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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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fidelity

Fidelity launches restricted advice service; no plans for regional offices
  • Your profession
Fidelity launches restricted advice service; no plans for regional offices

Ready to use

  • 13 January 2021
Fidelity to open 2021 with five further sustainable funds
  • Investment
Fidelity to open 2021 with five further sustainable funds

Three regional and two thematic launches

  • 17 November 2020
L&G sells £5.8bn retail back-book to Fidelity
  • Investment
L&G sells £5.8bn retail back-book to Fidelity

Comprises c.300,000 customers

  • 23 October 2020
UK posts 'disappointing' 2.1% August GDP growth
  • Investment
UK posts 'disappointing' 2.1% August GDP growth

GDP remains 9.2% below February levels

  • 09 October 2020
Spot the Dog: Number of underperforming funds jumps by 'staggering' 65%
  • Investment
Spot the Dog: Number of underperforming funds jumps by 'staggering' 65%

Bestinvest identifies 150 'dog' funds

  • 14 September 2020
Liontrust's Geffen returns to top of Sanlam Income Study's White List
  • Investment
Liontrust's Geffen returns to top of Sanlam Income Study's White List

HBSC, M&G and Janus Henderson ‘constant laggards’

  • 12 August 2020
Women miss out on 'value of advice' despite daily money worries - Fidelity
  • Your profession
Women miss out on 'value of advice' despite daily money worries - Fidelity

Young men more likely to seek advice than young women

  • 13 July 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
Fidelity CEO Richards calls for new retail vehicle to support UK rebound
  • Investment
Fidelity CEO Richards calls for new retail vehicle to support UK rebound

Covid-19 fund suggested

  • 11 May 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
Pridham Report: Fund sales surge in June 'despite Woodford scandal'
  • Markets
Pridham Report: Fund sales surge in June 'despite Woodford scandal'

Best month for net sales in Q2

  • 05 August 2019
BlackRock tops FE's latest Crown-rated list in reshuffle
  • Ratings, Research & Risk
BlackRock tops FE's latest Crown-rated list in reshuffle

Firm has 12 funds in new standings

  • 29 July 2019
Multi-asset insight: Video interview with Charlotte Harington
  • Multi-Asset
Multi-asset insight: Video interview with Charlotte Harington

Fidelity Multi Asset portfolio manager's US outlook

  • 25 July 2019
Trusts outperform equivalent fund 75% of the time - AJ Bell
  • Investment Trusts
Trusts outperform equivalent fund 75% of the time - AJ Bell

60% of time trusts also cheaper

  • 15 July 2019
'Once your reputation is damaged like that there is no way back'
  • Platforms
'Once your reputation is damaged like that there is no way back'

Platforms react to Fidelity blocking Income Focus purchases

  • 19 June 2019
Fidelity blocks investors from buying Woodford Income Focus fund
  • Investment
Fidelity blocks investors from buying Woodford Income Focus fund

Can still sell

  • 18 June 2019
Multi-asset insight: Video interview with Eugene Philalithis
  • Investment
Multi-asset insight: Video interview with Eugene Philalithis

Fidelity Multi Asset portfolio manager's outlook

  • 07 May 2019
Defensive positioning boosts multi-asset managers amid volatile December markets
  • Investment
Defensive positioning boosts multi-asset managers amid volatile December markets

Investments hit by turbulence

  • 15 January 2019
Fidelity multi-asset team cuts equities for potential 2019 recession
  • Economics / Markets
Fidelity multi-asset team cuts equities for potential 2019 recession

Defensive stance

  • 04 December 2018
Multi-asset insight: Video interview with Bill McQuaker
  • Managed solutions
Multi-asset insight: Video interview with Bill McQuaker

FidelitMulti Asset portfolio manager's outlook

  • 18 October 2018
Fidelity's Ian Spreadbury to retire
  • Investment
Fidelity's Ian Spreadbury to retire

Will step down at the end of 2018

  • 01 October 2018
'Gender pension gap' sees women losing out by over 10% - Fidelity
  • Investment
'Gender pension gap' sees women losing out by over 10% - Fidelity

'Lack of trust' by women

  • 02 July 2018
What was Q1's most viewed IA sector on Square Mile's Academy of Funds?
  • Managed solutions
What was Q1's most viewed IA sector on Square Mile's Academy of Funds?

Woodford Equity Income most viewed fund

  • 29 May 2018
Ashburton looks to Fidelity for multi-asset fund selection
  • Managed solutions
Ashburton looks to Fidelity for multi-asset fund selection

Strategic partnership between firms

  • 23 April 2018
123

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Fidelity joins the party: How vertically integrated firms are shaping up in 2021
Fidelity joins the party: How vertically integrated firms are shaping up in 2021
Advisers to be levied £240m again as FSCS announces £1bn overall levy
Advisers to be levied £240m again as FSCS announces £1bn overall levy
FCA denies 12 advice firms authorisation following phoenixing suspicions
FCA denies 12 advice firms authorisation following phoenixing suspicions
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