Who it is for
- Financial advisers and paraplanners.
- Investment committee members, and portfolio managers running discretionary and model portfolio services.
- Wealth managers and private bankers.
- Fund selectors and gatekeepers.
People in product and distribution roles at asset managers and platforms are welcome to register. We write for the people who choose investments on behalf of clients.
What every desk will cover
Each of our seven desks carries a Professional room with the same six modules, so you learn the layout once.
| Module |
What it covers |
| Market |
What changed this month, and where yields, valuations and flows stand |
| Vehicles |
Direct holdings, OEICs, ETFs, investment trusts, LTAFs, structured products and model portfolio exposure, with costs and liquidity terms |
| Data |
Flows, fees, dispersion and availability on platforms, with the method behind every figure |
| Regulation and tax |
Disclosure rules, Consumer Duty, ISA, pension and inheritance tax treatment, and dealing and notice terms |
| Due diligence |
The questions to ask managers and providers, and the red flags |
| Client conversation |
A link to the matching investor explainer, written for clients to read |
The desks, for professionals
| Desk |
Professional focus |
| Bonds & Cash |
Gilts and gilt ladders for income and drawdown, corporate bonds, money market funds and the line between cash and investing |
| Funds & ETFs |
Fund selection, costs, investment trust discounts and what sits inside model portfolios |
| Equities |
UK, US, Indian and global equity exposure, equity income and the vehicles that deliver them |
| Property |
REITs, property funds and their dealing terms, and buy-to-let for clients who already own it |
| Gold & Commodities |
Gold and commodity vehicles, their costs, their tax treatment and how they are held |
| Private Markets |
LTAFs, PISCES, VCTs, EIS, private credit and private equity: access, notice periods, platform availability and suitability |
| Alternatives |
Infrastructure and renewables trusts, digital asset products, structured products and absolute return funds |
Across the desks
We are building these for professional readers. None is live yet.
- The Regulation and Tax Clock: every dated rule and tax change that affects client portfolios, each with an explainer.
- The Asset Class Monitor: a monthly page for each desk on flows, yields and valuations, fees and where vehicles are available.
- The Pensions and IHT 2027 Casebook: monthly technical cases on asset location (pension, ISA, general account, bonds, AIM shares, trusts) under the new inheritance tax rules for pensions.
- Practice: targeted support, simplified advice and the running of an advice business.
- The Professional Briefing: an email every Tuesday with regulation, data and due diligence, asset class by asset class.
How access works
TID Professional is free. To read gated content, download data and receive the Professional Briefing, you register and we verify that you work in the industry, using your FCA Firm Reference Number or a check of your work email address. We check because content written for professionals has to be kept for professionals. The summary of each Professional room stays visible to everyone.
Any sponsored professional content will be labelled and will sit behind registration, never in front of private investors. See independence and how we make money. What we collect when you register is set out in our privacy notice.
Register your interest
Registration opens with our launch issues. Register your interest now and we will email you when it opens, so that you can verify and choose your briefings. You can also email editor@theinvestmentdaily.com with “TID Professional” in the subject line.