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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Turning business aggregators into consolidators

Your Business

Turning business aggregators into consolidators

Tech lies at the heart of improving outcomes and services for clients

clock 07 May 2024 • 4 min read
Advisers have bigger role to play in annuity journey of clients

Income

Advisers have bigger role to play in annuity journey of clients

Just 29% of annuity sales are advised, according to ABI data

clock 03 May 2024 • 4 min read
Big difference: Ways to tackle the growing pensions gender gap

Pensions

Big difference: Ways to tackle the growing pensions gender gap

'Of course, for single women, the pension gender gap absolutely matters'

clock 03 May 2024 • 3 min read
How fuzzy personal boundaries can lead to professional misconduct

Your profession

How fuzzy personal boundaries can lead to professional misconduct

Make ethics reviews part of regular team training and development

clock 02 May 2024 • 4 min read
Infrastructure: A good investment gone bad – and then good again?

Investment

Infrastructure: A good investment gone bad – and then good again?

'Infrastructure - a victim of a unique set of circumstances'

clock 02 May 2024 • 5 min read
Future of Investment Festival: Our specialist sessions for advisers

Investment

Future of Investment Festival: Our specialist sessions for advisers

Future-proofing advice, building sustainable portfolios, all things SDR

clock 02 May 2024 • 2 min read
Advisers can boost client communication by embracing AI

Technology

Advisers can boost client communication by embracing AI

Effective utilisation of AI offers great potential client benefits

clock 01 May 2024 • 4 min read
Optimal efficiency: Is 2024 the year of the advanced data strategy?

Technology

Optimal efficiency: Is 2024 the year of the advanced data strategy?

'Data without context, however, is simply a buzzword'

clock 30 April 2024 • 5 min read
PA360: Check out the photo gallery from our 2024 conference

Your profession

PA360: Check out the photo gallery from our 2024 conference

Our flagship conference took place last week at 133 Houndsditch in London

clock 30 April 2024 • 1 min read
Listen and learn: Protection must change how it communicates

Protection

Listen and learn: Protection must change how it communicates

'Maybe it's time we start to make fewer assumptions'

clock 30 April 2024 • 4 min read
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