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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

  • Investing in the profession
PFS members angry at being left off new adviser database in 'start of two-tier membership'

Advisers have accused the Personal Finance Society (PFS) of creating a "two-tier membership" after it emerged some will be left out of the new version of the organisation's adviser database and will not have the same details displayed on their profiles...

  • 08 August 2014
  • Technology
True Potential to showcase adviser software at NYC tech fair

True Potential has been invited to showcase its technology at New York City's FinovateFall 2014, a trade show dedicated to banking and financial technology.

  • 08 August 2014
Why paraplanners are more important than ever
  • Technology
Why paraplanners are more important than ever

Why paraplanners are more important than ever

  • 25 July 2014
  • Investing in the profession
Perfect harmony? The complicated adviser/paraplanner relationship

Perfect harmony? The complicated adviser/paraplanner relationship

  • 25 July 2014
  • Investing in the profession
Former IFP president Julie Lord joins Towry

Former president of the Institute of Financial Planning (IFP) Julie Lord has been appointed as senior client partner at Towry.

  • 04 July 2014
  • Investing in the profession
I'll do it my way: Three start-ups discuss charges, business models and the future of advice

Three advisers tell PA why they started their own firms

  • 03 July 2014
  • Investing in the profession
The great break-away: How the RDR sparked a new wave of start-up firms

The great break-away: How the RDR sparked a new wave of start-up firms

  • 03 July 2014
  • Estate planning
Simplybiz profits up as 2% of members leave industry

Support services provider Simplybiz has seen a 10% increase in profits in the first year post-Retail Distribution Review (RDR) while 2% of its members have left the industry.

  • 02 July 2014
  • Investing in the profession
Sole trader sells to Gemini WM due to 'ever increasing cost pressures'

IFA and wealth manager Gemini Wealth Management has acquired the pension and investment business from a fellow advisory firm after it shut up shop due to the "increasing costs" put on small firms.

  • 02 July 2014
  • Investing in the profession
Financial services firms upbeat despite profit dip - survey

Business volumes in financial services were up in the three months to June fueling optimism in the industry, despite an unexpected fall in profitability, according to a survey by the Confederation of British Industry (CBI) and PwC.

  • 01 July 2014
  • Investing in the profession
Panacea Adviser unveils independent trail commission guide

Online support service Panacea Adviser has launched a guide to help firms plan their strategies around the switch-off of trail commission.

  • 26 June 2014
Ex-Positive Solutions consultant launches advice firm in Caerus network
  • Investing in the profession
Ex-Positive Solutions consultant launches advice firm in Caerus network

Former Positive Solutions and Openwork consultant Martin Brown has launched an advisory firm authorised by the Caerus Capital Group network.

  • 19 June 2014
  • Investing in the profession
Does the advice market need an industry-led apprentice scheme?

Does the advice market need an industry-led apprentice scheme?

  • 13 June 2014
  • Investing in the profession
Personal Touch launches business development programme for members

Mortgage adviser network Personal Touch Financial Services has launched a business development programme for its member firms to help them grow and manage their businesses.

  • 11 June 2014
Wellian launches hybrid bespoke-model solution
  • Investing in the profession
Wellian launches hybrid bespoke-model solution

Discretionary fund manager Wellian Investment Solutions has launched a 'hybrid' investment option which, it hopes, will attract a "growing niche" of investors that are not fully suited to bespoke options.

  • 04 June 2014
  • Adviser tips
Read my lips: How to hone your presentation skills

This week's PA Masterclass looks at presentation skills

  • 24 February 2014
PFS launches panel to direct consumer confidence work
  • Investing in the profession
PFS launches panel to direct consumer confidence work

The Personal Finance Society (PFS) has established a 'consumer insight panel' to help guide its work on improving consumer confidence and trust in financial advice.

  • 04 February 2014
  • Investing in the profession
Make philanthropy advice another string to your bow...

CHARITY

  • 31 January 2014
  • Your profession
Worldwide Certified Financial Planners top 150,000

Worldwide Certified Financial Planner numbers (CFP) have topped 150,000 after rising by 5,500 in the last year, the owner of the certification programme has said.

  • 28 January 2014
  • Adviser tips
Under pressure: Five advisers share their stress triggers

PRESSURE

  • 16 January 2014
  • Investing in the profession
Towry: We'll buy ten firms this year

Wealth manager Towry will accelerate its acquisition programme in 2014, with plans to buy as many as ten businesses, its head of wealth advice has said.

  • 09 January 2014
  • Investing in the profession
deVere: CVs through the letterbox up 100% on last year

Competition for financial adviser jobs is experiencing a surge according to independent advice group deVere, which has seen job applications double this January.

  • 08 January 2014
  • Investing in the profession
Phil Billingham: We need a fresh start - who's with me?

The financial services industry can learn a thing or two about trust, forgiveness and reconciliation from the departed Nelson Mandela, argues Phil Billingham…

  • 19 December 2013
  • Investing in the profession
AFH Financial acquires AG Financial for £422k

AFH Financial Group has snapped up Welsh IFA AG Financial Planning for £422,000 in what marks its seventeenth acquisition.

  • 21 November 2013
234

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