• Home
  • Investment
    • Multi-asset
    • DFM & Model portfolios
    • Platforms
    • Ratings, Research & Risk
    • Tax-efficient investing
    • Markets
    • Companies
  • Retirement
    • Pensions
    • Income
    • Investment
    • Regulation
    • Estate planning
    • Equity release
  • Your profession
    • Adviser tips
    • Business models
    • Companies
    • People
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
  • Events
  • Whitepapers
  • Industry blogs
  • Newsletters
  • Multi-Asset Review
  • ESG
  • Sign in
  •  
      • Newsletters
      • Account details
      • Contact support
      • Sign out
     
     
    •  

      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
     
  • Follow us
    • Twitter
    • LinkedIn
    • Newsletters
    • YouTube
  • Register
  • Events
    • Upcoming events
      event logo
      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
      event logo
      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
      • ONLINE, ONLINE
      event logo
      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
      event logo
      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
      • Online, Online
      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
  • Industry blogs
  • Multi-Asset Review
  • ESG
Professional Adviser
Professional Adviser
Sponsored by BMO
  • Home
  • Investment
  • Retirement
  • Your profession
  • Regulation
  • Tax planning
  • Protection
  • Technology
  • Smarter Business
 
    • Newsletters
    • Account details
    • Contact support
    • Sign out
 
 
  •  

    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
 
  • Trending now
  • CII certificates go paperless
  • 4,000 firms could fail
  • 2021 PA Awards deadline 15th

News

Quilter adviser jobs at risk as firm moves towards self-employed model
  • Your profession
Quilter adviser jobs at risk as firm moves towards self-employed model

Integration of Charles Derby and Lighthouse

  • 26 January 2021
Revealed: PA Awards 2021 Adviser Firm of the Year shortlists
  • Your profession
Revealed: PA Awards 2021 Adviser Firm of the Year shortlists

Which firms made the shortlist?

  • 26 January 2021
Failed Liberty SIPP racks up almost 1,700 FSCS claims
  • Your profession
Failed Liberty SIPP racks up almost 1,700 FSCS claims

Entered administration in April 2020

  • 26 January 2021
Hargreaves Lansdown introduces tiered fee structure to utilise economies of scale
  • Investment
Hargreaves Lansdown introduces tiered fee structure to utilise economies of scale

Cuts fees across multi-manager range

  • 26 January 2021
SOLLA and Just Group update adviser vulnerability training
  • Retirement
SOLLA and Just Group update adviser vulnerability training

Covid-19 and cognitive decline

  • 26 January 2021
Hurst Group's Harwood Wealth Management confirms further acquisitions
  • Your profession
Hurst Group's Harwood Wealth Management confirms further acquisitions

Acquired £1.25bn in AUM

  • 25 January 2021
Thorntons Investments acquires two Scottish IFA firms
  • Your profession
Thorntons Investments acquires two Scottish IFA firms

Will add around £175m in AuM

  • 25 January 2021
Perspective Financial Group makes 39th acquisition
  • Your profession
Perspective Financial Group makes 39th acquisition

39th deal since 2008

  • 25 January 2021
US private equity firm set to acquire AFH in £225m deal
  • Your profession
US private equity firm set to acquire AFH in £225m deal

AFH Financial Group has received a £224.5 million cash offer to take over the business from US-based private equity company Cortina Bidco.

  • 25 January 2021
Three things your clients may call you about this week ...
  • Your profession
Three things your clients may call you about this week ...

Netwealth on hunt for IFAs

  • 25 January 2021
UK borrows £34bn in December as public sector debt set to increase through 2021
  • Investment
UK borrows £34bn in December as public sector debt set to increase through 2021

Third highest monthly figure since 1993

  • 22 January 2021
Advisers to be levied £240m again as FSCS announces £1bn overall levy
  • Regulation
Advisers to be levied £240m again as FSCS announces £1bn overall levy

'Cannot normalise this level of loss'

  • 22 January 2021
Quilter supports 285 young carers in the UK by raising £10,600
  • Your profession
Quilter supports 285 young carers in the UK by raising £10,600

Supported over Christmas

  • 22 January 2021
Treasury Taskforce to address FSCS levy concerns and work with FCA
  • Regulation
Treasury Taskforce to address FSCS levy concerns and work with FCA

Plus online scams

  • 22 January 2021
MPs call on FCA to do more for British Steel victims
  • Your profession
MPs call on FCA to do more for British Steel victims

Regulator 'follows not leads'

  • 21 January 2021
Advisers urged to encourage 'frugal' retirees to spend more
  • Your profession
Advisers urged to encourage 'frugal' retirees to spend more

6.4% of over 80s saving for end of life needs

  • 21 January 2021
Regulator set to cap 'excessive' CMC fees
  • Regulation
Regulator set to cap 'excessive' CMC fees

Maximum 30% of redress

  • 21 January 2021
Aviva set to continue work from home following pandemic
  • Your profession
Aviva set to continue work from home following pandemic

Staff can come in if they wish

  • 21 January 2021
The Art of Finance to host exam revision workshops
  • Your profession
The Art of Finance to host exam revision workshops

Two-day remote learning sessions

  • 21 January 2021
Nucleus takes institutional approach with low-cost MPS launch
  • Wrap/platforms
Nucleus takes institutional approach with low-cost MPS launch

'Better value for money'

  • 21 January 2021
President Biden signs order for US to rejoin Paris climate agreement
  • Investment
President Biden signs order for US to rejoin Paris climate agreement

Took office yesterday

  • 21 January 2021
AJ Bell platform AUA top £55bn in last quarter
  • Wrap/platforms
AJ Bell platform AUA top £55bn in last quarter

Inflows increased 67% in the quarter

  • 21 January 2021
Premier Miton introduces changes to its multi-manager funds range amid shake-up
  • Investment
Premier Miton introduces changes to its multi-manager funds range amid shake-up

Simon Evan-Cook to leave business later this month

  • 20 January 2021
Access fund launches help drive UK December fund flows into positive territory
  • Investment
Access fund launches help drive UK December fund flows into positive territory

UK-domiciled equity funds add £24.2bn

  • 20 January 2021
123

Most read

Advisers to be levied £240m again as FSCS announces £1bn overall levy
Advisers to be levied £240m again as FSCS announces £1bn overall levy
Fidelity joins the party: How vertically integrated firms are shaping up in 2021
Fidelity joins the party: How vertically integrated firms are shaping up in 2021
Quilter adviser jobs at risk as firm moves towards self-employed model
Quilter adviser jobs at risk as firm moves towards self-employed model
Revealed: PA Awards 2021 Adviser Firm of the Year shortlists
Revealed: PA Awards 2021 Adviser Firm of the Year shortlists
US private equity firm set to acquire AFH in £225m deal
US private equity firm set to acquire AFH in £225m deal
  • About Us
  • Contact Us
  • Marketing solutions
  • Terms and conditions
  • Policies
  • Careers
  • Twitter
  • LinkedIn
  • Newsletters
  • YouTube

Incisive Footer Logo

© 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
Loading