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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Adventures in AI: Managing security and data risks

Technology

Adventures in AI: Managing security and data risks

Part two in a series...

clock 06 January 2026 • 4 min read
Doug Brodie: Start where the client starts - income, not risk

Income

Doug Brodie: Start where the client starts - income, not risk

Using investment trusts to solve the drawdown problem, part two

clock 06 January 2026 • 5 min read
Platform service improvement: Why the industry needs a collective voice

Wrap/platforms

Platform service improvement: Why the industry needs a collective voice

'As long as transparency is voluntary, it will remain selective'

clock 06 January 2026 • 4 min read
Evolution of pension recommendations and how 2026 may influence change

Pensions

Evolution of pension recommendations and how 2026 may influence change

Next year could be the start of something big

clock 06 January 2026 • 4 min read
UK tax changes for non-residents: The abolition of the dividend tax credit

Tax planning

UK tax changes for non-residents: The abolition of the dividend tax credit

'The key is correctly identifying each category and modelling the two methods side by side'

clock 06 January 2026 • 7 min read
People Moves: Ben Hammond joins AheadMG as wealth and partnerships director

People

People Moves: Ben Hammond joins AheadMG as wealth and partnerships director

Formerly of The Lang Cat

clock 06 January 2026 • 1 min read
Market Movers: Oil spike and Trump pledges not enough for managers to make long-term oil bet

Markets

Market Movers: Oil spike and Trump pledges not enough for managers to make long-term oil bet

BP, Chevron and ExxonMobil all up

clock 06 January 2026 • 1 min read
Platforms have claimed their place at the core of investing

Wrap/platforms

Platforms have claimed their place at the core of investing

'Platforms have been firmly in the middle of this proliferation'

clock 05 January 2026 • 4 min read
How digital advice apps can help bridge the advice gap and deliver targeted support

Technology

How digital advice apps can help bridge the advice gap and deliver targeted support

'This is not about replacing advisers, it's about extending their reach'

clock 05 January 2026 • 3 min read
Debt nation: Why financial education must become a national priority

Your profession

Debt nation: Why financial education must become a national priority

Financial literacy isn't a 'nice-to-have' - it's a national resilience strategy

clock 05 January 2026 • 3 min read
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