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Author profile

Julia Bahr

Julia Bahr is senior reporter at Professional Adviser. She joined the publication in 2021 after working as a freelancer. She has previously held roles at Finance Magnates and FX Week.

Articles by Julia Bahr

DFM launches toolkit to help advisers comply with Consumer Duty 

Regulation

DFM launches toolkit to help advisers comply with Consumer Duty 

Free online material to assist advisers with compliance

clock 08 February 2023 • 3 min read
Could the annuity revival mean retirement advice decline?

Income

Could the annuity revival mean retirement advice decline?

Recent shift to annuities could hit advice business status quo

clock 07 February 2023 • 3 min read
Retirees suffer as gap between best and worst annuity rates widens

Retirement income

Retirees suffer as gap between best and worst annuity rates widens

£27,000 extra needed to achieve PLSA ‘moderate’ level of income

clock 06 February 2023 • 3 min read
Why building trust in every aspect of financial advice is important

Your profession

Why building trust in every aspect of financial advice is important

It is vital to establish trust before a meeting, advisers say

clock 12 December 2022 • 5 min read
Succession planning: Why slow and steady gets you the best results     

Your Business

Succession planning: Why slow and steady gets you the best results     

Buying early named key measure of successful succession planning

clock 12 December 2022 • 5 min read
What it takes to become a good leader in financial planning

Your Business

What it takes to become a good leader in financial planning

Empowering people key to effective leadership, experts say

clock 12 December 2022 • 7 min read
Third of UK adults doubt government will restore pension security 

Pensions

Third of UK adults doubt government will restore pension security 

Action needed to protect retirees and pension savers, experts say

clock 25 November 2022 • 2 min read
Third of UK retirees need 'more support' before making decisions       

Your profession

Third of UK retirees need 'more support' before making decisions       

Advisers have the toughest role to play in retirement planning, experts say

clock 24 November 2022 • 2 min read
FCA warns of 'inaccurate' information from Hartley Pensions

Pensions

FCA warns of 'inaccurate' information from Hartley Pensions

Pension director email claims customers’ pension funds at risk

clock 24 November 2022 • 2 min read
PFS introduces Consumer Duty good practice adviser guide   

Regulation

PFS introduces Consumer Duty good practice adviser guide   

Guidance to help firms carry out Consumer Duty in a practical way

clock 23 November 2022 • 4 min read
123
Most read
01

Could the annuity revival mean retirement advice decline?

07 February 2023 • 3 min read
02

More firms found to be misleading British Steel victims over redress

07 February 2023 • 1 min read
03

Advice CEOs say best use of technology still leaves room for advisers

08 February 2023 • 3 min read
04

FCA takes action against unauthorised director it alleges took £2.8m

07 February 2023 • 1 min read
05

Consumer Duty compliance: Take small steps to climb the ladder

07 February 2023 • 4 min read
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