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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Understanding Consumer Duty and client vulnerabilities

Consumer Duty

Understanding Consumer Duty and client vulnerabilities

Distinguishing between vulnerabilities and vulnerable circumstances

clock 14 March 2023 • 4 min read
'Clouds lift but caution remains': How multi-asset teams view asset class prospects in Q1

Investment

'Clouds lift but caution remains': How multi-asset teams view asset class prospects in Q1

Findings from the Scopic Research quarterly sentiment indicator

clock 13 March 2023 • 4 min read
The potential Consumer Duty identity crisis for advice firms

Consumer Duty

The potential Consumer Duty identity crisis for advice firms

Manufacturer or distributor? Advice firms must assess thier status

clock 13 March 2023 • 4 min read
Popularity of bespoke DFM services wanes among advisers

Investment

Popularity of bespoke DFM services wanes among advisers

Large drop recorded for 2022 in advisers' use of DFMs

clock 13 March 2023 • 2 min read
IFA becomes employee-owned with ThinCats funding

Investment

IFA becomes employee-owned with ThinCats funding

A look at transitioning your firm to an employee ownership trust

clock 10 March 2023 • 2 min read
A look at the parallels between Jeremy Clarkson and protection

Protection

A look at the parallels between Jeremy Clarkson and protection

Diddly Squat? Why protection has it's heart in the right place

clock 10 March 2023 • 3 min read
Fairstone launches tech graduate scheme with Newcastle University

Your profession

Fairstone launches tech graduate scheme with Newcastle University

North East advisory aims to support tech talent across the region

clock 10 March 2023 • 2 min read
Ex-PFS CEO launches Consumer Duty 'good practice' body

Consumer Duty

Ex-PFS CEO launches Consumer Duty 'good practice' body

Keith Richards' venture emerges amid ongoing PFS/CII spat

clock 10 March 2023 • 3 min read
Baillie Gifford: Internet-led industrial revolution has much further to run

Investment

Baillie Gifford: Internet-led industrial revolution has much further to run

The latest from PA’s Working Lunch webinar series

clock 09 March 2023 • 2 min read
Tough 2022 economy saw just four platforms book asset increases

Platforms

Tough 2022 economy saw just four platforms book asset increases

Research from The Lang Cat reveals how platforms fared during 2022

clock 09 March 2023 • 2 min read