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

Investment

Defaqto unveils passive and active MPS comparators

DFM & Model Portfolios

Defaqto unveils passive and active MPS comparators

Subsets of its whole-of-market tool launched last year

clock 15 October 2025 • 3 min read
Partner Insight: Weighing the risks and opportunities of Mag-7 dominance

Multi-Asset

Partner Insight: Weighing the risks and opportunities of Mag-7 dominance

The global stock market's concentration in a small number of mega-cap U.S. technology stocks, notably the Magnificent Seven, is raising systemic risk concerns among investors. While current valuations are high, they don't yet signal "irrational exuberance," says Paul Niven is Head of Multi-Asset Solutions, EMEA at Columbia Threadneedle Investments.

clock 15 October 2025 • 7 min read
Reeves has 'huge opportunity' to reform taxes in Autumn Budget

Tax Planning

Reeves has 'huge opportunity' to reform taxes in Autumn Budget

‘Frankly, it’s become quite desperate’

clock 14 October 2025 • 4 min read
Pensions tax breaks: Budget 'kite-flying' creating cash management challenge

Investment

Pensions tax breaks: Budget 'kite-flying' creating cash management challenge

Savers and advisers dealing with cash management quandary

clock 14 October 2025 • 3 min read
Quilter Investors expands WealthSelect MPS with absolute return fund

DFM & Model Portfolios

Quilter Investors expands WealthSelect MPS with absolute return fund

Will be managed by Janus Henderson Investors

clock 14 October 2025 • 2 min read
Partner Insight: Finding the right partner for a managed portfolio service

Investment

Partner Insight: Finding the right partner for a managed portfolio service

Francis Clark Financial Planning set up a white-label managed portfolio service for their clients, but as the effects of COVID-19 played out and markets stagnated, they realised they needed a change. Managing Director Chris Reah explains how they found the right solution.

clock 13 October 2025 • 5 min read
Watch Professional Adviser's Working Lunch with Baillie Gifford - Decumulation Decisions: Resilient Monthly Income for Retirees

Investment

Watch Professional Adviser's Working Lunch with Baillie Gifford - Decumulation Decisions: Resilient Monthly Income for Retirees

Catch up on the discussion

clock 10 October 2025 • 1 min read
MPS Watchlist - Issue 4 - Out Now!

Investment

MPS Watchlist - Issue 4 - Out Now!

clock 10 October 2025 • 1 min read
Most cash ISA holders 'could be persuaded' to switch to stocks and shares

ISAs

Most cash ISA holders 'could be persuaded' to switch to stocks and shares

Royal London report finds

clock 09 October 2025 • 2 min read
Market Movers: Gold shoots past $4,000 for first time as it 'evolves from a traditional hedge'

Markets

Market Movers: Gold shoots past $4,000 for first time as it 'evolves from a traditional hedge'

Gold bullion continues its rally

clock 09 October 2025 • 1 min read
123
  • 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?category=investment&page type=listing page