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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Andrew Goodwin: Financial advice and the Evangelista effect

Your profession

Andrew Goodwin: Financial advice and the Evangelista effect

'Future of advice lies in independence, approachability and affordability'

clock 10 May 2024 • 4 min read
Legal insight: A guide to the division of pensions on divorce

Pensions

Legal insight: A guide to the division of pensions on divorce

'Even a modest DB pension can be worth more than the family home'

clock 09 May 2024 • 4 min read
Stress-testing at the core of suitable retirement income planning

Income

Stress-testing at the core of suitable retirement income planning

'How not to stress-test a withdrawal plan needs to be understood'

clock 09 May 2024 • 5 min read
Why HMRC must update SIPP/SSAS energy efficiency rules

Pensions

Why HMRC must update SIPP/SSAS energy efficiency rules

Non-compliance can result in significant financial penalties

clock 09 May 2024 • 4 min read
PA Management Retreat 2024: Last chance to sign up!

Your Business

PA Management Retreat 2024: Last chance to sign up!

Targeted two-day specialist event for owners and directors of advice firms

clock 09 May 2024 • 1 min read
Finding signal in the noise: How AI can drive greater personalisation

Your Business

Finding signal in the noise: How AI can drive greater personalisation

AI is not a threat - rather a critical way for adviser firms to grow

clock 08 May 2024 • 4 min read
Pension dashboards demand systems built to scale up rapidly

Technology

Pension dashboards demand systems built to scale up rapidly

7.5 million people might log in within the first few days alone

clock 08 May 2024 • 7 min read
Women in Financial Advice Awards 2024: All the nominations!

Your profession

Women in Financial Advice Awards 2024: All the nominations!

More than 1,500 nominations for 792 women from 337 companies

clock 08 May 2024 • 21 min read
Assessing investment decisions made in the heat of the moment

Investment

Assessing investment decisions made in the heat of the moment

'Investors were panicking, thinking no one would ever go outside again'

clock 08 May 2024 • 2 min read
Progress over perfection: Targeted support has huge upsides

Regulation

Progress over perfection: Targeted support has huge upsides

Targeted support is not perfect but 'may be good enough'

clock 07 May 2024 • 4 min read
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