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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Andrew Goodwin: It's time for advisers to think differently about innovation

Your profession

Andrew Goodwin: It's time for advisers to think differently about innovation

'Ours is still a profession that rightly places enormous emphasis on the human touch, relationships and trust'

clock 04 July 2025 • 4 min read
Professional Adviser TV: Remaining client centric in a time of increased regulation and digital demands

Your profession

Professional Adviser TV: Remaining client centric in a time of increased regulation and digital demands

Kevin Bailey and James Sullivan also unpack what value looks like

clock 04 July 2025 • 1 min read
Why documentation is king in the world of SSAS

Pensions

Why documentation is king in the world of SSAS

'SSAS documentation - it isn't just best practice or a fiduciary requirement'

clock 04 July 2025 • 4 min read
PA Asks: Do you keep in touch with clients when on holiday?

Your profession

PA Asks: Do you keep in touch with clients when on holiday?

Plus, targeted support worries and BDMs

clock 04 July 2025 • 1 min read
Market Movers: UK equity funds see smallest outflows in almost four years

Markets

Market Movers: UK equity funds see smallest outflows in almost four years

Trump tariff impact

clock 04 July 2025 • 1 min read
Tech helping IFAs rise to capacity crunch challenge

Technology

Tech helping IFAs rise to capacity crunch challenge

Industry is growing, thriving and embracing change

clock 03 July 2025 • 4 min read
Efficient doesn't mean fair: AI, advice, and the price & value test

Technology

Efficient doesn't mean fair: AI, advice, and the price & value test

'Under Consumer Duty, fair is the standard'

clock 03 July 2025 • 6 min read
All the advice firm acquisitions that have taken place in 2025

Your Business

All the advice firm acquisitions that have taken place in 2025

Keeping track of the ongoing consolidation of the advice industry

clock 03 July 2025 • 2 min read
What role can advisers play in closing the gender pension gap?

Pensions

What role can advisers play in closing the gender pension gap?

Advisers are uniquely placed to influence the gender pension gap

clock 02 July 2025 • 7 min read
Chris Justham: Why MPS are the flat whites of the investment world

DFM & Model Portfolios

Chris Justham: Why MPS are the flat whites of the investment world

Coffee and MPS, easily

clock 02 July 2025 • 3 min read
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