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Your profession

Inheritance tax concerns for wealthy Brits consistent and rising

Your profession

Inheritance tax concerns for wealthy Brits consistent and rising

Level of concern around IHT has risen noticeably since last year

clock 07 February 2024 • 1 min read
Financial coaching vs advice: Understanding the difference

Your profession

Financial coaching vs advice: Understanding the difference

‘People still call me a financial adviser when I am a coach’

clock 07 February 2024 • 3 min read
US private equity firm becomes Perspective's main backer

Your profession

US private equity firm becomes Perspective's main backer

Charlesbank Capital Partners succeeds CBPE as expansion continues

clock 07 February 2024 • 3 min read
Former chancellor Kwasi Kwarteng to stand down as MP at next election

Your profession

Former chancellor Kwasi Kwarteng to stand down as MP at next election

Kwarteng to exit parliament after 14 years as MP

clock 06 February 2024 • 1 min read
'Mistake' to view LTA abolition as one less problem - advisers

Your profession

'Mistake' to view LTA abolition as one less problem - advisers

Advisers tell Professional Adviser LTA abolition brings ‘significant change'

clock 06 February 2024 • 2 min read
Mabel Insights and Intelliflo link to boost adviser MPS analysis

Your profession

Mabel Insights and Intelliflo link to boost adviser MPS analysis

The Mabel Insights app will be available to all Intelliflo customers

clock 06 February 2024 • 1 min read
Mattioli Woods profit up 60% as advice demand jumps

Your profession

Mattioli Woods profit up 60% as advice demand jumps

The firm’s pre-tax profits reached £7.6m in six months to 30 November

clock 06 February 2024 • 2 min read
Nearly half of wealth managers 'dissatisfied' with their tech systems

Your profession

Nearly half of wealth managers 'dissatisfied' with their tech systems

Wealth managers view their current technology systems as outdated

clock 06 February 2024 • 1 min read
Editor's View: How do you want advice represented on a TV ad?

Adviser tips

Editor's View: How do you want advice represented on a TV ad?

The editor's Friday Night Takeaway from 2 February

clock 02 February 2024 • 1 min read
Why tech compels us to rethink financial advice for the better

Technology

Why tech compels us to rethink financial advice for the better

'Tech should empower advisers, not overpower them'

clock 01 February 2024 • 5 min read
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