• Home
  • Investment
    • Multi-asset
    • DFM & Model portfolios
    • Platforms
    • Ratings, Research & Risk
    • Tax-efficient investing
    • Markets
    • Companies
  • Retirement
    • Pensions
    • Income
    • Investment
    • Regulation
    • Estate planning
    • Equity release
  • Your profession
    • Adviser tips
    • Business models
    • Companies
    • People
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
  • Events
  • Whitepapers
  • Industry blogs
  • Newsletters
  • Multi-Asset Review
  • ESG
  • Sign in
  •  
      • Newsletters
      • Account details
      • Contact support
      • Sign out
     
     
    •  

      Personalise your on site experience

      Download and use the apps

      Access your subscription from outside of the office

      Get relevant news and insight straight to your inbox

      Sign in
     
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
    • YouTube
  • Register
  • Events
    • Upcoming events
      event logo
      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
      event logo
      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
      event logo
      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
      event logo
      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
      • Online, Online
      View all events
      Follow our events

      Sign up to receive email alerts about our events

      Sign up

  • Whitepapers
    • Find whitepapers
      Search by title or subject area
      View all whitepapers
  • Industry blogs
  • Multi-Asset Review
  • ESG
Professional Adviser
Professional Adviser
Sponsored by BMO
  • Home
  • Investment
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
 
    • Newsletters
    • Account details
    • Contact support
    • Sign out
 
 
  •  

    Personalise your on site experience

    Download and use the apps

    Access your subscription from outside of the office

    Get relevant news and insight straight to your inbox

    Sign in
 
  • Trending now
  • CII certificates go paperless
  • 4,000 firms could fail
  • 2021 PA Awards deadline 15th

People

Euan Munro named CEO of BNY Mellon IM's boutique Newton
  • People
Euan Munro named CEO of BNY Mellon IM's boutique Newton

Former CEO of Aviva Investors

  • 06 January 2021
Martin Gilbert appointed as River and Mercantile deputy chair
  • People
Martin Gilbert appointed as River and Mercantile deputy chair

Latest board role since leaving SLA

  • 06 January 2021
Kingswood hires from Schroders PW for UK CEO role
  • People
Kingswood hires from Schroders PW for UK CEO role

David Lawrence joins to lead UK growth strategy

  • 02 December 2020
Planning firm Old Mill expands team with 17 hires during pandemic
  • Your profession
Planning firm Old Mill expands team with 17 hires during pandemic

Graduates, apprentices and more experienced staff

  • 09 September 2020
Plan Works expands with paraplanner partner addition
  • Companies
Plan Works expands with paraplanner partner addition

Growth plans

  • 03 September 2020
Mark Dampier retires from Hargreaves Lansdown role
  • People
Mark Dampier retires from Hargreaves Lansdown role

Calls time on 38-year career

  • 01 September 2020
Advice and investment veteran David Stephenson dies
  • People
Advice and investment veteran David Stephenson dies

34 years in the profession

  • 12 March 2020
Openwork CEO replaced after 10 years at firm
  • People
Openwork CEO replaced after 10 years at firm

Philip Howell the new boss

  • 26 February 2020
Nucleus reveals board changes
  • Wrap/platforms
Nucleus reveals board changes

NED switch

  • 26 February 2020
The ex-professional rugby player turned IFA advising other professional athletes
  • Your profession
The ex-professional rugby player turned IFA advising other professional athletes

10 years in rugby

  • 25 February 2020
FCA names Sheldon Mills strategy and competition exec director
  • Regulation
FCA names Sheldon Mills strategy and competition exec director

Filling Christopher Woodlard’s shoes

  • 13 February 2020
Dominic Sanzari: Financial planners - the next generation
  • Investing in the profession
Dominic Sanzari: Financial planners - the next generation

Dominic Sanzari, 26, was an unhappy accountant but now he's an ecstatic associate financial planner. Here he explains how the Succession Wealth graduate programme enabled his dream to become reality

  • 11 February 2020
Architas names new CEO as Hans Georgeson prepares to exit
  • People
Architas names new CEO as Hans Georgeson prepares to exit

Taking up role on 1 March

  • 30 January 2020
James Hambro poaches Aberdeen Standard investment duo for Leeds expansion
  • Your profession
James Hambro poaches Aberdeen Standard investment duo for Leeds expansion

Wealth manager with advice arm

  • 29 January 2020
Brewin Dolphin chief exec David Nicol to retire
  • People
Brewin Dolphin chief exec David Nicol to retire

Replaced by Robin Beer

  • 29 January 2020
Aviva chairman Sir Adrian Montague to exit
  • People
Aviva chairman Sir Adrian Montague to exit

Chairman since 2015

  • 22 January 2020
Michele Golunska named Sesame Bankhall Group chief executive
  • People
Michele Golunska named Sesame Bankhall Group chief executive

More than 20 years’ experience

  • 15 January 2020
Carl Lamb: Pressurised advisers need regulatory clarity in 2020
  • Your profession
Carl Lamb: Pressurised advisers need regulatory clarity in 2020

'Advice is timely'

  • 13 January 2020
Dennis Hall: How Yellowtail Financial Planning made a four day week work
  • Your profession
Dennis Hall: How Yellowtail Financial Planning made a four day week work

That Friday feeling

  • 09 January 2020
Alan Moran: Here's what I've learned after 30 years in advice
  • People
Alan Moran: Here's what I've learned after 30 years in advice

Advice milestone

  • 03 January 2020
LV= chief Richard Rowney exits after 13 years
  • People
LV= chief Richard Rowney exits after 13 years

Search for replacement has started

  • 11 December 2019
Using tech to improve inclusivity - Moneyhub's Samantha Seaton
  • Your profession
Using tech to improve inclusivity - Moneyhub's Samantha Seaton

Getting rid of gibberish

  • 02 December 2019
Pareto bolsters its ranks with three new paraplanners
  • People
Pareto bolsters its ranks with three new paraplanners

Combined five decades’ experience

  • 21 November 2019
Close Brothers AM restructure sees CIO Curtin depart
  • People
Close Brothers AM restructure sees CIO Curtin depart

Three investment execs to report to CEO

  • 11 November 2019
123

Most read

Adviser receives online abuse and death threats after launching anti-crypto petition
Adviser receives online abuse and death threats after launching anti-crypto petition
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
US private equity firm set to acquire AFH in £225m deal
US private equity firm set to acquire AFH in £225m deal
Treasury Taskforce to address FSCS levy concerns and work with FCA
Treasury Taskforce to address FSCS levy concerns and work with FCA
  • About Us
  • Contact Us
  • Marketing solutions
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters
  • YouTube

Incisive Footer Logo

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading