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Your profession

PA Awards 2026: Entries for all categories now open!

Your profession

PA Awards 2026: Entries for all categories now open!

Our 21st anniversary awards will be held in London next March

clock 09 July 2025 • 1 min read
Plannr integrates SmartSearch anti-money laundering checks into adviser workflows

Your profession

Plannr integrates SmartSearch anti-money laundering checks into adviser workflows

System aims to streamline client onboarding

clock 09 July 2025 • 1 min read
More than half of advisers have seen clients negatively affected by finfluencers

Your profession

More than half of advisers have seen clients negatively affected by finfluencers

‘Advisers are becoming, in many cases, financial paramedics'

clock 09 July 2025 • 2 min read
Adviser books lack younger clients as they pick DIY or robo-advice

Your Business

Adviser books lack younger clients as they pick DIY or robo-advice

Apathy and lack of advice value understanding also barriers

clock 09 July 2025 • 2 min read
Rishi Sunak returns to Goldman Sachs as senior adviser

Your profession

Rishi Sunak returns to Goldman Sachs as senior adviser

Joined as an analyst in 2001

clock 08 July 2025 • 1 min read
Big interview: Schroders head of UK Phil Middleton

People

Big interview: Schroders head of UK Phil Middleton

Middleton sits down with PA to talk about what’s next for the UK business and adviser market aims

clock 08 July 2025 • 7 min read
Client support: How financial and emotional resilience differ

Your profession

Client support: How financial and emotional resilience differ

'Financial resilience appears to be decoupled from emotional resilience'

clock 08 July 2025 • 4 min read
Chase de Vere's revenue hits £118.6m driven by acquisitions and client referrals

Companies

Chase de Vere's revenue hits £118.6m driven by acquisitions and client referrals

Profit before tax reaches £31.9m in 2024

clock 08 July 2025 • 2 min read
Parmenion's Dalgliesh: Adviser-led investing must stay disciplined and diversified

Your profession

Parmenion's Dalgliesh: Adviser-led investing must stay disciplined and diversified

CIO Peter Dalgliesh explains how Parmenion’s risk-first, outcomes-based approach is benefitting advisers

clock 08 July 2025 • 2 min read
Finli Group expands with six more acquisitions, taking total deals to 51

Your profession

Finli Group expands with six more acquisitions, taking total deals to 51

National advice group adds £264m in assets under advice as consolidation continues

clock 08 July 2025 • 2 min read
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