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Professional Adviser

Professional Adviser

Articles by Professional Adviser

The advice profession is divided. Maybe that's not such a bad thing

Your profession

The advice profession is divided. Maybe that's not such a bad thing

The benefits of a breadth of knowledge and fighting group think

clock 12 April 2023 • 4 min read
Five years on: What next for the evolution of Open Banking?

Technology

Five years on: What next for the evolution of Open Banking?

Next step is for more third parties to develop ways to use the data

clock 12 April 2023 • 4 min read
Tax year-end: How can advisers encourage earlier tax planning?

Tax planning

Tax year-end: How can advisers encourage earlier tax planning?

Translating the benefits of earlier action could pay dividends...

clock 12 April 2023 • 4 min read
What does Consumer Duty mean for portfolio management?

Consumer Duty

What does Consumer Duty mean for portfolio management?

'Another nail in the coffin for in-house portfolios'

clock 11 April 2023 • 4 min read
Watch on demand: Consumer Duty Masterclass Day 2

Consumer Duty

Watch on demand: Consumer Duty Masterclass Day 2

PA's 22 March conference with Bankhall is available to watch now

clock 11 April 2023 • 1 min read
Underwriting for protection: Key reasons advisers face delays

Protection

Underwriting for protection: Key reasons advisers face delays

Adoption of technolgy will streamline underwriting process

clock 11 April 2023 • 4 min read
DB SSAS under scrutiny: Is the envelope being pushed too far?

Pensions

DB SSAS under scrutiny: Is the envelope being pushed too far?

'Government policy is more muddled than ever when it comes to tax'

clock 06 April 2023 • 4 min read
Why agility is all-important in the world of tax advice

Your Business

Why agility is all-important in the world of tax advice

Professional tax advice has been thrown into sharp focus

clock 04 April 2023 • 6 min read
Schroders: Picking the right MPS or multi asset solution for your client

Consumer Duty

Schroders: Picking the right MPS or multi asset solution for your client

The latest from PA’s Working Lunch webinar series

clock 04 April 2023 • 3 min read
Don't let Budget news distract clients from the long view

Protection

Don't let Budget news distract clients from the long view

Call to ensure 'the long-term perspective' is considered for clients

clock 03 April 2023 • 4 min read