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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Female client focus 'vital' as great wealth transfer comes

Your profession

Female client focus 'vital' as great wealth transfer comes

Intergenerational wealth planning importance

clock 06 February 2026 • 1 min read
Andrew Goodwin: Flipping the narrative on successful investing

Your profession

Andrew Goodwin: Flipping the narrative on successful investing

'He's a pinball wizard, there has to be a twist'

clock 06 February 2026 • 4 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 06 February 2026 • 1 min read
Baton change: What comes after exceptional

Multi-Asset

Baton change: What comes after exceptional

In the first of a regular series of multi-asset focused articles, Louis Hutchings looks at what comes after exceptional...

clock 06 February 2026 • 4 min read
Navigating FCA skilled person reviews, remediation, and past business reviews

Regulation

Navigating FCA skilled person reviews, remediation, and past business reviews

Risk of s166 review has 'never been more significant'

clock 05 February 2026 • 2 min read
Why firms should prepare for the Consumer Duty to be loosened

Regulation

Why firms should prepare for the Consumer Duty to be loosened

'The pressure to act is growing not just from industry, but from politicians too'

clock 04 February 2026 • 4 min read
Preparing to sell an advisory business and planning for what comes after

Your Business

Preparing to sell an advisory business and planning for what comes after

'In short, do not rush into a process until you have your proverbial ducks in a row'

clock 03 February 2026 • 5 min read
People Moves: M&G adds to technical team

People

People Moves: M&G adds to technical team

Appoints Kirsten Morgan and Shoaib Ahmed

clock 03 February 2026 • 1 min read
The time is now to prepare for IHT tax shifts in 2027

Tax planning

The time is now to prepare for IHT tax shifts in 2027

'The introduction of IHT on pensions represents a fundamental shift in wealth transfer planning'

clock 03 February 2026 • 4 min read
Technology and vendor consolidation: A recipe for growth

Technology

Technology and vendor consolidation: A recipe for growth

From cost-cutting to strategic simplification

clock 02 February 2026 • 4 min read
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