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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
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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
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Technology

Heartwood IM unveils 'first-of-a-kind' digital disclosures overhaul
  • Investment
Heartwood IM unveils 'first-of-a-kind' digital disclosures overhaul

New reporting platform for third-party IFA and direct clients

  • 14 January 2019
Julian Howard: Opportunities and falling knives
  • Economics / Markets
Julian Howard: Opportunities and falling knives

Three equity sectors stand out

  • 06 November 2018
PA360 North: 'Tech-adopting advisers have extra 100 clients each'
  • Technology
PA360 North: 'Tech-adopting advisers have extra 100 clients each'

2,000 firm sample set

  • 17 October 2018
Revealed: Winners of the Fund Services & Investment Research Awards 2018
  • Investment
Revealed: Winners of the Fund Services & Investment Research Awards 2018

Ceremonies took place on 3 October

  • 08 October 2018
FCA chair eyes post-Brexit rule shake-up
  • Regulation
FCA chair eyes post-Brexit rule shake-up

Slams 'cycle of deregulation, crisis and regulation'

  • 02 October 2018
Simon Rogerson: Three ways to start preparing for the future now
  • Adviser tips
Simon Rogerson: Three ways to start preparing for the future now

Financial planning in the 2020s

  • 14 September 2018
Andrew Aldridge: Why UK tech is one cause for post-Brexit optimism
  • Tax Planning
Andrew Aldridge: Why UK tech is one cause for post-Brexit optimism

Regional ‘hubs’ and ‘suburbs’

  • 10 September 2018
Megatrends: Understanding the tech revolution
  • Global
Megatrends: Understanding the tech revolution

Partner Insight: How have companies like Amazon contributed to the megatrend tech revolution?

  • 10 September 2018
Gold and Brazilian equity dominate August's worst-performing funds
  • Global
Gold and Brazilian equity dominate August's worst-performing funds

As US dollar strength weighs

  • 03 September 2018
Advisers split on cashflow modelling priorities
  • Technology
Advisers split on cashflow modelling priorities

Two-thirds (67%) believed it was essential to advice

  • 24 August 2018
ASI launches global artificial intelligence fund
  • Technology
ASI launches global artificial intelligence fund

Investment process will use machines

  • 21 August 2018
Meet the Adviser Champions: Advicefront's Jose Supico
  • People
Meet the Adviser Champions: Advicefront's Jose Supico

Video series

  • 09 August 2018
Former hedge fund managers launch 'next gen' online wealth manager
  • Investment
Former hedge fund managers launch 'next gen' online wealth manager

£10,000 minimum investment

  • 14 July 2018
Asset allocators: Key calls for H2 2018 as opportunities 'harder to spot'
  • Economics / Markets
Asset allocators: Key calls for H2 2018 as opportunities 'harder to spot'

What is on influencers' radars?

  • 03 July 2018
Talking with… Polar Capital's Ben Rogoff
  • People
Talking with… Polar Capital's Ben Rogoff

Continuing Square Mile’s series of informal interviews

  • 21 June 2018
Neil Goddin: Is the FAANGs story long in the tooth?
  • Economics / Markets
Neil Goddin: Is the FAANGs story long in the tooth?

Know your history

  • 21 June 2018
Five 'income incubators' from the small-cap market
  • Equities
Five 'income incubators' from the small-cap market

Small-cap players

  • 25 May 2018
AJ Bell launches Passive Global Growth fund
  • Managed solutions
AJ Bell launches Passive Global Growth fund

Investing in areas that will make up future indices

  • 24 May 2018
Chris Davies: Are you still treating customers fairly?
  • TCF
Chris Davies: Are you still treating customers fairly?

Build a constructive culture

  • 14 May 2018
'Family mindset' key to cross-generational client retention
  • Your profession
'Family mindset' key to cross-generational client retention

PA/IW webinar

  • 20 March 2018
Facebook shares dive 7% amid data misuse claim
  • US
Facebook shares dive 7% amid data misuse claim

Leading losses in the NASDAQ

  • 20 March 2018
FCA register goes down for three days
  • Regulation
FCA register goes down for three days

'Consumers would have stood no chance'

  • 23 January 2018
First Bitcoin futures trades trigger circuit breakers
  • Alternative Investments
First Bitcoin futures trades trigger circuit breakers

'Decent demand'

  • 11 December 2017
Greater client segmentation could widen advice gap, warns Schroders
  • Your profession
Greater client segmentation could widen advice gap, warns Schroders

More advisers asking small clients to leave

  • 07 December 2017
123

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