Latest - The Investment Committee

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  Investment Committee Webinar: Dissecting income for 2020 and beyond

  2 July 2020

  Professional Paraplanner invites you to join our next Investment Committee webinar, presented by Fidelity International, looking at the important topic of income, including practical tips in respect of the outlook for dividends. Date and time: Tuesday Jul 14, 2020 10:30 AM REGISTER HERE Webinar topic: Given the nature of the shock of COVID-19 to the...

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  Liontrust multi-manager buy continues M&A strategy

  2 July 2020

  Liontrust Asset Management has acquired UK investment business Architas in a deal worth £75 million, as it seeks to expand its offering to advisers. The deal, which includes the acquisition of Architas Multi-Manager and Architas Advisory Services from parent company Axa, will bring £5.6 billion assets under management and advice to Liontrust. Liontrust’s total...

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  UK Structured Products Association 20-minute webinars on Portfolio Optimiser tool

  2 July 2020

  The UK Structured Products Association (UKSPA) is running three free-to-attend, live webinars for investment professionals keen to learn more about its recently launched Portfolio Optimiser tool. Launched in March 2020, Portfolio Optimiser enables investment professionals to see how structured products could work within a wider investment portfolio. The tool is backed by robust data...

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  Professional Paraplanner webinars watch on demand & 2020 CPD

  2 July 2020

  Our webinar series are now firmly underway. This includes webinars for our Investment Committee and Technical Insight Seminars. While our Technical Insight and Investment Committee Seminars are on hold until larger gatherings are possible, our series of webinars are well under way. Paraplanners receiving our daily email alerts will have seen the notifications of...

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  TDQ: TEST YOUR KNOWLEDGE – ANSWERS

  2 July 2020

  As part of our Training, Development and Qualifications (TDQ) series, Professional Paraplanner has teamed up with key training and exam support providers to help you to, amongst other things, revise for your qualifications. Below you will find also the cross-references for the 10 questions in this month’s TDQ: Test Your Knowledge, which we posed...

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  TEST YOUR KNOWLEDGE QUESTIONS

  2 July 2020

  For Professional Paraplanner’s TDQ (Training, Development and Qualifications) series, we have teamed up with key support providers, such as Brand Financial Training, to provide our readers with the very best in training, development and exam support. This series aims to provide you with valuable advice and guidance materials to help you achieve your training...

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  YOUR JULY/AUGUST 2020 MAGAZINE IS LIVE

  1 July 2020

  CLICK HERE TO ACCESS THE ISSUE ONLINE OR DOWNLOAD IT AS A PDF: Inside our biggest issue yet you’ll find: All the winners from our 2020 AWARD The Paraplanner Awards Winners of the six Paraplanner awards including interviews The Provider Awards The companies nominated by you as the best in their category Paraplanner profile...

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  Common sense in current markets over alpha chasing

  30 June 2020

  Investment fundamentals should be followed by fund selectors, over chasing alpha, BMO multi-managers Gary Potter and Kelly Prior tell Rob Kingsbury. “Fund selectors have got to be sensible; they have to stand back and look at what they are buying and at what price,” says Potter. “It’s right that people broaden their thought processes...

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