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Professional Adviser

Professional Adviser

Articles by Professional Adviser

The importance of defining the roles within a SSAS

Pensions

The importance of defining the roles within a SSAS

'Poor role discipline can create compliance, tax and fiduciary risk'

clock 08 October 2026 • 4 min read
Beyond the meeting note: Five stages of AI maturity in financial advice

Technology

Beyond the meeting note: Five stages of AI maturity in financial advice

'Internal efficiency matters, but it is only part of the opportunity'

clock 08 October 2026 • 6 min read
This time: 'A drastic fiscal situation may necessitate drastic action'

Your profession

This time: 'A drastic fiscal situation may necessitate drastic action'

'This time it feels like something significant may happen'

clock 08 October 2026 • 5 min read
The problem with decumulation isn't withdrawal rates - it's platform plumbing

Income

The problem with decumulation isn't withdrawal rates - it's platform plumbing

'It's time to think differently about sequencing risk'

clock 08 October 2026 • 4 min read
All the advice firm acquisitions that have taken place in 2026

Your Business

All the advice firm acquisitions that have taken place in 2026

Keeping track of the ongoing consolidation in the advice industry

clock 08 October 2026 • 4 min read
People Moves: Brooks Macdonald CFO exits

People

People Moves: Brooks Macdonald CFO exits

Katherine Jones steps down with Lucy Tilley appointed

clock 08 October 2026 • 1 min read
Chris Justham: Why the industry must 'entertain and engage' investors

Investment

Chris Justham: Why the industry must 'entertain and engage' investors

‘We can’t just offer them a dry cracker and ask them to chew it down’

clock 07 October 2026 • 3 min read
Where can investors find value in a changing bond market?

Fixed Income

Where can investors find value in a changing bond market?

'Bond markets have entered a more demanding phase'

clock 07 October 2026 • 4 min read
Appointed representatives: Are you really in control of the risks?

Regulation

Appointed representatives: Are you really in control of the risks?

'The FCA doesn't just want oversight, it wants evidence'

clock 06 October 2026 • 7 min read
Darius McDermott: Is it time to take another look at China?

Investment

Darius McDermott: Is it time to take another look at China?

'It has been a difficult period for the Chinese stock market'

clock 06 October 2026 • 5 min read
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