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Professional Adviser

Professional Adviser

Articles by Professional Adviser

All the advice firm acquisitions that have taken place in 2024

Your Business

All the advice firm acquisitions that have taken place in 2024

Keeping track of the ongoing consolidation of the advice industry

clock 21 January 2025 • 3 min read
Younger clients: No need for advisers to play 'waiting game'

Your profession

Younger clients: No need for advisers to play 'waiting game'

'One of the challenges that advisers can face is simply connecting with younger people'

clock 20 January 2025 • 4 min read
PA Working Lunch: Orbis on risk and return from the bottom up

Investment

PA Working Lunch: Orbis on risk and return from the bottom up

Join PA and Orbis on Wednesday for an informative online session

clock 20 January 2025 • 1 min read
Step by step: Five ways IFAs can build a better business

Your Business

Step by step: Five ways IFAs can build a better business

'Ultimately, the work that advisers do is incredibly valuable'

clock 17 January 2025 • 5 min read
'Why we're never more than two steps away from financial vulnerability'

Regulation

'Why we're never more than two steps away from financial vulnerability'

'The truth is that vulnerability is a broad spectrum'

clock 17 January 2025 • 5 min read
What to expect from AI in financial advice in 2025

Technology

What to expect from AI in financial advice in 2025

AI has already taken root in many of our daily lives

clock 16 January 2025 • 4 min read
2025 investment trends: The updated reality in wealth management

Economics / Markets

2025 investment trends: The updated reality in wealth management

'The future of wealth management will lie in personalisation'

clock 16 January 2025 • 4 min read
PA Awards 2025: Multi-asset shortlists revealed

Investment

PA Awards 2025: Multi-asset shortlists revealed

The industry’s best in balanced, high yield, adventurous and cautious funds

clock 15 January 2025 • 2 min read
The art of rebalancing: Looking under the bonnet of MPS

Managed solutions

The art of rebalancing: Looking under the bonnet of MPS

How rebalancing portfolios works in practice

clock 14 January 2025 • 10 min read
Retirement confidence: Why are women still lagging behind?

Pensions

Retirement confidence: Why are women still lagging behind?

'If we don't do better, the gender pensions gap won't be closing any time soon'

clock 14 January 2025 • 4 min read
234
Most read
01

Investment trusts: What the Saba saga means for advisers

03 February 2025 • 4 min read
02

'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
03

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
04

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
05

Saba CEO lambasts investment trust 'UK boys club' ahead of crunch votes

03 February 2025 • 4 min read
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