professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Feature

Electrician to adviser: Lee Whelan's lightbulb moment

Your profession

Electrician to adviser: Lee Whelan's lightbulb moment

'In so many ways, my work reminds me of my time as an electrician'

clock 05 January 2024 • 3 min read
Proof of value: The challenge for firms as focus shifts to consumer

Consumer Duty

Proof of value: The challenge for firms as focus shifts to consumer

'Firms have made positive progress to improve consumer value'

clock 21 December 2023 • 4 min read
Defaqto CEO: We want to understand advisers' needs even more

Technology

Defaqto CEO: We want to understand advisers' needs even more

‘Everybody is genuinely working to make better financial decisions’

clock 20 December 2023 • 8 min read
Building financial resilience: Is a cultural shift needed?

Your profession

Building financial resilience: Is a cultural shift needed?

‘It is about empowerment, engagement and education’

clock 18 December 2023 • 6 min read
Liberate Wealth CEO Mark Howlett on 'being a force for good'

Companies

Liberate Wealth CEO Mark Howlett on 'being a force for good'

The former EQ Investors boss shares his ambitions for the new firm

clock 13 December 2023 • 4 min read
Could Consumer Duty push asset managers out of UK retail market?

Consumer Duty

Could Consumer Duty push asset managers out of UK retail market?

Compliance will weigh more on those with global businesses and offerings

clock 01 December 2023 • 10 min read
Viticulture to adviser: Rachel Sartin on the terroir of advice

Your profession

Viticulture to adviser: Rachel Sartin on the terroir of advice

'If I had not been so distracted, I would have been less confident going for it'

clock 01 December 2023 • 6 min read
SDR has consumer at its heart but adviser role is now key

Regulation

SDR has consumer at its heart but adviser role is now key

Next stages for the regulator

clock 29 November 2023 • 3 min read
'Creating a client safe space': Why adviser coaching skills are vital

Your profession

'Creating a client safe space': Why adviser coaching skills are vital

‘Coaching should be core training for every single adviser’

clock 23 November 2023 • 6 min read
Marketeer to adviser: Wasim Mehmood on meaningful change

Your profession

Marketeer to adviser: Wasim Mehmood on meaningful change

‘It is the perfect balance of being client facing and giving services that matter’

clock 20 November 2023 • 3 min read
789
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?page type=listing page&section=feature