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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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Lawrence Cook

Lawrence Cook: Reaching a consensus with 'difficult' colleagues
  • Adviser tips
Lawrence Cook: Reaching a consensus with 'difficult' colleagues

Different ways of thinking

  • 23 October 2020
Counting the cost of agent as client
  • Your profession
Counting the cost of agent as client

Several risks to the model

  • 15 October 2020
PA360 Digital: Why streamlining before selling-up is essential
  • Your profession
PA360 Digital: Why streamlining before selling-up is essential

'Rolling out the red carpet'

  • 08 October 2020
Sanlam to continue acquisition spree as it introduces hiring freeze
  • Your profession
Sanlam to continue acquisition spree as it introduces hiring freeze

Question mark over furloughs

  • 15 April 2020
Lawrence Cook: How optimal is your clients' retirement strategy?
  • DFM & Model Portfolios
Lawrence Cook: How optimal is your clients' retirement strategy?

Decumulation risks

  • 14 June 2019
Lawrence Cook: Developing your centralised investment proposition
  • DFM & Model Portfolios
Lawrence Cook: Developing your centralised investment proposition

PA360 2019 revisited

  • 24 May 2019
Decumulation not 'plug and play' solution, PA360 panellists warn
  • Investment
Decumulation not 'plug and play' solution, PA360 panellists warn

'Understand sequencing risk'

  • 16 May 2019
Lawrence Cook: Clients value quality advice, not paperwork and admin
  • DFM & Model Portfolios
Lawrence Cook: Clients value quality advice, not paperwork and admin

A consultative approach

  • 30 April 2019
Lawrence Cook: Beware decumulation's 'double whammy'
  • Investment
Lawrence Cook: Beware decumulation's 'double whammy'

Factor in volatility

  • 11 December 2018
Thesis Asset Management launches IFA consultancy service
  • Your profession
Thesis Asset Management launches IFA consultancy service

Thesis Research and Consultancy Service (TRACS)

  • 20 November 2018
Five trends in the decumulation market
  • Investment
Five trends in the decumulation market

'Equities are not the enemy'

  • 13 July 2018
Why financial advisers are better architects than builders
  • Managed solutions
Why financial advisers are better architects than builders

Lawrence Cook explains his logic

  • 11 May 2016
Investment outsourcing: Do these five risks apply to your business?
  • Managed solutions
Investment outsourcing: Do these five risks apply to your business?

Is keeping investment in-house a drain?

  • 26 January 2016
  • Regulation
Back to basics: Advice market review must go to heart of financial planning

Advice market review must go to heart of financial planning

  • 16 September 2015
  • Managed solutions
Old habits: Should advisers leave fund picking to DFMs?

Should advisers leave fund picking to DFMs?

  • 07 August 2015
  • Managed solutions
Why better for clients is better for business

Why better for clients is better for business

  • 17 December 2014
Outsourcing solutions: Choices and challenges for advisers
  • Managed solutions
Outsourcing solutions: Choices and challenges for advisers

Outsourcing solutions: Choices and challenges for advisers

  • 25 November 2014
Blog: Let's lift the DFM commission cloud
  • Managed solutions
Blog: Let's lift the DFM commission cloud

Blog: Let’s lift the DFM commission cloud

  • 29 October 2014
'But I don't like change': The emotional aspects of deciding whether to outsource
  • Managed solutions
'But I don't like change': The emotional aspects of deciding whether to outsource

‘But I don’t like change’: The emotional aspects of deciding whether to outsource

  • 22 October 2014

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