Professional Adviser https://www.professionaladviser.com/ Coming of age: How advisers are navigating the MPS market email@professionaladviser.co.uk(Professional Adviser ) <img alt="Coming of age: How advisers are navigating the MPS market" src="https://image.chitra.live/api/v1/wps/dc6aa37/508550b0-426c-4d22-a57f-7f13eae46083/0/Terry-230x198.jpg" /> <p> <!-- summary -->Terry Huddart thinks it's fair to say that in terms of the huge range of providers, MPS is a complex market and therefore challenging for advisers to pick the right ones... <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/opinion/4188274/coming-age-advisers-navigating-mps-market https://www.professionaladviser.com/opinion/4188274/coming-age-advisers-navigating-mps-market Thu, 28 Mar 2024 15:00:10 +0000 Advisers need to find their technology 'superpower' isabel.baxter@incisivemedia.com(Isabel Baxter ) <img alt="Advisers need to find their technology &#39;superpower&#39;" src="https://image.chitra.live/api/v1/wps/f3ca6f4/a6d3d32e-407d-4c8b-98ea-f770972da8ff/0/iStock-1209777055-230x198.jpg" /> <p> <!-- summary -->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. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> 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 jenna.brown@incisivemedia.com(Jenna Brown) <img alt="March 2024: Month in review with deputy editor Jenna Brown" src="https://image.chitra.live/api/v1/wps/4efd945/92307f00-2775-4a1b-8d0f-f35cbb23ce50/7/Jenna-Brown-274-Edit-roi-1-230x198.jpg" /> <p> <!-- summary -->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… <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> 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 PA360: Only one month left to secure your place for the big day! email@professionaladviser.co.uk(Professional Adviser ) <img alt="PA360: Only one month left to secure your place for the big day!" src="https://image.chitra.live/api/v1/wps/110dce5/e89a2fac-dcb3-48a8-8723-152c13f6a81d/11/PA36024-logo-Orbis-Stacked-TM-004-230x198.jpg" /> <p> <!-- summary -->Professional Adviser warmly invites you to secure your place at PA360 for 2024 – the industry’s leading management conference for financial advisers. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/news/4156849/pa360-left-secure-big-day https://www.professionaladviser.com/news/4156849/pa360-left-secure-big-day Thu, 28 Mar 2024 11:32:56 +0000 All the advice firm acquisitions that have taken place in 2024 email@professionaladviser.co.uk(Professional Adviser ) <img alt="All the advice firm acquisitions that have taken place in 2024" src="https://image.chitra.live/api/v1/wps/7ccb8ab/0265f268-0a5f-4202-a3dc-64f8223316e7/27/iStock-1241072709-230x198.jpg" /> <p> <!-- summary -->With consolidation continuing across the industry at rapid speeds, Professional Adviser is working on a rolling list of all the acquisitions and deals that have been agreed over the year… <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/news/4161624/advice-firm-acquisitions-2024 https://www.professionaladviser.com/news/4161624/advice-firm-acquisitions-2024 Thu, 28 Mar 2024 10:17:37 +0000 Wren Sterling adds £265m in client assets in latest deal jenna.brown@incisivemedia.com(Jenna Brown) <img alt="Wren Sterling adds £265m in client assets in latest deal" src="https://image.chitra.live/api/v1/wps/9e5e13e/711ce1d8-d230-4f44-a86f-fa0c47f8a74e/3/James-Twining-Wren-Sterling-CEO-230x198.jpg" /> <p> <!-- summary -->National Wren Sterling has bought TW Financial Planning (TWFP) in its first deal of 2024. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> 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 Time and patience: Will the British ISA revitalise UK equities? email@professionaladviser.co.uk(Professional Adviser ) <img alt="Time and patience: Will the British ISA revitalise UK equities?" src="https://image.chitra.live/api/v1/wps/83c04f7/f7e6d276-0fa3-4529-9043-5210d9d8c213/8/Uk-parliament-230x198.jpg" /> <p> <!-- summary -->Will the British ISA be enough to reignite domestic investor interest in UK equities or have they fallen out of love with the home market? Priscilla Chueng explores the issues... <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/opinion/4189347/patience-british-isa-revitalise-uk-equities https://www.professionaladviser.com/opinion/4189347/patience-british-isa-revitalise-uk-equities Thu, 28 Mar 2024 07:39:24 +0000 What next for the income drawdown 'class of 2015'? email@professionaladviser.co.uk(Professional Adviser ) <img alt="What next for the income drawdown &#39;class of 2015&#39;?" src="https://image.chitra.live/api/v1/wps/d63d91a/c635a0a5-2038-40c2-b20e-90f2c1b6a763/7/Stephen-Lowe-PS-200116-230x198.jpg" /> <p> <!-- summary -->How should the income drawdown ‘class of 2015’ be thinking about the next stage of retirement? Stephen Lowe looks at the issues… <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/opinion/4189714/income-drawdown-class-2015 https://www.professionaladviser.com/opinion/4189714/income-drawdown-class-2015 Thu, 28 Mar 2024 07:15:03 +0000 Advisers expecting more of asset managers since Consumer Duty hope.coumbe@incisivemedia.com(Hope Coumbe) <img alt="Advisers expecting more of asset managers since Consumer Duty" src="https://image.chitra.live/api/v1/wps/6df7a29/bd5b2a8d-bfc9-4eb5-95fe-91556728d4f6/9/Andrzej-Pioch-1-roi-1-230x198.jpg" /> <p> <!-- summary -->Advisers are expecting more from asset managers since the introduction of the Consumer Duty regulation last summer, according to Legal & General Investment Management (LGIM). <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/news/4190451/advisers-expecting-asset-managers-consumer-duty https://www.professionaladviser.com/news/4190451/advisers-expecting-asset-managers-consumer-duty Thu, 28 Mar 2024 06:45:22 +0000 People Moves: Armstrong Watson hires planning consultant email@professionaladviser.co.uk(Professional Adviser ) <img alt="People Moves: Armstrong Watson hires planning consultant" src="https://image.chitra.live/api/v1/wps/8839f71/295dda37-cf50-4c57-9b56-2b9070b2a18a/502/calendar-230x198.jpg" /> <p> <!-- summary -->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. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> 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 Market Movers: Advisers predict strong equity performance for 2024 email@professionaladviser.co.uk(Professional Adviser ) <img alt="Market Movers: Advisers predict strong equity performance for 2024" src="https://image.chitra.live/api/v1/wps/fc4c4a7/de9cf8f8-0384-408d-b89f-b1ec5bed99c5/53/iStock-1262967772-roi-4-230x198.jpg" /> <p> <!-- summary -->In this live blog, Professional Adviser brings together all the relevant markets and investment news from inflation to equities and bonds and currency movements. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/news/4055708/market-movers-pa https://www.professionaladviser.com/news/4055708/market-movers-pa Thu, 28 Mar 2024 06:25:49 +0000 'Danger' for advisers who think poor conduct is not relevant to them hope.coumbe@incisivemedia.com(Hope Coumbe) <img alt="&#39;Danger&#39; for advisers who think poor conduct is not relevant to them" src="https://image.chitra.live/api/v1/wps/5022c99/b542a8b8-6592-45e9-a73e-8d46b6714856/3/iStock-452585337-230x198.jpg" /> <p> <!-- summary -->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. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> 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 Fears tech limitations could stall MPS on its upward trajectory hope.coumbe@incisivemedia.com(Hope Coumbe) <img alt="Fears tech limitations could stall MPS on its upward trajectory" src="https://image.chitra.live/api/v1/wps/ec5709a/cca7033a-e2ea-4207-baa9-0eaaac448e75/4/iStock-1470968070-230x198.jpg" /> <p> <!-- summary -->The growing managed portfolio service (MPS) industry is likely to be faced with a bottleneck situation thanks to lacklustre technology, Legal & General Investment Management (LGIM) warns. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/news/4190437/fears-tech-limitations-stall-mps-upward-trajectory https://www.professionaladviser.com/news/4190437/fears-tech-limitations-stall-mps-upward-trajectory Wed, 27 Mar 2024 15:29:20 +0000 Will IFA-owned platforms take over the financial advice sector? sahar.nazir@incisivemedia.com(Sahar Nazir) <img alt="Will IFA-owned platforms take over the financial advice sector?" src="https://image.chitra.live/api/v1/wps/f43f1d3/57853767-12f6-4931-962a-90b538456f6f/17/Sahar-Nazir-45-Edit-roi-2-230x198.jpg" /> <p> <!-- summary -->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... <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> 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 Turning 30: There has never been a more important time to utilise EIS email@professionaladviser.co.uk(Professional Adviser ) <img alt="Turning 30: There has never been a more important time to utilise EIS" src="https://image.chitra.live/api/v1/wps/45b26b5/63ea99a7-902f-49c9-9449-e2f8507ada8b/3/Moray-Wright-230x198.jpg" /> <p> <!-- summary -->With many in the UK investor landscape looking closely at how we can galvanize the UK economy, the impact of EIS on these fledgling firms should not go overlooked, writes Moray Wright <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/opinion/4189837/utilise-eis https://www.professionaladviser.com/opinion/4189837/utilise-eis Wed, 27 Mar 2024 13:57:35 +0000 British Steel a stark reminder of obligations around client files hope.coumbe@incisivemedia.com(Hope Coumbe) <img alt="British Steel a stark reminder of obligations around client files" src="https://image.chitra.live/api/v1/wps/01be4f1/e026fb6d-c122-473d-8d3b-4e4b1d200a61/7/iStock-853303216-1-230x198.jpg" /> <p> <!-- summary -->The lack of adviser documenting uncovered in the National Audit Office (NAO) investigations around the British Steel saga has made it even more critical for advisers to keep detailed files, a lawyer warns. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/news/4190325/british-steel-stark-reminder-obligations-client-files https://www.professionaladviser.com/news/4190325/british-steel-stark-reminder-obligations-client-files Wed, 27 Mar 2024 12:14:43 +0000 Consumer Duty sparks Money Alive 'record usage' by advisers jenna.brown@incisivemedia.com(Jenna Brown) <img alt="Consumer Duty sparks Money Alive &#39;record usage&#39; by advisers" src="https://image.chitra.live/api/v1/wps/d31ffea/0e9d2003-2029-4669-b5e9-5187c0b4e3b4/0/iStock-1178613485-230x198.jpg" /> <p> <!-- summary -->Money Alive has seen record usage in recent weeks with February marking a “record-breaking month” for the firm as advisers utilised content to prioritise client understanding in light of Consumer Duty rules. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/news/4190323/consumer-duty-sparks-money-alive-record-usage-advisers https://www.professionaladviser.com/news/4190323/consumer-duty-sparks-money-alive-record-usage-advisers Wed, 27 Mar 2024 12:14:17 +0000 CGT support from platforms now 'adviser must have' jenna.brown@incisivemedia.com(Jenna Brown) <img alt="CGT support from platforms now &#39;adviser must have&#39;" src="https://image.chitra.live/api/v1/wps/e1b3f81/e6af6579-f597-4129-934f-1c3509721770/2/iStock-1459488727-230x198.jpg" /> <p> <!-- summary -->Advisers are utilising capital gains tax (CGT) support services from platforms more readily as personal allowances fall, analysis from Financial Software has found. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> 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 isabel.baxter@incisivemedia.com(Isabel Baxter ) <img alt="Advisers on &#39;dangerous ground&#39; if they take tick-box regulation approach" src="https://image.chitra.live/api/v1/wps/87a1bdd/c5666d63-8b69-41a7-bfd4-24fe35b92af5/0/iStock-1450960669-230x198.jpg" /> <p> <!-- summary -->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. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> 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 isabel.baxter@incisivemedia.com(Isabel Baxter ) <img alt="Consumer Duty Alliance looks to attract advice industry talent" src="https://image.chitra.live/api/v1/wps/5a3e11d/84cdc20e-3bd6-4926-89c5-f005586df020/2/iStock-1292394095-230x198.jpg" /> <p> <!-- summary -->The Consumer Duty Alliance (CDA) is launching a New Talent Alliance (NTA) to attract fresh industry talent within financial services. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> 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 No naming without shaming? The FCA's transparency plans email@professionaladviser.co.uk(Professional Adviser ) <img alt="No naming without shaming? The FCA&#39;s transparency plans" src="https://image.chitra.live/api/v1/wps/28b0c11/0323afa7-11bf-4215-9a24-77a3452922e9/1/Chris-Croft-230x198.jpg" /> <p> <!-- summary -->Regulatory expert Chris Croft explains the implications of the FCA's proposal to make its investigation work more transparent <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/opinion/4186831/naming-shaming-fcas-transparency-plans https://www.professionaladviser.com/opinion/4186831/naming-shaming-fcas-transparency-plans Wed, 27 Mar 2024 07:31:06 +0000 PA Working Lunches: Register today to hear from SimplyBiz email@professionaladviser.co.uk(Professional Adviser ) <img alt="PA Working Lunches: Register today to hear from SimplyBiz" src="https://image.chitra.live/api/v1/wps/0fa43d4/3f5da267-594f-4296-8945-b52e02e8fbaa/24/PAWL24-logo-Orange-Blue-TM-1-230x198.jpg" /> <p> <!-- summary -->Professional Adviser is pleased to introduce the next event in our Digital Working Lunches series for 2024. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/sponsored/4059400/pa-lunches https://www.professionaladviser.com/sponsored/4059400/pa-lunches Wed, 27 Mar 2024 07:10:20 +0000 Partner Insight: Beyond 60/40 darren.sharp@incisivemedia.com(Darren Sharp) <img alt="Partner Insight: Beyond 60/40" src="https://image.chitra.live/api/v1/wps/4f0f18c/65025b92-caa9-4434-94ea-420140f25dab/2/iStock-1453953453-230x198.jpg" /> <p> <!-- summary --> <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/sponsored/4183205/invesco-pa-24-byeond-60-60 https://www.professionaladviser.com/sponsored/4183205/invesco-pa-24-byeond-60-60 Wed, 27 Mar 2024 06:27:20 +0000 Manchester firm declared failed by FSCS over pensions advice isabel.baxter@incisivemedia.com(Isabel Baxter ) <img alt="Manchester firm declared failed by FSCS over pensions advice" src="https://image.chitra.live/api/v1/wps/ac9f975/11de8216-9ebb-4692-a62a-b38d49d67152/0/iStock-1580936583-679-419-230x198.jpg" /> <p> <!-- summary -->Manchester-based advice firm Pension Advice Specialists, trading as Ashworth Wealth has been declared failed by the Financial Services Compensation Scheme (FSCS). <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> 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 Advisers turn to smoothed funds to help manage volatility threat isabel.baxter@incisivemedia.com(Isabel Baxter ) <img alt="Advisers turn to smoothed funds to help manage volatility threat" src="https://image.chitra.live/api/v1/wps/7d601fe/764f6a8a-6765-4a42-b3b4-d2a3a4094733/0/iStock-1485933260-1-230x198.jpg" /> <p> <!-- summary -->Starting or increasing client investments in a ‘smoothed’ fund is the main strategy advisers will deploy to help clients management the threat of market volatility, Wesleyan has found. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/news/4189825/advisers-turn-smoothed-funds-help-manage-volatility-threat https://www.professionaladviser.com/news/4189825/advisers-turn-smoothed-funds-help-manage-volatility-threat Tue, 26 Mar 2024 12:23:06 +0000 FCA warns firms and finfluencers to 'keep social media ads lawful' isabel.baxter@incisivemedia.com(Isabel Baxter ) <img alt="FCA warns firms and finfluencers to &#39;keep social media ads lawful&#39;" src="https://image.chitra.live/api/v1/wps/8de36d0/00e9b2fc-0672-4007-9913-37b6f60b452b/4/fca-reception-3-230x198.jpg" /> <p> <!-- summary -->Guidance for memes, reels and gaming streams promoting financial services has been published by the Financial Conduct Authority (FCA). <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> 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! email@professionaladviser.co.uk(Professional Adviser ) <img alt="PA Awards 2024: Winners&#39; photo gallery from the night!" src="https://image.chitra.live/api/v1/wps/6a87eec/ba1dc849-72c7-4543-8df9-342d22163a79/9/23B-PAAwardWinnersPartB-23-D6A8748-230x198.jpg" /> <p> <!-- summary -->Another year has come and gone for the PA Awards, so why not look back on all the best photos from the night! <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> 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' isabel.baxter@incisivemedia.com(Isabel Baxter ) <img alt="CII to reduce headcount by eight to &#39;deliver better outcomes&#39;" src="https://image.chitra.live/api/v1/wps/f8ce681/66fb4e1b-faa9-4f86-8d18-3aebc22ecd64/3/iStock-1458551911-230x198.jpg" /> <p> <!-- summary -->The Chartered Insurance Institute (CII) is planning to reduce its headcount by about eight posts to ‘deliver better outcomes’. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> 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 Advisers warn market volatility will threaten retirement plans isabel.baxter@incisivemedia.com(Isabel Baxter ) <img alt="Advisers warn market volatility will threaten retirement plans" src="https://image.chitra.live/api/v1/wps/b57c7ae/a7267cd2-d4ca-4f8c-b284-b38488b67b57/2/iStock-184924623-230x198.jpg" /> <p> <!-- summary -->Market volatility driven by economic and political uncertainty is set to threaten most clients’ investments and retirement plans over the next 12 months, according to Wesleyan. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/news/4189814/advisers-warn-market-volatility-threaten-retirement-plans https://www.professionaladviser.com/news/4189814/advisers-warn-market-volatility-threaten-retirement-plans Tue, 26 Mar 2024 12:09:03 +0000 SSAS and the general levy: A victory for common sense email@professionaladviser.co.uk(Professional Adviser ) <img alt="SSAS and the general levy: A victory for common sense" src="https://image.chitra.live/api/v1/wps/5db5188/79bd2006-8c42-4491-af46-d0577c33e1cd/4/Caitlin-Southall-Headshot-230x198.png" /> <p> <!-- summary -->Common sense has prevailed in the pension scheme general levy SSAS debate, writes Caitlin Southall. Here she explores the value of the small but flexible arrangements... <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/opinion/4188259/ssas-levy-victory-common-sense https://www.professionaladviser.com/opinion/4188259/ssas-levy-victory-common-sense Tue, 26 Mar 2024 07:47:34 +0000 Third Financial's 'laser-like' focus following Nucleus acquisition isabel.baxter@incisivemedia.com(Isabel Baxter ) <img alt="Third Financial&#39;s &#39;laser-like&#39; focus following Nucleus acquisition" src="https://image.chitra.live/api/v1/wps/085867f/0d3481b6-9c0d-48f3-b18f-a667a2a097ff/3/Ian-Partington-230x198.jpg" /> <p> <!-- summary -->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… <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> 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 New adviser business transformation programme launches isabel.baxter@incisivemedia.com(Isabel Baxter ) <img alt="New adviser business transformation programme launches" src="https://image.chitra.live/api/v1/wps/37e5c38/8750705f-8ec7-443c-8c10-37edd840e9d2/1/iStock-1325383100-230x198.jpg" /> <p> <!-- summary -->NextGen Planners has partnered with training and certification body Standards International to launch a 12-week business transformation programme. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/news/4189482/adviser-business-transformation-programme-launches https://www.professionaladviser.com/news/4189482/adviser-business-transformation-programme-launches Tue, 26 Mar 2024 05:59:56 +0000 Fairstone makes first advice firm buy of 2024 adding £110m in assets isabel.baxter@incisivemedia.com(Isabel Baxter ) <img alt="Fairstone makes first advice firm buy of 2024 adding £110m in assets" src="https://image.chitra.live/api/v1/wps/78e3ba5/ca2a05bb-607c-4c81-97d9-fcc0d0a68ad6/3/Lee-Hartley-230x198.jpg" /> <p> <!-- summary -->Consolidator Fairstone has acquired Nottingham based independent advice firm James Ryan Thornhill (JRT). <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> 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 Tatton IM named top DFM provider for advisers by Defaqto isabel.baxter@incisivemedia.com(Isabel Baxter ) <img alt="Tatton IM named top DFM provider for advisers by Defaqto" src="https://image.chitra.live/api/v1/wps/ad9f496/f6a0bebe-9347-4cba-a920-351c6f6d3274/0/iStock-1345248507-230x198.jpg" /> <p> <!-- summary -->Tatton Investment Management is the most recommended discretionary fund management (DFM) provider for advisers, Defaqto has found. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/news/4189392/tatton-im-named-dfm-provider-advisers-defaqto https://www.professionaladviser.com/news/4189392/tatton-im-named-dfm-provider-advisers-defaqto Mon, 25 Mar 2024 15:11:06 +0000 What would your firm do with a large financial grant? You told us… hope.coumbe@incisivemedia.com(Hope Coumbe) <img alt="What would your firm do with a large financial grant? You told us…" src="https://image.chitra.live/api/v1/wps/a831a36/cf611e83-112e-462f-9e90-bd89940fb54f/4/iStock-175600932-230x198.jpg" /> <p> <!-- summary -->Sophisticated technology that could speed up the planning process is at the top of advisers’ wish lists for if their firm was to receive a sizeable financial grant. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/news/4189380/firm-financial-grant-told-us https://www.professionaladviser.com/news/4189380/firm-financial-grant-told-us Mon, 25 Mar 2024 15:03:15 +0000 FSCS declares three financial advisory firms in default jenna.brown@incisivemedia.com(Jenna Brown) <img alt="FSCS declares three financial advisory firms in default" src="https://image.chitra.live/api/v1/wps/629c4b1/9f416bae-c628-49a5-b337-e6757876297f/3/iStock-83803495-230x198.jpg" /> <p> <!-- summary -->The Financial Services Compensation Scheme (FSCS) has declared three advice firms in default today (25 March). <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/news/4189372/fscs-declares-financial-advisory-firms-default https://www.professionaladviser.com/news/4189372/fscs-declares-financial-advisory-firms-default Mon, 25 Mar 2024 14:53:27 +0000 Advice network focuses on paraplanning support with double acquisition isabel.baxter@incisivemedia.com(Isabel Baxter ) <img alt="Advice network focuses on paraplanning support with double acquisition" src="https://image.chitra.live/api/v1/wps/27c2426/88995e47-c506-4a7b-aeb3-c6670b2c2b06/1/iStock-1497323266-230x198.jpg" /> <p> <!-- summary -->Advice network In Partnership has acquired paraplanning and administration support providers The Adviser Support Hub (TASH) and The Admin Pod (TAP). <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> 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 Pension dashboard operators join forces to push project forward jasmine.urquhart@incisivemedia.com(Jasmine Urquhart) <img alt="Pension dashboard operators join forces to push project forward" src="https://image.chitra.live/api/v1/wps/93c530e/e6ee57b1-4f49-4d64-9dd0-2e3e100cc81c/3/iStock-1465173464-230x198.jpg" /> <p> <!-- summary -->Legal & General (L&G), Just Group, Moneyhub and Standard Life are the initial members of the freshly launched Dashboard Operators Coalition (DOC) which aims foster collaboration on the delivery of the pensions dashboard project. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/news/4189239/pension-dashboard-operators-join-forces-push-project-forward https://www.professionaladviser.com/news/4189239/pension-dashboard-operators-join-forces-push-project-forward Mon, 25 Mar 2024 11:23:11 +0000 Conservative manifesto to include state pension triple lock pledge jenna.brown@incisivemedia.com(Jenna Brown) <img alt="Conservative manifesto to include state pension triple lock pledge" src="https://image.chitra.live/api/v1/wps/660224e/cf42c9ca-16ff-497f-9fc3-2367ee81ecbf/3/Hunt-walking-230x198.jpg" /> <p> <!-- summary -->The state pension triple lock will be retained should the Conservatives win the next general election, the chancellor has confirmed. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/news/4189230/conservative-manifesto-pension-triple-lock-pledge https://www.professionaladviser.com/news/4189230/conservative-manifesto-pension-triple-lock-pledge Mon, 25 Mar 2024 11:05:37 +0000 Accessing MPS solutions via adviser platforms grows in popularity isabel.baxter@incisivemedia.com(Isabel Baxter ) <img alt="Accessing MPS solutions via adviser platforms grows in popularity" src="https://image.chitra.live/api/v1/wps/9a08e29/83e3fa26-b06e-4ddd-b2bd-43b2c971f6bb/3/iStock-1808015694-230x198.jpg" /> <p> <!-- summary -->More than two-thirds of advisers access a model portfolio service (MPS) via an adviser platform, Defaqto has found. <!-- end-summary --> </p> <p> <!--content--> <!-- end-content --> </p> https://www.professionaladviser.com/news/4189224/accessing-mps-solutions-adviser-platforms-grows-popularity https://www.professionaladviser.com/news/4189224/accessing-mps-solutions-adviser-platforms-grows-popularity Mon, 25 Mar 2024 11:03:06 +0000