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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Is this it? What CEOs need to see from AI

Technology

Is this it? What CEOs need to see from AI

The public conversation about AI and jobs has been oddly naive. On one side, existential panic about mass unemployment. On the other, breezy reassurances that AI just makes us all a bit more productive. Both miss the point, writes Samantha McBride

clock 04 August 2026 • 3 min read
The paradox of invisible value: How to ensure clients recognise the power of advice in volatile times

Your profession

The paradox of invisible value: How to ensure clients recognise the power of advice in volatile times

'Investing is not just a technical exercise; it’s an emotional one'

clock 03 August 2026 • 4 min read
Boring Money's Holly Mackay: Consumer Duty's next big challenge three years in

Consumer Duty

Boring Money's Holly Mackay: Consumer Duty's next big challenge three years in

From value to understanding

clock 03 August 2026 • 5 min read
Three investment themes advisers should be watching

Multi-Asset

Three investment themes advisers should be watching

In the second half of 2026

clock 31 July 2026 • 4 min read
How considering vegetable peelers can inform your product design

Regulation

How considering vegetable peelers can inform your product design

FCA released two reports to mark the third birthday of Consumer Duty

clock 31 July 2026 • 4 min read
Sandy McGregor: Happy third birthday to Consumer Duty

Consumer Duty

Sandy McGregor: Happy third birthday to Consumer Duty

Third anniversary of landmark regulation on 31 July

clock 31 July 2026 • 1 min read
'The single biggest force shaping advice business models': Three years of Consumer Duty

Consumer Duty

'The single biggest force shaping advice business models': Three years of Consumer Duty

'It has not bedded in quietly'

clock 31 July 2026 • 4 min read
Consumer Duty has changed financial services but the biggest test is still to come

Consumer Duty

Consumer Duty has changed financial services but the biggest test is still to come

'Permanent, cultural shift within firms'

clock 30 July 2026 • 4 min read
Andy Wealthall: Is there still a place for annual suitability reviews?

Regulation

Andy Wealthall: Is there still a place for annual suitability reviews?

'We shouldn't solve one problem by creating another'

clock 30 July 2026 • 4 min read
Why the smartest advisory firms are getting ahead of the FCA on non-financial misconduct

Regulation

Why the smartest advisory firms are getting ahead of the FCA on non-financial misconduct

'September is a starting point, not the finish line'

clock 29 July 2026 • 5 min read