A new buyer in town seeks a slice of the advice pie

        Professional Adviser | 27 Jan 2015 | 12:40

        A new acquirer is beginning to surface, according to M&A consultancy Retiring IFA, one that wants to buy up advice firms to generate investment returns for its own shareholders.

        buysell buttons

        In defence of vertical integration: Old Mutual responds to PA's Armchair Critic

        Responding to Professional Adviser's resident Armchair Critic, who highlighted recently what he saw as the inescapable problem with vertical integration, Old Mutual Wealth's Carlton Hood is adamant client suitability decisions will always remain sacrosanct...

        Professional Adviser | 22 Jan 2015 | 13:15

        Did the Swiss franc just become the new Deutschemark?

        Peter Lowman examines the 'astonishing' ramifications of the Swiss central bank's move on its currency cap and interest rates...

        Professional Adviser | 20 Jan 2015 | 18:26

    Other Opinion articles


      Armchair Critic: The centuries-old theory that helps us do the right thing

      Working in financial advice presents a range of ethical challenges, but applying one theory formulated in the 18th century will always keep you on the side of the client...

      Professional Adviser | 16 Jan 2015 | 10:45

      What New Year's Eve fireworks teach us about adviser tech

      With 2015 having started with the now traditional ‘bang' across the skies of the UK, Mark Loosmore takes a look at how the use of technology is helping deliver eye-catching results for clients.

      Professional Adviser | 13 Jan 2015 | 11:07

      Could legacy products and IT systems scupper pension freedom access?

      There is a fly in the pension freedom ointment, writes Neil MacGillivray. Pension schemes are simply never going to be bank accounts…

      Professional Adviser | 09 Jan 2015 | 16:27

      Is the government clampdown on tax avoidance hindering tax planning?

      The government is right to stamp out tax avoidance but, Rachael Griffin asks: is the clampdown putting people off legitimate tax planning?

      Professional Adviser | 08 Jan 2015 | 16:46

      Blog: Why it's time for advisers to take equity release seriously

      Andrea Rozario on the surge in demand for equity release and the opportunities for properly qualified advisers

      Professional Adviser | 08 Jan 2015 | 16:15

      The freedom to sell your annuity (read: The freedom to get screwed)

      Pensions minister Steve Webb's idea to offer annuitants the chance to sell their contracts so they can enjoy the same apparent freedoms afforded to the rest of us by last year's Budget does not sit easy with Mark Polson...

      Professional Adviser | 06 Jan 2015 | 15:57

      Banker's Umbrella: Why you need to talk to journalists

      In the second of a new column for Professional Adviser, the quasi-mysterious Banker's Umbrella explains how (good) content is king, and why that is important for every adviser out there....

      Professional Adviser | 22 Dec 2014 | 10:08

      Suarez, selfies and CIPs: A year in review

      There was more to 2014 in financial services than pensions freedom, wasn't there? David Thompson looks back on a busy year, and whether the flurry of changes worked.

      Professional Adviser | 18 Dec 2014 | 12:38

      Why better for clients is better for business

      Clients don’t actually care that much about pensions or ISAs or any other product on the market, writes Lawrence Cook

      Professional Adviser | 17 Dec 2014 | 12:13

      Armchair Critic: The Nutmeg Experience

      Nutmeg sells itself on simplicity and low cost. But for a novice doing something as simple as buying an ISA, that is not exactly how it works, says PA’s Armchair Critic Brendan Llewellyn

      Professional Adviser | 17 Dec 2014 | 10:06

      'Could do better': An RDR end of year two report card

      As the end of the second year of the RDR experiment draws to a close, Simon Willoughby grades the progress so far...

      Professional Adviser | 10 Dec 2014 | 10:31

      Asset Allocators' Soapbox: The cost of 'closet tracking'

      A key problem with closet tracker funds is that they unfairly tip the active v passive debate in the latter's favour, writes Simon Evan-Cook...

      Professional Adviser | 08 Dec 2014 | 10:47

      Recruitment dilemma: How to deal with a nodding dog

      Of all the characters you can have on your team, a nodding dog may seem the most benign, but is potentially the most dangerous with a lack of enthusiasm that can quickly make attitudes go sour....

      Professional Adviser | 08 Dec 2014 | 10:35

      Sheriar Bradbury: How a throwaway remark just made advising easier

      Steve Webb's 'Lamborghini' comment in the wake of the Budget pension changes may have made kick-starting a retirement conversation with clients that much simpler, writes IFA Sheriar Bradbury...

      Professional Adviser | 05 Dec 2014 | 11:06

      The bottom line: Revealing platforms' profitability (and why it matters)

      Abraham Okusanya, author of an eye-opening new report on platform profitability, examines propositions' future viability and explains why advisers must incorporate it into their due diligence...

      Professional Adviser | 04 Dec 2014 | 12:44

      From the editor: Is it important that platforms turn a profit?

      It's easy to misinterpret profit and loss, particularly if one looks only at the headline figures. To the untrained investor, understanding the financials is simple: profit or surplus means ‘good' or ‘buy'; loss or deficit means ‘bad' or ‘sell'.

      Professional Adviser | 04 Dec 2014 | 12:08

      Blog: Govt risks fresh mis-selling scandal if it fails to prepare guidance service

      The government could face a fresh mis-selling scandal if it fails to prepare for its guidance service, Chris Williams, CEO of Wealth Horizon has said following the Autumn Statement.

      Professional Adviser | 04 Dec 2014 | 07:21


    Should simplified advice include an element of commission-based remuneration?