Professional Adviser
WEBNews, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance
Private equity-backed Progeny to acquire Edinburgh adviser
WEB11 July 2022 • 2 min read. Private equity-backed Progeny will expand its presence in Scotland through its latest acquisition plans. The multi-services company will buy Balmoral Asset Management ...
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 ...
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 ...
Defaqto expands Engage to include all tech required for advice
WEB29 February 2024 • 1 min read. Defaqto is extending its Engage offering and incorporating its adviser software into a single financial planning tool within it in a bid to “reduce costs ...
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 ...
Revealed: All the winners at the Professional Adviser Awards 2019
WEB07 February 2019 • 5 min read. Montage Wealth Management and Premier Asset Management were multiple winners at the 2019 Professional Adviser Awards, while 14 firms made the grade in this year's ...
Tech review: Voyant's cash flow software
WEBMay 5, 2011 · There are currently 580,000 SIPPs in the market – a growth of 30%. Two years ago, a young US-based company, Voyant launched its cash flow planning software in the UK. The decision wasn’t a ...
SJP broadens fund options with new accumulation range
WEB02 November 2022 • 2 min read. St. James’s Place (SJP) has rolled out a ‘fund-of-funds’ range named Polaris for clients looking to grow their wealth over a period of five years or more ...
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.
Skip to content