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Your profession

Dynamic Planner launches adviser single fund selector service

Your profession

Dynamic Planner launches adviser single fund selector service

The launch will assist advisers in single strategy fund selection

clock 16 January 2024 • 2 min read
M&A deals in wealth space record slide and halving of value in 2023

Your profession

M&A deals in wealth space record slide and halving of value in 2023

A total 107 deals were confirmed in 2023 down from 132 in 2022

clock 16 January 2024 • 1 min read
Advisers split between capital accumulation and income funds

Your profession

Advisers split between capital accumulation and income funds

A major shift in adviser research into individual funds over Q4 2023

clock 16 January 2024 • 4 min read
Brits face soaring bills as IHT on gifts skyrockets 153%

Your profession

Brits face soaring bills as IHT on gifts skyrockets 153%

IHT on gifts reaches £256m in 2020/21, HMRC data reveals

clock 15 January 2024 • 2 min read
CII hires civil service veteran as new chief executive

Your profession

CII hires civil service veteran as new chief executive

Matthew Hill is currently chief executive of the Legal Services board

clock 15 January 2024 • 1 min read
Editor's View: Making a splash in the UK advice market

Adviser tips

Editor's View: Making a splash in the UK advice market

The editor's Friday Night Takeaway from 12 January

clock 12 January 2024 • 1 min read
Fairstone changes fees to 80 bps and moves to single charging structure

Companies

Fairstone changes fees to 80 bps and moves to single charging structure

Consolidator has done this in light of Consumer Duty requirements

clock 12 January 2024 • 1 min read
PA360: Ed Balls unveiled as 2024 conference keynote speaker

Your profession

PA360: Ed Balls unveiled as 2024 conference keynote speaker

Join us for the industry’s leading business management conference

clock 12 January 2024 • 1 min read
Are 'finfluencers' a real threat to professional financial advisers?

Your profession

Are 'finfluencers' a real threat to professional financial advisers?

Professional Adviser looks at finfluencers' impact in the market

clock 11 January 2024 • 7 min read
Advisers urged to encourage philanthropy amongst HNW clients

Your profession

Advisers urged to encourage philanthropy amongst HNW clients

To combat the financial services' 'philanthropy knowledge gulf'

clock 11 January 2024 • 2 min read
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