professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • Equities Hub - in association with Capital Group
    • Multi-asset content hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

fidelity

Third of financial services workers not comfortable disclosing sexual identity

Your profession

Third of financial services workers not comfortable disclosing sexual identity

One in five say financial services is not inclusive of all sexual orientations

clock 04 December 2024 • 2 min read
Advisers want IHT rule changes following Labour's victory

Your profession

Advisers want IHT rule changes following Labour's victory

Advisers and planners want to see changes following fresh government

clock 10 October 2024 • 1 min read
Advice firms see record client additions as demand surges

Your profession

Advice firms see record client additions as demand surges

More than a quarter of advice firms have taken on more new clients than usual

clock 10 October 2024 • 1 min read
Fidelity and Abrdn among firms joining new investment platform trade body

Wrap/platforms

Fidelity and Abrdn among firms joining new investment platform trade body

Platforms Association launches amid growing regulatory scrutiny

clock 23 September 2024 • 2 min read
Pension contributions rise following Spring Budget policy changes

Pensions

Pension contributions rise following Spring Budget policy changes

Two-fifths saw clients increase contributions in last six months

clock 04 October 2023 • 2 min read
Fidelity platform allows access to 'greater' client data

Your profession

Fidelity platform allows access to 'greater' client data

The initiative comes as advisers demand improved business efficiencies

clock 04 September 2023 • 2 min read
Fidelity platform brings first integration with Conquest software to UK

Your profession

Fidelity platform brings first integration with Conquest software to UK

Fidelity Adviser Solutions is the exclusive distributor of the Canadian software

clock 22 June 2023 • 1 min read
Fidelity platform restricts investments into Abrdn PE trust

Platforms

Fidelity platform restricts investments into Abrdn PE trust

Made restriction on 16 December in clients' 'best interests'

clock 16 January 2023 • 1 min read
Schroder Investment Solutions expands distribution of MPS

Investment

Schroder Investment Solutions expands distribution of MPS

Expanding the range of DFM choice on the Parmenion platform

clock 06 December 2022 • 2 min read
Fidelity International expands climate range with sustainable ETF

Green

Fidelity International expands climate range with sustainable ETF

Fund set to target an annual decarbonisation rate of 7%

clock 14 November 2022 • 1 min read
123
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&tag=fidelity