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Professional Adviser

Professional Adviser

Articles by Professional Adviser

How to successfully (and strategically) navigate PII as a financial adviser

Your Business

How to successfully (and strategically) navigate PII as a financial adviser

‘Don't be seduced by rock-bottom premiums'

clock 26 June 2025 • 4 min read
European equities: Why the joke is on the herd

Europe

European equities: Why the joke is on the herd

'Investors are realising the framing they have relied on is misguided'

clock 26 June 2025 • 5 min read
How 2025 financial trends are impacting businesses, investors and the profession

Your Business

How 2025 financial trends are impacting businesses, investors and the profession

'The coming months offer opportunities to reset, refocus and plan smarter'

clock 26 June 2025 • 4 min read
MPS: Would you trust AI to replace human decision-making?

DFM & Model Portfolios

MPS: Would you trust AI to replace human decision-making?

Firms increasingly exploring AI use to push gains even further

clock 26 June 2025 • 4 min read
Farmers to take government to court over IHT reform

Tax planning

Farmers to take government to court over IHT reform

Claimants said govt 'failed' to consult with the sector on IHT Autumn Budget

clock 26 June 2025 • 3 min read
What can the British & Irish Lions tell us about Strategic Bond funds?

Fixed Income

What can the British & Irish Lions tell us about Strategic Bond funds?

'Vision first, team selection second'

clock 24 June 2025 • 4 min read
How annuity underwriting needs to change to meet Consumer Duty

Income

How annuity underwriting needs to change to meet Consumer Duty

'This is an industry systematically delivering poor outcomes'

clock 24 June 2025 • 4 min read
PA Asks: Would you back Farage's £250,000 'Britannia Card'?

Your profession

PA Asks: Would you back Farage's £250,000 'Britannia Card'?

Reform UK leader unveiled one-off payment idea over the weekend

clock 24 June 2025 • 1 min read
Why the real problems of the pensions dashboard are yet to start

Pensions

Why the real problems of the pensions dashboard are yet to start

'Its aims seem not only less relevant but potentially problematic'

clock 23 June 2025 • 5 min read
Mind the gap: How to protect the self-employed

Protection

Mind the gap: How to protect the self-employed

'The financial resilience of self-employed clients is essential'

clock 23 June 2025 • 3 min read
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