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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

Investing in the profession

First warning of threat to planning post IFP-CISI merger
  • People
First warning of threat to planning post IFP-CISI merger

Will CISI fall at first hurdle?

  • 09 February 2016
  • Companies
SJP to exit Investment Association amid trade body cull

Not providing value for money

  • 08 December 2015
United front: FAMR gives every adviser the chance to fight back
  • Regulation
United front: FAMR gives every adviser the chance to fight back

The FAMR isn't just 'another review', argues Sandringham chief

  • 26 November 2015
  • Regulation
SOLLA launches retirement advice standard

The Society of Later Life Advisers (SOLLA) has created an industry standard for retirement advisers.

  • 09 September 2015
  • Adviser tips
Customer-centric: What financial services can learn from retail

What financial services can learn from retail

  • 18 June 2015
  • Adviser tips
How to make flexible working a reality in your practice

Can flexible working 'work' for advisers?

  • 15 June 2015
It's not easy being an adviser (but why should it be?)
  • Investing in the profession
It's not easy being an adviser (but why should it be?)

It’s not easy being an adviser (but why should it be?)

  • 15 June 2015
Consolidator mandates QCF Level 6 and doubles adviser CPD
  • Investing in the profession
Consolidator mandates QCF Level 6 and doubles adviser CPD

An advice firm consolidator is requiring all of its advisers to attain Chartered status, requiring Level 6 qualifications - two grades above the minimum.

  • 21 April 2015
Almary Green continues expansion with advice firm buyout
  • Investing in the profession
Almary Green continues expansion with advice firm buyout

Chartered IFA firm Almary Green has bought out Jones Financial Planning for an undisclosed sum.

  • 01 April 2015
  • Investing in the profession
Blog: Where have all the good guys gone?

Where have all the good guys gone?

  • 06 March 2015
  • Investing in the profession
Succession adds £50m to FUM with latest buyout

Adviser consolidator Succession Group has bought tax planning and investment firm Cassidy Coutts, adding £50m to its funds under management.

  • 03 March 2015
  • Investing in the profession
PFS launches good practice hub with discretionary investment guide

The Personal Finance Society (PFS) has launched an online space to share good practice guides with advisers.

  • 27 February 2015
  • Investing in the profession
Meeting of minds: Developing the adviser/solicitor relationship

Developing the adviser/solicitor relationship

  • 25 February 2015
Foster Denovo in 'financial planning' push to boost adviser revenue
  • Investing in the profession
Foster Denovo in 'financial planning' push to boost adviser revenue

A national advice firm has launched the final stage of its adviser development programme, designed to help advisers improve their client service and increase their revenue.

  • 18 February 2015
  • Investing in the profession
Tavistock shareholders unanimously approve Financial Ltd takeover

The shareholders of Tavistock Investments have approved the firm's takeover of Standard Financial Group and its troubled adviser network Financial Ltd.

  • 16 February 2015
  • Investing in the profession
IFA to launch D2C service to meet client demand

An IFA is to launch a non-advised investment proposition alongside its fully advised service to allow clients to "dip in and out of advice as they please".

  • 04 February 2015
  • Investing in the profession
Ashcourt Rowan chief talks up 'scale' ahead of £97m Towry deal

The chief executive of national IFA Ashcourt Rowan has talked of the importance of scale in wealth management as the company awaits regulatory approval for a near-£100m takeover by Towry.

  • 03 February 2015
Succession snaps up £200m FUM with two new signings
  • Investing in the profession
Succession snaps up £200m FUM with two new signings

Financial services firm consolidator Succession Advisory Services has signed two new advisers to its pool of members, adding £200m to its £10bn funds under management (FUM).

  • 02 February 2015
  • Investing in the profession
Lighthouse rolls out low-cost online advice service

Listed advice firm Lighthouse Group has teamed with a discretionary investment manager to create a 'cost-effective' focused investment advice service to be delivered online.

  • 09 January 2015
APFA claims new discounts will save small members £300 annually
  • Investing in the profession
APFA claims new discounts will save small members £300 annually

The Association of Professional Financial Advisers (APFA) has negotiated new discounts for members which it claims could save smaller firms up to £300 a year in running costs.

  • 12 November 2014
  • Your profession
Apprenticeships: Show some support for generation next

Apprenticeships: Show some support for generation next

  • 02 October 2014
  • Investing in the profession
Succession acquires tenth member firm in march to target

Consolidator and wealth manager Succession Group has made its tenth acquisition putting it a step closer to achieving its target of 50 firms by 2017.

  • 28 August 2014
  • RDR
PFS reports post-RDR membership surge

Membership of the Personal Finance Society (PFS) has reached more than 35,000, with more than 1,000 people joining in the past year.

  • 26 August 2014
  • Regulation
Sheriar Bradbury: Why aren't IFAs heard?

United we stand: Why IFAs need to shout louder

  • 15 August 2014
123

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Fidelity joins the party: How vertically integrated firms are shaping up in 2021
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Advisers to be levied £240m again as FSCS announces £1bn overall levy
Advisers to be levied £240m again as FSCS announces £1bn overall levy
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