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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 Feb 2021
      • ONLINE, ONLINE
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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
      • ONLINE, ONLINE
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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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      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
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  • Trending now
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Aj Bell

AJ Bell platform AUA top £55bn in last quarter
  • Wrap/platforms
AJ Bell platform AUA top £55bn in last quarter

Inflows increased 67% in the quarter

  • 21 January 2021
Pension contributions drop 11% during first lockdown
  • Retirement
Pension contributions drop 11% during first lockdown

‘Dramatic’ drop due to pandemic’s economic impact

  • 13 January 2021
AJ Bell removes VAT from managed portfolios and preps responsible MPS launch
  • Investment
AJ Bell removes VAT from managed portfolios and preps responsible MPS launch

MPS OCF reduced by 3 basis points

  • 11 January 2021
FinalytiQ platform report: Aegon & FundsNetwork top for AUA but bottom on financial performance
  • Wrap/platforms
FinalytiQ platform report: Aegon & FundsNetwork top for AUA but bottom on financial performance

For 2019

  • 09 December 2020
AJ Bell profits up 29% as D2C platform Youinvest reports 'most successful year in its history'
  • Wrap/platforms
AJ Bell profits up 29% as D2C platform Youinvest reports 'most successful year in its history'

Covid-19 brings new customers

  • 03 December 2020
UK GDP sees record rebound in Q3 despite missing targets
  • Economics / Markets
UK GDP sees record rebound in Q3 despite missing targets

Grew 15.5%

  • 12 November 2020
CGT 'tax raid on horizon' as Chancellor fights escalating deficit
  • Tax planning
CGT 'tax raid on horizon' as Chancellor fights escalating deficit

OTS package of reforms published

  • 12 November 2020
Transact pips Aviva to lead Q3 platform sales in 'worrying' quarter
  • Wrap/platforms
Transact pips Aviva to lead Q3 platform sales in 'worrying' quarter

And year to date

  • 03 November 2020
AJ Bell reports strong financial year driven by platform business
  • Wrap/platforms
AJ Bell reports strong financial year driven by platform business

D2C growth particularly strong

  • 22 October 2020
UK unemployment hits highest level in three years
  • Your profession
UK unemployment hits highest level in three years

1.5 million people unemployed by end of August

  • 13 October 2020
Appoint a minister for scam prevention, government urged
  • Your profession
Appoint a minister for scam prevention, government urged

The government should consider handing to a minister the specific responsibility for tackling the growing number of scams across the finance sector, AJ Bell says.

  • 12 October 2020
Woodford investors potentially in limbo for further 12 months
  • Investment
Woodford investors potentially in limbo for further 12 months

Liquidation fees have risen to over £15m

  • 30 September 2020
FTSE 100 dividends fall to lowest level in eight years
  • Investment
FTSE 100 dividends fall to lowest level in eight years

Dividend payments now expected to fall for two consecutive years

  • 29 September 2020
A virtual pub event and Sanlam supporting Make a Wish... plus more good news from this week
  • Your profession
A virtual pub event and Sanlam supporting Make a Wish... plus more good news from this week

Good News Bulletin

  • 24 September 2020
AJ Bell launches adviser fund research service
  • Investment
AJ Bell launches adviser fund research service

Fundamentals

  • 09 September 2020
AJ Bell launches third-party DFM service
  • Investment
AJ Bell launches third-party DFM service

Will offer access to FE fundinfo and LGT Vestra portfolios

  • 17 August 2020
Investors pile back into funds as Q2 flows exceed 2019's full-year total - IA stats
  • Investment
Investors pile back into funds as Q2 flows exceed 2019's full-year total - IA stats

'Bargain hunters' return to the market

  • 06 August 2020
Bank of England holds interest rates at record lows
  • Economics / Markets
Bank of England holds interest rates at record lows

Predicts two lost years of UK growth

  • 06 August 2020
Chancellor Sunak orders review of capital gains tax
  • Tax planning
Chancellor Sunak orders review of capital gains tax

'Feels like starting pistol for a tax grab'

  • 14 July 2020
Scottish advice firm donates to local food delivery effort and other good news of the week…
  • Your profession
Scottish advice firm donates to local food delivery effort and other good news of the week…

Deliveries to vulnerable people

  • 11 June 2020
FCA contingent charging ban dubbed 'draconian'
  • Your profession
FCA contingent charging ban dubbed 'draconian'

Reducing amount of financial advice

  • 05 June 2020
D2C investment platform users rise to all-time high in Q1
  • Investment
D2C investment platform users rise to all-time high in Q1

Customer numbers rise an average 3.1% across all providers

  • 29 May 2020
AJ Bell 'wages war' on Covid-19 and other good news from this week…
  • Your profession
AJ Bell 'wages war' on Covid-19 and other good news from this week…

Charitable donations

  • 09 April 2020
Terry Smith suggests platforms exacerbate fund liquidity issues - reports
  • Investment
Terry Smith suggests platforms exacerbate fund liquidity issues - reports

‘Can’t list fund on a platform unless it’s daily dealing’

  • 09 March 2020
123

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Fidelity joins the party: How vertically integrated firms are shaping up in 2021
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Revealed: PA Awards 2021 Adviser Firm of the Year shortlists
Revealed: PA Awards 2021 Adviser Firm of the Year shortlists
US private equity firm set to acquire AFH in £225m deal
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