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      Professional Adviser's Working Lunches in partnership with Orbis Investments - 2019

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      • Date: 05 Mar 2019
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      Professional Adviser Working Lunches 2019 - Baillie Gifford & First State Investments

      Professional Adviser is delighted to announce the launch of the new Working Lunches in partnership with Baillie Gifford and First State Investments. Travelling across the UK to provide valuable market insights for Senior Financial Advisers.

      • Date: 13 Mar 2019
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      Professional Adviser 360 2019

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      Fund Manager of the Year Awards 2019

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Technology

  • Wrap/platforms
'Broken platform market' exposed by data from the lang cat

Switching 'hard and expensive'

  • 15 February 2019
  • Wrap/platforms
DB transfer flows camouflage tough year for platforms

Accounted for 72% of net sales

  • 14 February 2019
  • Wrap/platforms
35 million things I hate about you: Cofunds re-platforming bill rises

Expects £60m savings

  • 14 February 2019
  • Wrap/platforms
Advice firm Foster Denovo reveals tech partner for new platform

Platform to launch in 2019

  • 12 February 2019
  • Companies
D2C platform giant Interactive Investor to launch advice proposition

Bought ATS in October 2018

  • 12 February 2019
  • Technology
Dunstan Thomas goes live with new client portal

'Future proof'

  • 08 February 2019
Mark Loosmore
  • Technology
Mark Loosmore: Don't just know the destination - know the road

Implementing change

  • 07 February 2019
Robot eye
  • Technology
Daniel Meere: What lessons can financial advisers take from open banking?

Digital business

  • 06 February 2019
  • Wrap/platforms
OMW enters 'soft launch' phase of re-platforming project

Staff moved to new platform

  • 04 February 2019
  • Wrap/platforms
Tom Ellis: The FCA must be tough on platform switching

It knows what it has to do

  • 01 February 2019
Artificial intelligence
  • Technology
Raphael Fiorentino: Profiting from AI's analytical revolution

Harness ‘augmented intelligence’

  • 31 January 2019
Robot hug
  • Technology
Simon Binney: Four ways to help clients understand hybrid advice

Part human adviser, part automation

  • 30 January 2019
  • Wrap/platforms
Ascentric ditches weekend re-platforming plans at last minute - again

Advisers told after the fact

  • 28 January 2019
  • Technology
Dynamic Planner to spend £5m on next-generation software for advisers

To 'future-proof advice firms'

  • 24 January 2019
  • Wrap/platforms
Ascentric takes another step closer to finishing re-platforming

More clients to move this weekend

  • 23 January 2019
  • Wrap/platforms
Zurich adds to platform in bid for baby-boomer wealth

Launches Junior ISA and retirement accounts

  • 21 January 2019
  • Wrap/platforms
FNZ buys 9% of Embark; will provide platform tech until 2028

'No control or oversight'

  • 18 January 2019
  • Wrap/platforms
Tom Ellis: Aviva platform must convince advisers of its direction

As boss Tim Orton exits

  • 17 January 2019
  • Wrap/platforms
Aviva platform boss leaves after 12 months of re-platforming struggles

Roger Marsden takes over on interim basis

  • 16 January 2019
David Ferguson
  • Wrap/platforms
David Ferguson: Five key trends facing the UK platform market in 2019

Who pays for platforms?

  • 15 January 2019
  • Wrap/platforms
Ascentric has 5% of clients left to re-platform after latest migration

Remainder to be moved in Q1

  • 11 January 2019
  • Wrap/platforms
Transact reduces charges for higher-value clients

'Salami slicing'

  • 09 January 2019
  • Wrap/platforms
Interactive Investor launches Super 60 range

OEICs, trusts and ETFs

  • 07 January 2019
  • Wrap/platforms
Ascentric to shut down new and old platform for four days

From Friday to Tuesday

  • 04 January 2019
123

Most read

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Glasses
Three things your clients may call you about this week …
'Broken platform market' exposed by data from the lang cat
FCA
New claims rules leave advisers open to FCA sanction, warns solicitor
Handshake
Kingswood reveals first seven partners and incentive plan details
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