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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Laith Khalaf: Trump makes (some) active funds great again

Investment

Laith Khalaf: Trump makes (some) active funds great again

42% of active managers have outperformed a passive alternative so far in 2025

clock 02 September 2025 • 3 min read
Andrew Goodwin: Investing, gambling and the importance of the long game

Your profession

Andrew Goodwin: Investing, gambling and the importance of the long game

'Remember that in investing, as in sport, there are no certainties'

clock 01 September 2025 • 4 min read
What DFMs are thinking: Assessing the FCA retirement income advice review's impact

DFM & Model Portfolios

What DFMs are thinking: Assessing the FCA retirement income advice review's impact

Six DFMs share their views

clock 01 September 2025 • 25 min read
Why gender inequality in financial advice is no joke

Your profession

Why gender inequality in financial advice is no joke

'Gender inequality is a joke that has long since worn thin'

clock 01 September 2025 • 4 min read
Managing drawdown risk: A new frontier in retirement planning

Retirement

Managing drawdown risk: A new frontier in retirement planning

'Volatility alone is no longer a sufficient risk measure'

clock 29 August 2025 • 4 min read
Professional Adviser TV: Tackling 'horrendous' letter of authority delays

Your profession

Professional Adviser TV: Tackling 'horrendous' letter of authority delays

‘LOAs could be really magical’

clock 29 August 2025 • 2 min read
SMCR reform needs efficiency without sacrificing accountability

Regulation

SMCR reform needs efficiency without sacrificing accountability

'If we lose sight of the SMCR's fundamental purpose we risk undoing years of progress'

clock 28 August 2025 • 4 min read
Modern thoughts on the fiduciary duties of a DFM

DFM & Model Portfolios

Modern thoughts on the fiduciary duties of a DFM

Financial factors must outweigh non-financial factors in a DFM’s decisions

clock 27 August 2025 • 7 min read
Why the Great Wealth Transfer could be modest in practice

Your profession

Why the Great Wealth Transfer could be modest in practice

'The need for a robust advice strategy remains'

clock 27 August 2025 • 4 min read
The impact of the Overseas Fund Regime explained

Regulation

The impact of the Overseas Fund Regime explained

Initially covers UCITS funds issued in most EU and EEA member states

clock 27 August 2025 • 3 min read
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