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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

OEIC

Sanford DeLand preps UK Buffettology Smaller Companies IPO
  • Investment
Sanford DeLand preps UK Buffettology Smaller Companies IPO

UK Buffettology Smaller Companies investment trust

  • 25 September 2020
Aegon launches risk-managed portfolios across platforms
  • Managed solutions
Aegon launches risk-managed portfolios across platforms

‘Launched at very relevant time’

  • 23 July 2020
Lindsell Train launches first new fund in nearly a decade
  • Investment
Lindsell Train launches first new fund in nearly a decade

North American Equity fund

  • 19 May 2020
FCA proposes changes to OEIC listing requirements
  • Investment
FCA proposes changes to OEIC listing requirements

Premium listing would no longer be needed

  • 09 March 2020
UBS AM launches Global Diversified Income fund
  • Managed solutions
UBS AM launches Global Diversified Income fund

Fund will employ income smoothing mechanism

  • 27 February 2019
How are advisers reacting to post-Brexit property fund freeze?
  • Property Investment
How are advisers reacting to post-Brexit property fund freeze?

'Sit tight' remains predominant message

  • 07 July 2016
  • Emerging Markets
Standard Life Investments to shut emerging markets fund after investor withdraws

Fund to close on 14 January

  • 02 December 2015
How your peers invest clients' money: Independent Financial Solutions
  • Adviser tips
How your peers invest clients' money: Independent Financial Solutions

How Independent Financial Solutions invests clients' money

  • 14 April 2015
  • Your profession
True Potential to launch 15-strong fund range

Financial services group True Potential is to enter the fund management market with the launch of its own 15-strong fund range, a senior partner has said.

  • 03 December 2014
  • Investment
Blog: What's good for the goose…

What’s good for the goose…

  • 07 October 2014
  • Investment
Capita to act as ACD on seven Prudential OEIC funds

Prudential has appointed Capita Financial Managers as authorised corporate director (ACD) for seven Prudential open ended investment company (OEIC) funds, holding the assets of 2,000 UK clients.

  • 26 August 2014
  • Investment
Video: Onshore investment bonds

  • 21 July 2014
Countdown to RDR sent adviser numbers down 9%, says APFA
  • Your profession
Countdown to RDR sent adviser numbers down 9%, says APFA

The number of advising staff working in financial advice firms fell 9% last year, according to figures put together for the Association of Professional Financial Advisers (APFA).

  • 13 March 2013
Five things clients will call you about this week
  • Income
Five things clients will call you about this week

FIVE THINGS

  • 03 September 2012
FSA flags rise in advised bond sales by life insurers
  • Fixed Income
FSA flags rise in advised bond sales by life insurers

The Financial Services Authority (FSA) has expressed concerns that an increase in advised sales of investment bonds by life insurance companies may be a sign of a commission grab ahead of the implementation of the Retail Distribution Review (RDR).

  • 31 August 2012
  • Your profession
A win-win for clients and IFAs?

RDR

  • 21 June 2012
  • Investment Trusts
Why I love... investment trusts

INVESTMENT TRUSTS

  • 24 May 2012
  • Equities
What's HOT? 'If we don't understand a company, we don't buy it'

TOP PERFORMERS

  • 17 May 2012
  • Investment Trusts
IT Special: Should platform industry follow FundsNetwork's lead?

FundsNetwork's decision to list investment trusts later this year stole a march on its rivals. But will others follow suit? Charlotte Richards finds out.

  • 14 May 2012
  • Investment
RDR share classes: Which fund groups are ready?

Fund providers are preparing for the RDR deadline at the end of the year by launching share classes without commission and platform fees.

  • 19 April 2012
FundsNetwork and Friends Life forge ISA partnership
  • ISAs
FundsNetwork and Friends Life forge ISA partnership

Friends Life has inked a deal with FundsNetwork which will see the platform supply an ISA and fund range to retail customers within its heritage business.

  • 20 March 2012
  • Investing in the profession
Will unbundling boost investment trust uptake?

Platform unbundling will no doubt make investment trusts more accessible - but the jury is still out on whether it will make them more popular.

  • 14 March 2012
What's Hot? The Henderson Global Technology fund
  • Investment
What's Hot? The Henderson Global Technology fund

WHAT'S HOT?

  • 08 March 2012
Trusts beat open-ended funds over last decade as RDR pressure builds
  • Active Managed
Trusts beat open-ended funds over last decade as RDR pressure builds

Investment trusts have substantially outperformed unit trusts and OEICs over the past decade, according to research.

  • 24 February 2012
123

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