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Professional Adviser

Professional Adviser

Articles by Professional Adviser

What to expect from AI in financial advice in 2025

Technology

What to expect from AI in financial advice in 2025

AI has already taken root in many of our daily lives

clock 16 January 2025 • 4 min read
2025 investment trends: The updated reality in wealth management

Economics / Markets

2025 investment trends: The updated reality in wealth management

'The future of wealth management will lie in personalisation'

clock 16 January 2025 • 4 min read
PA Awards 2025: Multi-asset shortlists revealed

Investment

PA Awards 2025: Multi-asset shortlists revealed

The industry’s best in balanced, high yield, adventurous and cautious funds

clock 15 January 2025 • 2 min read
The art of rebalancing: Looking under the bonnet of MPS

Managed solutions

The art of rebalancing: Looking under the bonnet of MPS

How rebalancing portfolios works in practice

clock 14 January 2025 • 10 min read
Retirement confidence: Why are women still lagging behind?

Pensions

Retirement confidence: Why are women still lagging behind?

'If we don't do better, the gender pensions gap won't be closing any time soon'

clock 14 January 2025 • 4 min read
 Regulatory directives to watch out for in 2025

Regulation

Regulatory directives to watch out for in 2025

Key ongoing directives firms should factor into their business planning

clock 13 January 2025 • 5 min read
New year, same duty of care: Are you leaving smaller clients out in the cold?

Your Business

New year, same duty of care: Are you leaving smaller clients out in the cold?

'For clients with lower assets, there are trusted homes out there'

clock 10 January 2025 • 4 min read
Chris Justham: WPS - wrestlemania portfolio solutions

Investment

Chris Justham: WPS - wrestlemania portfolio solutions

'There has been a not-so-quiet change to how communication is happening'

clock 09 January 2025 • 4 min read
Compliance: Five tips for speeding up the process

Your Business

Compliance: Five tips for speeding up the process

'Compliance is a notoriously time-consuming responsibility'

clock 09 January 2025 • 5 min read
Vigilance still the best defence against ever-sophisticated AI scammers

Your profession

Vigilance still the best defence against ever-sophisticated AI scammers

'These days you can't even trust what is in front of your eyes'

clock 08 January 2025 • 3 min read
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