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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
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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
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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 Mar 2021
      • ONLINE, ONLINE
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      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
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  • Trending now
  • Phoenix buys SL brand
  • IFA Finura makes first acquisition
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7IM

'PROD' - What is the regulation dividing the adviser platform market?
  • Wrap/platforms
'PROD' - What is the regulation dividing the adviser platform market?

First in a new series

  • 10 August 2018
Charles Stanley managed portfolios added to 7IM platform
  • Managed solutions
Charles Stanley managed portfolios added to 7IM platform

Marks 10th platform to hold the portfolios

  • 08 August 2018
Five key market 'sell' signals to monitor
  • Economics / Markets
Five key market 'sell' signals to monitor

Fund buyers offer pointers

  • 06 July 2018
Longevity and low returns threat to 'unprepared' over-50s - research
  • Investment
Longevity and low returns threat to 'unprepared' over-50s - research

Despite being ‘prudent, waste-not-want-not generation’

  • 06 June 2018
7IM to acquire £1.1bn asset manager Tcam
  • Wrap/platforms
7IM to acquire £1.1bn asset manager Tcam

Takes 7IM's AUA to £13.6bn

  • 17 May 2018
7IM enters SIPP market
  • Pensions
7IM enters SIPP market

Non-standard assets not allowed

  • 16 May 2018
Alternative assets used as 'a means to an end' - 7IM
  • Alternative Investments
Alternative assets used as 'a means to an end' - 7IM

Bonds won’t help in the next bear market

  • 07 February 2018
Justin Urquhart Stewart: Regulation could be sector's best-ever advert
  • People
Justin Urquhart Stewart: Regulation could be sector's best-ever advert

If executed properly ...

  • 29 January 2018
Property investment companies 'hitting mainstream' with advisers - 7IM
  • Property Investment
Property investment companies 'hitting mainstream' with advisers - 7IM

Half of investment company purchases in Q4

  • 23 January 2018
Five must-attend events for advisers in 2018
  • Your profession
Five must-attend events for advisers in 2018

PA 360, Dynamic Planner and 7IM

  • 18 December 2017
7IM's Darbyshire departs as firm reveals development plans for 2018
  • People
7IM's Darbyshire departs as firm reveals development plans for 2018

Launching a SIPP

  • 07 December 2017
Revealed: Winners of the Women in Investment Awards 2017
  • Investment
Revealed: Winners of the Women in Investment Awards 2017

Honouring the industry's trailblazers

  • 30 November 2017
7IM and Sanlam team up to launch onshore bond
  • Investment
7IM and Sanlam team up to launch onshore bond

0.25% charge on £100,000 investment

  • 20 November 2017
7IM and DT launch 'low cost' risk-targeted fund range
  • Investment
7IM and DT launch 'low cost' risk-targeted fund range

0.29% ongoing fund charge

  • 11 September 2017
RSMR adds Brewin Dolphin and Quilter Cheviot to DFM list
  • Investment
RSMR adds Brewin Dolphin and Quilter Cheviot to DFM list

Join original six DFMs added in March

  • 07 August 2017
Advisers can no longer rely on 'lifestyle' approach to risk - roundtable
  • Retirement
Advisers can no longer rely on 'lifestyle' approach to risk - roundtable

Risk of running out of money in retirement

  • 22 May 2017
7IM launches service for advisers with DFM concerns
  • Investment
7IM launches service for advisers with DFM concerns

Typical cost around 120bps

  • 27 April 2017
Now available on demand - Investment Influencers webinar debate
  • Investment
Now available on demand - Investment Influencers webinar debate

'What's the value of active management in a low-fee, multi-asset world?'

  • 15 March 2017
Register for first-ever Investment Influencers webinar debate
  • Investment
Register for first-ever Investment Influencers webinar debate

'What's the value of active management in a low-fee, multi-asset world?'

  • 01 March 2017
Fears 'millennials' shunning pensions for property 'unfounded'
  • Pensions
Fears 'millennials' shunning pensions for property 'unfounded'

Young people more engaged in pensions than ever, say experts

  • 19 April 2016
  • Equities
Neil Woodford weathers volatile summer to top Pridham Report in Q3

Star manager's business bagged more than £900m in net retail sales

  • 02 November 2015
  • Managed solutions
True Potential launches ten multi-manager discretionary portfolios

Firm describes portfolios as 'premium HNW solution for all clients'

  • 15 October 2015
  • Wrap/platforms
Smaller rivals beat platform giants in profitability league table

Which 'small' platform is operating at a 40% margin?

  • 14 October 2015
  • Investment
Caledonia seals £100m deal for 7IM

The Caledonia investment trust has agreed to acquire a 94% stake in Seven Investment Management in a deal valuing the firm at £100m.

  • 22 June 2015
123

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Only three advice firms applied for pension transfer permissions in 2020
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