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Professional Adviser

Professional Adviser

Articles by Professional Adviser

How can we help get younger generations engaged with financial advice?

Your profession

How can we help get younger generations engaged with financial advice?

'Don't lecture or school younger clients. Advisers should be able to listen and guide'

clock 19 December 2024 • 3 min read
What two pizzas tell us about Bitcoin

Economics / Markets

What two pizzas tell us about Bitcoin

Laszlo Hanyecz really needed a slice...

clock 19 December 2024 • 6 min read
No more IHT relief on pensions: How to maximise alternative tax-efficient vehicles

Tax planning

No more IHT relief on pensions: How to maximise alternative tax-efficient vehicles

In the light of the government’s latest Budget

clock 19 December 2024 • 5 min read
Annuity misconceptions may lead to more stressful retirement

Income

Annuity misconceptions may lead to more stressful retirement

'Annuity sales could, and perhaps should, be higher'

clock 18 December 2024 • 4 min read
What's on advisers' tech wish list this Christmas?

Technology

What's on advisers' tech wish list this Christmas?

Improving digitalisation, integrating AI and compliance

clock 18 December 2024 • 4 min read
Worst-case scenario: How are investors protected if providers fail?

Regulation

Worst-case scenario: How are investors protected if providers fail?

Important for advisers to reassure clients about their protections

clock 17 December 2024 • 3 min read
How adviser platforms bridge Consumer Duty and vulnerable client care

Wrap/platforms

How adviser platforms bridge Consumer Duty and vulnerable client care

'For vulnerable clients, the concept of value for money takes on heightened importance'

clock 16 December 2024 • 5 min read
Women and wealth: A new era of financial empowerment?

Your profession

Women and wealth: A new era of financial empowerment?

Helping women build confidence and craft long-term strategies

clock 13 December 2024 • 3 min read
What's in an advice firm's brand? Not a lot, it turns out

Your Business

What's in an advice firm's brand? Not a lot, it turns out

'Businesses spend days, weeks, months even, agonising over their brand'

clock 12 December 2024 • 4 min read
Playing to your strengths when building professional connections

Your profession

Playing to your strengths when building professional connections

Have clear networking goals

clock 12 December 2024 • 4 min read
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