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Professional Adviser

Professional Adviser

Articles by Professional Adviser

What Justin Bieber is telling you about your clients

Your profession

What Justin Bieber is telling you about your clients

‘In our world, success, true success, is delivering someone to their goal’

clock 22 April 2026 • 2 min read
What golf's distance problem can tell us about the future of platforms

Wrap/platforms

What golf's distance problem can tell us about the future of platforms

'We can't hope to fulfil our potential by standing still'

clock 22 April 2026 • 4 min read
Understanding the sale process and what matters to secure a good outcome

Your Business

Understanding the sale process and what matters to secure a good outcome

Due diligence is often the most stressful part of the sale process

clock 22 April 2026 • 4 min read
'A parrot and a Labrador': Is the CEO who doubts AI running out of time?

Technology

'A parrot and a Labrador': Is the CEO who doubts AI running out of time?

‘The US is building AI analysts. The UK is mostly building AI auditors’

clock 22 April 2026 • 5 min read
Could investment managers be replaced by AI? Is it time to become a plumber?

Investment

Could investment managers be replaced by AI? Is it time to become a plumber?

Asking AI the important investment questions

clock 21 April 2026 • 4 min read
Bank return to advice is a rare case of sequel eclipsing original

Your profession

Bank return to advice is a rare case of sequel eclipsing original

‘Most banks and financial advisers will be serving vastly different customer bases’

clock 21 April 2026 • 5 min read
VCTs bring green shoots as tax burdens bite

VCTs / EIS

VCTs bring green shoots as tax burdens bite

The VCT fundraising season is in full swing

clock 21 April 2026 • 4 min read
People Moves: Former footballer joins Melville Independent as an adviser

People

People Moves: Former footballer joins Melville Independent as an adviser

Christophe Berra joins

clock 21 April 2026 • 1 min read
Adapting portfolios for a more fragile world

Investment

Adapting portfolios for a more fragile world

'Europe remains especially exposed given its reliance on imported energy'

clock 20 April 2026 • 3 min read
Failed financial advice firms tracker

Regulation

Failed financial advice firms tracker

Firms that the FSCS has confirmed as failed since the start of 2023

clock 20 April 2026 • 1 min read
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