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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: 14 Apr 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
      • Live Online, Live Online
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      Sustainable Investment Festival 2021

      The Sustainable Investment Festival will run online from 22-25 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
      • Online, Online
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      Professional Adviser 360 Conference 2021

      A comprehensive 360-degree view of financial advice underpins PA360 Conference. With an unmissable line-up of dynamic speakers ranged across three streams focusing on what matters most to advisers PA360 will inform, educate and inspire, allowing delegates to meet new service providers and professional partners, and provide invaluable networking opportunities.

      • Date: 07 Oct 2021
      • The Brewery, London
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  • Trending now
  • Young British Steel client
  • Outsourced paraplanning on the up

Technology

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
LifeQuote launches customisable D2C protection platform for advisers
  • Protection
LifeQuote launches customisable D2C protection platform for advisers

Initial £499 plus ongoing fees

  • 06 December 2017
Bitcoin hurtles towards $10,000 mark
  • Investment
Bitcoin hurtles towards $10,000 mark

Up 918% this year

  • 28 November 2017
COVER Excellence Awards 2017 - Winners supplement out now
  • Group Protection
COVER Excellence Awards 2017 - Winners supplement out now

The official supplement for this year's COVER Excellence Awards, run by Professional Adviser's sister brand, is now available to read as an eBook.

  • 22 November 2017
Managing cyber security no 'tick-box' challenge - FCA
  • Regulation
Managing cyber security no 'tick-box' challenge - FCA

'Getting basics right reduces 80% of cyber breaches'

  • 17 November 2017
NatWest to launch robo-advice service for five million customers
  • Technology
NatWest to launch robo-advice service for five million customers

Under NatWest brand

  • 17 November 2017
Richard Purcell: Grey Britain - ready or not?
  • Your profession
Richard Purcell: Grey Britain - ready or not?

Technology can be a barrier

  • 23 October 2017
Three things your clients may call you about this week …
  • Your profession
Three things your clients may call you about this week …

What made financial headlines over the weekend?

  • 22 October 2017
IRESS partners with Scottish Widows
  • Individual Protection
IRESS partners with Scottish Widows

IRESS has partnered with Scottish Widows as the latest protection provider to offer partially underwritten quotes through The Exchange.

  • 10 October 2017
NCI: Boutiques must use 'shared technology' to compete against passives
  • Technology
NCI: Boutiques must use 'shared technology' to compete against passives

Rising regulatory cost environment

  • 09 October 2017
FE launches risk-profiling tool for advisers
  • Tools
FE launches risk-profiling tool for advisers

Uses FE risk score banding

  • 03 October 2017
Sumit Sethi: Don't get caught offside when GDPR kicks off
  • Your profession
Sumit Sethi: Don't get caught offside when GDPR kicks off

Three lines – three opportunities

  • 18 September 2017
'Never underestimate Apple': Managers continue to back tech giant
  • Investment
'Never underestimate Apple': Managers continue to back tech giant

Despite late iPhone X launch

  • 13 September 2017
Adrian Boulding: How to bring the self-employed into AE
  • Retirement
Adrian Boulding: How to bring the self-employed into AE

Digital technology-driven solution

  • 12 September 2017
IRESS launches technology audit service for advisers
  • Tools
IRESS launches technology audit service for advisers

Questionnaire and snapshot analysis

  • 07 September 2017
Hargreaves Lansdown enjoys end-of-tax-year boost
  • Investment
Hargreaves Lansdown enjoys end-of-tax-year boost

Despite 'considerable investment challenges'

  • 15 August 2017
Three things your clients may call you about this week …
  • Your profession
Three things your clients may call you about this week …

What made financial headlines over the weekend?

  • 13 August 2017
Informed Choice IFA launches on Amazon's Alexa
  • Companies
Informed Choice IFA launches on Amazon's Alexa

To better communicate with clients

  • 07 August 2017
Mark Loosmore: Thinking greater than Gretzky
  • Your profession
Mark Loosmore: Thinking greater than Gretzky

How do you get where you want to be?

  • 03 August 2017
Helen Oxley: Play your part in the democratisation of investing
  • Your profession
Helen Oxley: Play your part in the democratisation of investing

Digital engagement holds key

  • 05 July 2017
Millennials now 'most valuable' group to UK financial institutions
  • Your profession
Millennials now 'most valuable' group to UK financial institutions

Due to larger wallet size

  • 05 July 2017
Apple shares temporarily fall 14% after trading glitch hits Nasdaq stocks
  • Economics / Markets
Apple shares temporarily fall 14% after trading glitch hits Nasdaq stocks

Number of stocks reset to $123.47

  • 04 July 2017
Apps: Help or hindrance for savings habits?
  • Technology
Apps: Help or hindrance for savings habits?

New FSCS research

  • 16 June 2017
Graham Bentley: More than a second's thought
  • Your profession
Graham Bentley: More than a second's thought

Dealing with chaotic systems

  • 13 June 2017
234

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'It's the bible of DB transfers': Steven Cameron on FCA's final guidance
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