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Professional Adviser

Professional Adviser

Articles by Professional Adviser

The rise of the planning-led advice firm

DFM & Model Portfolios

The rise of the planning-led advice firm

'Combining trust and reassurance keeps clients engaged for the long term'

clock 20 October 2026 • 3 min read
Autumn Budget 2026: Reports suggest CGT/income tax equalisation off the table

UK

Autumn Budget 2026: Reports suggest CGT/income tax equalisation off the table

Keeping you updated in the run up to 28 October

clock 20 October 2026 • 1 min read
The FCA's MPS crackdown: Five questions advisers will need to answer

DFM & Model Portfolios

The FCA's MPS crackdown: Five questions advisers will need to answer

'MPS is now a heavily scrutinised, regulated proposition'

clock 20 October 2026 • 4 min read
Why housing wealth should be part of the advice conversation

Equity release

Why housing wealth should be part of the advice conversation

'Industry's challenge is less about products, and more about process'

clock 20 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 20 October 2026 • 4 min read
People Moves: Continuum hires former snooker pro

People

People Moves: Continuum hires former snooker pro

Paul Wykes joins from SFIA Wealth Management

clock 20 October 2026 • 1 min read
China's historic move away from coal shows why investors need to keep digging

Investment

China's historic move away from coal shows why investors need to keep digging

'A key challenge for investors is to identify the pockets of genuine innovation'

clock 19 October 2026 • 4 min read
Why the protection gap is a problem of reach

Protection

Why the protection gap is a problem of reach

'Most people I meet have never had protection properly explained to them'

clock 16 October 2026 • 4 min read
Planning points: Paying pension funds to charity on death

Pensions

Planning points: Paying pension funds to charity on death

IHT on pensions may create opportunities for charitable giving

clock 16 October 2026 • 3 min read
Feel Good Friday: National Pension Tracing Day launches 2026 campaign with first-ever public awareness event

Your profession

Feel Good Friday: National Pension Tracing Day launches 2026 campaign with first-ever public awareness event

Secondsight leads campaign

clock 16 October 2026 • 1 min read
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