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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Annuities in a post-freedoms world: The need for rebranding and repositioning

Income

Annuities in a post-freedoms world: The need for rebranding and repositioning

‘The challenges facing today’s retirees are intensifying’

clock 22 May 2025 • 4 min read
Skin in the game: How invested should your capital partner be?

Your Business

Skin in the game: How invested should your capital partner be?

Control, autonomy, legacy

clock 21 May 2025 • 3 min read
Platform innovation: Terry Huddart on Platform One's execution only portal

Wrap/platforms

Platform innovation: Terry Huddart on Platform One's execution only portal

'It's continuing to garner a good reputation in terms of its UX'

clock 21 May 2025 • 6 min read
Women in Financial Advice Awards 2025: All the nominations!

Your profession

Women in Financial Advice Awards 2025: All the nominations!

More than 1,000 women were nominated for WIFA 2025

clock 20 May 2025 • 27 min read
Back to basics: Let's not forget platforms' fundamental attractions

Wrap/platforms

Back to basics: Let's not forget platforms' fundamental attractions

'Providers have to shoulder the bulk of the blame for this knowledge gap'

clock 20 May 2025 • 4 min read
'Turning losses into wins': Managing clients' expectations in turbulent markets

Tax planning

'Turning losses into wins': Managing clients' expectations in turbulent markets

'Disruption can also bring opportunity'

clock 19 May 2025 • 4 min read
Bridging the advice gap requires lateral integration as well as lateral thinking

Your profession

Bridging the advice gap requires lateral integration as well as lateral thinking

'Good advice is, and always will be, about the individual. As it should be'

clock 19 May 2025 • 3 min read
Vulnerability lens: Everything IFAs need to know about cognitive decline

Your profession

Vulnerability lens: Everything IFAs need to know about cognitive decline

Seven simple tips if an adviser suspects cognitive decline in a client...

clock 16 May 2025 • 3 min read
The cash pile the government is fighting keeps growing

ISAs

The cash pile the government is fighting keeps growing

'A staggering £280bn sits in accounts that pay no interest at all'

clock 15 May 2025 • 3 min read
QROPS in a post-LTA world: Everything advisers need to know

Pensions

QROPS in a post-LTA world: Everything advisers need to know

So, what next for QROPS?

clock 15 May 2025 • 3 min read