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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Digital natives, critical minds: What Gen Z's scepticism means for the future of wealth management

Your profession

Digital natives, critical minds: What Gen Z's scepticism means for the future of wealth management

'The industry faces a radical shift in generational expectations'

clock 14 July 2025 • 3 min read
How tax-advantaged investments are powering UK innovation and economic growth

VCTs / EIS

How tax-advantaged investments are powering UK innovation and economic growth

Schemes continue to fuel entrepreneurship and support innovation

clock 14 July 2025 • 4 min read
Bikes, bias and the quest for outperformance

Investment

Bikes, bias and the quest for outperformance

I'm a disciple of the philosophy espoused by Lotus founder Colin Chapman: 'Add lightness'

clock 14 July 2025 • 5 min read
People Moves: Nucleus adds two non-exec directors to board

People

People Moves: Nucleus adds two non-exec directors to board

Gail Bragg and Alasdair Clarkson appointed

clock 14 July 2025 • 1 min read
Market Movers: Industry confidence in chancellor's financial services growth plans rises

Markets

Market Movers: Industry confidence in chancellor's financial services growth plans rises

Ahead of this week’s Mansion House speech

clock 14 July 2025 • 1 min read
Who goes there? The curious case of the disembodied annuitants

Retirement income

Who goes there? The curious case of the disembodied annuitants

'It's especially important that advisers take the time to do a thorough research job'

clock 11 July 2025 • 4 min read
Business owners' estates: When cash can be a problem

Tax planning

Business owners' estates: When cash can be a problem

A complex, often overlooked threat

clock 11 July 2025 • 4 min read
'Excessive conservatism': Wealth fintech risks being left behind

Technology

'Excessive conservatism': Wealth fintech risks being left behind

'Nobody gets fired for buying IBM'

clock 11 July 2025 • 4 min read
Building a more resilient financial workforce through inclusive leadership

Your Business

Building a more resilient financial workforce through inclusive leadership

'In the UK's financial services sector, resilience, innovation and trust are top-line priorities'

clock 10 July 2025 • 6 min read
Confined to the dustbin? Weighing up the future of the Lifetime ISA

ISAs

Confined to the dustbin? Weighing up the future of the Lifetime ISA

‘LISAs only add to the already fragmented and complex ISA regime’

clock 10 July 2025 • 3 min read
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