Professional Adviser

Professional Adviser

For the latest news and updates for financial advisers and paraplanners.

11/12/2023

FCA's advice/guidance review: 'Boundaries must not be blurred' http://ow.ly/i8fA1055gLs

11/12/2023

PA Asks: When did you last start working with a new platform? http://ow.ly/avm51055gLr

08/12/2023

Majority of IFAs 'concerned' about artificial intelligence http://ow.ly/ftsw10552ws

08/12/2023

FCA plans 'new form of simplified advice' in advice/guidance review http://ow.ly/XgXq10552ki

08/12/2023

Nurturing trust and loyalty: The fourth pillar of Consumer Duty http://ow.ly/1juT10551VC

08/12/2023

Video: PA's top news stories of the week: SJP shuffle; MPS stress; Skerritts acquisition http://ow.ly/5GZk10551Vz

07/12/2023

Somerset Capital Management to close after SJP redemptions http://ow.ly/mnEe1054Xpz

07/12/2023

Platforms facing 'heaps of adviser demands' in 'challenging market' http://ow.ly/Uozj1054X1Q

07/12/2023

FCA slams financial promotion exemptions for HNW individuals http://ow.ly/y1qJ1054X1M

07/12/2023

FCA: Blackmore Bond promotions had 'very relevant risk warnings' http://ow.ly/64lh1054WrS

07/12/2023

Model portfolio services outperform adviser platform market http://ow.ly/YCQx1054WrQ

07/12/2023

Advisers partner with fewer DFMs post-Consumer Duty http://ow.ly/tqB01054WrP

07/12/2023

How blockchain can bring real-world benefits to pensions http://ow.ly/rQtE1054Wfv

07/12/2023

Advisers partner with fewer DFMs amid Consumer Duty http://ow.ly/hNe31054Wft

07/12/2023

Infrastructure: Three reasons why it is time to rethink allocations http://ow.ly/KW2t1054VaJ

07/12/2023

AJ Bell pre-tax profit up 50% to £87.7m as platform numbers soar http://ow.ly/7KMq1054VaG

07/12/2023

Remaining Woodford fund assets shrink 40% since last distribution http://ow.ly/2M2u1054VaE

07/12/2023

Advisers say inflation is the biggest threat for clients http://ow.ly/K8Vv1054V34

07/12/2023

Majority of advisers say an intergenerational approach is important http://ow.ly/QWEB1054V33

06/12/2023

Low awareness of bond tax benefits 'a growing concern for advisers' http://ow.ly/tCB31054QbO

06/12/2023

Immediate needs annuities: Tackling the LTC conundrum http://ow.ly/jJl81054QbM

06/12/2023

Advice firm Holborn Assets under FSCS investigation http://ow.ly/bzQ61054QbH

06/12/2023

Why annuities 'rightly' have key role in clients' retirement income http://ow.ly/bra31054Pfg

06/12/2023

Advised investors with strong risk appetite favour returns over ESG http://ow.ly/Sfcg1054Pff

06/12/2023

Advisers need to be 'proactive' ahead of April ISA lock-in date http://ow.ly/gCNk1054OO0

06/12/2023

FOS to cut case fee costs and levy bill by £60m next year http://ow.ly/Vx0n1054OsK

06/12/2023

Skerritts adds £230m AUM with Chester adviser acquisition http://ow.ly/2TRW1054OsI

05/12/2023

Three things that make platforms stand out to advisers http://ow.ly/e4mI1054Jtu

05/12/2023

British Steel-linked advice firm goes under FSCS investigation http://ow.ly/k8y71054Jtt

05/12/2023

Evelyn Partners buys tax specialist practice Harwood Hutton http://ow.ly/uZ0z1054Jtr

05/12/2023

Advisers drive multi-asset inflows to Premier Miton amid tough year http://ow.ly/Gixv1054IQf

05/12/2023

Nucleus lowers platform charge for second time in 18 months http://ow.ly/xJh41054IAx

05/12/2023

New market entrant Liberate Wealth makes second acquisition http://ow.ly/Ymtt1054IpY

05/12/2023

Nucleus lowers platform charges for second time in 18 months http://ow.ly/ys8k1054IpW

05/12/2023

Fintel reveals £3.5m acquisition of Synaptic Software http://ow.ly/ypin1054I0N

05/12/2023

Gilt pressure sees DB transfer take-up levels hit 'all time low' http://ow.ly/K87q1054HPs

04/12/2023

'Steering clients through minefields that have become the norm' http://ow.ly/zPCt1054BWh

04/12/2023

Evolution in motion: The changing face of practice management systems http://ow.ly/8Cbs1054BVU

04/12/2023

2024 could see end of abnormal 'nirvana' period for MPS solutions http://ow.ly/iYRJ1054BVR

04/12/2023

SJP changes in action with fund manager and charges shuffle http://ow.ly/E6mT1054Bhy