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Professional Adviser

Professional Adviser

Articles by Professional Adviser

More advisers switching platforms as Consumer Duty looms

Consumer Duty

More advisers switching platforms as Consumer Duty looms

Findings from Defaqto's annual Platform Service Review

clock 03 March 2023 • 1 min read
Craven Street Wealth acquires Bernard Barrett Associates

Income

Craven Street Wealth acquires Bernard Barrett Associates

Deal with £1.25bn comes after last year’s acquisition of Tarvos Wealth

clock 03 March 2023 • 1 min read
Retirement worrying majority of people, survey shows

Retirement

Retirement worrying majority of people, survey shows

Most have not spoken with an adviser during the cost of living crisis

clock 02 March 2023 • 1 min read
Why advisers - and their clients - need to stay positive

Your profession

Why advisers - and their clients - need to stay positive

Putting a spotlight on the good rather than on the bad

clock 01 March 2023 • 4 min read
SJP pre-tax profits up 42% but Consumer Duty changes loom

Your profession

SJP pre-tax profits up 42% but Consumer Duty changes loom

SJP is reviewing all client-focused activities ahead of Consumer Duty

clock 28 February 2023 • 2 min read
Consumer Duty defended following minister's comments

Regulation

Consumer Duty defended following minister's comments

Not-for-profit TISA labels the regulation a 'worthwhile initiative'

clock 28 February 2023 • 1 min read
Artificial intelligence in advice: Beautiful, beastly, or bittersweet?

Technology

Artificial intelligence in advice: Beautiful, beastly, or bittersweet?

Important to strategically consider AI's potential value for the future of advice

clock 27 February 2023 • 4 min read
New financial adviser programme unveiled by the AIC

Investment

New financial adviser programme unveiled by the AIC

Four courses will offer 45 minutes of CPD each for advisers

clock 27 February 2023 • 1 min read
CII 'disappointed' in FCA over lack of adviser ESG requirements

Regulation

CII 'disappointed' in FCA over lack of adviser ESG requirements

Institute issues its response to the FCA's latest discussion paper

clock 27 February 2023 • 2 min read
Flexibility 'a necessity' for hybrid advice, says NextWealth

Business models

Flexibility 'a necessity' for hybrid advice, says NextWealth

New report collates views from 327 advice professionals

clock 27 February 2023 • 2 min read