professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Professional Adviser IQ
  • Events
  • More

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

    • Cost of Living
    • Partner Insight
    • Professional Adviser IQ

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers

    Choose from below

    • Features
    • Opinion
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
    • Investment IQ
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in

Your profession

Atomos acquires MWA Financial adding almost £1bn AUM

Companies

Atomos acquires MWA Financial adding almost £1bn AUM

Will create one of the UK’s largest financial planning firms

clock 10 September 2026 • 2 min read
St James's Place hires adviser trio to build AR firms

Companies

St James's Place hires adviser trio to build AR firms

Wilma Edwards, Paul Telford and Nick Dixon join

clock 10 September 2026 • 2 min read
Adviser chases Hartley Pensions for ten months over clients' SSAS transfer

Pensions

Adviser chases Hartley Pensions for ten months over clients' SSAS transfer

Takes case to The Pensions Ombudsman

clock 10 September 2026 • 2 min read
Advisers making more deliberate decisions on which clients fit ongoing services

Companies

Advisers making more deliberate decisions on which clients fit ongoing services

Many are switching off ongoing fees for some clients

clock 10 September 2026 • 2 min read
People Moves: Aberdeen Adviser makes senior hires after Verona Kenny and CFO's exit

People

People Moves: Aberdeen Adviser makes senior hires after Verona Kenny and CFO's exit

Ranila Ravi-Burslem, Heather Curtis, Aron Mitchell and Jonny Black appointed

clock 10 September 2026 • 1 min read
Is compliance the hidden driver of business value and saleability?

Your profession

Is compliance the hidden driver of business value and saleability?

'The reality is simple - buyers will pay more for certainty'

clock 09 September 2026 • 7 min read
Trio of planning firms attain CISI chartered status

Companies

Trio of planning firms attain CISI chartered status

Smart Financial, Grovely Financial and Chancery Lane Income Planners

clock 09 September 2026 • 2 min read
Advisers see clients arrive with AI-generated plans

Technology

Advisers see clients arrive with AI-generated plans

AI could spell end of ‘1% of assets’ advice model

clock 09 September 2026 • 4 min read
St. James's Place promotes Justin Okuekwusi to investments CEO

People

St. James's Place promotes Justin Okuekwusi to investments CEO

Replaces Tom Beal

clock 09 September 2026 • 2 min read
Shackleton acquires AC Wealth adding £800m in AUM

Companies

Shackleton acquires AC Wealth adding £800m in AUM

Major expansion in Scotland

clock 09 September 2026 • 3 min read
123
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad
Loading.gif?category=your profession&page type=listing page