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

Business models

Investment key to assess vertical integration value - Mark Polson
  • Business models
Investment key to assess vertical integration value - Mark Polson

Need to ensure ‘customer-first’ propositions

  • 10 May 2018
PA360: Advisers must embrace outsourcing to ensure profitability
  • Charging
PA360: Advisers must embrace outsourcing to ensure profitability

Advisers need to delegate and outsource

  • 25 April 2018
Tim Sargisson: Hitting the trail
  • Business models
Tim Sargisson: Hitting the trail

Beware complacency

  • 17 April 2018
Change of heart: Four key restricted/independent switches
  • Business models
Change of heart: Four key restricted/independent switches

Sandringham Financial Partners went independent this week

  • 12 April 2018
Tim Sargisson: Three critical issues for empire builders
  • Business models
Tim Sargisson: Three critical issues for empire builders

The need for scale

  • 17 October 2017
Advice process 'old and unchanged' - Nationwide's Chris Williams
  • Technology
Advice process 'old and unchanged' - Nationwide's Chris Williams

'Vast majority' do not find value in advice process

  • 13 October 2016
Eight large-scale robo-advisers on the way, FCA says
  • Regulation
Eight large-scale robo-advisers on the way, FCA says

Regulator accepted nine firms into advice unit

  • 22 September 2016
Grow your own paraplanner: How to take on graduates
  • Adviser tips
Grow your own paraplanner: How to take on graduates

Cathi Harrison explores the options

  • 19 August 2016
Unique needs: Taking a different approach to female clients
  • Business models
Unique needs: Taking a different approach to female clients

How big is the demand for women-only advice?

  • 06 July 2016
Cockburn Lucas launches female-only planning service
  • Companies
Cockburn Lucas launches female-only planning service

Planning service will focus on the financial needs of women

  • 05 July 2016
Nine in ten advisers feel 'threatened' by robo-advice - survey
  • Business models
Nine in ten advisers feel 'threatened' by robo-advice - survey

Little support for automated advice

  • 04 July 2016
Advisers' DFM use doubles in a year - industry reaction
  • Business models
Advisers' DFM use doubles in a year - industry reaction

Now accounts for a quarter of investment approaches

  • 02 June 2016
Stephen Kavanagh: A declaration for independence
  • Business models
Stephen Kavanagh: A declaration for independence

Clients must be placed at the heart of every advice business

  • 02 June 2016
'Paraplanners are the future': Peter Bradshaw on the future of advice
  • Pensions
'Paraplanners are the future': Peter Bradshaw on the future of advice

'Technology is changing the pensions industry'

  • 29 April 2016
Workplace advice: Much more than just auto-enrolment
  • Adviser tips
Workplace advice: Much more than just auto-enrolment

Advice in the workplace provides 'unique' opportunity

  • 08 March 2016
SOLLA aims to boost accredited advisers by 40% this year
  • Pensions
SOLLA aims to boost accredited advisers by 40% this year

Later life advice market 'increasingly competitive', chairman says

  • 28 February 2016
AFH Financial grows profits 85% in active consolidation year
  • Companies
AFH Financial grows profits 85% in active consolidation year

Pre-tax profits reach £1.6m

  • 28 January 2016
Three things clients may call you about this week...
  • Pensions
Three things clients may call you about this week...

Three things clients may call you about this week...

  • 25 January 2016
AFH Financial pre-tax profits hit £1.6m as consolidation continues
  • Business models
AFH Financial pre-tax profits hit £1.6m as consolidation continues

It bought 11 advice firms last year

  • 25 January 2016
Where do we go from here? When providing advice is uneconomical
  • Pensions
Where do we go from here? When providing advice is uneconomical

'A very real and very interesting challenge'

  • 12 January 2016
MoneySuperMarket founder to launch online adviser for 0.44%
  • Business models
MoneySuperMarket founder to launch online adviser for 0.44%

eVestor will charge 44bps in total

  • 15 December 2015
Davy Private Clients boosts assets with IFA acquisition
  • Business models
Davy Private Clients boosts assets with IFA acquisition

Deal is subject to FCA approval

  • 30 November 2015
Adviser tech real threat not robo-advice, specialist warns
  • Business models
Adviser tech real threat not robo-advice, specialist warns

Advisers' use of technology and robo-advice are separate issues and commentators touting the end of traditional advice should be careful to distinguish between the two, a technology expert has said.

  • 19 November 2015
  • Business models
Client satisfaction: Why professional tie-ups trump robo-advice

Comprehensive personal service results in happy clients

  • 13 November 2015
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
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