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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
      • ONLINE, ONLINE
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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

  • Investment
Due diligence: Eight product launches and tweaks every adviser should know

Eight product launches, tweaks and updates advisers should know about

  • 24 April 2015
  • Investment
7IM launches 'smart passive' equity fund range

Seven Investment Management (7IM) has launched a range of passive equity value funds that aim to outpeform the index by 1%-2% at a lower cost than active funds.

  • 23 April 2015
  • Your profession
Revealed: All the winners at the Professional Adviser Awards 2015

Carbon Financial Partners took home the inaugural Adviser Firm of the Year (UK) trophy at the 2015 Professional Adviser Awards, which recognises excellence across adviser firms, providers, platforms and asset managers.

  • 13 February 2015
7IM owners consider sale of business
  • Wrap/platforms
7IM owners consider sale of business

The partners of Seven Investment Management (7IM) are considering selling the business, according to reports.

  • 09 February 2015
  • Your profession
PFS confirms Webb and Flanders as conference speakers

Pensions minister Steve Webb and JP Morgan chief market strategist and ex-BBC economics editor Stephanie Flanders have been confirmed as two of the keynote speakers at this year's Personal Finance Society (PFS) national conference.

  • 15 July 2014
  • RDR
Can advisers negotiate lower provider charges?

DEAL

  • 16 January 2014
  • ETFs
Exchange traded products: The post-RDR boom product?

ETPs

  • 21 November 2013
  • Your profession
The eight best (new) apps for advisers

APPY TIMES

  • 24 October 2013
'Noose is tightening' for overpriced platform propositions
  • Wrap/platforms
'Noose is tightening' for overpriced platform propositions

Platform providers who are overcharging for propositions are finding the "the noose is tightening" around them, according to a new pricing guide.

  • 08 August 2013
  • Wrap/platforms
Re-cap: Ten key platform pricing changes you need to know about

PLATFORMS

  • 08 August 2013
  • Investment
Platform boost helps 7IM's AUM pass £5bn mark

Seven Investment Management (7IM) has seen assets under management (AUM) pass the £5bn mark for the first time in the firm's eleven year history.

  • 24 July 2013
  • Wrap/platforms
7IM to introduce platform fee for own funds

Seven Investment Management (7IM) will introduce a platform fee for its funds by April 2014, in anticipation of a Financial Conduct Authority (FCA) ban on cross subsidies.

  • 08 July 2013
  • Investing in the profession
Honesty dinner raises thousands, and a few laughs

The second financial services honesty dinner held on Monday night at London's Capital Club was, yet again, a colourful do.

  • 19 September 2012
Novia adds 7IM to discretionary offering
  • Wrap/platforms
Novia adds 7IM to discretionary offering

Novia has boosted its discretionary management capability by teaming up with passive manager Seven Investment Management (7IM).

  • 09 January 2012
  • Wrap/platforms
True Potential to host free IFA investment forum

Investment platform True Potential is set to host its inaugural Investment Forum for advisers next month.

  • 15 September 2011
  • Wrap/platforms
Axa Elevate adds Hornbuckle SIPPs

Axa Wealth platform Elevate is offering SIPPs by provider Hornbuckle Mitchell to its investors.

  • 11 July 2011
  • Wrap/platforms
Transact holds pole position on platform table

Transact has held its top spot on The Platforum leaderboard for the first quarter.

  • 20 May 2011
  • RDR
Outsourcing: Why we use 7IM

As part of Professional Adviser's 'How I am preparing for RDR' series, Jacksons Financial Services' Pete Matthew discusses outsourcing and social media...

  • 07 April 2011
  • TMT
Tech review: 7IM

This week Mark Loosmore of AT8 Group looks at the evolution of 7IM's platform, which uses an open architecture approach to provide greater independence.

  • 10 March 2011
  • Your profession
How to pick the right discretionary manager

Maria Merricks speaks to advisers to discover how they selected their discretionary manager.

  • 25 November 2010
  • Your profession
Investment outsourcing guide launched by AIFA and 7IM

AIFA has launched a guide to help member firms make a "more informed" decision on outsourcing the investment function.

  • 06 October 2010
  • TMT
Tech Review: Seventh heaven?

Seven Investment Management has a reassuringly exclusive feel to its brand, according to AT8's Mark Loosmore.

  • 17 June 2010
  • ETFs
Seven up

Peter Sleep, portfolio manager of the £375m Asset Allocated Passive (AAP) funds at Seven Investment Management, talks to Nick Sudbury about gaining low cost exposure to global markets

  • 07 April 2010
  • Investment
7IM and FSL launch discretionary management tool

Financial Software Limited (FSL) and Seven Investment Management (7IM) have teamed up to launch a web-based discretionary portfolio management system.

  • 12 January 2010
234

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