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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Rio Stedford: Tackling lack of representation in financial services

Your profession

Rio Stedford: Tackling lack of representation in financial services

'Celebrate your wins openly, and remember, success is not a solo journey'

clock 04 November 2024 • 4 min read
Record protection payouts must spur advisers on

Protection

Record protection payouts must spur advisers on

These aren't products that sell themselves

clock 01 November 2024 • 5 min read
What's keeping financial advisers awake this Halloween?

Your profession

What's keeping financial advisers awake this Halloween?

Four experts highlight what might be spooking advisers this year

clock 31 October 2024 • 3 min read
Budget havoc could push GPs to head for the door

Tax planning

Budget havoc could push GPs to head for the door

‘GPs need stability and clarity’

clock 29 October 2024 • 5 min read
The challenges and opportunities for active managers

Investment

The challenges and opportunities for active managers

'We believe good active managers always have a place in a portfolio'

clock 29 October 2024 • 5 min read
Law, not likes: Cracking down on social media financial promotions

Regulation

Law, not likes: Cracking down on social media financial promotions

‘Every individual social post or communication must comply with the rules’

clock 28 October 2024 • 4 min read
How Labour can support investment management vibrancy

Regulation

How Labour can support investment management vibrancy

The formation of a new government – now just over 100 days’ old – has brightened the spotlight on UK financial services regulation, writes IIMI CEO Dani Hristova

clock 28 October 2024 • 4 min read
Sink or swim: A very deep dive into due diligence

Your profession

Sink or swim: A very deep dive into due diligence

'Minimising the likelihood of unpleasant surprises is a fundamental goal'

clock 24 October 2024 • 5 min read
Critical shift: The latest Consumer Duty price and value update

Consumer Duty

Critical shift: The latest Consumer Duty price and value update

'Emphasis on continuous improvement and evidence-based practices'

clock 24 October 2024 • 4 min read
Buckle up for the 'Big Show' coming on 30 October

Tax planning

Buckle up for the 'Big Show' coming on 30 October

'Speculation mounts before every Budget but this time it feels different'

clock 24 October 2024 • 5 min read
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