Professional Adviser

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

Trending now

Top stories

Fears 'significant' advice fees post DB transfers are not value for money

Fears 'significant' advice fees post DB transfers are not value for money

Hope William-Smith

Hope William-Smith

08 December 2022 • 3 min read

Wren Sterling bolsters client assets by £270m in latest acquisition

Wren Sterling bolsters client assets by £270m in latest acquisition

National IFA buys Knutsford-based firm Morfitt & Turnbull

Hope William-Smith

Hope William-Smith

08 December 2022 • 1 min read

DFMs and investment solutions ⁠— what's changed for advisers?

Managed solutions

DFMs and investment solutions ⁠— what's changed for advisers?

Focus on cost transparency and client value for money

Charles Dewey

08 December 2022 • 3 min read

People Moves: National IFA Wren Sterling names CIO to lead DFM work

People Moves: National IFA Wren Sterling names CIO to lead DFM work

Rory McPherson joins the firm from Punter Southall Wealth

Professional Adviser

Professional Adviser

08 December 2022 • 1 min read

Your Business

Upcoming events

24 Jan

United Kingdom

Conference

Multi-Asset Roadshow 2023

More information

25 Apr

United Kingdom

Award

Professional Adviser Awards 2023

More information

14 Jun

United Kingdom

Conference

Sustainable Investment Festival 2023

More information

In-depth

Popular Topics

Technology

David Downie: Express trust registration - what advisers need to know

Planning on cusp of a 'golden age' as tech serves growing demand

Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

Suspicious activity reports by staff at financial firms exceeded one million during 2019-20

Regulation

Phoenixing: FCA may use deed polls to ensure firms' past liabilities met

FCA slaps £2.4m fine on liquidated firm over British Steel failings

Firm issued notices over British Steel advice loses complaint against FCA

FCA removes 30-minute time requirement for structured CPD activities

Tax

Govt targeting basic-rate taxpayers with latest dividend income hike

Spanner in the works: How to help clients avoid the MPAA

Adviser tax toolkit: Exploring the role of onshore bonds

Autumn Statement 22: A close look at what advisers must watch for

Most read

01

Defaqto to add cashflow modelling to 'Engage' adviser tool in 2023

07 December 2022 • 1 min read

02

Alarm bells not jingle bells for vulnerable clients

08 December 2022 • 5 min read

03

The perennial conundrum: Value demonstration in advice

07 December 2022 • 4 min read

04

Fears 'significant' advice fees post DB transfers are not value for money

08 December 2022 • 3 min read

05

Rowanmoor SIPP and SSAS arms bought out of administration

07 December 2022 • 3 min read

06

Man jailed for £600,00 fraudulent life insurance claims

08 December 2022 • 2 min read