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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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Industry Voice

Industry Voice: The value of advice
  • Investment
Industry Voice: The value of advice

Schroders latest research re-opens the price/value debate. Advisers are reporting potential clients do not recognise the need for advice and are not prepared to pay much for it. Can an FCA paper assist?

  • 20 January 2021
Partner Insight Video: Diversification and flexibility - are they what you think they are?
  • Investment
Partner Insight Video: Diversification and flexibility - are they what you think they are?

  • 11 December 2020
Industry Voice: Oh no, not another survey…but can research help with my 2021 business plan?
  • Investment
Industry Voice: Oh no, not another survey…but can research help with my 2021 business plan?

  • 26 November 2020
Industry Voice: Intergenerational Wealth transfer & Covid-19
  • Investment
Industry Voice: Intergenerational Wealth transfer & Covid-19

  • 29 June 2020
Industry Voice: LF Canlife Portfolio Funds - Dear Prudence
  • Industry voice
Industry Voice: LF Canlife Portfolio Funds - Dear Prudence

Canada Life Investments

  • 13 May 2020
Industry Voice: Schroders' Annual UK Financial Adviser Survey - the key takeaways
  • Investment General
Industry Voice: Schroders' Annual UK Financial Adviser Survey - the key takeaways

Research and statistics – are they newsworthy or do they just reconfirm what we would have guessed anyway?

  • 14 April 2020
Industry Voice: The Architas guide to investing in volatile markets
  • Investment
Industry Voice: The Architas guide to investing in volatile markets

This guide is designed for you to share with your clients who might be concerned with levels of volatility in markets during these unprecedented times

  • 16 March 2020
Partner Insight: Why advisers want to understand sustainable investing
  • SRI
Partner Insight: Why advisers want to understand sustainable investing

Frank Potaczek, Head of UK Proposition at Architas, gives his thoughts on the Professional Adviser survey into sustainable investing and discusses how advisers can respond to the increased interest in this area.

  • 19 February 2020
Partner Insight: Profit with a purpose
  • SRI
Partner Insight: Profit with a purpose

As a growing number of advisers, pension funds and insurers start to award new business exclusively to asset managers with a responsible focus, we review how to make responsible investing work the way investors want it to

  • 13 February 2020
Industry Voice: PROD-proofing your business
  • Industry voice
Industry Voice: PROD-proofing your business

For many advisers, the PROD regulations (‘Product Intervention and Governance Sourcebook’) introduced by the FCA with MiFID II have sneaked in under the radar. The regulations were introduced in January 2018 and to date many advisers are still unsure of their ability to evidence compliance with these new rules.

  • 10 February 2020
Industry Voice: The moral philosopher's curse
  • Investment
Industry Voice: The moral philosopher's curse

Marte Borhaug explores the ethical dilemmas and unintended consequences that can result from trying to do the right thing.

  • 27 November 2019
Partner Insight Video: How are advisers coping with the changing regulatory environment?
  • Adviser tips
Partner Insight Video: How are advisers coping with the changing regulatory environment?

Advisers are facing a number of new regulations to contend with. From the new PROD rules to MiFID II, there is a sea change in the regulatory landscape that advisers are operating in.

  • 21 November 2019
Industry Voice: 10 considerations when looking for an outsourcing partner
  • Industry voice
Industry Voice: 10 considerations when looking for an outsourcing partner

  • 19 November 2019
Industry Voice: Making sustainability business as usual
  • Industry voice
Industry Voice: Making sustainability business as usual

  • 29 October 2019
Industry Voice: The Power of Two-Bringing together your strengths and ours
  • Industry voice
Industry Voice: The Power of Two-Bringing together your strengths and ours

  • 17 October 2019
Industry Voice: Never mind the costs and charges, it's all about the farmers!
  • Investment
Industry Voice: Never mind the costs and charges, it's all about the farmers!

Let's face it; MiFID II is never going to make the shortlist for 'The Booker Prize' is it? It's a horribly complex read that at times can be just as frustrating as it is exasperating. Yet the further you delve into it, the more it feels like you're lifting...

  • 08 October 2019
Industry Voice: Private wants, public needs
  • Investment
Industry Voice: Private wants, public needs

Creating better incentives for technology, pharma and infrastructure

  • 26 September 2019
Industry Voice: Intergenerational wealth transfer - Opportunity or challenge?
  • Industry voice
Industry Voice: Intergenerational wealth transfer - Opportunity or challenge?

  • 25 September 2019
Partner Insight Video: Supporting drawdown conversations
  • Pensions
Partner Insight Video: Supporting drawdown conversations

  • 11 September 2019
Partner Insight Video: Can multi-asset help income risk targeting?
  • Multi-Asset
Partner Insight Video: Can multi-asset help income risk targeting?

Smoother streams of more sustainable incomes are the way forward.

  • 27 August 2019
Partner Insight Video: How does multi-asset provide a more stable income?
  • Investment
Partner Insight Video: How does multi-asset provide a more stable income?

Advisers need to target more risk-transparent incomes

  • 14 August 2019
What Does the New Imperial Era Mean for Japan?
  • Industry voice
What Does the New Imperial Era Mean for Japan?

While the direct impact of Japan's new Reiwa imperial era on markets and the economy will be minimal, the psychological significance is important.

  • 12 August 2019
The Rise of Global Natural Monopolies
  • Industry voice
The Rise of Global Natural Monopolies

Amid an accelerated pace of disruption that has transformed industries, understanding the economic and market impacts is imperative.

  • 06 August 2019
Partner Insight: Will investors find the right kind of multi asset fund?
  • Partner Insight
Partner Insight: Will investors find the right kind of multi asset fund?

Multi asset approaches are gaining ground but there are a lot to choose from. Fidelity's Multi Asset investment team set out two pointers to making the right selection

  • 14 July 2019
123

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