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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
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Business models

For and against: Should adviser fees be displayed online?
  • Regulation
For and against: Should adviser fees be displayed online?

Which? suggested it should be mandatory for firms to list their advice charges on their websites

  • 26 October 2015
  • Adviser tips
An adviser bonus approach Rory Percival approves of

Performance management - rewarding staff beyond their salaries - remains area of contention

  • 15 October 2015
  • Business models
Third of IFA business owners 'to retire in next decade'

Just a fifth planning internal succession

  • 12 October 2015
  • Business models
DFM: Referring clients to financial planners makes commercial sense

CISI-IFP merger is 'biggest opportunity'

  • 09 October 2015
  • Your profession
'Why work with Jeremy Kyle's cast offs?' Advisers' ugly truth on the advice gap

Advisers voice their uncensored views on the advice gap

  • 09 October 2015
  • Business models
Wealth manager reveals simplified advice launch

EQ Investors, the high-end investment adviser led by Bestinvest founder John Spiers, has revealed it will launch a simplified advice service at the end of the month.

  • 07 October 2015
Nucleus: Divide your clients by bytes, not segments
  • Adviser tips
Nucleus: Divide your clients by bytes, not segments

Client segmentation in the digital age

  • 06 October 2015
  • Investment
Rathbones CEO: We'll avoid industry's adviser takeover mistakes

Rathbones bought out Vision Group

  • 05 October 2015
Mattioli Woods buys SSAS admin business from advice group
  • Companies
Mattioli Woods buys SSAS admin business from advice group

Lindley Group offloads SSAS admin operation

  • 05 October 2015
Old Mutual Wealth and Intrinsic to launch national advice business
  • Companies
Old Mutual Wealth in advice push

Adviser network Intrinsic and its parent company Old Mutual Wealth (OMW) are to launch a national advice business aimed at the "underserved segments" of the market.

  • 02 October 2015
  • Business models
'Restricted means nothing': Industry reacts to Hargreaves advice shift

Hargreaves Lansdown moves to restricted advice model

  • 01 October 2015
  • Investment
The strange case of 9% 'guaranteed' returns, Thai QROPS and who is in image #56518846?

What happens when you follow the investment rabbit down the internet hole?

  • 01 October 2015
  • Technology
Fintech expert calls for urgent reform of '20th century FOS'

The Financial Ombudsman Service needs to be reformed if robo-advice is to stand a chance of flourishing in the UK, a technology expert has told the regulator.

  • 01 October 2015
  • Your profession
Hargreaves Lansdown dumps independent advice; overhauls charges

Hargreaves Lansdown is to drop the independent status of its financial advisers in favour of going restricted, and is overhauling its charging structure.

  • 01 October 2015
  • Regulation
FCA queries industry on cost of MiFID II

The Financial Conduct Authority (FCA) has sent out 4,600 letters to firms asking them how much it would cost them to implement European legislation the Markets in Financial Instruments Directive (MiFID II).

  • 28 September 2015
Five things the Financial Advice Market Review could change
  • Regulation
Five things the Financial Advice Market Review could change

Five things the Financial Advice Market Review could change

  • 24 September 2015
  • Regulation
IFA launches pension transfer service for rival advisers' clients

IFA PQR Financial Planning has launched a pension transfer advice service for clients of advisers who are reluctant or unable to carry out the business.

  • 18 September 2015
  • Adviser tips
Five things paraplanners want from advisers

Five things paraplanners want from advisers

  • 08 September 2015
  • Your profession
Nutmeg seeks 'disrupter' to lead advice expansion

Nutmeg is seeking a "resourceful and forward thinking" financial adviser to lead its expansion into regulated advice.

  • 08 September 2015
  • Regulation
Expat adviser traps couple's £380k pension in risky schemes

An expat adviser a couple met when they retired to Spain has trapped their £380,000 pension pot in a collection of high risk problem-laden unregulated investments, leaving them in danger of losing everything.

  • 08 September 2015
  • Regulation
Personal Touch mandates top-up exam for pensions freedom advice

Adviser network Personal Touch Financial Services is requiring advisers who want to give retirement advice post pensions freedom to attain a new retirement-specific top-up exam.

  • 02 September 2015
BlackRock acquires US robo-advice firm FutureAdvisor
  • Regulation
BlackRock acquires US robo-advice firm FutureAdvisor

Investment giant BlackRock has acquired US robo-advice business FutureAdvisor, through which it plans to reach out to the "mass affluent".

  • 27 August 2015
  • Your profession
Philbin's Wellian partners with IFA FiveWays for bespoke MM range

Portfolios will invest in a number of collectives

  • 26 August 2015
  • Your profession
Tilney Bestinvest expands face-to-face service with adviser buyout

Investment and advice group Tilney Bestinvest has bought financial planning firm Webb Holton & Associates, fueling its countrywide expansion drive.

  • 26 August 2015
234

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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
'It's the bible of DB transfers': Steven Cameron on FCA's final guidance
'It's the bible of DB transfers': Steven Cameron on FCA's final guidance
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