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Professional Adviser

Professional Adviser

Articles by Professional Adviser

MPS: Would you trust AI to replace human decision-making?

DFM & Model Portfolios

MPS: Would you trust AI to replace human decision-making?

Firms increasingly exploring AI use to push gains even further

clock 26 June 2025 • 4 min read
Farmers to take government to court over IHT reform

Tax planning

Farmers to take government to court over IHT reform

Claimants said govt 'failed' to consult with the sector on IHT Autumn Budget

clock 26 June 2025 • 3 min read
What can the British & Irish Lions tell us about Strategic Bond funds?

Fixed Income

What can the British & Irish Lions tell us about Strategic Bond funds?

'Vision first, team selection second'

clock 24 June 2025 • 4 min read
How annuity underwriting needs to change to meet Consumer Duty

Income

How annuity underwriting needs to change to meet Consumer Duty

'This is an industry systematically delivering poor outcomes'

clock 24 June 2025 • 4 min read
Why the real problems of the pensions dashboard are yet to start

Pensions

Why the real problems of the pensions dashboard are yet to start

'Its aims seem not only less relevant but potentially problematic'

clock 23 June 2025 • 5 min read
Mind the gap: How to protect the self-employed

Protection

Mind the gap: How to protect the self-employed

'The financial resilience of self-employed clients is essential'

clock 23 June 2025 • 3 min read
Turning data into dialogue: Helping clients visualise retirement realities

Pensions

Turning data into dialogue: Helping clients visualise retirement realities

'Data is more than just a collection of figures, it's a powerful tool for engagement'

clock 20 June 2025 • 3 min read
Restricted and independent: Why the language of advice must move with the times

Your profession

Restricted and independent: Why the language of advice must move with the times

'These labels matter because they influence how people view advice'

clock 20 June 2025 • 3 min read
Women in Financial Advice Awards 2025: Entry period closes today!

Your profession

Women in Financial Advice Awards 2025: Entry period closes today!

There is still time to complete your WIFA 2025 entries

clock 20 June 2025 • 1 min read
Feel Good Friday: SJP partners and employees complete Westerham's charity 'Big Walk'

Your profession

Feel Good Friday: SJP partners and employees complete Westerham's charity 'Big Walk'

Nearly a hundred people took part in 21.9km trek

clock 20 June 2025 • 1 min read
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