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Professional Adviser

Professional Adviser

Articles by Professional Adviser

People Moves: Evelyn Partners financial planning director leaves for RBC

People

People Moves: Evelyn Partners financial planning director leaves for RBC

Christy Nevin joins RBC Brewin Dolphin

clock 10 July 2026 • 1 min read
Carla Brown on PFS/CII relationship reset and how chartered status is 'essential'

Your profession

Carla Brown on PFS/CII relationship reset and how chartered status is 'essential'

PFS president and chair joins Professional Adviser in the studio

clock 10 July 2026 • 1 min read
Have gilts lost their role as portfolio diversifiers?

Fixed Income

Have gilts lost their role as portfolio diversifiers?

Gilt volatility – the new normal?

clock 10 July 2026 • 6 min read
Beyond the 60/40: Why the traditional portfolio blueprint is being tested again

Investment

Beyond the 60/40: Why the traditional portfolio blueprint is being tested again

'Bonds should not be doing all the defensive work'

clock 09 July 2026 • 4 min read
LV= again backs PA's Women in Financial Advice Awards as headline sponsor

Your profession

LV= again backs PA's Women in Financial Advice Awards as headline sponsor

Second year as lead sponsor on WIFA

clock 09 July 2026 • 1 min read
Financial services M&A: How to prepare for a sale

Your Business

Financial services M&A: How to prepare for a sale

What should owners be thinking about when considering the sale of a financial services business?

clock 09 July 2026 • 4 min read
How does a Model B platform work and what are the differences with other models?

Wrap/platforms

How does a Model B platform work and what are the differences with other models?

Mark Rendle explains how a 'Model B' platform works and how it differs from other models...

clock 09 July 2026 • 4 min read
IHT on pensions: Why the compliance challenge is bigger than the tax change

Tax planning

IHT on pensions: Why the compliance challenge is bigger than the tax change

Advisers are revisiting long-held assumptions

clock 08 July 2026 • 4 min read
Roger Brosch: Playing to respective skill sets

Technology

Roger Brosch: Playing to respective skill sets

'Clients want quality time and attention and a human to talk to'

clock 08 July 2026 • 4 min read
Sneha Shah: The AI era demands redesign, not optimisation

Technology

Sneha Shah: The AI era demands redesign, not optimisation

'One of AI's most powerful effects is removing the administrative and coordination burden'

clock 08 July 2026 • 5 min read
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