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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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      • Date: 11 Mar 2021
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  • Trending now
  • CII certificates go paperless
  • 4,000 firms could fail
  • 2021 PA Awards deadline 15th

IFAs

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  • Protection
'Like-for-like' protection sales decline during Q2

13% fall

  • 05 August 2020
Hiren Patel: Why IFAs 'can't get no satisfaction' from model portfolio service tech
  • Technology
Hiren Patel: Why IFAs 'can't get no satisfaction' from model portfolio service tech

Asset managers and platforms don't always see eye-to-eye

  • 20 July 2020
Estate planning inertia: How IFAs can help plug the gap
  • Estate planning
Estate planning inertia: How IFAs can help plug the gap

Covid-19 crisis acts as catalyst

  • 09 June 2020
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  • Protection
Protection advisers 'expect' market growth

14% increase by 2022

  • 13 May 2020
IFAs flocked to 'safer haven' invesments amid uncertainty: 2019 analysis
  • Managed solutions
IFAs flocked to 'safer haven' invesments amid uncertainty: 2019 analysis

Coronavirus 'knocked positive momentum'

  • 18 March 2020
FCA quizzing firms with high DB transfer conversion rates
  • Regulation
FCA quizzing firms with high DB transfer conversion rates

Advisers should reconsider process

  • 04 November 2019
What factors are stopping the uptake of ETFs among UK IFAs?
  • ETFs
What factors are stopping the uptake of ETFs among UK IFAs?

963 IFAs surveyed

  • 23 October 2018
Pacific AM reveals second strategic partnership with IFA
  • Investment
Pacific AM reveals second strategic partnership with IFA

Strabens Hall

  • 11 October 2018
Guardian FS rolls out Protection Builder as part of launch
  • Protection
Guardian FS rolls out Protection Builder as part of launch

Life and CI products

  • 31 August 2018
Legg Mason appoints Sophie Andrews to new UK strategic alliances role
  • People
Legg Mason appoints Sophie Andrews to new UK strategic alliances role

From J.P. Morgan AM

  • 16 April 2018
Tim Sargisson: Carpe annum
  • Your profession
Tim Sargisson: Carpe annum

Seize the year

  • 16 January 2018

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