Professional Adviser

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

Trending now

Top stories

Advisers unfazed by Consumer Duty but the 'real test' looms

Advisers unfazed by Consumer Duty but the 'real test' looms

Your profession

Sahar Nazir

13 September 2024 • 1 min read

More than 24 million Brits have never accessed financial advice

Your profession

More than 24 million Brits have never accessed financial advice

A third believe their personal situation is too simple to benefit

Jen Frost

13 September 2024 • 3 min read

Brits risk missing out on retirement savings due to delayed advice

Your profession

Brits risk missing out on retirement savings due to delayed advice

'A good financial adviser can help you look past your short and mid-term savings goals'

Sahar Nazir

13 September 2024 • 1 min read

Advisers warned against overreliance on cashflow modelling

Your profession

Advisers warned against overreliance on cashflow modelling

‘I’m not sure how clearly cashflow modelling speaks to an average person’

Sahar Nazir

12 September 2024 • 2 min read

Your Business

In-depth

Popular Topics

Technology

Regulation

Tax

Most read

01

The power of cashflow modelling in retirement planning

13 September 2024 • 4 min read

02

Advisers warned against overreliance on cashflow modelling

12 September 2024 • 2 min read

03

Hargreaves Lansdown founders praised after takeover bid

13 September 2024 • 2 min read

04

Cashflow modelling: FCA interest should spur firms to review useage

11 September 2024 • 5 min read

05

Four individuals face FCA ban and fine over pension transfer advice

09 September 2024 • 2 min read

06

Brits risk missing out on retirement savings due to delayed advice

13 September 2024 • 1 min read