Professional Adviser www.professionaladviser.com Advisers need to find their technology 'superpower' <img alt="Advisers need to find their technology &#39;superpower&#39;" src="https://www.professionaladviser.com/api/v1/wps/99951aa/a6d3d32e-407d-4c8b-98ea-f770972da8ff/0/iStock-1209777055-185x114.jpg" /> <p><!--summary start--> Advisers need to be able to identify their ‘technology superpower’ and decide where they want to put their focus, Wealthstak chief executive Vincent Heys says. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/99951aa/a6d3d32e-407d-4c8b-98ea-f770972da8ff/0/iStock-1209777055-185x114.jpg https://www.professionaladviser.com/news/4191097/advisers-technology-superpower https://www.professionaladviser.com/news/4191097/advisers-technology-superpower https://www.professionaladviser.com/news/4191097/advisers-technology-superpower Thu, 28 Mar 2024 14:51:24 +0000 March 2024: Month in review with deputy editor Jenna Brown <img alt="March 2024: Month in review with deputy editor Jenna Brown" src="https://www.professionaladviser.com/api/v1/wps/4ec3a90/92307f00-2775-4a1b-8d0f-f35cbb23ce50/7/Jenna-Brown-274-Edit-roi-1-185x114.jpg" /> <p><!--summary start--> March kicked off with the Spring Budget, cantered through to the conclusion of the FCA thematic review into retirement income advice and finished with a bang as the best of the best in advice were honoured at the PA Awards 2024… <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/4ec3a90/92307f00-2775-4a1b-8d0f-f35cbb23ce50/7/Jenna-Brown-274-Edit-roi-1-185x114.jpg https://www.professionaladviser.com/news/4190978/march-2024-review-deputy-editor-jenna-brown https://www.professionaladviser.com/news/4190978/march-2024-review-deputy-editor-jenna-brown https://www.professionaladviser.com/news/4190978/march-2024-review-deputy-editor-jenna-brown Thu, 28 Mar 2024 12:05:44 +0000 Wren Sterling adds £265m in client assets in latest deal <img alt="Wren Sterling adds £265m in client assets in latest deal" src="https://www.professionaladviser.com/api/v1/wps/432832b/711ce1d8-d230-4f44-a86f-fa0c47f8a74e/3/James-Twining-Wren-Sterling-CEO-185x114.jpg" /> <p><!--summary start--> National Wren Sterling has bought TW Financial Planning (TWFP) in its first deal of 2024. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/432832b/711ce1d8-d230-4f44-a86f-fa0c47f8a74e/3/James-Twining-Wren-Sterling-CEO-185x114.jpg https://www.professionaladviser.com/news/4190784/wren-sterling-adds-gbp265m-client-assets-deal https://www.professionaladviser.com/news/4190784/wren-sterling-adds-gbp265m-client-assets-deal https://www.professionaladviser.com/news/4190784/wren-sterling-adds-gbp265m-client-assets-deal Thu, 28 Mar 2024 09:45:34 +0000 People Moves: Armstrong Watson hires planning consultant <img alt="People Moves: Armstrong Watson hires planning consultant" src="https://www.professionaladviser.com/api/v1/wps/b86d0fa/295dda37-cf50-4c57-9b56-2b9070b2a18a/502/calendar-185x114.jpg" /> <p><!--summary start--> In this live blog, Professional Adviser brings together all the people moves news in the advice industry, helping you to see the latest joiners and leavers. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b86d0fa/295dda37-cf50-4c57-9b56-2b9070b2a18a/502/calendar-185x114.jpg https://www.professionaladviser.com/news/4055629/people-moves-pa https://www.professionaladviser.com/news/4055629/people-moves-pa https://www.professionaladviser.com/news/4055629/people-moves-pa Thu, 28 Mar 2024 06:44:03 +0000 'Danger' for advisers who think poor conduct is not relevant to them <img alt="&#39;Danger&#39; for advisers who think poor conduct is not relevant to them" src="https://www.professionaladviser.com/api/v1/wps/91d13c2/b542a8b8-6592-45e9-a73e-8d46b6714856/3/iStock-452585337-185x114.jpg" /> <p><!--summary start--> It is not realistic for an adviser to be unprepared for something to go significantly wrong for them at some point in their career, lawyer Philippa Hann says. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/91d13c2/b542a8b8-6592-45e9-a73e-8d46b6714856/3/iStock-452585337-185x114.jpg https://www.professionaladviser.com/news/4190433/danger-advisers-poor-conduct-relevant https://www.professionaladviser.com/news/4190433/danger-advisers-poor-conduct-relevant https://www.professionaladviser.com/news/4190433/danger-advisers-poor-conduct-relevant Thu, 28 Mar 2024 05:25:22 +0000 Will IFA-owned platforms take over the financial advice sector? <img alt="Will IFA-owned platforms take over the financial advice sector?" src="https://www.professionaladviser.com/api/v1/wps/2c93733/57853767-12f6-4931-962a-90b538456f6f/17/Sahar-Nazir-45-Edit-roi-2-185x114.jpg" /> <p><!--summary start--> As the financial advice industry continues to evolve, the role of adviser-owned platforms is gaining prominence. Yet, amidst the buzz surrounding this model, questions linger: Will adviser-owned platforms dominate the sector? What are the advantages and disadvantages of having an in-house platform? Sahar Nazir gauges opinion... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/2c93733/57853767-12f6-4931-962a-90b538456f6f/17/Sahar-Nazir-45-Edit-roi-2-185x114.jpg https://www.professionaladviser.com/feature/4190004/adviser-owned-platforms-financial-advice-sector https://www.professionaladviser.com/feature/4190004/adviser-owned-platforms-financial-advice-sector https://www.professionaladviser.com/feature/4190004/adviser-owned-platforms-financial-advice-sector Wed, 27 Mar 2024 14:33:01 +0000 CGT support from platforms now 'adviser must have' <img alt="CGT support from platforms now &#39;adviser must have&#39;" src="https://www.professionaladviser.com/api/v1/wps/fe22184/e6af6579-f597-4129-934f-1c3509721770/2/iStock-1459488727-185x114.jpg" /> <p><!--summary start--> Advisers are utilising capital gains tax (CGT) support services from platforms more readily as personal allowances fall, analysis from Financial Software has found. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/fe22184/e6af6579-f597-4129-934f-1c3509721770/2/iStock-1459488727-185x114.jpg https://www.professionaladviser.com/news/4190289/cgt-support-platforms-adviser https://www.professionaladviser.com/news/4190289/cgt-support-platforms-adviser https://www.professionaladviser.com/news/4190289/cgt-support-platforms-adviser Wed, 27 Mar 2024 11:11:20 +0000 Advisers on 'dangerous ground' if they take tick-box regulation approach <img alt="Advisers on &#39;dangerous ground&#39; if they take tick-box regulation approach" src="https://www.professionaladviser.com/api/v1/wps/5efb6bb/c5666d63-8b69-41a7-bfd4-24fe35b92af5/0/iStock-1450960669-185x114.jpg" /> <p><!--summary start--> Advisers could be on ‘dangerous ground’ if they apply a tick-box approach instead of embracing the spirit in which regulation has been created, according to Oxford Risk. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5efb6bb/c5666d63-8b69-41a7-bfd4-24fe35b92af5/0/iStock-1450960669-185x114.jpg https://www.professionaladviser.com/news/4190266/advisers-dangerous-ground-tick-box-regulation-approach https://www.professionaladviser.com/news/4190266/advisers-dangerous-ground-tick-box-regulation-approach https://www.professionaladviser.com/news/4190266/advisers-dangerous-ground-tick-box-regulation-approach Wed, 27 Mar 2024 10:46:51 +0000 Consumer Duty Alliance looks to attract advice industry talent <img alt="Consumer Duty Alliance looks to attract advice industry talent" src="https://www.professionaladviser.com/api/v1/wps/6aedac4/84cdc20e-3bd6-4926-89c5-f005586df020/2/iStock-1292394095-185x114.jpg" /> <p><!--summary start--> The Consumer Duty Alliance (CDA) is launching a New Talent Alliance (NTA) to attract fresh industry talent within financial services. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/6aedac4/84cdc20e-3bd6-4926-89c5-f005586df020/2/iStock-1292394095-185x114.jpg https://www.professionaladviser.com/news/4190208/consumer-duty-alliance-looks-attract-advice-industry-talent https://www.professionaladviser.com/news/4190208/consumer-duty-alliance-looks-attract-advice-industry-talent https://www.professionaladviser.com/news/4190208/consumer-duty-alliance-looks-attract-advice-industry-talent Wed, 27 Mar 2024 07:41:27 +0000 PA Working Lunches: Register today to hear from SimplyBiz <img alt="PA Working Lunches: Register today to hear from SimplyBiz" src="https://www.professionaladviser.com/api/v1/wps/15c8a06/3f5da267-594f-4296-8945-b52e02e8fbaa/24/PAWL24-logo-Orange-Blue-TM-1-185x114.jpg" /> <p><!--summary start--> Professional Adviser is pleased to introduce the next event in our Digital Working Lunches series for 2024. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/15c8a06/3f5da267-594f-4296-8945-b52e02e8fbaa/24/PAWL24-logo-Orange-Blue-TM-1-185x114.jpg https://www.professionaladviser.com/sponsored/4059400/pa-lunches https://www.professionaladviser.com/sponsored/4059400/pa-lunches https://www.professionaladviser.com/sponsored/4059400/pa-lunches Wed, 27 Mar 2024 07:10:20 +0000 Manchester firm declared failed by FSCS over pensions advice <img alt="Manchester firm declared failed by FSCS over pensions advice" src="https://www.professionaladviser.com/api/v1/wps/e4f6cd8/11de8216-9ebb-4692-a62a-b38d49d67152/0/iStock-1580936583-679-419-185x114.jpg" /> <p><!--summary start--> Manchester-based advice firm Pension Advice Specialists, trading as Ashworth Wealth has been declared failed by the Financial Services Compensation Scheme (FSCS). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e4f6cd8/11de8216-9ebb-4692-a62a-b38d49d67152/0/iStock-1580936583-679-419-185x114.jpg https://www.professionaladviser.com/news/4189915/manchester-firm-declared-failed-fscs-pensions-advice https://www.professionaladviser.com/news/4189915/manchester-firm-declared-failed-fscs-pensions-advice https://www.professionaladviser.com/news/4189915/manchester-firm-declared-failed-fscs-pensions-advice Tue, 26 Mar 2024 14:22:24 +0000 FCA warns firms and finfluencers to 'keep social media ads lawful' <img alt="FCA warns firms and finfluencers to &#39;keep social media ads lawful&#39;" src="https://www.professionaladviser.com/api/v1/wps/b3395e7/00e9b2fc-0672-4007-9913-37b6f60b452b/4/fca-reception-3-185x114.jpg" /> <p><!--summary start--> Guidance for memes, reels and gaming streams promoting financial services has been published by the Financial Conduct Authority (FCA). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b3395e7/00e9b2fc-0672-4007-9913-37b6f60b452b/4/fca-reception-3-185x114.jpg https://www.professionaladviser.com/news/4189820/fca-warns-firms-finfluencers-social-media-ads-lawful https://www.professionaladviser.com/news/4189820/fca-warns-firms-finfluencers-social-media-ads-lawful https://www.professionaladviser.com/news/4189820/fca-warns-firms-finfluencers-social-media-ads-lawful Tue, 26 Mar 2024 12:14:49 +0000 PA Awards 2024: Winners' photo gallery from the night! <img alt="PA Awards 2024: Winners&#39; photo gallery from the night!" src="https://www.professionaladviser.com/api/v1/wps/8a3d613/ba1dc849-72c7-4543-8df9-342d22163a79/9/23B-PAAwardWinnersPartB-23-D6A8748-185x114.jpg" /> <p><!--summary start--> Another year has come and gone for the PA Awards, so why not look back on all the best photos from the night! <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/8a3d613/ba1dc849-72c7-4543-8df9-342d22163a79/9/23B-PAAwardWinnersPartB-23-D6A8748-185x114.jpg https://www.professionaladviser.com/news/4189479/pa-awards-2024-winners-photo-gallery-night https://www.professionaladviser.com/news/4189479/pa-awards-2024-winners-photo-gallery-night https://www.professionaladviser.com/news/4189479/pa-awards-2024-winners-photo-gallery-night Tue, 26 Mar 2024 12:10:55 +0000 CII to reduce headcount by eight to 'deliver better outcomes' <img alt="CII to reduce headcount by eight to &#39;deliver better outcomes&#39;" src="https://www.professionaladviser.com/api/v1/wps/4f746de/66fb4e1b-faa9-4f86-8d18-3aebc22ecd64/3/iStock-1458551911-185x114.jpg" /> <p><!--summary start--> The Chartered Insurance Institute (CII) is planning to reduce its headcount by about eight posts to ‘deliver better outcomes’. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/4f746de/66fb4e1b-faa9-4f86-8d18-3aebc22ecd64/3/iStock-1458551911-185x114.jpg https://www.professionaladviser.com/news/4189813/cii-reduce-headcount-deliver-outcomes https://www.professionaladviser.com/news/4189813/cii-reduce-headcount-deliver-outcomes https://www.professionaladviser.com/news/4189813/cii-reduce-headcount-deliver-outcomes Tue, 26 Mar 2024 12:09:19 +0000 Third Financial's 'laser-like' focus following Nucleus acquisition <img alt="Third Financial&#39;s &#39;laser-like&#39; focus following Nucleus acquisition" src="https://www.professionaladviser.com/api/v1/wps/be82c07/0d3481b6-9c0d-48f3-b18f-a667a2a097ff/3/Ian-Partington-185x114.jpg" /> <p><!--summary start--> Following Nucleus’ acquisition of Third Financial, subject to regulatory approval, Third Financial chief executive (CEO) Ian Partington talks to Isabel Baxter about his hopes for the partnership… <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/be82c07/0d3481b6-9c0d-48f3-b18f-a667a2a097ff/3/Ian-Partington-185x114.jpg https://www.professionaladviser.com/interview/4189281/financials-laser-focus-following-nucleus-acquisition https://www.professionaladviser.com/interview/4189281/financials-laser-focus-following-nucleus-acquisition https://www.professionaladviser.com/interview/4189281/financials-laser-focus-following-nucleus-acquisition Tue, 26 Mar 2024 07:42:06 +0000 Fairstone makes first advice firm buy of 2024 adding £110m in assets <img alt="Fairstone makes first advice firm buy of 2024 adding £110m in assets" src="https://www.professionaladviser.com/api/v1/wps/5c65abf/ca2a05bb-607c-4c81-97d9-fcc0d0a68ad6/3/Lee-Hartley-185x114.jpg" /> <p><!--summary start--> Consolidator Fairstone has acquired Nottingham based independent advice firm James Ryan Thornhill (JRT). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5c65abf/ca2a05bb-607c-4c81-97d9-fcc0d0a68ad6/3/Lee-Hartley-185x114.jpg https://www.professionaladviser.com/news/4189471/fairstone-makes-advice-firm-2024-adding-gbp110m-assets https://www.professionaladviser.com/news/4189471/fairstone-makes-advice-firm-2024-adding-gbp110m-assets https://www.professionaladviser.com/news/4189471/fairstone-makes-advice-firm-2024-adding-gbp110m-assets Tue, 26 Mar 2024 05:40:43 +0000 Advice network focuses on paraplanning support with double acquisition <img alt="Advice network focuses on paraplanning support with double acquisition" src="https://www.professionaladviser.com/api/v1/wps/e0bbf23/88995e47-c506-4a7b-aeb3-c6670b2c2b06/1/iStock-1497323266-185x114.jpg" /> <p><!--summary start--> Advice network In Partnership has acquired paraplanning and administration support providers The Adviser Support Hub (TASH) and The Admin Pod (TAP). <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e0bbf23/88995e47-c506-4a7b-aeb3-c6670b2c2b06/1/iStock-1497323266-185x114.jpg https://www.professionaladviser.com/news/4189284/advice-network-focuses-paraplanning-support-double-acquisition https://www.professionaladviser.com/news/4189284/advice-network-focuses-paraplanning-support-double-acquisition https://www.professionaladviser.com/news/4189284/advice-network-focuses-paraplanning-support-double-acquisition Mon, 25 Mar 2024 12:17:50 +0000 Spouses using different advisers can often cause difficulties <img alt="Spouses using different advisers can often cause difficulties" src="https://www.professionaladviser.com/api/v1/wps/e2eeded/b7cf0e2b-4e62-4e65-aae1-6664cb2df3f8/2/iStock-919781838-185x114.jpg" /> <p><!--summary start--> Servicing clients whose spouse or partner has a different adviser makes the planning process more difficult, advisers agree. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e2eeded/b7cf0e2b-4e62-4e65-aae1-6664cb2df3f8/2/iStock-919781838-185x114.jpg https://www.professionaladviser.com/news/4189178/spouses-different-advisers-cause-difficulties https://www.professionaladviser.com/news/4189178/spouses-different-advisers-cause-difficulties https://www.professionaladviser.com/news/4189178/spouses-different-advisers-cause-difficulties Mon, 25 Mar 2024 10:03:55 +0000 PA Asks: Has demand for IHT mitigation risen at your firm? <img alt="PA Asks: Has demand for IHT mitigation risen at your firm?" src="https://www.professionaladviser.com/api/v1/wps/88f86cc/4de6d132-8d63-49b1-bfae-05f3c1759ed3/57/iStock-1464722744-1-185x114.jpg" /> <p><!--summary start--> In this week's PA Asks, we want to know if the demand for inheritance tax mitigation increased at your firm in recent years. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/88f86cc/4de6d132-8d63-49b1-bfae-05f3c1759ed3/57/iStock-1464722744-1-185x114.jpg https://www.professionaladviser.com/news/4132744/pa-demand-iht-mitigation-risen-firm https://www.professionaladviser.com/news/4132744/pa-demand-iht-mitigation-risen-firm https://www.professionaladviser.com/news/4132744/pa-demand-iht-mitigation-risen-firm Mon, 25 Mar 2024 07:00:00 +0000 FCA urged to prioritise a 'common sense' approach <img alt="FCA urged to prioritise a &#39;common sense&#39; approach" src="https://www.professionaladviser.com/api/v1/wps/2a25383/5e71eb09-2905-4fcb-98c9-6b46a9c938a0/3/fca-reception-1-185x114.jpg" /> <p><!--summary start--> The Financial Conduct Authority (FCA) must prioritise measures that resonate with real-world scenarios and provide support rather than additional regulatory burden, the industry has said. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/2a25383/5e71eb09-2905-4fcb-98c9-6b46a9c938a0/3/fca-reception-1-185x114.jpg https://www.professionaladviser.com/news/4189056/fca-urged-prioritise-common-sense-approach https://www.professionaladviser.com/news/4189056/fca-urged-prioritise-common-sense-approach https://www.professionaladviser.com/news/4189056/fca-urged-prioritise-common-sense-approach Mon, 25 Mar 2024 01:01:08 +0000 Editor's View: A very busy week and a very clear warning <img alt="Editor&#39;s View: A very busy week and a very clear warning" src="https://www.professionaladviser.com/api/v1/wps/9aff1ad/2f7b3c27-0f2e-4285-936d-6db261008814/3/Hope-William-Smith-2-185x114.jpg" /> <p><!--summary start--> It’s been a WEEK over at Professional Adviser HQ! <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/9aff1ad/2f7b3c27-0f2e-4285-936d-6db261008814/3/Hope-William-Smith-2-185x114.jpg https://www.professionaladviser.com/news/4188867/editors-view-busy-warning https://www.professionaladviser.com/news/4188867/editors-view-busy-warning https://www.professionaladviser.com/news/4188867/editors-view-busy-warning Fri, 22 Mar 2024 15:31:48 +0000 Advisers overlooking younger clients over asset value bias <img alt="Advisers overlooking younger clients over asset value bias" src="https://www.professionaladviser.com/api/v1/wps/7b06919/602845f3-c68f-4461-bddb-f6be69f80361/1/iStock-1580937686-185x114.jpg" /> <p><!--summary start--> Cheshire-based firm Equilibrium Financial Planning has warned that financial planners are missing out by not actively seeking out younger clients due to the perception that they have low asset values. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/7b06919/602845f3-c68f-4461-bddb-f6be69f80361/1/iStock-1580937686-185x114.jpg https://www.professionaladviser.com/news/4188651/advisers-overlooking-clients-asset-value-bias https://www.professionaladviser.com/news/4188651/advisers-overlooking-clients-asset-value-bias https://www.professionaladviser.com/news/4188651/advisers-overlooking-clients-asset-value-bias Fri, 22 Mar 2024 11:52:44 +0000 Financial advice crucial as near-term challenges remain <img alt="Financial advice crucial as near-term challenges remain" src="https://www.professionaladviser.com/api/v1/wps/e4ebb8e/01e6d8b5-fee1-4fc0-aa97-07f4b37e97aa/7/Ahmed-Bawa-roi-1-185x114.jpg" /> <p><!--summary start--> Irrespective of whether the UK is still in recession or not the economy is not in the most robust of health. And as such Ahmed Bawa points out, financial advice has never been more valuable <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e4ebb8e/01e6d8b5-fee1-4fc0-aa97-07f4b37e97aa/7/Ahmed-Bawa-roi-1-185x114.jpg https://www.professionaladviser.com/opinion/4186800/financial-advice-crucial-near-term-challenges-remain https://www.professionaladviser.com/opinion/4186800/financial-advice-crucial-near-term-challenges-remain https://www.professionaladviser.com/opinion/4186800/financial-advice-crucial-near-term-challenges-remain Fri, 22 Mar 2024 07:57:41 +0000 Headteacher to adviser: Kenneth Hopewell on emotional intelligence <img alt="Headteacher to adviser: Kenneth Hopewell on emotional intelligence" src="https://www.professionaladviser.com/api/v1/wps/5ba129d/e2759cc2-9362-4298-bafd-7268f790f61e/3/Kenneth-Hopewell-185x114.jpg" /> <p><!--summary start--> Kingswood financial adviser Kenneth Hopewell talks to Isabel Baxter about his career change from a headteacher in a South Korean school to an adviser <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/5ba129d/e2759cc2-9362-4298-bafd-7268f790f61e/3/Kenneth-Hopewell-185x114.jpg https://www.professionaladviser.com/interview/4186744/headteacher-adviser-kenneth-hopewell-emotional-intelligence https://www.professionaladviser.com/interview/4186744/headteacher-adviser-kenneth-hopewell-emotional-intelligence https://www.professionaladviser.com/interview/4186744/headteacher-adviser-kenneth-hopewell-emotional-intelligence Fri, 22 Mar 2024 07:54:02 +0000 Feel Good Friday: Influencers back financial charity's campaign <img alt="Feel Good Friday: Influencers back financial charity&#39;s campaign" src="https://www.professionaladviser.com/api/v1/wps/a508103/518399c5-56a8-402e-a36c-201bd484bde2/84/iStock-1152402055-roi-1-185x114.jpg" /> <p><!--summary start--> In this live blog, Professional Adviser brings together all the different good deeds happening across the industry, helping you to see how the industry is contributing positively to charitable initiatives and promoting the value of advice. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a508103/518399c5-56a8-402e-a36c-201bd484bde2/84/iStock-1152402055-roi-1-185x114.jpg https://www.professionaladviser.com/news/4119588/feel-good-friday-pa https://www.professionaladviser.com/news/4119588/feel-good-friday-pa https://www.professionaladviser.com/news/4119588/feel-good-friday-pa Fri, 22 Mar 2024 00:00:25 +0000 Technology is driving a financial planning revolution <img alt="Technology is driving a financial planning revolution" src="https://www.professionaladviser.com/api/v1/wps/e0a713d/a937fa60-a5a1-48fc-8af1-0c0e45f880e0/7/Ben-Goss-2024-185x114.jpg" /> <p><!--summary start--> Ben Goss says technology is driving a financial planning revolution and firms that embrace change will capture opportunities... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/e0a713d/a937fa60-a5a1-48fc-8af1-0c0e45f880e0/7/Ben-Goss-2024-185x114.jpg https://www.professionaladviser.com/opinion/4184160/technology-driving-financial-planning-revolution https://www.professionaladviser.com/opinion/4184160/technology-driving-financial-planning-revolution https://www.professionaladviser.com/opinion/4184160/technology-driving-financial-planning-revolution Thu, 21 Mar 2024 15:14:18 +0000 Entrepreneurial WIFA contender launches financial planning firm <img alt="Entrepreneurial WIFA contender launches financial planning firm" src="https://www.professionaladviser.com/api/v1/wps/2aceae6/a34645e2-984c-4e6d-992f-8550d33f8c78/8/Frankie-Smith-185x114.jpg" /> <p><!--summary start--> Former Women in Financial Advice Awards (WIFA) short-lister Frankie Smith has launched her own financial planning firm. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/2aceae6/a34645e2-984c-4e6d-992f-8550d33f8c78/8/Frankie-Smith-185x114.jpg https://www.professionaladviser.com/interview/4186740/entrepreneurial-wifa-contender-launches-financial-planning-firm https://www.professionaladviser.com/interview/4186740/entrepreneurial-wifa-contender-launches-financial-planning-firm https://www.professionaladviser.com/interview/4186740/entrepreneurial-wifa-contender-launches-financial-planning-firm Thu, 21 Mar 2024 15:11:46 +0000 Special needs financial planner Rhiannon Gogh on 'transforming lives' <img alt="Special needs financial planner Rhiannon Gogh on &#39;transforming lives&#39;" src="https://www.professionaladviser.com/api/v1/wps/1872092/d566e162-4dd0-4326-acf5-a716ac6f32b1/8/Rhiannon-Gogh-185x114.jpg" /> <p><!--summary start--> Rhiannon Gogh is a financial planner who works with neurodiverse clients and describes her job as “transformative”. She talks to Sahar Nazir about how the industry can help improve its awareness of neurodiversity <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/1872092/d566e162-4dd0-4326-acf5-a716ac6f32b1/8/Rhiannon-Gogh-185x114.jpg https://www.professionaladviser.com/feature/4188114/special-financial-planner-rhiannon-gogh-transforming-lives https://www.professionaladviser.com/feature/4188114/special-financial-planner-rhiannon-gogh-transforming-lives https://www.professionaladviser.com/feature/4188114/special-financial-planner-rhiannon-gogh-transforming-lives Thu, 21 Mar 2024 11:45:52 +0000 PA Awards 2024: Full list of this year's winners revealed! <img alt="PA Awards 2024: Full list of this year&#39;s winners revealed!" src="https://www.professionaladviser.com/api/v1/wps/b2cbd67/6eb38626-9bb7-4aba-b8fb-28b8c6464742/1/PAAwards24-26-D6A7615-185x114.jpg" /> <p><!--summary start--> Here they are… the winners of the Professional Adviser Awards 2024. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/b2cbd67/6eb38626-9bb7-4aba-b8fb-28b8c6464742/1/PAAwards24-26-D6A7615-185x114.jpg https://www.professionaladviser.com/news/4187502/pa-awards-2024-list-winners-revealed https://www.professionaladviser.com/news/4187502/pa-awards-2024-list-winners-revealed https://www.professionaladviser.com/news/4187502/pa-awards-2024-list-winners-revealed Thu, 21 Mar 2024 08:00:30 +0000 Letter of authority: Why now is the right time for change <img alt="Letter of authority: Why now is the right time for change" src="https://www.professionaladviser.com/api/v1/wps/4d6f6a9/23d47832-d494-47b0-a358-2b9fd39de068/1/Anthony-Rafferty-MD-Origo-185x114.jpg" /> <p><!--summary start--> Anthony Rafferty explains why he believes 2024 will be a pivotal year for digitising the letter of authority process... <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/4d6f6a9/23d47832-d494-47b0-a358-2b9fd39de068/1/Anthony-Rafferty-MD-Origo-185x114.jpg https://www.professionaladviser.com/opinion/4186838/letter-authority-change https://www.professionaladviser.com/opinion/4186838/letter-authority-change https://www.professionaladviser.com/opinion/4186838/letter-authority-change Thu, 21 Mar 2024 07:41:55 +0000 Women in Financial Advice Awards 2024: Nominations open! <img alt="Women in Financial Advice Awards 2024: Nominations open!" src="https://www.professionaladviser.com/api/v1/wps/70be021/a60465bf-f64d-4d6b-9583-d60422aa61c3/0/WIFA-2024-185x114.jpg" /> <p><!--summary start--> Professional Adviser is pleased to announce that nominations for the 2024 Women in Financial Advice Awards (WIFA) are now open. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/70be021/a60465bf-f64d-4d6b-9583-d60422aa61c3/0/WIFA-2024-185x114.jpg https://www.professionaladviser.com/news/4187684/women-financial-advice-awards-2024-nominations-open https://www.professionaladviser.com/news/4187684/women-financial-advice-awards-2024-nominations-open https://www.professionaladviser.com/news/4187684/women-financial-advice-awards-2024-nominations-open Wed, 20 Mar 2024 14:39:38 +0000 Consolidator panel: 'The reality is small firms could be driven out' <img alt="Consolidator panel: &#39;The reality is small firms could be driven out&#39; " src="https://www.professionaladviser.com/api/v1/wps/d9e9af9/ad9a080f-4dc0-4616-a936-7fcb61eda000/4/iStock-1019177936-185x114.jpg" /> <p><!--summary start--> There is appetite for consolidation, and this is not to slow down anytime soon, delegates heard. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/d9e9af9/ad9a080f-4dc0-4616-a936-7fcb61eda000/4/iStock-1019177936-185x114.jpg https://www.professionaladviser.com/news/4187640/consolidator-panel-reality-small-firms-driven https://www.professionaladviser.com/news/4187640/consolidator-panel-reality-small-firms-driven https://www.professionaladviser.com/news/4187640/consolidator-panel-reality-small-firms-driven Wed, 20 Mar 2024 13:43:02 +0000 7IM snaps up £430m Solihull firm as it continues to expand <img alt="7IM snaps up £430m Solihull firm as it continues to expand" src="https://www.professionaladviser.com/api/v1/wps/51cb227/fbe83a5b-8d6e-40bd-8e53-2374d3dc19d1/1/iStock-455002005-185x114.jpg" /> <p><!--summary start--> 7IM has acquired Solihull-based financial planning firm, Eastcote Wealth Management. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/51cb227/fbe83a5b-8d6e-40bd-8e53-2374d3dc19d1/1/iStock-455002005-185x114.jpg https://www.professionaladviser.com/news/4187535/7im-snaps-gbp430m-solihull-firm-continues-expand https://www.professionaladviser.com/news/4187535/7im-snaps-gbp430m-solihull-firm-continues-expand https://www.professionaladviser.com/news/4187535/7im-snaps-gbp430m-solihull-firm-continues-expand Wed, 20 Mar 2024 12:00:06 +0000 Early financial advice during divorce 'key' to better outcomes <img alt="Early financial advice during divorce &#39;key&#39; to better outcomes" src="https://www.professionaladviser.com/api/v1/wps/a1ed70f/aa57da67-1fa9-4c3c-a63a-e6723fbb62bd/8/divorce-split-finances-iStock-1317731353-185x114.jpg" /> <p><!--summary start--> Getting input from a financial adviser during the early stages of a divorce can boost client outcomes especially when it comes to pension sharing, a family lawyer has said. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/a1ed70f/aa57da67-1fa9-4c3c-a63a-e6723fbb62bd/8/divorce-split-finances-iStock-1317731353-185x114.jpg https://www.professionaladviser.com/news/4187509/financial-advice-divorce-key-outcomes https://www.professionaladviser.com/news/4187509/financial-advice-divorce-key-outcomes https://www.professionaladviser.com/news/4187509/financial-advice-divorce-key-outcomes Wed, 20 Mar 2024 11:57:24 +0000 Fintel eyes further M&A this year as it invests 'heavily' into the firm <img alt="Fintel eyes further M&amp;A this year as it invests &#39;heavily&#39; into the firm" src="https://www.professionaladviser.com/api/v1/wps/45f298d/b5f4913a-e1d7-4022-a43d-22e96f352ef7/1/iStock-1497446892-185x114.jpg" /> <p><!--summary start--> Fintel will continue to look at further mergers and acquisitions (M&A) this year as it invests “heavily” into the business. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/45f298d/b5f4913a-e1d7-4022-a43d-22e96f352ef7/1/iStock-1497446892-185x114.jpg https://www.professionaladviser.com/news/4187573/fintel-eyes-invests-heavily-firm https://www.professionaladviser.com/news/4187573/fintel-eyes-invests-heavily-firm https://www.professionaladviser.com/news/4187573/fintel-eyes-invests-heavily-firm Wed, 20 Mar 2024 11:39:47 +0000 Titan Private Wealth names joint chief executive <img alt="Titan Private Wealth names joint chief executive" src="https://www.professionaladviser.com/api/v1/wps/51330f9/f1fe7589-f30f-4ec5-9e6e-9b1bf50b1e1b/1/Matt-Beddall-185x114.jpg" /> <p><!--summary start--> Investment manager Titan Private Wealth has appointed Matt Beddall as joint chief executive (CEO) alongside existing CEO Mark Puleikis, subject to regulatory approval. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/51330f9/f1fe7589-f30f-4ec5-9e6e-9b1bf50b1e1b/1/Matt-Beddall-185x114.jpg https://www.professionaladviser.com/news/4187505/titan-private-wealth-names-joint-chief-executive https://www.professionaladviser.com/news/4187505/titan-private-wealth-names-joint-chief-executive https://www.professionaladviser.com/news/4187505/titan-private-wealth-names-joint-chief-executive Wed, 20 Mar 2024 10:19:18 +0000 Second wave of AI investment calls for more diversification <img alt="Second wave of AI investment calls for more diversification" src="https://www.professionaladviser.com/api/v1/wps/597788d/0aae19e5-8070-42ae-b72c-db3faa2142b4/6/AI-185x114.jpg" /> <p><!--summary start--> The ‘booming’ artificial intelligence (AI) market is entering a second phase in which investors need to be thinking more creatively to maximise opportunities, experts say. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/597788d/0aae19e5-8070-42ae-b72c-db3faa2142b4/6/AI-185x114.jpg https://www.professionaladviser.com/news/4187452/wave-ai-investment-calls-diversification https://www.professionaladviser.com/news/4187452/wave-ai-investment-calls-diversification https://www.professionaladviser.com/news/4187452/wave-ai-investment-calls-diversification Wed, 20 Mar 2024 07:20:22 +0000 PA Awards 2024: Check out the full list of this year's potential winners <img alt="PA Awards 2024: Check out the full list of this year&#39;s potential winners" src="https://www.professionaladviser.com/api/v1/wps/57bc6e7/43bee5be-0658-472f-9512-1f01b262e3c2/3/PAA24-logo-Black-Gold-TM-185x114.jpg" /> <p><!--summary start--> Here it is. The full list of all those who are in the running to take home a trophy at the Professional Adviser Awards 2024 tonight… <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/57bc6e7/43bee5be-0658-472f-9512-1f01b262e3c2/3/PAA24-logo-Black-Gold-TM-185x114.jpg https://www.professionaladviser.com/news/4187269/pa-awards-2024-check-list-potential-winners https://www.professionaladviser.com/news/4187269/pa-awards-2024-check-list-potential-winners https://www.professionaladviser.com/news/4187269/pa-awards-2024-check-list-potential-winners Wed, 20 Mar 2024 07:10:07 +0000 True Potential CEO on building technology for the client <img alt="True Potential CEO on building technology for the client " src="https://www.professionaladviser.com/api/v1/wps/3758e87/0ebc7a8f-574a-4791-9de8-d49851a5a414/4/Daniel-Harrison-185x114.jpg" /> <p><!--summary start--> What makes True Potential different is its ability to build technology around its clients, its chief executive Daniel Harrison told delegates. <!--summary end--></p> https://www.professionaladviser.com/api/v1/wps/3758e87/0ebc7a8f-574a-4791-9de8-d49851a5a414/4/Daniel-Harrison-185x114.jpg https://www.professionaladviser.com/news/4187167/true-potential-ceo-building-technology-client https://www.professionaladviser.com/news/4187167/true-potential-ceo-building-technology-client https://www.professionaladviser.com/news/4187167/true-potential-ceo-building-technology-client Tue, 19 Mar 2024 14:11:46 +0000