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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Advising UK resident US citizens: A challenge worth embracing

Your profession

Advising UK resident US citizens: A challenge worth embracing

Cross-border rules create a plethora of pitfalls

clock 08 May 2026 • 8 min read
Women in Financial Advice Awards 2026: Nominations close today!

uncategorised

Women in Financial Advice Awards 2026: Nominations close today!

Awards to be held at Hilton Bankside in London

clock 08 May 2026 • 1 min read
How not to fall for the AI plausibility trap

Technology

How not to fall for the AI plausibility trap

'Trust in financial advice takes years to build. It has never been easier to put at risk'

clock 07 May 2026 • 3 min read
How fixing the £100,000 childcare cliff edge could boost families and the Treasury coffers

Tax planning

How fixing the £100,000 childcare cliff edge could boost families and the Treasury coffers

'A flawed tax policy with real consequences for families and the wider economy'

clock 07 May 2026 • 4 min read
CIP design and platform selection: Which really comes first?

Wrap/platforms

CIP design and platform selection: Which really comes first?

Firms can take steps for better CIP delivery

clock 07 May 2026 • 4 min read
Watch PA's Working Lunch with Baillie Gifford - US Growth: what really matters

Investment

Watch PA's Working Lunch with Baillie Gifford - US Growth: what really matters

Catch up on the discussion

clock 07 May 2026 • 1 min read
FCA wholesale markets priorities: What they mean across UK financial services

Regulation

FCA wholesale markets priorities: What they mean across UK financial services

Higher expectations on how firms evidence governance, risk and compliance

clock 06 May 2026 • 4 min read
Turning noise into clarity: Recency bias is why adding context matters

Your profession

Turning noise into clarity: Recency bias is why adding context matters

Telling clients not to worry rarely provides the reassurance they need,

clock 06 May 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 06 May 2026 • 1 min read
Back office is the new battleground: Why operational scale will define the next five years

Your Business

Back office is the new battleground: Why operational scale will define the next five years

Three questions advisers should be asking now

clock 06 May 2026 • 4 min read
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