• Home
  • Multi-Asset
  •  
    Retirement
    • Pensions
    • Income
    • Investment
    • Regulation
    • Estate planning
    • Equity release
  •  
    Your profession
    • Adviser tips
    • Business models
    • Companies
    • People
  • Regulation
  • Tax planning
  • Protection
  • Diversity
  • Events
  • Whitepapers
  • Industry blogs
  • EM and Asia spotlight
  • Newsletters
  • ESG spotlight
  • Sign in
  • Events
    • Upcoming events
      event logo
      Professional Adviser's Working Lunches in partnership with Orbis Investments - 2019

      Join us in March for the Professional Adviser Working Lunch series in partnership with Orbis Investments.

      • Date: 05 Mar 2019
      • Knutsford, Leeds, Surrey, Bristol
      event logo
      Professional Adviser Working Lunches 2019 - Baillie Gifford & First State Investments

      Professional Adviser is delighted to announce the launch of the new Working Lunches in partnership with Baillie Gifford and First State Investments. Travelling across the UK to provide valuable market insights for Senior Financial Advisers.

      • Date: 13 Mar 2019
      • Southhampton, Worcester, Durham, Norwich, Liverpool, Exeter, Sheffield, Leicester, Nottingham
      event logo
      Professional Adviser 360 2019

      The highly anticipated Professional Adviser 360 conference is taking place on 25th April 2019 at The Brewery in London.

      • Date: 25 Apr 2019
      • The Brewery Chiswell Street London EC1Y 4SD, London
      event logo
      Fund Manager of the Year Awards 2019

      The 2019 Fund Manager of the Year returns on Thursday 27th June 2019, Grosvenor House Hotel, London. Save the date.

      • Date: 27 Jun 2019
      • Grosvenor House Hotel 86-90 Park Lane Mayfair London W1K 7TN, London
      View all events
      Follow our events

      Sign up to receive email alerts about our events

      Sign up
  • Whitepapers
    • Find whitepapers
      Search by title or subject area
      View all whitepapers
  • Sign in
  •  
    •  

      Personalise your on site experience

      Download and use the apps

      Access your subscription from outside of the office

      Get relevant news and insight straight to your inbox

      Sign in
     
     
      • Newsletters
      • Account details
      • Contact support
      • Sign out
     
  • Follow us
    • RSS
    • Twitter
    • LinkedIn
    • Newsletters
    • YouTube
  • Register
  • Industry blogs
  • EM and Asia spotlight
  • ESG spotlight
Professional Adviser
Professional Adviser
  • Home
  • Multi-Asset
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Diversity
 
  •  

    Personalise your on site experience

    Download and use the apps

    Access your subscription from outside of the office

    Get relevant news and insight straight to your inbox

    Sign in
 
 
    • Newsletters
    • Account details
    • Contact support
    • Sign out
 

people

Happy smile
  • Your profession
PA's Good News Bulletin: A weekly dose of positivity for advisers

Achievements, charity work and other happy snippets

  • 14 February 2019
  • People
MAS welcomes Hector Sants as financial guidance body chair

Former FSA chief executive

  • 01 June 2018
sir-hector-sants
  • Your profession
Former FSA-chief Hector Sants named as single guidance body chair

New body due by end of 2018

  • 31 May 2018
Tim Harman
  • People
Thesis AM appoints investment manager amid growth plans

Set to continue acquisitions in 2018

  • 15 May 2018
  • People
Ex-FCA advice director Linda Woodall joins Aegon

Replaces the Institute of Customer Service chief executive Jo Causon

  • 09 May 2018
  • Your profession
Sesame Bankhall appoints COO

Newly created role

  • 08 May 2018
  • Your profession
Brewin Dolphin finance director steps down

‘By mutual agreement’

  • 27 April 2018
Financial Conduct Authority
  • Regulation
FCA names financial advice co-directors to replace Linda Woodall

Effective from May

  • 21 March 2018
richard-freeman-08
  • Your profession
Richard Freeman to retire from OMW

Founding director of Intrinsic

  • 20 February 2018
Graham Bentley
  • Your profession
Ascot Lloyd appoints Graham Bentley as investment committee chairman

Replaces Stewart Cowley

  • 05 February 2018
  • Your profession
Paradigm Norton's Martin Ruskin named chairman of CISI IFP Forum

Ian Howe steps down

  • 11 January 2018
  • Your profession
CISI names Maggie Lindsay Scottish branch president

Succeeds Chris Clark

  • 04 January 2018
  • Your profession
Succession parent company promotes James Stevenson to Group CEO

To continue as wealth management MD

  • 19 December 2017
Jeremy Mugridge: “The advised platform market grew at an incredible rate in 2017."
  • Your profession
OMW appoints Aegon's Mugridge as platform marketing head

Replacing Tom Hawkins

  • 13 December 2017
The Ardonagh Group appoints healthcare CEO
  • Protection
The Ardonagh Group appoints healthcare CEO

Former Jelf MD to join in January

  • 12 December 2017
Alex Odd
  • Your profession
Fairstone sees portfolio management changes ahead of acquisition

Mark Woods to return to Watermark Wealth Management

  • 29 November 2017
  • Your profession
Brown Shipley hires head of London office from Investec

Effective as of 8 January 2018

  • 29 November 2017
  • People
Wren Sterling appoints Tilney's Carolanne Robinson

Replaces Jonathan Merry

  • 15 November 2017
  • People
Origo appoints Aviva's Rafferty to succeed Pettitt as MD

Starts handover process on 1 January

  • 23 October 2017
  • People
Former NEST adviser Harrington joins PIMFA

To help shape agenda

  • 10 October 2017
  • People
Walker Crips continues with management shake-up

Sean Lam recently appointed as CEO

  • 03 October 2017
  • People
European Wealth CEO Morton steps down

Appointed to the role August 2016

  • 20 September 2017
Mickey Morrissey, head of retail sales at Smith & Williamson
  • Companies
S&W hires Barings sales director Finch

Will promote DFM solutions

  • 20 September 2017
  • Your profession
Key Retirement appoints Hale as CEO in expansion drive

Plans to hire more advisers

  • 19 September 2017
12

Most read

SJP directed to waive client's exit fees after 'catalogue of errors'
'Broken platform market' exposed by data from the lang cat
Janus Henderson amends pricing of property funds
Janus Henderson adjusts pricing approach on £2.8bn Property fund
Joined arrow
Schroders-Lloyds tie-up to provoke 'war for advice talent'
Green hand
Vicki Bakhshi: Five responsible investment themes to watch in 2019
  • About Us
  • Contact Us
  • Marketing solutions
  • Terms and conditions
  • Privacy and Cookie policy
  • RSS
  • Twitter
  • LinkedIn
  • Newsletters
  • YouTube

© Incisive Business Media (IP) Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR, registered in England and Wales with company registration numbers 09177174 & 09178013

Digital publisher of the year
Digital publisher of the year 2010, 2013, 2016 & 2017