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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Three communications surveillance gaps that cost mid-sized financial firms

Your Business

Three communications surveillance gaps that cost mid-sized financial firms

What mid-sized firms should demand from surveillance technology

clock 20 January 2026 • 3 min read
Will IHT reforms trigger a pension scam epidemic?

Tax planning

Will IHT reforms trigger a pension scam epidemic?

'People feel that they can trust what they see on social media'

clock 20 January 2026 • 4 min read
Why advisers should rethink their tax planning approach as VCT reliefs change

VCTs / EIS

Why advisers should rethink their tax planning approach as VCT reliefs change

And why it is not difficult

clock 19 January 2026 • 5 min read
Scaling financial planning firms: Ownership, accountability and continuous refinement

Technology

Scaling financial planning firms: Ownership, accountability and continuous refinement

True efficiency starts with adoption not accumulation

clock 19 January 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 19 January 2026 • 1 min read
People Moves: Nedgroup Investments hires Alan Wateridge to lead client team

People

People Moves: Nedgroup Investments hires Alan Wateridge to lead client team

New hire joins from Gallagher

clock 19 January 2026 • 1 min read
Webinar on 27 January: What role can VCTs play in advisers' toolkits after an eventful Budget?

VCTs / EIS

Webinar on 27 January: What role can VCTs play in advisers' toolkits after an eventful Budget?

Interactive Professional Adviser webinar on 27 January

clock 16 January 2026 • 1 min read
Climate data won't deliver good advice on its own

Green

Climate data won't deliver good advice on its own

As climate data becomes more prominent and sustainability expectations continue to rise, advisers need to focus less on chasing perfect metrics and more on applying informed judgement that reflects what clients actually want to achieve, according to Elly...

clock 16 January 2026 • 3 min read
Platforms in 2026: The good, the bad and the opportunity

Wrap/platforms

Platforms in 2026: The good, the bad and the opportunity

'The optimist sees the donut. The pessimist sees the hole'

clock 16 January 2026 • 4 min read
Feel Good Friday: Aviva launches unified charitable foundation

Your profession

Feel Good Friday: Aviva launches unified charitable foundation

Grant-giving and donation programmes now under the Aviva Foundation

clock 16 January 2026 • 1 min read
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