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Professional Adviser

Professional Adviser

Articles by Professional Adviser

GBST rebrands as part of business transformation project

Technology

GBST rebrands as part of business transformation project

A new name for the well-known industry technology provider

clock 16 March 2023 • 1 min read
LTA abolition: Advisers with NHS pension clients share views

Pensions

LTA abolition: Advisers with NHS pension clients share views

The surprise move from the chancellor yesterday has been warmly welcomed

clock 16 March 2023 • 2 min read
Consumer Duty work proving difficult for three-in-four advisers

Consumer Duty

Consumer Duty work proving difficult for three-in-four advisers

The regulator’s implementation date of 31 July is fast approaching

clock 16 March 2023 • 2 min read
Eyes on the prize: Just how sacred is pension tax-free cash?

Pensions

Eyes on the prize: Just how sacred is pension tax-free cash?

Resolution Foundation and IFS say changed needed on tax-free cash

clock 14 March 2023 • 4 min read
What advisers should know about FCA rules and ESG disputes

Regulation

What advisers should know about FCA rules and ESG disputes

'Regulatory scrutiny will increase and become more difficult to avoid'

clock 14 March 2023 • 4 min read
Understanding Consumer Duty and client vulnerabilities

Consumer Duty

Understanding Consumer Duty and client vulnerabilities

Distinguishing between vulnerabilities and vulnerable circumstances

clock 14 March 2023 • 4 min read
'Clouds lift but caution remains': How multi-asset teams view asset class prospects in Q1

Investment

'Clouds lift but caution remains': How multi-asset teams view asset class prospects in Q1

Findings from the Scopic Research quarterly sentiment indicator

clock 13 March 2023 • 4 min read
The potential Consumer Duty identity crisis for advice firms

Consumer Duty

The potential Consumer Duty identity crisis for advice firms

Manufacturer or distributor? Advice firms must assess thier status

clock 13 March 2023 • 4 min read
Popularity of bespoke DFM services wanes among advisers

Investment

Popularity of bespoke DFM services wanes among advisers

Large drop recorded for 2022 in advisers' use of DFMs

clock 13 March 2023 • 2 min read
IFA becomes employee-owned with ThinCats funding

Investment

IFA becomes employee-owned with ThinCats funding

A look at transitioning your firm to an employee ownership trust

clock 10 March 2023 • 2 min read
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