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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Navigating market volatility with liquid real estate solutions

Property Investment

Navigating market volatility with liquid real estate solutions

Property debt investments have gained traction

clock 10 February 2025 • 4 min read
IFA business scalability: If Amazon was a financial adviser…

Technology

IFA business scalability: If Amazon was a financial adviser…

What would have to change for advisers to be five times as efficient?

clock 10 February 2025 • 5 min read
Doug Brodie: We do not want a 'Saba version' of our investment trusts

Investment Trusts

Doug Brodie: We do not want a 'Saba version' of our investment trusts

'They may be imperfect, but we’re British, they’re our trusts and we like them that way'

clock 10 February 2025 • 3 min read
Supermarkets, fast cars, and protection insurance

Protection

Supermarkets, fast cars, and protection insurance

'I would argue this is a perfect example of an efficiency gap'

clock 10 February 2025 • 3 min read
Why the personal advice touch will thrive amid generational digital disruption

Your profession

Why the personal advice touch will thrive amid generational digital disruption

Growing appetite for protection amongst younger people

clock 07 February 2025 • 4 min read
The BDM life: 'Being there for whatever reason, when they need you'

Your Business

The BDM life: 'Being there for whatever reason, when they need you'

Life through a BDM lens

clock 06 February 2025 • 5 min read
Steve Webb: HMRC tax code stance moving in right direction but still work to do

Pensions

Steve Webb: HMRC tax code stance moving in right direction but still work to do

'HMRC has belatedly accepted that the status quo is unacceptable'

clock 05 February 2025 • 4 min read
Vulnerability management: Consumer Duty all-important as consolidation continues

Your profession

Vulnerability management: Consumer Duty all-important as consolidation continues

Will customer vulnerability management take over from AUM in 2025?

clock 05 February 2025 • 2 min read
Alec Cutler: The swinging pendulum of investor sentiment

Investment

Alec Cutler: The swinging pendulum of investor sentiment

Exploring how investors view the ever-changing energy market

clock 05 February 2025 • 4 min read
Andrew Goodwin: Politics and pensions - two traps for savers to avoid

Pensions

Andrew Goodwin: Politics and pensions - two traps for savers to avoid

‘Financial saviour or die-hard meddler?’

clock 05 February 2025 • 4 min read
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