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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Consumer Duty defended following minister's comments

Regulation

Consumer Duty defended following minister's comments

Not-for-profit TISA labels the regulation a 'worthwhile initiative'

clock 28 February 2023 • 1 min read
Artificial intelligence in advice: Beautiful, beastly, or bittersweet?

Technology

Artificial intelligence in advice: Beautiful, beastly, or bittersweet?

Important to strategically consider AI's potential value for the future of advice

clock 27 February 2023 • 4 min read
New financial adviser programme unveiled by the AIC

Investment

New financial adviser programme unveiled by the AIC

Four courses will offer 45 minutes of CPD each for advisers

clock 27 February 2023 • 1 min read
CII 'disappointed' in FCA over lack of adviser ESG requirements

Regulation

CII 'disappointed' in FCA over lack of adviser ESG requirements

Institute issues its response to the FCA's latest discussion paper

clock 27 February 2023 • 2 min read
Flexibility 'a necessity' for hybrid advice, says NextWealth

Business models

Flexibility 'a necessity' for hybrid advice, says NextWealth

New report collates views from 327 advice professionals

clock 27 February 2023 • 2 min read
True Potential: Inside its five upheld FOS cases relating to British Steel

Pensions

True Potential: Inside its five upheld FOS cases relating to British Steel

A look into the complaints made last year, all of which were upheld

clock 21 February 2023 • 3 min read
Why VCTs should play a bigger role in investors' portfolios in 2023

Investment

Why VCTs should play a bigger role in investors' portfolios in 2023

'A valuable supplement to traditional retirement and pension plans'

clock 20 February 2023 • 4 min read
Advisers and fund pickers on optimal portfolio construction

Investment

Advisers and fund pickers on optimal portfolio construction

Experts reveal what 2023 could have in store for client portfolios

clock 20 February 2023 • 5 min read
'Vast majority' of feedback on new FCA chair Alder is 'positive'

People

'Vast majority' of feedback on new FCA chair Alder is 'positive'

Concerns had previously been raised about his knowledge of UK markets

clock 20 February 2023 • 2 min read
PA Awards 2023: Adviser category shortlists revealed!

Your profession

PA Awards 2023: Adviser category shortlists revealed!

The industry’s best in paraplanning, admin, and client engagement

clock 20 February 2023 • 5 min read
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