Professional Adviser

Top Stories

Convinced to invest in 60 seconds: TikTok and the rise of the 'finfluencer'
Convinced to invest in 60 seconds: TikTok and the rise of the 'finfluencer'

Balance between advice & guidance

ASI managers leave five months after multi-asset fund range launches
ASI managers leave five months after multi-asset fund range launches
The Private Office named in UK Top 100 Companies to work for
The Private Office named in UK Top 100 Companies to work for
Sarah Giles: Let's give paraplanning the career status it deserves
Lindsell Train IT waives half its performance fee and swaps benchmark

News continued

Regulation

Steven Levin: Now is the time to scrap the 10% rule
Steven Levin: Now is the time to scrap the 10% rule
Legacy Caerus SIPP complaint sees Quilter compensate client
Legacy Caerus SIPP complaint sees Quilter compensate client
Guaranteed returns and 26 complaints: A cold calling campaign that saw £870k in poorly transferred pensions
Guaranteed returns and 26 complaints: A cold calling campaign that saw £870k in poorly transferred pensions
FOS complaints data: SIPP gripes top 3,000 with 56% upheld
FOS complaints data: SIPP gripes top 3,000 with 56% upheld
FOS upholds poor pension communication complaint against Aviva
FOS upholds poor pension communication complaint against Aviva

Investor was in poor health

Your Profession

Retirement

Alex Riley: My dad is a great example for planning (very) long-term
Alex Riley: My dad is a great example for planning (very) long-term

Clients are not 'average'

Neil MacLeod: Beat the freeze - IHT planning using trusts
Neil MacLeod: Beat the freeze - IHT planning using trusts
Rebranding the Pru: New colours and a shorter name
Rebranding the Pru: New colours and a shorter name
NHS staff breaching annual allowance reach for scheme pay options
NHS staff breaching annual allowance reach for scheme pay options
DWP confirms flat fee ban on sub-£100 pots and moots universal charging structure
DWP confirms flat fee ban on sub-£100 pots and moots universal charging structure

Protection

Investment Influencers

Opinion

Jamie Farquhar: Incorporating clients' responsible investment requirements
Jamie Farquhar: Incorporating clients' responsible investment requirements
Sarah Giles: Let's give paraplanning the career status it deserves
Sarah Giles: Let's give paraplanning the career status it deserves
Two years since Woodford: A turning point amid endless questions?
Two years since Woodford: A turning point amid endless questions?
Steven Levin: Now is the time to scrap the 10% rule
Steven Levin: Now is the time to scrap the 10% rule
Nick Eatock: The power of deep integrations
Nick Eatock: The power of deep integrations

One-stop shop

Investment

Jamie Farquhar: Incorporating clients' responsible investment requirements
Jamie Farquhar: Incorporating clients' responsible investment requirements

Deliver consistent client outcomes

ASI managers leave five months after multi-asset fund range launches
ASI managers leave five months after multi-asset fund range launches
Lindsell Train IT waives half its performance fee and swaps benchmark
Lindsell Train IT waives half its performance fee and swaps benchmark
Two years since Woodford: A turning point amid endless questions?
Two years since Woodford: A turning point amid endless questions?
Enter now: Gold Standard Awards 2021 open for DFMs and financial advisers
Enter now: Gold Standard Awards 2021 open for DFMs and financial advisers

Tax planning