professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Author profile

Professional Adviser

Professional Adviser

Articles by Professional Adviser

Deal Dive: Advice M&A off to hotter start in 2025

Your Business

Deal Dive: Advice M&A off to hotter start in 2025

Your regular IFA M&A round-up

clock 06 March 2025 • 4 min read
Round two: The FCA and the name and shame debate

Regulation

Round two: The FCA and the name and shame debate

‘The FCA should be careful what it wishes for’

clock 06 March 2025 • 4 min read
Proactive risk management with AI: Spotting market shifts before they happen

Technology

Proactive risk management with AI: Spotting market shifts before they happen

Detecting early disruptions is key to mitigating potential risks

clock 05 March 2025 • 4 min read
Planning, policy and playing the long game

Tax planning

Planning, policy and playing the long game

'There are solid indicators that we should see less disruption to tax planning'

clock 05 March 2025 • 4 min read
Why IHT changes mean advisers should look closely at lifetime mortgages

Equity release

Why IHT changes mean advisers should look closely at lifetime mortgages

Advisers should consider lifetime mortgages in IHT mitigation planning

clock 04 March 2025 • 4 min read
Andrew Goodwin: Advisers should help shape the future, not predict it

Your profession

Andrew Goodwin: Advisers should help shape the future, not predict it

'Disappointment erodes confidence and generates anxiety'

clock 04 March 2025 • 5 min read
Emotional support: Why AI cannot replace an adviser's crucial role

Technology

Emotional support: Why AI cannot replace an adviser's crucial role

'AI cannot give clients what they seem to value the most from a financial adviser'

clock 03 March 2025 • 4 min read
Post-Budget IHT planning: Gifting options in light of pension changes

Pensions

Post-Budget IHT planning: Gifting options in light of pension changes

Withdrawals need to be spent, sheltered or gifted

clock 03 March 2025 • 4 min read
Professional Adviser TV: How time-poor advisers are turning to AI

Your Business

Professional Adviser TV: How time-poor advisers are turning to AI

Lang Cat senior analyst Rich Mayor joins PA to talk AI and adviser energy levels

clock 28 February 2025 • 1 min read
Pension transfers: Transparency vital in push to raise standards

Pensions

Pension transfers: Transparency vital in push to raise standards

A glass half full for pension transfers?

clock 28 February 2025 • 3 min read
171819
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad