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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Platform innovation: Terry Huddart on Abrdn's Cash Solution

Wrap/platforms

Platform innovation: Terry Huddart on Abrdn's Cash Solution

'I see this as another positive market development'

clock 27 February 2025 • 5 min read
'Financial advice needs an age-related reboot': Why people shouldn't wait until 55

Your profession

'Financial advice needs an age-related reboot': Why people shouldn't wait until 55

Insight from UK's youngest-ever Fellow of the Personal Finance Society

clock 27 February 2025 • 4 min read
The great wealth shift: Embracing AI to engage multiple generations

Technology

The great wealth shift: Embracing AI to engage multiple generations

'The role of the financial adviser is evolving'

clock 26 February 2025 • 4 min read
PA Working Lunches: Long-term structural change with Scottish Mortgage

Investment

PA Working Lunches: Long-term structural change with Scottish Mortgage

Join us for an informative session worth one hour of CPD

clock 25 February 2025 • 1 min read
Maximise tax efficiency in 2025: The case for advisers to embrace VCTs

VCTs / EIS

Maximise tax efficiency in 2025: The case for advisers to embrace VCTs

'VCTs make a compelling case as part of a diversified portfolio'

clock 24 February 2025 • 4 min read
It can be hard to find time for marketing – but it's worth it

Your Business

It can be hard to find time for marketing – but it's worth it

'Building some structure around your firm's marketing can add a lot of power'

clock 20 February 2025 • 4 min read
'I'm ready for this, there's no denying': Four reasons to celebrate AIM's 30th birthday

Investment

'I'm ready for this, there's no denying': Four reasons to celebrate AIM's 30th birthday

The Alternative Investment Market launched on 19 June 1995

clock 20 February 2025 • 4 min read
What advisers and investors need to know about thematic ETFs

ETFs

What advisers and investors need to know about thematic ETFs

Rahul Bhushan explores thematic ETF funds and shares his insight on what advisers need to know...

clock 20 February 2025 • 4 min read
Striking the balance: AI and the human touch in financial services

Technology

Striking the balance: AI and the human touch in financial services

'We should view AI as a new kind of team member'

clock 20 February 2025 • 4 min read
Tax exodus and the new nomads: Why entrepreneurs are weighing their options

Tax planning

Tax exodus and the new nomads: Why entrepreneurs are weighing their options

Tax changes see entrepreneurs mull relocation

clock 19 February 2025 • 5 min read
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