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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Evolution in motion: The changing face of practice management systems

Technology

Evolution in motion: The changing face of practice management systems

'The beating heart of adviser tech ecosystems'

clock 04 December 2023 • 5 min read
SJP changes in action with fund manager and charges shuffle

Your profession

SJP changes in action with fund manager and charges shuffle

The firm changes managers and alters charges on three funds

clock 04 December 2023 • 2 min read
'Targeted, intrusive and assertive': The FCA's new pro-active approach

Regulation

'Targeted, intrusive and assertive': The FCA's new pro-active approach

Latest Dear CEO letter from regulator speaks volumes

clock 04 December 2023 • 4 min read
Video: PA's top news stories of the week — Labour govt; FCA; Fairstone

Investment

Video: PA's top news stories of the week — Labour govt; FCA; Fairstone

Labour and the economy; FCA's SDR regulation; Fairstone disruptive on pricing

clock 01 December 2023 •
Is it time for a whole of life financial planning app?

Technology

Is it time for a whole of life financial planning app?

Engaging younger saves through apps is a work in progress

clock 30 November 2023 • 7 min read
Autumn Statement an illusionary bandaid that leaves savers wanting

Your profession

Autumn Statement an illusionary bandaid that leaves savers wanting

‘It’s the top 20% of earners who will receive the most from Hunt’s tax cuts’

clock 27 November 2023 • 4 min read
Video: PA's top news stories of the week — LTA, business tax cuts, SJP hits back

Investment

Video: PA's top news stories of the week — LTA, business tax cuts, SJP hits back

LTA abolition; Hunt delivers business tax cuts; SJP planner Elaine Milne hits back at vitriol

clock 24 November 2023 • 1 min read
Exploring the FCA's non-workplace pension cash warning contradiction

Pensions

Exploring the FCA's non-workplace pension cash warning contradiction

Unadvised clients could seek advice after getting cash warning

clock 24 November 2023 • 5 min read
Protection: Why is service still such a problem?

Protection

Protection: Why is service still such a problem?

'Too often across financial services, firms are falling short'

clock 24 November 2023 • 4 min read
Investment IQ: 'Higher for longer' and dodging a recession brings risks

Investment

Investment IQ: 'Higher for longer' and dodging a recession brings risks

Join our sister site Investment IQ for the latest investment intelligence

clock 21 November 2023 • 2 min read
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