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
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • 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

Only one-quarter of advisers satisfied with current tech stack

Technology

Only one-quarter of advisers satisfied with current tech stack

Advisers urge providers to facilitate better back-office integrations

clock 19 September 2024 • 2 min read
FCA and government lift investment trust cost disclosure requirements as they plan reforms

Investment Trusts

FCA and government lift investment trust cost disclosure requirements as they plan reforms

Legislation will be laid ‘as soon as possible’

clock 19 September 2024 • 2 min read
IFA network partners with JustFA to increase digital engagement

Technology

IFA network partners with JustFA to increase digital engagement

Powered by Seccl’s technology to serve clients who prefer digital experiences

clock 19 September 2024 • 1 min read
Close Brothers to sell wealth management arm for £200m

Companies

Close Brothers to sell wealth management arm for £200m

Close Brothers Asset Management sold to Oaktree Capital Management

clock 19 September 2024 • 2 min read
Adviser, planner, coach... Is it time for terms to be defined and protected?

Your profession

Adviser, planner, coach... Is it time for terms to be defined and protected?

‘Lots of labels can create a perception that the industry is fragmented’

clock 18 September 2024 • 6 min read
Timeline launches digital letters of authority solution

Companies

Timeline launches digital letters of authority solution

MPS provider has partnered with The Pension Lab

clock 18 September 2024 • 2 min read
Loyal North completes double IFA firm acquisition adding £56m

Your profession

Loyal North completes double IFA firm acquisition adding £56m

Buys IF Wealth and Powell Financial Planning

clock 17 September 2024 • 2 min read
Fintel's revenue growth continues as it benefits from acquisition streak

Companies

Fintel's revenue growth continues as it benefits from acquisition streak

‘Concentrating on integrating businesses and driving synergies’

clock 17 September 2024 • 2 min read
PE-backed Skerritts adds £1bn in AUM with Ellis Bates acquisition

Your profession

PE-backed Skerritts adds £1bn in AUM with Ellis Bates acquisition

Largest deal to date for Paul Feeney-led Chartered financial planner

clock 17 September 2024 • 1 min read
PA Awards 2025: Get your entries in by Friday!

Your profession

PA Awards 2025: Get your entries in by Friday!

Deadline to enter the 20th anniversary awards is approaching

clock 17 September 2024 • 2 min read
102103104
  • 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