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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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Multi-Asset Review

Stephen English: Ready, AIM, aspire  - to better service
  • Investment
Stephen English: Ready, AIM, aspire - to better service

IHT mitigation services

  • 17 December 2018
John Husselbee: How to avoid 'FOMO' investing
  • Investment
John Husselbee: How to avoid 'FOMO' investing

View from the front row

  • 14 December 2018
Graham Bentley: What role can bonds play for investors today?
  • Investment
Graham Bentley: What role can bonds play for investors today?

A brief history of bonds

  • 13 December 2018
Lawrence Cook: Beware decumulation's 'double whammy'
  • Investment
Lawrence Cook: Beware decumulation's 'double whammy'

Factor in volatility

  • 11 December 2018
Gill Hutchison: Bonds - Friend or foe?
  • Investment
Gill Hutchison: Bonds - Friend or foe?

The case for fixed income

  • 10 December 2018
Chris Jones: Managing great expectations
  • Managed solutions
Chris Jones: Managing great expectations

Risk-profiling tools

  • 06 December 2018
Fraser Donaldson: Six simple rules for working with risk tools
  • Investment
Fraser Donaldson: Six simple rules for working with risk tools

Whatever risk-profiling tools advisers may prefer, writes Fraser Donaldson, the important thing is to understand the science or logic that underpins them and then to be confident in their use

  • 30 November 2018
Simon Evan-Cook: Introducing 'The Costanza Principle'
  • Investment
Simon Evan-Cook: Introducing 'The Costanza Principle'

UK small-caps rule of thumb

  • 26 October 2018
Multi-Asset Review: New brand, old hands
  • Managed solutions
Multi-Asset Review: New brand, old hands

Quilter Investors' multi-asset range

  • 24 October 2018
Diane Earnshaw & Alex Farlow: Expecting the expected
  • Managed solutions
Diane Earnshaw & Alex Farlow: Expecting the expected

Flexible Investment sector reviewed

  • 23 October 2018
Slapping on the multi-asset factor protection
  • Managed solutions
Slapping on the multi-asset factor protection

As US dollar strengthens

  • 22 October 2018
Graham Bentley: Why advisers should use a DFM - or not
  • Investment
Graham Bentley: Why advisers should use a DFM - or not

An added tier of asset management can of course deliver additional benefits for certain investors, writes Graham Bentley - just be sure you can justify it to the regulator and, especially, the client

  • 16 October 2018
Gillian Hepburn: Six steps to picking the right DFMs for your business
  • DFM & Model Portfolios
Gillian Hepburn: Six steps to picking the right DFMs for your business

Start with customer requirements

  • 15 October 2018
Tom Yeowart: What makes a good fund manager?
  • Managed solutions
Tom Yeowart: What makes a good fund manager?

Avoid broad-brush strokes

  • 15 October 2018
John Husselbee: Is Dunn's Law more fuel for the active/passive fire?
  • Investment
John Husselbee: Is Dunn's Law more fuel for the active/passive fire?

'View from the front row'

  • 12 October 2018
Platform views: Playing PROD's panel game
  • Investment
Platform views: Playing PROD's panel game

Picking the right mix

  • 05 October 2018
Multi-Asset Review: Come rain or shine
  • Managed solutions
Multi-Asset Review: Come rain or shine

Baillie Gifford's multi-asset offerings

  • 27 July 2018
Andrew Morris: Can fixed income be defensive amid rising rates?
  • Fixed Income
Andrew Morris: Can fixed income be defensive amid rising rates?

Fears of bond bear market

  • 23 July 2018
David Hambidge: Half-time report
  • Economics / Markets
David Hambidge: Half-time report

As we head into the second half of 2018, David Hambidge reviews what has already proved a challenging year for investors and considers what might be expected from world markets over the months ahead

  • 13 July 2018
Platform views: Aegon's pricing headache
  • Wrap/platforms
Platform views: Aegon's pricing headache

'Tricky diplomatic issue'

  • 10 July 2018
Dan Brocklebank: Fight your instinct - this is a long-term game
  • Investment
Dan Brocklebank: Fight your instinct - this is a long-term game

Avoiding behavioural pitfalls

  • 17 May 2018
Justin Urquhart Stewart: Alternative thinking
  • Investment
Justin Urquhart Stewart: Alternative thinking

Planning for all eventualities

  • 15 May 2018
Ryan Paterson: When a lack of concentration is a good thing
  • Investment
Ryan Paterson: When a lack of concentration is a good thing

Mitigating concentrated equity positions

  • 14 May 2018
Alex Farlow: Calculated risks
  • Investment
Alex Farlow: Calculated risks

'Volatility Managed' sector reviewed

  • 10 May 2018
234

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