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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Holistic care advice: Developing a strategy to retain/attract female clients

Long Term Care

Holistic care advice: Developing a strategy to retain/attract female clients

How focusing on care helps retain female clients

clock 28 May 2025 • 4 min read
Andrew Goodwin: Five basic principles for choosing a platform

Wrap/platforms

Andrew Goodwin: Five basic principles for choosing a platform

Identifying a platform with staying power

clock 27 May 2025 • 4 min read
Family investment companies – an alternative to trusts

Tax planning

Family investment companies – an alternative to trusts

'FICs appear to have become more popular than ever'

clock 27 May 2025 • 5 min read
Deal Dive: How Q1 M&A shaped up

Your Business

Deal Dive: How Q1 M&A shaped up

Your regular IFA M&A round-up

clock 27 May 2025 • 3 min read
Why multi-asset solutions needn't lead to murky waters

Multi-Asset

Why multi-asset solutions needn't lead to murky waters

Surface appeal versus real-world utility

clock 27 May 2025 • 4 min read
Professional Adviser TV: FOS inaction and claims culture 'draining' advice industry

Your profession

Professional Adviser TV: FOS inaction and claims culture 'draining' advice industry

Rosemount CEO Ahmed Bawa speaks on PA TV’s Advice Lens about his open letter to Treasury

clock 23 May 2025 • 4 min read
Annuities in a post-freedoms world: The need for rebranding and repositioning

Income

Annuities in a post-freedoms world: The need for rebranding and repositioning

‘The challenges facing today’s retirees are intensifying’

clock 22 May 2025 • 4 min read
Skin in the game: How invested should your capital partner be?

Your Business

Skin in the game: How invested should your capital partner be?

Control, autonomy, legacy

clock 21 May 2025 • 3 min read
Platform innovation: Terry Huddart on Platform One's execution only portal

Wrap/platforms

Platform innovation: Terry Huddart on Platform One's execution only portal

'It's continuing to garner a good reputation in terms of its UX'

clock 21 May 2025 • 6 min read
Women in Financial Advice Awards 2025: All the nominations!

Your profession

Women in Financial Advice Awards 2025: All the nominations!

More than 1,000 women were nominated for WIFA 2025

clock 20 May 2025 • 27 min read