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Professional Adviser

Professional Adviser

Articles by Professional Adviser

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
Richmond Wealth partners with LGIM for model portfolios

Managed solutions

Richmond Wealth partners with LGIM for model portfolios

Six model portfolios are set to be created as part of the collaboration

clock 20 February 2023 • 1 min read
State pension age hikes: Retirement affordability advice needed

Retirement

State pension age hikes: Retirement affordability advice needed

State pension age is currently 66 with two further increases due

clock 16 February 2023 • 7 min read
Up to date: Keeping track of death benefit nominations

Pensions

Up to date: Keeping track of death benefit nominations

Warning to advisers that they should not assume nothing has changed

clock 16 February 2023 • 4 min read
Alexander Sloan FP fails following employment case pay out

Regulation

Alexander Sloan FP fails following employment case pay out

Financial Services Compensation Scheme details the £140,000 pay out

clock 16 February 2023 • 2 min read
Consumer Duty: How tech can help advisers meet responsibilities

Consumer Duty

Consumer Duty: How tech can help advisers meet responsibilities

How your firm should be employing tech in the lead up to 31 July

clock 16 February 2023 • 3 min read
MPAA risks rise as quarter of pension savers over 55 contribute over limit

Pensions

MPAA risks rise as quarter of pension savers over 55 contribute over limit

AJ Bell is again calling for increase on £4,000 threshold

clock 15 February 2023 • 2 min read
Assessing the many nuances of model portfolio construction

Managed solutions

Assessing the many nuances of model portfolio construction

'Evidence-based investing is simple in concept but complex in execution'

clock 15 February 2023 • 5 min read
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