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Professional Adviser

Professional Adviser

Articles by Professional Adviser

How advisory firms can tackle evolving financial crime challenge

Technology

How advisory firms can tackle evolving financial crime challenge

Digital defences must adapt to preserve adviser market integrity

clock 11 April 2024 • 5 min read
A day at the races: Delving into the balance between luck and skill

Investment

A day at the races: Delving into the balance between luck and skill

‘If a fund manager is successful…are they simply lucky with their calls?’

clock 10 April 2024 • 4 min read
MPS Watchlist: Helping advisers navigate the sector

Multi-Asset

MPS Watchlist: Helping advisers navigate the sector

Professional Adviser analyses what Consumer Duty means for MPS

clock 10 April 2024 • 1 min read
How being clued up on conveyancing can help your clients

Tax-efficient Investing

How being clued up on conveyancing can help your clients

‘Clients get frustrated at being asked to provide the same information twice’

clock 09 April 2024 • 4 min read
The advice/guidance boundary review: More shades of grey?

Regulation

The advice/guidance boundary review: More shades of grey?

'The feedback to the FCA is clear: rules are preferred to guidance'

clock 09 April 2024 • 4 min read
US and UK elections: Opportunity or not for multi-asset investors?

Investment

US and UK elections: Opportunity or not for multi-asset investors?

‘The post-election environment has been historically positive for markets’

clock 09 April 2024 • 4 min read
Growth opportunities: Multi-asset is already making up for lost time

Multi-Asset

Growth opportunities: Multi-asset is already making up for lost time

What are multi-asset funds' future prospects?

clock 08 April 2024 • 4 min read
Minimising clients' IHT liabilities: Where there's a will there's a way

Tax planning

Minimising clients' IHT liabilities: Where there's a will there's a way

There are ways to mitigate an anticipated inheritance tax bill

clock 08 April 2024 • 4 min read
Three top tips for spotting and supporting vulnerable clients

Your profession

Three top tips for spotting and supporting vulnerable clients

Rather than directly a more nuanced approach is recommended

clock 05 April 2024 • 4 min read
Crucial advice issue: Death benefits detail advisers need to know

Pensions

Crucial advice issue: Death benefits detail advisers need to know

Important differences from previous regime

clock 05 April 2024 • 4 min read
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