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Professional Adviser

Professional Adviser

Articles by Professional Adviser

PA360 North: First speakers revealed!

Your profession

PA360 North: First speakers revealed!

Event returns to Warrington later this year

clock 16 July 2025 • 1 min read
People Moves: Evelyn Partners hires former Newcastle Falcons rugby professional Alex Tait

People

People Moves: Evelyn Partners hires former Newcastle Falcons rugby professional Alex Tait

Former Premiership player joins as associate director

clock 16 July 2025 • 1 min read
PA Asks: Will consolidation make it harder for the next generation of advisers?

Your profession

PA Asks: Will consolidation make it harder for the next generation of advisers?

Plus, business support from your BDM

clock 15 July 2025 • 1 min read
Can consolidators conquer Ireland?

Your Business

Can consolidators conquer Ireland?

Region is moving higher up buyers’ wishlists

clock 15 July 2025 • 3 min read
Digital natives, critical minds: What Gen Z's scepticism means for the future of wealth management

Your profession

Digital natives, critical minds: What Gen Z's scepticism means for the future of wealth management

'The industry faces a radical shift in generational expectations'

clock 14 July 2025 • 3 min read
How tax-advantaged investments are powering UK innovation and economic growth

VCTs / EIS

How tax-advantaged investments are powering UK innovation and economic growth

Schemes continue to fuel entrepreneurship and support innovation

clock 14 July 2025 • 4 min read
Bikes, bias and the quest for outperformance

Investment

Bikes, bias and the quest for outperformance

I'm a disciple of the philosophy espoused by Lotus founder Colin Chapman: 'Add lightness'

clock 14 July 2025 • 5 min read
Who goes there? The curious case of the disembodied annuitants

Retirement income

Who goes there? The curious case of the disembodied annuitants

'It's especially important that advisers take the time to do a thorough research job'

clock 11 July 2025 • 4 min read
Business owners' estates: When cash can be a problem

Tax planning

Business owners' estates: When cash can be a problem

A complex, often overlooked threat

clock 11 July 2025 • 4 min read
'Excessive conservatism': Wealth fintech risks being left behind

Technology

'Excessive conservatism': Wealth fintech risks being left behind

'Nobody gets fired for buying IBM'

clock 11 July 2025 • 4 min read
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