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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Platform functionality: Beware change for change's sake

Wrap/platforms

Platform functionality: Beware change for change's sake

'It's all too easy to end up in the realm of bolt-ons and fripperies'

clock 26 June 2026 • 4 min read
Advice M&A: Why integration needs a day-one plan

Your Business

Advice M&A: Why integration needs a day-one plan

'Clients need to be brought along on the journey'

clock 26 June 2026 • 4 min read
Why the FCA is digging into co-manufacturing

DFM & Model Portfolios

Why the FCA is digging into co-manufacturing

Ben Peele explores the 'uncomfortable truth' that sits at the centre of the co-manufacturing debate...

clock 26 June 2026 • 4 min read
Vanguard UK Platform Awards – Last day to vote

Wrap/platforms

Vanguard UK Platform Awards – Last day to vote

Last chance to vote across several categories

clock 26 June 2026 • 1 min read
'More essential than ever': Paraplanners in the age of AI

Technology

'More essential than ever': Paraplanners in the age of AI

'Change of this kind unsettles people, and it should be taken seriously rather than dismissed'

clock 25 June 2026 • 5 min read
Paying IHT on pensions: The potentially 'gruelling' process for personal representatives

Tax planning

Paying IHT on pensions: The potentially 'gruelling' process for personal representatives

'Pension entitlements cropping up much later will cause a big headache for PRs'

clock 25 June 2026 • 12 min read
Are financial advisers overlooking a vital client segment?

Your profession

Are financial advisers overlooking a vital client segment?

Advisers must actively engage women early in the advisory journey

clock 25 June 2026 • 4 min read
Is FCA expert evidence truly independent?

Regulation

Is FCA expert evidence truly independent?

Upper Tribunal judgment thinks not

clock 25 June 2026 • 5 min read
Turning tax year-end regret into a new tax year opportunity

Tax planning

Turning tax year-end regret into a new tax year opportunity

The most common regret is leaving things too late

clock 24 June 2026 • 3 min read
Andrew Goodwin: Why AI is far from the cat's whiskers for financial advice

Technology

Andrew Goodwin: Why AI is far from the cat's whiskers for financial advice

Why would someone trust AI to plot their financial future when it can't even get a daft snapshot of a cat right?

clock 24 June 2026 • 4 min read
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