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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Pension freedoms and lessons from Down Under

Pensions

Pension freedoms and lessons from Down Under

How the UK can build a more 'robust and supportive' system

clock 09 April 2025 • 4 min read
Generational loyalty: Simon Rogerson on client trust

Your profession

Generational loyalty: Simon Rogerson on client trust

'The younger generation is more jaded, more cynical and less trusting'

clock 09 April 2025 • 3 min read
'At the end of the beginning': What to expect next with tokenisation

Technology

'At the end of the beginning': What to expect next with tokenisation

'Tokenisation is coming - at pace'

clock 08 April 2025 • 3 min read
Why is it so difficult to switch a pension? Navigating the transfer maze

Pensions

Why is it so difficult to switch a pension? Navigating the transfer maze

‘If I didn’t work in pensions, I might have simply given up on many occasions

clock 08 April 2025 • 4 min read
What's keeping platforms up at night?

Platforms

What's keeping platforms up at night?

'You're not out of the woods yet, platforms'

clock 07 April 2025 • 4 min read
Global small-caps and the case for direct engagement

Investment

Global small-caps and the case for direct engagement

'We firmly believe these interactions have significant merit'

clock 07 April 2025 • 4 min read
The FCA's DE&I volte-face: Why doing the right thing still matters

Regulation

The FCA's DE&I volte-face: Why doing the right thing still matters

Delayed NFM regulations set to take effect in June

clock 07 April 2025 • 5 min read
The rarely discussed barriers to closing the advice gap

Your profession

The rarely discussed barriers to closing the advice gap

'The real issue isn't just access, it's attitudes, representation, and engagement'

clock 04 April 2025 • 7 min read
Into the Spider-Verse we go: Chris Justham assesses Trump Mk II

Investment

Into the Spider-Verse we go: Chris Justham assesses Trump Mk II

'The cognitive dissonance when your beliefs don't add up cause very real pain'

clock 04 April 2025 • 3 min read
Darius McDermott: Are we seeing the end of US exceptionalism?

Investment

Darius McDermott: Are we seeing the end of US exceptionalism?

The Euro Stoxx 50 Index is up 10.8% since the start of the year

clock 03 April 2025 • 5 min read
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