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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Advisory firms' user experience and the picnic problem

Investment

Advisory firms' user experience and the picnic problem

Spelling out ‘problem in chair, not in computer'

clock 18 September 2024 • 4 min read
Budget rumblings: Is Labour really going to axe pensions tax relief?

Pensions

Budget rumblings: Is Labour really going to axe pensions tax relief?

'Uncertainty caused by Budgets is it isn't helpful for financial planning'

clock 17 September 2024 • 5 min read
PA Awards 2024: Columbia Threadneedle on winning Best Risk-Managed Range of Funds

Investment

PA Awards 2024: Columbia Threadneedle on winning Best Risk-Managed Range of Funds

A look at how award-winning Columbia Threadneedle has delivered success through its Universal fund range

clock 17 September 2024 • 5 min read
PA Awards 2025: Get your entries in by Friday!

Your profession

PA Awards 2025: Get your entries in by Friday!

Deadline to enter the 20th anniversary awards is approaching

clock 17 September 2024 • 2 min read
Net gains: What a tennis great can tell us about equity investing

Equities

Net gains: What a tennis great can tell us about equity investing

'When you lose every second point you learn not to dwell on every shot'

clock 16 September 2024 • 4 min read
Marriage material: What makes the ideal MPS partner?

DFM & Model Portfolios

Marriage material: What makes the ideal MPS partner?

If there was a Tinder for MPS what would make you swipe right?

clock 16 September 2024 • 4 min read
Multi-Asset Roadshow 2024: Last chance for Bristol, Cardiff, London!

Investment

Multi-Asset Roadshow 2024: Last chance for Bristol, Cardiff, London!

Register now to join PA on the road this week

clock 16 September 2024 • 1 min read
The power of cashflow modelling in retirement planning

Pensions

The power of cashflow modelling in retirement planning

'Done properly, cashflow modelling is particularly useful for retirement planning'

clock 13 September 2024 • 4 min read
Taming IHT: The relevant property regime and discretionary trusts

Tax planning

Taming IHT: The relevant property regime and discretionary trusts

IHT mitigation remains a driver for the creation of trusts

clock 12 September 2024 • 6 min read
Give the clients what they want: Why advisers must embrace tech

Technology

Give the clients what they want: Why advisers must embrace tech

Clients want fast, accessible, and personalised service

clock 12 September 2024 • 4 min read
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