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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Making a comeback: Annuities firmly back on the agenda

Income

Making a comeback: Annuities firmly back on the agenda

Annuities are looking increasingly attractive for clients

clock 13 February 2023 • 4 min read
Ex-Quilter advisers link firm's pay to client feedback

Your profession

Ex-Quilter advisers link firm's pay to client feedback

Ex-Quilter directors Dominic Rose and Nigel Speirs run MKC Wealth

clock 10 February 2023 • 2 min read
Advisers 'invaluable' to calm Baby Boomer inheritance fears

Tax planning

Advisers 'invaluable' to calm Baby Boomer inheritance fears

Survey assesses different attitudes to money across generations

clock 10 February 2023 • 2 min read
Quilter donates £25,000 to Turkey-Syria earthquake appeal

Your profession

Quilter donates £25,000 to Turkey-Syria earthquake appeal

Quilter Foundation giving money to Disasters Emergency Committee appeal

clock 09 February 2023 • 2 min read
PA Awards 2023: Multi-asset category shortlists revealed!

Your profession

PA Awards 2023: Multi-asset category shortlists revealed!

The industry’s best multi-asset funds in conjunction with Square Mile

clock 09 February 2023 • 2 min read
SJP makes play for ESG with responsible investment training

Investment

SJP makes play for ESG with responsible investment training

Appetite found among its advisers to engage more on sustainability

clock 09 February 2023 • 2 min read
Evidencing Consumer Duty compliance: How advisers can get it right

Consumer Duty

Evidencing Consumer Duty compliance: How advisers can get it right

What does the FCA want and what does it think advisers aren't doing?

clock 09 February 2023 • 4 min read
RDR ten years on: An advice industry changed for the better

RDR

RDR ten years on: An advice industry changed for the better

'The end of the advice industry as we know it'

clock 08 February 2023 • 2 min read
Mattioli Woods profits up 46% as advice demand jumps

Companies

Mattioli Woods profits up 46% as advice demand jumps

Revenue at the wealth management firm was up 10%

clock 07 February 2023 • 2 min read
Three key questions to ask when selecting an active manager

Investment

Three key questions to ask when selecting an active manager

'Clients' portfolios need a diversified set of investments more than ever'

clock 06 February 2023 • 5 min read
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