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Professional Adviser

Professional Adviser

Articles by Professional Adviser

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
The adviser evolution: Why tax‑efficient investing is becoming essential, not optional

VCTs / EIS

The adviser evolution: Why tax‑efficient investing is becoming essential, not optional

Outcome‑driven advice will define future sector leaders

clock 17 April 2026 • 6 min read
Securing the future of financial planning: Inspiring the next generation

Your Business

Securing the future of financial planning: Inspiring the next generation

CISI's Carly Dunningham shares practical steps for firms

clock 17 April 2026 • 4 min read
Feel Good Friday: Chartered financial planner to run Manchester marathon 14 months after knee surgery

Your profession

Feel Good Friday: Chartered financial planner to run Manchester marathon 14 months after knee surgery

Raising money for a money literacy charity Money Ready

clock 17 April 2026 • 1 min read
Market turbulance, de-risking for retirement and the crucial role of annuities

Income

Market turbulance, de-risking for retirement and the crucial role of annuities

Annuities are now back to pre-2008 credit crunch levels

clock 17 April 2026 • 5 min read
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