Professional Adviser
WEB3 days ago · News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance
The latest conferences and events for financial advisers and …
WEBJan 10, 2024 · Professional Adviser events. Professional Adviser produces must-attend live and virtual conferences, webinars and awards ceremony for financial advisers.
Corporate Chartered status: Is it worth the years-long slog?
WEBSep 8, 2021 · One of the most stringent requirements demands that at least 50% of advisers working at a corporate Chartered firm hold the Chartered financial planner title. As it can take individuals years to ...
About us | Professional Adviser
WEBProfessional Adviser provides a must-read information service for UK-based regulated financial advisers, offering swift and comprehensive insight into developments in the financial services sector ...
News - Professional Adviser
WEBSep 6, 2024 · FCA operating costs of £761m spiked again last year. Tech investment contributes to £44.8m deficit while fee income increases. 06 September 2024 • 2 min read. Regulation.
The new RMAR reporting requirements: A breakdown
WEBNov 8, 2011 · Following a consultation in May, here are the new reporting requirements: -Firms will need to record the charging structures in the original proposals (per hour and percentage of investment) and ...
Tech Review: Axa Elevate - professionaladviser.com
WEBMark Loosmore. 03 February 2011 •. AT8's Mark Loosmore investigates how AXA Wealth's Elevate platform has successfully set out its stall to align itself to the IFAs' perspective. Last week, we ...
OMW platform finally rebrands to Quilter - Professional Adviser
WEB14 June 2021 • 1 min read. Quilter’s adviser platform Old Mutual Wealth has rebranded to match its parent company after a long and expensive re-platforming project. The adviser platform now ...
Ten things you didn't know you could do on FE Analytics
WEB05 March 2014 • 5 min read. Introducing the first in a series of helpful hints and tips on the research tools most used by advisers and paraplanners, we reveal ten things you didn't know you ...
True Potential CEO: How AI is helping fill the advice gap problem
WEB23 February 2024 • 6 min read. True Potential chief executive Daniel Harrison lifts the lid on the wealth manager’s use of artificial intelligence (AI) to show how the technology can be used ...