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Professional Adviser

Professional Adviser

Articles by Professional Adviser

PA Awards 2024: Check out the full list of this year's potential winners

Your profession

PA Awards 2024: Check out the full list of this year's potential winners

A look at all nominees across adviser, provider and multi-asset categories

clock 20 March 2024 • 6 min read
Planning with confidence: IFA financial adequacy assessments

Your Business

Planning with confidence: IFA financial adequacy assessments

Who does FG20/1 apply to?

clock 19 March 2024 • 5 min read
Estate planning: Testamentary capacity in the spotlight

Estate planning

Estate planning: Testamentary capacity in the spotlight

'My top tip for futureproofing your will is follow the golden rule'

clock 18 March 2024 • 4 min read
'Fundamental shift': Why transparent investing really matters

Investment

'Fundamental shift': Why transparent investing really matters

‘There needs to be a concerted shift towards greater openness’

clock 18 March 2024 • 4 min read
Phillip Wickenden: Neurodiversity and the bumpy ride to inclusivity

Your profession

Phillip Wickenden: Neurodiversity and the bumpy ride to inclusivity

Neurodiversity Celebration Week runs from 18 - 24 March

clock 18 March 2024 • 6 min read
Is price really still king? Why the protection market needs to evolve

Protection

Is price really still king? Why the protection market needs to evolve

Data and process improvement will be 'battlegrounds of tomorrow'

clock 18 March 2024 • 3 min read
Studying for success: Preserving knowledge in financial services

Your profession

Studying for success: Preserving knowledge in financial services

Five tips for full-time workers studying in their spare time

clock 15 March 2024 • 5 min read
AI and advice: The challenge of making good tech decisions

Technology

AI and advice: The challenge of making good tech decisions

AI integration will have a lasting impact in financial services

clock 15 March 2024 • 6 min read
Exploring the surge of private equity activity in UK wealth management

Your profession

Exploring the surge of private equity activity in UK wealth management

What is driving private equity interest?

clock 14 March 2024 • 4 min read
Assessing business relief opportunities in light of Consumer Duty

Consumer Duty

Assessing business relief opportunities in light of Consumer Duty

Advisers might need to consider different solutions

clock 14 March 2024 • 3 min read
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