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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Form and function should go hand in hand in planning software

Technology

Form and function should go hand in hand in planning software

A well-designed experience can significantly enhance user satisfaction

clock 20 August 2024 • 4 min read
Four areas where business owners can miss out without financial advice

Your Business

Four areas where business owners can miss out without financial advice

Can business owners afford not to take financial advice?

clock 19 August 2024 • 5 min read
An end to meal tickets for life? Joint lives maintenance orders explained

Tax planning

An end to meal tickets for life? Joint lives maintenance orders explained

Law firm reports rise in applications to vary spousal maintenance

clock 19 August 2024 • 4 min read
Financial wellbeing: Does more money make us more happy?

Your profession

Financial wellbeing: Does more money make us more happy?

Chris Budd explores the accumulation of wealth

clock 16 August 2024 • 4 min read
The LTA has been abolished but life isn't any simpler for advisers

Pensions

The LTA has been abolished but life isn't any simpler for advisers

A whistlestop tour of post-LTA pension rules

clock 16 August 2024 • 6 min read
How to keep up: Tackling the risks of regulatory change

Regulation

How to keep up: Tackling the risks of regulatory change

First in series of three articles looking at investment regulation

clock 16 August 2024 • 4 min read
Laith Khalaf: Rachel Reeves has got that 'kitchen sinking' feeling

Economics / Markets

Laith Khalaf: Rachel Reeves has got that 'kitchen sinking' feeling

The big question now is what Rachel Reeves intends to next

clock 15 August 2024 • 5 min read
Navigating the adviser firm's squeezed margin tunnel

Regulation

Navigating the adviser firm's squeezed margin tunnel

Analysis of latest Retail Mediation Activities Return data

clock 15 August 2024 • 5 min read
We need to talk about PMI: 'Industry could be bolder'

Protection

We need to talk about PMI: 'Industry could be bolder'

'Our health is just about the most important thing there is'

clock 15 August 2024 • 4 min read
Lessons from Succession: Unlocking generational wealth

Estate planning

Lessons from Succession: Unlocking generational wealth

What advisers can learn from the Roy family...

clock 14 August 2024 • 4 min read
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