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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
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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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      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
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  • Trending now
  • CII certificates go paperless
  • 4,000 firms could fail
  • 2021 PA Awards deadline 15th

fees

7IM to scrap VAT from MPS range from February
  • Investment
7IM to scrap VAT from MPS range from February

All-in cost of 0.25% for 7IM Active portfolio

  • 13 January 2021
More than half asset management leaders planning 2021 fee cuts
  • Investment
More than half asset management leaders planning 2021 fee cuts

Competitive pressures are intensifying, according to survey

  • 08 December 2020
Aegon study highlights impact of fund fees and complexity on returns
  • Investment
Aegon study highlights impact of fund fees and complexity on returns

Passives fare better than active funds over long term

  • 22 October 2020
FCA warns advisers to consider ongoing fees
  • Your profession
FCA warns advisers to consider ongoing fees

PFS conference 2019

  • 29 November 2019
How do funds make their way onto selectors' buylists?
  • Multi-Asset
How do funds make their way onto selectors' buylists?

Managers reveal their stockpicking secrets

  • 25 July 2019
Boring Money launches platform and robo-advice fee calculator
  • Your profession
Boring Money launches platform and robo-advice fee calculator

Compares 20 D2C companies

  • 16 July 2019
Woodford saga will have 'ramifications for active management'
  • Companies
Woodford saga will have 'ramifications for active management'

Managers fear for sector's reputation

  • 24 June 2019
HL: Woodford IM did not inform us of February 2018 breaches
  • Companies
HL: Woodford IM did not inform us of February 2018 breaches

Chris Hill's letter to Treasury

  • 19 June 2019
M&G slashes fees across fund range in 'simplification' shake-up
  • Companies
M&G slashes fees across fund range in 'simplification' shake-up

Discount mechanism applied to larger funds

  • 18 June 2019
FCA advice market data reveals 2018 PI costs; advisers take £3.5bn in fees
  • Regulation
FCA advice market data reveals 2018 PI costs; advisers take £3.5bn in fees

Advice market in seven tables

  • 06 June 2019
Asset management M&A picks up as boutiques set to feel the pinch
  • Companies
Asset management M&A picks up as boutiques set to feel the pinch

Flurry of tie-ups expected in coming months

  • 09 May 2019
Fund board rules must be stricter to achieve 'substantial change'
  • Regulation
Fund board rules must be stricter to achieve 'substantial change'

Six months before deadline

  • 04 April 2019
Quarter of investable funds in Europe 'irresponsible' subscale funds
  • Investment
Quarter of investable funds in Europe 'irresponsible' subscale funds

Research from Morningstar

  • 25 February 2019
AJ Bell cuts fees across passive multi-asset range
  • Managed solutions
AJ Bell cuts fees across passive multi-asset range

OCFs of 0.35%

  • 14 February 2019
Jonathan Fry: A fair day's pay for a fair day's work
  • Your profession
Jonathan Fry: A fair day's pay for a fair day's work

A different approach to client charging

  • 11 February 2019
Fidelity and AllianzGI performance fee funds fail to attract assets
  • Regulation
Fidelity and AllianzGI performance fee funds fail to attract assets

New structure

  • 11 February 2019
AJ Bell cuts fees on trio of passive multi-asset funds
  • ETFs
AJ Bell cuts fees on trio of passive multi-asset funds

Range launched in March 2017

  • 15 January 2019
Merian Chrysalis investment trust caps fee for first 12 months
  • Investment Trusts
Merian Chrysalis investment trust caps fee for first 12 months

First day of dealing today

  • 06 November 2018
Morningstar: What's RDR's impact on active and passive fund fees?
  • ETFs
Morningstar: What's RDR's impact on active and passive fund fees?

Some passive fees reduced by 50%

  • 22 October 2018
Fitz: Investment advisory fees fall for first time in three years
  • Investment
Fitz: Investment advisory fees fall for first time in three years

Firms carrying out in-depth fee reviews

  • 07 September 2018
Charles Stanley Direct hikes platform fee to cope with digital change
  • Wrap/platforms
Charles Stanley Direct hikes platform fee to cope with digital change

Rise to come in next month

  • 13 August 2018
Why few advice firms will follow AFH's lead on paying platform fees
  • Companies
Why few advice firms will follow AFH's lead on paying platform fees

Unlikely to be a contagious trend

  • 07 August 2018
AFH brings forward timeline on scrapping platform fees
  • Wrap/platforms
AFH brings forward timeline on scrapping platform fees

For new clients and investment top-ups

  • 01 August 2018
AFH 'scrapping platform fees' for clients
  • Companies
AFH 'scrapping platform fees' for clients

'Natural development of strategy'

  • 10 July 2018
123

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Fidelity joins the party: How vertically integrated firms are shaping up in 2021
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Advisers to be levied £240m again as FSCS announces £1bn overall levy
Advisers to be levied £240m again as FSCS announces £1bn overall levy
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