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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: 10 Mar 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
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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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      Professional Adviser ESG Masterclass 2021

      Professional Adviser is excited to launch the new ESG Masterclass, taking place live online from 28th - 29th April 2021. Delegates attending this event will benefit from thought-provoking presentations, informative Q&A sessions and structured CPD hours.

      • Date: 28 Apr 2021
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  • Trending now
  • Sunak freezes LTA
  • Preparing for ESG changes
  • SJP plans 200 job cuts

Technology

Major tech changes more likely to cause incidents - FCA
  • Your profession
Major tech changes more likely to cause incidents - FCA

Major technology changes lead to more incidents than lesser ones within financial services firms, research by the Financial Conduct Authority (FCA) has found, and the regulator said while effective risk management is an important component to success....

  • 05 February 2021
Nick Eatock: Managing client 'digital fatigue' during lockdown
  • Technology
Nick Eatock: Managing client 'digital fatigue' during lockdown

'Omnichannel' engagement

  • 25 November 2020
Applying the brakes? Growth stocks expected to slow after US election regardless of result
  • Economics / Markets
Applying the brakes? Growth stocks expected to slow after US election regardless of result

High-volatility and small-cap firms possible winners

  • 03 November 2020
Neil Moles: Why providers need to keep up with the pace of change
  • Your profession
Neil Moles: Why providers need to keep up with the pace of change

'We can't do this alone'

  • 26 October 2020
Nick Eatock: Using tech to narrow the advice gap
  • Technology
Nick Eatock: Using tech to narrow the advice gap

Cutting delivery costs is key

  • 22 September 2020
IA launches fintech guide for 'laggard' asset management industry
  • Technology
IA launches fintech guide for 'laggard' asset management industry

'Solutions to pressing business needs'

  • 15 September 2020
'Technology is merely the tool to deliver a robust business' - rewatch regulation and technology webinar
  • Technology
'Technology is merely the tool to deliver a robust business' - rewatch regulation and technology webinar

PA Working Lunches

  • 21 August 2020
Why thematics and why now? Watch Professional Adviser's webinar on demand
  • Investment
Why thematics and why now? Watch Professional Adviser's webinar on demand

Powerful and transformative forces

  • 02 July 2020
The seven UK equity funds halving the FTSE's losses during the pandemic
  • Investment
The seven UK equity funds halving the FTSE's losses during the pandemic

The products bucking the trend

  • 11 May 2020
Investment Association warns of 'heightened criminal activity' from coronavirus scammers
  • Regulation
Investment Association warns of 'heightened criminal activity' from coronavirus scammers

Jump in phishing and 'smishing' tactics reported

  • 29 April 2020
The lang cat launches platform due diligence tool
  • Your profession
The lang cat launches platform due diligence tool

'All-singing, all-dancing due diligence reports'

  • 05 February 2020
Using tech to improve inclusivity - Moneyhub's Samantha Seaton
  • Your profession
Using tech to improve inclusivity - Moneyhub's Samantha Seaton

Getting rid of gibberish

  • 02 December 2019
Half of advisers doubt tech will help close advice gap - research
  • Your profession
Half of advisers doubt tech will help close advice gap - research

44% do not think technology will solve problem

  • 07 November 2019
FNZ completes acquisition of platform tech rival GBST
  • Wrap/platforms
FNZ completes acquisition of platform tech rival GBST

'Exciting period of opportunity'

  • 06 November 2019
Tim Sargisson: A disconnected world
  • Your profession
Tim Sargisson: A disconnected world

Six hours for a client report

  • 22 October 2019
Steve Andrews: How tech can help keep the next generation on the books
  • Your profession
Steve Andrews: How tech can help keep the next generation on the books

'Choosing the right technology is paramount'

  • 04 October 2019
Moneyfarm reports £12.5m loss and expects to lose more
  • Technology
Moneyfarm reports £12.5m loss and expects to lose more

Raised £36m in funding round

  • 26 September 2019
Technology could be 'catalyst' that breaks up big networks - Sesame
  • Your profession
Technology could be 'catalyst' that breaks up big networks - Sesame

60% of advisers in larger firms

  • 16 July 2019
Julian Howard: The rise of the 'megatrend'
  • Markets
Julian Howard: The rise of the 'megatrend'

Tech, sustainability and emerging markets

  • 15 July 2019
The Value Perspective: Can value investors profit from tech companies?
  • Investment
The Value Perspective: Can value investors profit from tech companies?

Human nature's role

  • 08 July 2019
Advisers lose 43 days a year by not 'embracing' IT - Wealth Wizards
  • Your profession
Advisers lose 43 days a year by not 'embracing' IT - Wealth Wizards

13 hours added to each new case

  • 17 June 2019
AIC sector revamp welcomed as alternative flows double
  • Investment Trusts
AIC sector revamp welcomed as alternative flows double

Changes come into effect on 28 May

  • 15 May 2019
AllianzGI CEO takes aim at vertically integrated firms
  • Your profession
AllianzGI CEO takes aim at vertically integrated firms

Models need to be 'technology, distribution or investment-led'

  • 16 April 2019
Brewin Dolphin commits £35m to overhaul settlements technology
  • Technology
Brewin Dolphin commits £35m to overhaul settlements technology

'Enrich client proposition'

  • 09 April 2019
123

Most read

Spring Budget 2021: Sunak freezes lifetime allowance
Spring Budget 2021: Sunak freezes lifetime allowance
Spring Budget 2021: DWP to backdate £3bn in state pension underpayments to women
Spring Budget 2021: DWP to backdate £3bn in state pension underpayments to women
Spring Budget 2021: Live blog for financial advisers
Spring Budget 2021: Live blog for financial advisers
Kay Ingram: Sunak's LTA freeze creates 'bizarre disincentive'
Kay Ingram: Sunak's LTA freeze creates 'bizarre disincentive'
10 key takeaways from the Budget
10 key takeaways from the Budget
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