Author profile

Professional Adviser

Professional Adviser

Articles by Professional Adviser

'Return to normality' for multi-asset fixed income allocations

Fixed Income

'Return to normality' for multi-asset fixed income allocations

Multi-asset fund managers share their bond allocation insights

clock 12 July 2023 • 8 min read
Four business benefits of generative AI in wealth management

Technology

Four business benefits of generative AI in wealth management

GPTs can help wealth managers navigate complex regulations

clock 10 July 2023 • 5 min read
Stronger together: The work of The Verve Foundation

Your profession

Stronger together: The work of The Verve Foundation

We Are Change has received more than 1,000 applications

clock 07 July 2023 • 4 min read
Consumer Duty and protection: Three things advisers need to know

Consumer Duty

Consumer Duty and protection: Three things advisers need to know

Consumer Duty deadline of 31 July is on the horizon

clock 06 July 2023 • 3 min read
The FOS is not perfect, but the alternatives are definitely worse

Regulation

The FOS is not perfect, but the alternatives are definitely worse

‘Peace of mind comes with a safety net, no matter how imperfect’

clock 05 July 2023 • 4 min read
One size does not fit all: The future of financial advice

Technology

One size does not fit all: The future of financial advice

Technology will improve efficiency, consistency and personalisation

clock 03 July 2023 • 7 min read
Baillie Gifford: Balancing growth investing with sustainability goals

Investment

Baillie Gifford: Balancing growth investing with sustainability goals

The latest from PA’ Digital Working Lunch webinar series

clock 30 June 2023 • 2 min read
Govt's £47m withdrawal take highlights need for Lifetime ISA change

ISAs

Govt's £47m withdrawal take highlights need for Lifetime ISA change

Govt has pocketed £127m of saver money in withdrawal charges

clock 30 June 2023 • 3 min read
Women in Financial Advice Awards 2023: Final chance to enter!

Your profession

Women in Financial Advice Awards 2023: Final chance to enter!

Awards to take place at the London Marriott Hotel Grosvenor Square

clock 29 June 2023 • 1 min read
Is Consumer Duty the 'happily ever after' of pensions?

Consumer Duty

Is Consumer Duty the 'happily ever after' of pensions?

More support for responsible pension saving

clock 26 June 2023 • 4 min read