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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Five steps to crafting the perfect elevator pitch for your advice firm

Your Business

Five steps to crafting the perfect elevator pitch for your advice firm

Tips for advisers to consider and traps for them to avoid

clock 28 November 2022 • 4 min read
Abrdn: Our outlook for the next 18 months is not for the faint hearted

Investment

Abrdn: Our outlook for the next 18 months is not for the faint hearted

The latest from PA’s Working Lunch webinar series

clock 16 November 2022 • 2 min read
Consumer Duty: Four outcomes firms need to achieve for customers

Regulation

Consumer Duty: Four outcomes firms need to achieve for customers

Sesame Bankhall Group breaks down the regulator's expectations

clock 15 November 2022 • 4 min read
Paraplanning in 2022 — 'glorified admin' or a direct proxy for advice?

Your profession

Paraplanning in 2022 — 'glorified admin' or a direct proxy for advice?

A deep dive into the role paraplanners are playing in today’s advice world

clock 15 November 2022 • 6 min read
At Retirement Roadshow 2022: Register now for this week's events!

Adviser tips

At Retirement Roadshow 2022: Register now for this week's events!

Coming soon to Harrogate, Knutsford, Bristol, Birmingham and London

clock 15 November 2022 • 1 min read
Is your client's work-place income protection policy doing the job?

Protection

Is your client's work-place income protection policy doing the job?

A break down of clients' needs around securing income protection

clock 14 November 2022 • 5 min read
Consumer Duty meets protection: A look at client characteristics

Protection

Consumer Duty meets protection: A look at client characteristics

How to turn compliance into a competitive advantage for yourself

clock 11 November 2022 • 3 min read
UK economy shrinks by 0.2% in Q3 as recession fears bubble

Markets

UK economy shrinks by 0.2% in Q3 as recession fears bubble

'Toxic cocktail' of inflation, rate hikes and government instability

clock 11 November 2022 • 2 min read
A whistle-stop tour of the Sustainability Disclosure Requirements

Regulation

A whistle-stop tour of the Sustainability Disclosure Requirements

Why SDR should not play second fiddle to Consumer Duty

clock 11 November 2022 • 4 min read
Talk Money Week: Helping clients talk finances with family

Your profession

Talk Money Week: Helping clients talk finances with family

Open and honest coversations are needed, especially now

clock 10 November 2022 • 6 min read
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