• Home
  • Investment
    • Multi-asset
    • DFM & Model portfolios
    • Platforms
    • Ratings, Research & Risk
    • Tax-efficient investing
    • Markets
    • Companies
  • Retirement
    • Pensions
    • Income
    • Investment
    • Regulation
    • Estate planning
    • Equity release
  • Your profession
    • Adviser tips
    • Business models
    • Companies
    • People
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
  • Events
  • Whitepapers
  • Industry blogs
  • Newsletters
  • Multi-Asset Review
  • ESG
  • Sign in
  •  
      • Newsletters
      • Account details
      • Contact support
      • Sign out
     
     
    •  

      Personalise your on site experience

      Download and use the apps

      Access your subscription from outside of the office

      Get relevant news and insight straight to your inbox

      Sign in
     
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
    • YouTube
  • Register
  • Events
    • Upcoming events
      event logo
      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
      event logo
      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
      event logo
      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
      event logo
      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
      View all events
      Follow our events

      Sign up to receive email alerts about our events

      Sign up

  • Whitepapers
    • Find whitepapers
      Search by title or subject area
      View all whitepapers
  • Industry blogs
  • Multi-Asset Review
  • ESG
Professional Adviser
Professional Adviser
Sponsored by BMO
  • Home
  • Investment
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
 
    • Newsletters
    • Account details
    • Contact support
    • Sign out
 
 
  •  

    Personalise your on site experience

    Download and use the apps

    Access your subscription from outside of the office

    Get relevant news and insight straight to your inbox

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

Fidelity FundsNetwork

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
Advisers continuing to invest defensively - Fidelity FundsNetwork
  • Markets
Advisers continuing to invest defensively - Fidelity FundsNetwork

Global sector most popular

  • 30 May 2019
Paul Squirrell: With the lifetime allowance, the devil's in the detail
  • Retirement
Paul Squirrell: With the lifetime allowance, the devil's in the detail

Protections and enhancements

  • 01 May 2019
Three tips to help advisers scale the compliance mountain
  • Regulation
Three tips to help advisers scale the compliance mountain

Fidelity FundsNetwork research

  • 12 April 2019
How adviser platforms reacted to the FCA's market study - in public
  • Wrap/platforms
How adviser platforms reacted to the FCA's market study - in public

Four opinions

  • 14 March 2019
More than £1bn now spent on re-platforming - the lang cat
  • Wrap/platforms
More than £1bn now spent on re-platforming - the lang cat

Projects not done yet

  • 28 February 2019
Two former fund supermarkets with opposing PROD interpretations
  • Regulation
Two former fund supermarkets with opposing PROD interpretations

‘Not explicitly covered’

  • 15 November 2018
FundsNetwork investors look to diversify as geopolitical risks weigh
  • Investment
FundsNetwork investors look to diversify as geopolitical risks weigh

September data

  • 31 October 2018
Fundsnetwork appoints new platform boss from 2019
  • Wrap/platforms
Fundsnetwork appoints new platform boss from 2019

Replacing Pat Shea

  • 27 September 2018
FundsNetwork boss Pat Shea to retire
  • Wrap/platforms
FundsNetwork boss Pat Shea to retire

Re-platforming project is ongoing

  • 25 July 2018
Revealed: Advisers' favourite platforms for accumulation and retirement
  • Wrap/platforms
Revealed: Advisers' favourite platforms for accumulation and retirement

NextWealth and Richard Parkin Consulting research

  • 06 July 2018
Paul Squirrell: Pension transfer advice firmly in the spotlight
  • Pensions
Paul Squirrell: Pension transfer advice firmly in the spotlight

Key areas for advisers

  • 07 June 2018
FundsNetwork 'steadily moving clients' to new Bravura platform
  • Wrap/platforms
FundsNetwork 'steadily moving clients' to new Bravura platform

'Migration plans remain on track'

  • 24 May 2018
What re-platformers say ... and what they may really think
  • Wrap/platforms
What re-platformers say ... and what they may really think

Transition in translation

  • 11 May 2018
Mixed investment tops adviser sales in December - FundsNetwork
  • Investment
Mixed investment tops adviser sales in December - FundsNetwork

20-60% sector

  • 30 January 2018
Corporate bonds leapfrog global sector in July - FundsNetwork
  • Investment
Corporate bonds leapfrog global sector in July - FundsNetwork

Mixed asset edges up sales chart

  • 31 August 2017
'Re:Platforming' - Average delays hit 15 months…and counting
  • Wrap/platforms
'Re:Platforming' - Average delays hit 15 months…and counting

Article six in our platform series

  • 03 August 2017
Advisers favour global and mixed asset sectors in June - FundsNetwork
  • Investment
Advisers favour global and mixed asset sectors in June - FundsNetwork

Top 10 sales chart published

  • 31 July 2017
FundsNetwork appoints head of advisory services
  • Your profession
FundsNetwork appoints head of advisory services

Will report to Pat Shea

  • 26 May 2017
Advisers fearful of retrospective DB legislation
  • Pensions
Advisers fearful of retrospective DB legislation

Growing market

  • 22 May 2017
FundsNetwork releases adviser guide on pensions and tax
  • Retirement
FundsNetwork releases adviser guide on pensions and tax

Tax year-end video guide

  • 22 February 2017
Platform views: Terry Huddart on Fidelity FundsNetwork and Old Mutual Wealth
  • Your profession
Platform views: Terry Huddart on Fidelity FundsNetwork and Old Mutual Wealth

Platform functionality highlights

  • 20 October 2016
  • Wrap/platforms
Advisers removing clients' assets from platform giants

Advisers are moving clients' assets away from old-style fund supermarket platform giants that typically favoured rebates, ahead of next April's switch off of the payment method, according to research by Platforum.

  • 21 October 2015
  • Income
What were the top ten bestselling pension funds in June?

What were the top ten bestselling pension funds in June?

  • 28 July 2015
123

Most read

Adviser receives online abuse and death threats after launching anti-crypto petition
Adviser receives online abuse and death threats after launching anti-crypto petition
What is the FCA's new DB advice assessment tool 'DBAAT'?
What is the FCA's new DB advice assessment tool 'DBAAT'?
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
FCA denies 12 advice firms authorisation following phoenixing suspicions
FCA denies 12 advice firms authorisation following phoenixing suspicions
Advisers to be levied £240m again as FSCS announces £1bn overall levy
Advisers to be levied £240m again as FSCS announces £1bn overall levy
  • About Us
  • Contact Us
  • Marketing solutions
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters
  • YouTube

Incisive Footer Logo

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017
Loading