • Your profession
Advice firms acquired by Fairstone net average 111% earn-out price

Downstream buy-out programme

  • 19 November 2020
PA360 Digital: Why streamlining before selling-up is essential
  • Your profession
PA360 Digital: Why streamlining before selling-up is essential

'Rolling out the red carpet'

  • 08 October 2020
Is it time for advisers to get 'hyperpersonal' with clients?
  • Your profession
Is it time for advisers to get 'hyperpersonal' with clients?

Client advocates

  • 22 September 2020
Tim Sargisson: Why is pricing such an issue for advisers?
  • Your profession
Tim Sargisson: Why is pricing such an issue for advisers?

Three reasons

  • 20 January 2020
Tim Sargisson: Is financial planning facing a succession crisis?
  • Business models
Tim Sargisson: Is financial planning facing a succession crisis?

Three shifts in sector

  • 22 January 2019
Mickey Morrissey: How attractive is your business to a future buyer?
  • Business models
Mickey Morrissey: How attractive is your business to a future buyer?

Embedding value

  • 09 January 2019
Tim Sargisson: Steady as she goes
  • Business models
Tim Sargisson: Steady as she goes

Numbers in Adviserland

  • 20 November 2018
Tim Sargisson: What does a good adviser business look like?
  • Business models
Tim Sargisson: What does a good adviser business look like?

Service increasingly key

  • 23 October 2018
FE launches MiFID II-friendly charges tool for advisers
  • Business models
FE launches MiFID II-friendly charges tool for advisers

'Meaningful client reporting'

  • 09 October 2018
Tim Sargisson: Towards profitable, proficient, future-proofed businesses
  • Business models
Tim Sargisson: Towards profitable, proficient, future-proofed businesses

Be adaptable

  • 25 September 2018
Beaufort Financial adds offices in Nottinghamshire and Worcester
  • Business models
Beaufort Financial adds offices in Nottinghamshire and Worcester

'Halfway to establishing 25 offices'

  • 24 August 2018
UNIQ Family Wealth continues growth with Brecon-based firm
  • Business models
UNIQ Family Wealth continues growth with Brecon-based firm

Share purchase deal with assets of £28m

  • 15 August 2018
Fairstone takes majority stake in mortgage advisory business
  • Business models
Fairstone takes majority stake in mortgage advisory business

Brings in recurring revenue of £700,000

  • 13 August 2018
Beaufort chairman Goldthorpe criticises consolidator model
  • Business models
Beaufort chairman Goldthorpe criticises consolidator model

Valuations on businesses 'looking toppy’

  • 10 August 2018
Tom Hegarty: Independent or restricted - do clients care?
  • Business models
Tom Hegarty: Independent or restricted - do clients care?

A divisive subject

  • 08 August 2018
Dan Russell: What would Gareth do?
  • Business models
Dan Russell: What would Gareth do?

‘Gareth Southgate Wealth Management’

  • 20 July 2018
Macclesfield-based IFA is Newell Palmer's 50th acquisition
  • Business models
Macclesfield-based IFA is Newell Palmer's 50th acquisition

Acumen Investment Partnership

  • 25 June 2018
FCA data: Ten key advice market takeaways
  • Regulation
FCA data: Ten key advice market takeaways

Ten key facts about the financial advice business

  • 08 June 2018
Smaller firms paying disproportionately high PI premiums - FCA
  • Charging
Smaller firms paying disproportionately high PI premiums - FCA

£4.5bn revenue earned from advisers

  • 07 June 2018
Fairstone continues on acquisition trail with double DBO deal
  • Business models
Fairstone continues on acquisition trail with double DBO deal

Adding total of £220m AUM

  • 04 June 2018
Brewin Dolphin completes part acquisition of Dundee-based IFA
  • Business models
Brewin Dolphin completes part acquisition of Dundee-based IFA

Deal for financial planning and investment assets

  • 21 May 2018
Tim Sargisson: Stop doing things you shouldn't be doing
  • Business models
Tim Sargisson: Stop doing things you shouldn't be doing

Scale is the answer

  • 15 May 2018
123

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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
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