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Professional Adviser

Professional Adviser

Articles by Professional Adviser

AI is fast turning into an asset allocation story, not just a technology story

Investment

AI is fast turning into an asset allocation story, not just a technology story

'What is being challenged is not whether AI matters, but who captures the economics'

clock 07 August 2026 • 5 min read
What the Cyber Security and Resilience Bill means in practice

Technology

What the Cyber Security and Resilience Bill means in practice

Managing cyber compliance in financial services

clock 07 August 2026 • 4 min read
Feel Good Friday: First Wealth launches donor advised fund

Your profession

Feel Good Friday: First Wealth launches donor advised fund

Supporting The Global Returns Project, Grief Encounter, FoodCycle and Verve Foundation

clock 07 August 2026 • 1 min read
Darius McDermott: Have megatrends changed the game?

Investment

Darius McDermott: Have megatrends changed the game?

'Disruptive forces are at work in the global economy'

clock 06 August 2026 • 5 min read
Why Andy Burnham must harness the power of long-term policy to give investors confidence

UK

Why Andy Burnham must harness the power of long-term policy to give investors confidence

'It’s fair to say it's been far livelier in Westminster this summer than usual'

clock 06 August 2026 • 4 min read
Trust Registration Service: A hidden opportunity for advisers?

Estate planning

Trust Registration Service: A hidden opportunity for advisers?

More than a registration exercise

clock 06 August 2026 • 6 min read
How MPS is helping advisers do more financial planning

DFM & Model Portfolios

How MPS is helping advisers do more financial planning

'Advisers who have made the change often describe a clearer sense of purpose'

clock 05 August 2026 • 4 min read
An adviser wants to leave. Should you let them?

Your Business

An adviser wants to leave. Should you let them?

'It's every advice business owner's nightmare'

clock 05 August 2026 • 5 min read
Ahmed Bawa: AI must support, not replace, advisers

Technology

Ahmed Bawa: AI must support, not replace, advisers

'Just because AI can - in theory - perform a particular role, we need to ask whether it's a good idea'

clock 05 August 2026 • 4 min read
Mills' AI market power warning – is this the Uberisation of advice?

Technology

Mills' AI market power warning – is this the Uberisation of advice?

'The Mills Review stated the threat and now is the time to respond'

clock 05 August 2026 • 4 min read
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