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Professional Adviser

Professional Adviser

Articles by Professional Adviser

It's a family affair: How advisers can close the participation gap

Your profession

It's a family affair: How advisers can close the participation gap

Small changes to everyday conversations and meetings that make the biggest difference

clock 04 November 2026 • 4 min read
Utilities might be the next AI play for patient investors

Technology

Utilities might be the next AI play for patient investors

‘It’s less flashy than the tech sector’

clock 04 November 2026 • 3 min read
Opening up careers in financial services

Your profession

Opening up careers in financial services

Sponsored content from WIFA 2026 headline sponsor LV=

clock 04 November 2026 • 3 min read
Market Movers: US markets set for recovery after midterm 'Blue sweep' sparks sell-off

Markets

Market Movers: US markets set for recovery after midterm 'Blue sweep' sparks sell-off

Democrats take control of both houses of Congress

clock 04 November 2026 • 1 min read
WIFA 2026 headline sponsor video: LV= COO Anita Fernqvist talks female representation in advice

Your profession

WIFA 2026 headline sponsor video: LV= COO Anita Fernqvist talks female representation in advice

'Different perspectives around the table bring breadth of thinking'

clock 03 November 2026 • 1 min read
Why low-cost AI still needs a human at the helm to save advisers from a PI claim

Your Business

Why low-cost AI still needs a human at the helm to save advisers from a PI claim

While useful for file checking, firms must know AI’s limits

clock 02 November 2026 • 4 min read
All the advice firm acquisitions that have taken place in 2026

Your Business

All the advice firm acquisitions that have taken place in 2026

Keeping track of the ongoing consolidation in the advice industry

clock 02 November 2026 • 5 min read
People Moves: Standard Life hires CEO of retirement solutions and group CIO

People

People Moves: Standard Life hires CEO of retirement solutions and group CIO

Michelle Ostermann joins with more than 30 years’ experience

clock 02 November 2026 • 1 min read
Feel Good Friday: CISI urges financial planners to give 'one hour' to upcoming Financial Planning Week

Your profession

Feel Good Friday: CISI urges financial planners to give 'one hour' to upcoming Financial Planning Week

Event takes place January 2027

clock 30 October 2026 • 1 min read
The real test of AI? Who gains access to advice

Technology

The real test of AI? Who gains access to advice

Not everyone needs the same advice

clock 30 October 2026 • 4 min read
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