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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Schroders UK Platform Awards: Platform of the Year 2024 finalists revealed!

Wrap/platforms

Schroders UK Platform Awards: Platform of the Year 2024 finalists revealed!

Winner to be announced on 24 September at the London Hilton Park Lane

clock 08 August 2024 • 1 min read
Shifting the AI narrative: Collaboration, not challenge in advice

Technology

Shifting the AI narrative: Collaboration, not challenge in advice

AI is not about to replace financial advice from human IFAs

clock 07 August 2024 • 4 min read
The King's Speech: Pension default funds in the crosshairs

Pensions

The King's Speech: Pension default funds in the crosshairs

Former default funds evade scrutiny

clock 07 August 2024 • 4 min read
Building adviser confidence around sustainable investing

Green

Building adviser confidence around sustainable investing

'Advisers are important agents of change'

clock 02 August 2024 • 4 min read
What next for tax rules under the Labour government?

Tax planning

What next for tax rules under the Labour government?

Tax policy changes likely in first Labour budget

clock 02 August 2024 • 4 min read
From pain to positives: Why advisers need to think differently about regulation

Regulation

From pain to positives: Why advisers need to think differently about regulation

Reframing the burden of adviser regulation

clock 01 August 2024 • 5 min read
Reliance on others: The key to reducing risk and improving compliance

Managed solutions

Reliance on others: The key to reducing risk and improving compliance

Key differences between reliance on others and agent as client

clock 01 August 2024 • 3 min read
Changing nature of transactions: Getting IFA deals over the line

Your Business

Changing nature of transactions: Getting IFA deals over the line

'Acquirers want more data than in the past'

clock 29 July 2024 • 3 min read
Will sticking with the same CIP approach work under Consumer Duty?

Consumer Duty

Will sticking with the same CIP approach work under Consumer Duty?

'Consumer Duty has made the regulatory landscape even tougher'

clock 26 July 2024 • 3 min read
2024 general election: Potential CGT on death could see tax bills rise

Regulation

2024 general election: Potential CGT on death could see tax bills rise

‘Capital gains tax on death could see families double taxed on estates’

clock 26 July 2024 • 1 min read
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