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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Unpacking SDR: What portfolio managers need to know

Regulation

Unpacking SDR: What portfolio managers need to know

'These proposals will have a widespread impact on the industry'

clock 24 July 2024 • 6 min read
Why Labour should radically simplify the ISA regime

ISAs

Why Labour should radically simplify the ISA regime

Changes could pave the way for increased investing

clock 23 July 2024 • 2 min read
PA Awards 2025: Nominations for all categories now open!

Your profession

PA Awards 2025: Nominations for all categories now open!

Our 20th anniversary awards will be held in London next March

clock 23 July 2024 • 2 min read
State pension worries highlight importance of retirement advice

Pensions

State pension worries highlight importance of retirement advice

There’s no doubt that the state pension is in a precarious position

clock 22 July 2024 • 4 min read
Known knowns: What Labour has in store for financial services

Pensions

Known knowns: What Labour has in store for financial services

Isa simplification, pensions, advice/guidance and saving

clock 18 July 2024 • 3 min read
The journey towards hyper-personalisation in financial advice

Your profession

The journey towards hyper-personalisation in financial advice

'Sound financial planning has always been built on trust'

clock 18 July 2024 • 6 min read
Breaking the chain: Assessing and adding value as a distributor

Wrap/platforms

Breaking the chain: Assessing and adding value as a distributor

Advisers support us in trying to improve customer outcomes

clock 17 July 2024 • 3 min read
Having a moment: Why the protection market is about to change

Protection

Having a moment: Why the protection market is about to change

'There are plenty of opportunities for future growth and excellence'

clock 17 July 2024 • 4 min read
To B Corp on not to B Corp? Factors FS firms should consider

Your Business

To B Corp on not to B Corp? Factors FS firms should consider

Enhanced reputation and long-term sustainability

clock 17 July 2024 • 4 min read
Women in Financial Advice Awards 2024: Shortlists revealed!

Your profession

Women in Financial Advice Awards 2024: Shortlists revealed!

All the winners will be announced at a celebratory gala dinner on 6 November

clock 16 July 2024 • 8 min read
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