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Professional Adviser

Professional Adviser

Articles by Professional Adviser

FCA launches discussion paper around PRIIPs replacement ideas

Regulation

FCA launches discussion paper around PRIIPs replacement ideas

Comes after the Treasury removed the regulation last week

clock 13 December 2022 • 2 min read
Sustainable Investment Festival 2023: Register now for key PA event!

Green

Sustainable Investment Festival 2023: Register now for key PA event!

The festival will take place in London on 14-15 June next year

clock 13 December 2022 • 2 min read
Few advisers raising charges despite inflation threat to their business

Your Business

Few advisers raising charges despite inflation threat to their business

Research looks at how inflation is affecting advice firms

clock 13 December 2022 • 1 min read
Ten questions to ask your client before offering financial advice

Your profession

Ten questions to ask your client before offering financial advice

The EFPA says the client and adviser 'must work hand in hand'

clock 13 December 2022 • 7 min read
Consumer Duty Hub launched by PA as one-stop shop for advisers

Consumer Duty

Consumer Duty Hub launched by PA as one-stop shop for advisers

All the latest information, news, and specialist content brought together

clock 13 December 2022 • 1 min read
Schroders' Benchmark Capital takes stake in Oculus Wealth Management

Companies

Schroders' Benchmark Capital takes stake in Oculus Wealth Management

The deal for the 51% shareholding was announced yesterday

clock 13 December 2022 • 1 min read
Advisers warned to take action on decumulation portfolios

Multi-Asset

Advisers warned to take action on decumulation portfolios

Warning given that the next decade will not look like the last

clock 12 December 2022 • 2 min read
Annus horribilis? A look back at the various challenges of 2022

Your Business

Annus horribilis? A look back at the various challenges of 2022

Industry stalwart asks what the key takeaway from 2022 is for you

clock 12 December 2022 • 3 min read
Two advisers in trio disqualified following pension miss-selling

Pensions

Two advisers in trio disqualified following pension miss-selling

'Significant financial interest' in SIPPs and related advice processes

clock 12 December 2022 • 2 min read
Annuities continue to make a comeback with rates up 44%

Income

Annuities continue to make a comeback with rates up 44%

New figures from Canada Life show a 14-year high was reached in October

clock 12 December 2022 • 2 min read