professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Technology

Wrap/platforms

Post-Budget pension advice surge fuelled by 'client confusion' - poll

Confusion about changes to pension rules will drive a huge surge in demand for pensions advice, according to a FundsNetwork adviser poll.

clock 15 September 2014 •

Regulation

We will survive trail switch-off, declare 'stoic' advisers

The vast majority of advisers have faith they will adapt successfully to a world without trail commission, but one in ten say it could mean they cease trading, according to a survey.

clock 12 September 2014 •

Adviser tips

Technology or bust? How to access the consumers of the future

How to access the consumers of the future

clock 12 September 2014 •

Wrap/platforms

FundsNetwork: Number of UK platforms will halve in next decade

Investors will find their choice of platforms has halved in as little as ten years' time, according to FundsNetwork advisory services head Jon Everill.

clock 10 September 2014 •

Wrap/platforms

FundsNetwork to offer bulk clean price switch to advisers from January

Advisers using FundsNetwork may convert clients to funds' clean share classes en masse from January 2015, the platform has said.

clock 08 September 2014 •

Wrap/platforms

A rival to Nutmeg? Under the bonnet of Hargreaves' D2C discretionary service

A rival to Nutmeg? Under the bonnet of Hargreaves' direct discretionary service

clock 03 September 2014 •

RDR

Hargreaves awaits 'guidance' clarity as assets near £47bn

Hargreaves Lansdown has reported a record pre-tax profit of £209.8m for the year to 30 June after it weathered the impact of changes to its charging model and falling returns on cash.

clock 03 September 2014 •

Wrap/platforms

Novia takes stake in wealth business to boost DFM service

Wrap platform Novia has formed a strategic partnership with Tavistock by teaming up with Cocoon Investments to acquire a £250,000 stake in the business.

clock 01 September 2014 •

Regulation

'Social media charter' for financial services firms launches

A 'charter' for financial services firms using social media has launched weeks after the regulator published guidelines on how to communicate compliantly on platforms such as Facebook and Twitter.

clock 27 August 2014 •

Equities

IMA: Tracker funds net retail sales highest on record at £532m

Tracker funds saw net retail sales of £532m in July, the highest level since Investment Management Association (IMA) records began twenty two years ago.

clock 27 August 2014 •
150151152
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=technology&page type=listing page