professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Professional Adviser IQ
  • Events
  • More

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

    • Cost of Living
    • Partner Insight
    • Professional Adviser IQ

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
    • Investment IQ
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Author profile

Professional Adviser

Professional Adviser

Articles by Professional Adviser

Agentic AI, financial advice and the regulatory boundary: Who is really giving the advice?

Technology

Agentic AI, financial advice and the regulatory boundary: Who is really giving the advice?

'RegTech can provide the regulatory control layer'

clock 26 August 2026 • 4 min read
Phillip Wickenden: The Budget before the Budget

UK

Phillip Wickenden: The Budget before the Budget

America’s $40trn debt milestone is already narrowing the choices available in Britain’s October Budget. Advisers should watch how that pressure travels from the bond market into mortgages, tax and client plans, writes Phillip Wickenden.

clock 26 August 2026 • 5 min read
IHT on pensions: New thinking on taking income in retirement?

Pensions

IHT on pensions: New thinking on taking income in retirement?

‘This has undoubtedly had a huge impact on planning for many clients’

clock 26 August 2026 • 3 min read
Why advice firms risk mistaking progress for resilience

Technology

Why advice firms risk mistaking progress for resilience

Do not let caution cause inertia

clock 25 August 2026 • 5 min read
Market Movers: Gold and bitcoin shine as dollar 'debasement trade' gathers momentum

Markets

Market Movers: Gold and bitcoin shine as dollar 'debasement trade' gathers momentum

Investors seek safe havens amid continued Middle East tension

clock 25 August 2026 • 1 min read
ChatGPT does not know your client – make sure it never does

Technology

ChatGPT does not know your client – make sure it never does

'The problem is not that staff are trying to break the rules'

clock 25 August 2026 • 6 min read
Are financial services middle managers stuck between a rock and a hard place?

Your Business

Are financial services middle managers stuck between a rock and a hard place?

'Middle managers occupy a pivotal position'

clock 24 August 2026 • 4 min read
Darius McDermott: Electrification's second act

Investment

Darius McDermott: Electrification's second act

Electrification has become a national security question

clock 24 August 2026 • 5 min read
Pensions gender gap: A low-profile injustice that deserves more attention

Pensions

Pensions gender gap: A low-profile injustice that deserves more attention

'Pensions are one of the few financial products where time is the single biggest driver of outcome'

clock 24 August 2026 • 4 min read
People Moves: Openwork adds Quilter's M&A director

People

People Moves: Openwork adds Quilter's M&A director

‘Significant opportunity to use M&A to drive inorganic growth’

clock 24 August 2026 • 1 min read
123
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad