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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
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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
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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
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      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
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Charging

Advisers facing PI premium spikes up to 400% - PFS
  • Your profession
Advisers facing PI premium spikes up to 400% - PFS

PFS renews its warning to industry

  • 17 February 2020
Quarter of advisers saw 10%-plus pay rise after adopting DFM model
  • Charging
Quarter of advisers saw 10%-plus pay rise after adopting DFM model

One-quarter of financial advisers have seen a pay rise greater than 10% after adopting the use of a discretionary fund manager (DFM), research for Rathbones undertaken by CoreData has suggested.

  • 04 October 2018
Adrian Boulding: Asset manager charges block pension cost clarity
  • Pensions
Adrian Boulding: Asset manager charges block pension cost clarity

There are 1,840 asset management firms with £8trn AUM

  • 26 September 2018
Contingent charging is 'hangover' from commission - Paul Lewis
  • Charging
Contingent charging is 'hangover' from commission - Paul Lewis

RDR brought sweeping changes to adviser charging

  • 10 July 2018
VouchedFor data reveals 'outrageous' 5% initial advice charges
  • Charging
VouchedFor data reveals 'outrageous' 5% initial advice charges

New 'fee' feature

  • 18 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
'Inevitable' consolidator AFH will absorb platform costs
  • Charging
'Inevitable' consolidator AFH will absorb platform costs

'Only question is the timescale'

  • 05 June 2018
PIMFA urges FCA against proposed contingent charge ban
  • Pensions
PIMFA urges FCA against proposed contingent charge ban

FCA consultation response

  • 24 May 2018
Contingent charge ban may not work for consumers - Keith Richards
  • Charging
Contingent charge ban may not work for consumers - Keith Richards

Gives payment options

  • 16 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
PA360: Why IFAs must get intimate with clients - Paul Resnik
  • Charging
PA360: Why IFAs must get intimate with clients - Paul Resnik

Speaking at PA360

  • 24 April 2018
Commission hangover still hampers financial advice - research
  • Charging
Commission hangover still hampers financial advice - research

A quarter (26%) unwilling to pay fees

  • 19 April 2018
AllianzGI to introduce 'outperformance' fee model to UK retail investors
  • Charging
AllianzGI to introduce 'outperformance' fee model to UK retail investors

To be implemented on five UK funds next month

  • 18 April 2018
Trail commission-reliant firms must 'alter business model now'
  • Regulation
Trail commission-reliant firms must 'alter business model now'

FCA position unchanged

  • 05 April 2018
FCA has 'no immediate plans' to deal with pre-RDR trail commission
  • Regulation
FCA has 'no immediate plans' to deal with pre-RDR trail commission

Opened consultation on issue last June

  • 05 April 2018
Prevalence of ad valorem fees 'worrying' - Model Office
  • Charging
Prevalence of ad valorem fees 'worrying' - Model Office

Two-thirds (60%) charged on this basis

  • 01 March 2018
Angry clients ask FOS to 'shut down' Intrinsic after £3 fee error
  • Regulation
Angry clients ask FOS to 'shut down' Intrinsic after £3 fee error

For ‘distress’ caused

  • 22 February 2018
Advisers disagree with call for contingent fee ban
  • Charging
Advisers disagree with call for contingent fee ban

‘Will just exclude more people’ from advice

  • 15 February 2018
Disruptor or unwelcome complexity? Reaction to Fidelity fee shake-up
  • Charging
Disruptor or unwelcome complexity? Reaction to Fidelity fee shake-up

From buyers and industry peers

  • 03 October 2017
Fixed fees 'nine times more attractive' than percentage-based adviser charging
  • Charging
Fixed fees 'nine times more attractive' than percentage-based adviser charging

Quarter want to see return of commissions

  • 10 August 2017
How to calculate the value of advice
  • Charging
How to calculate the value of advice

Cost inherent factor in value

  • 03 August 2017
IA advisory board member takes aim at body's cost disclosure proposals
  • Charging
IA advisory board member takes aim at body's cost disclosure proposals

Too conflicted to develop code

  • 19 May 2017
Almost half of advisers think clients are overcharged
  • Charging
Almost half of advisers think clients are overcharged

According to NMBA research

  • 09 March 2017
123

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Quilter adviser jobs at risk as firm moves towards self-employed model
Quilter adviser jobs at risk as firm moves towards self-employed model
Advisers to be levied £240m again as FSCS announces £1bn overall levy
Advisers to be levied £240m again as FSCS announces £1bn overall levy
Fidelity joins the party: How vertically integrated firms are shaping up in 2021
Fidelity joins the party: How vertically integrated firms are shaping up in 2021
Revealed: PA Awards 2021 Adviser Firm of the Year shortlists
Revealed: PA Awards 2021 Adviser Firm of the Year shortlists
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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