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      Professional Adviser Working Lunches 2021

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      • Date: 24 Feb 2021
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  • Trending now
  • CII certificates go paperless
  • 4,000 firms could fail
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US

State Street and UBS mull asset management merger - reports
  • Investment
State Street and UBS mull asset management merger - reports

US firm also considered deal with Invesco

  • 14 December 2020
Transatlantic advice consolidator Kingswood takes majority stake in MHC in $5.1m deal
  • Your profession
Transatlantic advice consolidator Kingswood takes majority stake in MHC in $5.1m deal

Confirmed intentions in May

  • 23 November 2020
'The worst outcome for markets': 'Electoral paralysis' as Trump bids to halt vote counting
  • Economics / Markets
'The worst outcome for markets': 'Electoral paralysis' as Trump bids to halt vote counting

2020 US Election

  • 04 November 2020
Markets and politics: Which leads and follows?
  • Economics / Markets
Markets and politics: Which leads and follows?

Taking historic parallels with a grain of salt

  • 03 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
Josh Pond: Key investor issues arising from US election debates
  • Economics / Markets
Josh Pond: Key investor issues arising from US election debates

Polling day set for 3 November

  • 20 October 2020
Cost of pandemic could reach $28trn, IMF warns
  • Economics / Markets
Cost of pandemic could reach $28trn, IMF warns

Worst crisis since Great Recession

  • 14 October 2020
Economists: Post-Covid double-digit inflation warnings wide of the mark
  • Your profession
Economists: Post-Covid double-digit inflation warnings wide of the mark

Fears are 'overdone', experts argue

  • 05 October 2020
The 'S' in ESG: What benefits can social factor analysis offer investors?
  • Investment
The 'S' in ESG: What benefits can social factor analysis offer investors?

Putting people back in the heart of businesses

  • 28 September 2020
Asset managers failing to lead the way on responsible investment
  • Investment
Asset managers failing to lead the way on responsible investment

No stand-out leaders in the space, research reveals

  • 28 September 2020
ESG, thematic and active ETFs set for strongest growth - JP Morgan Asset Management
  • Investment
ESG, thematic and active ETFs set for strongest growth - JP Morgan Asset Management

According to JPMAM survey

  • 14 September 2020
Investors most bullish since February as they shun 'bear market rally' fears
  • Investment
Investors most bullish since February as they shun 'bear market rally' fears

W- or U-shaped recovery predicted

  • 18 August 2020
Consolidator Kingswood expands US wealth management market footprint
  • Companies
Consolidator Kingswood expands US wealth management market footprint

Manhattan Harbor Capital to be renamed Kingswood US

  • 12 August 2020
Multi-asset managers dismiss bubble fears as gold price reaches record high
  • Investment
Multi-asset managers dismiss bubble fears as gold price reaches record high

Gold miners offer best access

  • 28 July 2020
Anthony Rayner: The fiscal wave is coming
  • Investment
Anthony Rayner: The fiscal wave is coming

'There are obstacles'

  • 15 April 2020
Into the void: Recession will be 'deepest peak-to-trough decline in recent memory', experts warn
  • Markets
Into the void: Recession will be 'deepest peak-to-trough decline in recent memory', experts warn

US labour market key to recovery following Covid-19 impact

  • 30 March 2020
Experts call for automated breaks in UK stockmarket as FTSE plunges 10% in one day
  • Investment
Experts call for automated breaks in UK stockmarket as FTSE plunges 10% in one day

Covid-19 fears push index to lowest figures since 1987 crash

  • 16 March 2020
The funds hit by the coronavirus sell-off
  • Investment
The funds hit by the coronavirus sell-off

UK, US and energy funds suffer

  • 02 March 2020
US-China tensions threaten to turn into currency war
  • Global
US-China tensions threaten to turn into currency war

'Prepare for market correction'

  • 13 August 2019
Sanlam preps US absolute return fund with value approach
  • US
Sanlam preps US absolute return fund with value approach

Market-neutral product to launch soon

  • 29 July 2019
Revealed: Winners of the 2019 Fund Manager of the Year Awards
  • Companies
Revealed: Winners of the 2019 Fund Manager of the Year Awards

Which funds stole the show?

  • 28 June 2019
John Husselbee: Rather a buyer than a seller be?
  • Multi-Asset
John Husselbee: Rather a buyer than a seller be?

View from the front row

  • 14 June 2019
Guy Stephens: Future-proofing an investment portfolio
  • Economics / Markets
Guy Stephens: Future-proofing an investment portfolio

US global dominance under threat

  • 07 June 2019
David Jane: Trade wars forever
  • Markets
David Jane: Trade wars forever

Pain thresholds key

  • 20 May 2019
123

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'Looks like a swimming certificate': No CII plans to U-turn on digital copies while adviser shuns Fellowship status chase over exam difficulties
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