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

funds

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
Fund sales bounce back in Q2 as investors flock to fixed income
  • Investment
Fund sales bounce back in Q2 as investors flock to fixed income

Rotation into fixed income

  • 01 August 2019
Quilter adds five funds to Cirilium range
  • Multi-Asset
Quilter adds five funds to Cirilium range

Cuts fees on passive portfolios

  • 29 July 2019
Morningstar: Investors exit Woodford Income Focus in June
  • Companies
Morningstar: Investors exit Woodford Income Focus in June

The Woodford Income Focus fund (WIFF) lost a third of its assets in the month of June alone, as investors continued to flee from funds managed by Neil Woodford, according to data provider Morningstar.

  • 18 July 2019
Property sector doubles cash amid industry's liquidity crisis
  • Property Investment
Property sector doubles cash amid industry's liquidity crisis

Political uncertainty causing concerns

  • 15 July 2019
UK equity funds see first monthly inflows in two years
  • Equities
UK equity funds see first monthly inflows in two years

Poor month for equity fund sales overall

  • 04 July 2019
Woodford calls Equity Income fund's transparency 'damaging'
  • Companies
Woodford calls Equity Income fund's transparency 'damaging'

As fund suspension continues

  • 02 July 2019
FCA urged to reform liquidity definition in wake of fund crises
  • Regulation
FCA urged to reform liquidity definition in wake of fund crises

After Woodford fund suspension

  • 01 July 2019
Beaufort Investment launches multi-asset blend funds
  • Multi-Asset
Beaufort Investment launches multi-asset blend funds

‘Next step in evolution’

  • 01 July 2019
IA readies 'long-term asset fund' proposals - reports
  • Investment
IA readies 'long-term asset fund' proposals - reports

To tackle liquidity issues

  • 25 June 2019
AIC sector revamp welcomed as alternative flows double
  • Investment Trusts
AIC sector revamp welcomed as alternative flows double

Changes come into effect on 28 May

  • 15 May 2019
Pacific AM reveals second strategic partnership with IFA
  • Investment
Pacific AM reveals second strategic partnership with IFA

Strabens Hall

  • 11 October 2018
How big is too big? Selectors' views on the giant funds in the universe
  • Investment
How big is too big? Selectors' views on the giant funds in the universe

The Bigger Picture on fund selection

  • 05 October 2018
GAM reveals fresh details of possible policy breaches by suspended Haywood
  • Investment
GAM reveals fresh details of possible policy breaches by suspended Haywood

'No material client detriment to date'

  • 07 August 2018
GAM confirms no other employees investigated after Haywood suspension
  • Investment
GAM confirms no other employees investigated after Haywood suspension

'No material client detriment to date'

  • 06 August 2018
Who triumphed at the IW Fund Manager of the Year Awards 2018?
  • Investment
Who triumphed at the IW Fund Manager of the Year Awards 2018?

Winners announced at ceremony in London

  • 06 July 2018
Three things your clients may call you about this week …
  • Your profession
Three things your clients may call you about this week …

What made financial headlines over the weekend?

  • 03 June 2018
Hargreaves UK income fund falls 7% in first year
  • UK
Hargreaves UK income fund falls 7% in first year

'It wasn't the outcome we hoped for'

  • 13 March 2018
Investment sector eyes key areas for 'MiFID III' overhaul
  • Regulation
Investment sector eyes key areas for 'MiFID III' overhaul

'10% rule' and disclosure

  • 09 March 2018
Morgan Stanley replaces R&M as FundCalibre's best equity fund manager
  • Investment
Morgan Stanley replaces R&M as FundCalibre's best equity fund manager

'Fund Management Equity index'

  • 05 March 2018
Asset manager margins hit by 17% advisory fee jump
  • Investment
Asset manager margins hit by 17% advisory fee jump

Rise over last three years

  • 30 August 2017
First State re-enters Tilney Bestinvest 'Dog List' after two-year absence
  • Investment
First State re-enters Tilney Bestinvest 'Dog List' after two-year absence

Total assets on list decline by £1bn

  • 31 July 2017
Revealed: The winners and losers in FE's latest Crown ratings rebalancing
  • Investment
Revealed: The winners and losers in FE's latest Crown ratings rebalancing

Woodford gains five Crowns on first rating

  • 24 July 2017
Morningstar study finds UK investors missing out on fund returns due to poor timing
  • Investment
Morningstar study finds UK investors missing out on fund returns due to poor timing

Long-running survey in the US

  • 11 July 2017
12

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Adviser launches petition to stop UK cryptocurrency transactions
Adviser launches petition to stop UK cryptocurrency transactions
FCA asks struggling firms: 'How long do you expect to remain in business?'
FCA asks struggling firms: 'How long do you expect to remain in business?'
What can Netflix hit Bridgerton teach us about financial planning?
What can Netflix hit Bridgerton teach us about financial planning?
Chris Budd: What to do if you are feeling fed up
Chris Budd: What to do if you are feeling fed up
Fairstone acquires Berkshire-based financial planner with £60m FUM
Fairstone acquires Berkshire-based financial planner with £60m FUM
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