professionaladviser_logo

FOR SUSTAINABLE, PROFITABLE, CLIENT-FOCUSED ADVISER FIRMS

pin Sign in Join
pin
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
logo
  • logo

    Search Professional Adviser

  • News
  • More

    Choose from below

    • Features
    • Opinion
    • News Analysis
    • People Moves
    • Market Movers
    • Interviews
    • Professional Adviser TV
    • Investment IQ
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Inheritance Tax
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Isabel Baxter
    • Sophia Panayi

    Featured Content

      • Cost of Living
      • Partner Insight
      • Professional Adviser IQ

    Sister publications

    • BusinessGreen
    • COVER
    • Investment Week
    • Professional Pensions

    Incisive Media

    • Our company
    • Careers
  • Searchlogo

    Search Professional Adviser

    x
Join Sign in
 
    • My account
    • Sign out
  • You are currently accessing Professional Adviser via your Enterprise account.

    If you already have an account please use the link below to sign in.

    If you have any problems with your access or would like to request an individual access account please contact our customer service team.

    Phone: +44 (0) 1858 438800

    Email: [email protected]

    • Sign in
    • Sign in
Media Centre
Traditional MPS limits on CGT and operations now in FCA focus
DFM & Model Portfolios

Traditional MPS limits on CGT and operations now in FCA focus

PortfolioMetrix’s Ben Peele on adviser co-manufacturing and blurred MPS responsibilities

clock 19 June 2026
WIFA entry tips from the judges: Insight into what makes a standout entry
Your profession

WIFA entry tips from the judges: Insight into what makes a standout entry

Gillian Hepburn and Sam Slator in the studio

clock 10 June 2026
Active ETFs, ESG and the retirement advice challenge
Investment

Active ETFs, ESG and the retirement advice challenge

Sarasin & Partners portfolio manager Ben Gilbert joins PA in the studio

clock 05 June 2026
Inside a family MBO: How this adviser and his brother took over their father's firm
Companies

Inside a family MBO: How this adviser and his brother took over their father's firm

Sean Standerwick runs MLP Wealth alongside his brother

clock 22 May 2026
Consumer Duty driving advisers to justify and evidence fee increases
Your Business

Consumer Duty driving advisers to justify and evidence fee increases

Clients willing to pay more but expect tangible service upgrades

clock 08 May 2026
Watch PA's Working Lunch with Baillie Gifford - US Growth: what really matters
Investment

Watch PA's Working Lunch with Baillie Gifford - US Growth: what really matters

Catch up on the discussion

clock 07 May 2026
Targeted support signals evolution in advice delivery
Your profession

Targeted support signals evolution in advice delivery

Softer launches expected at first

clock 10 April 2026
Watch PA's Working Lunch with L&G: Navigating the new landscape of retirement solutions
Retirement

Watch PA's Working Lunch with L&G: Navigating the new landscape of retirement solutions

Catch up on the discussion

clock 09 April 2026
'Nobody is big enough not to be bought'
Your profession

'Nobody is big enough not to be bought'

Roderic Rennison on the future of deals in the advice industry

clock 20 March 2026
Watch on-demand: IHT on pensions – Advisers' questions answered
Tax planning

Watch on-demand: IHT on pensions – Advisers' questions answered

Catch up on 10 March webinar

clock 16 March 2026
Dan Russell launches Funkled to combat financial education 'crisis'
Companies

Dan Russell launches Funkled to combat financial education 'crisis'

Described as a ‘Duolingo’ for financial literacy

clock 05 March 2026
Watch Professional Adviser's Working Lunch with Baillie Gifford - Simply balanced: supporting client goals through growth and diversification
Investment

Watch Professional Adviser's Working Lunch with Baillie Gifford - Simply balanced: supporting client goals through growth and diversification

Catch up on the discussion

clock 26 February 2026
Vanguard's Gillian Hepburn on a new role and adviser opportunities
People

Vanguard's Gillian Hepburn on a new role and adviser opportunities

Now head of UK adviser solutions and sales at Vanguard

clock 20 February 2026
Female client focus 'vital' as great wealth transfer comes
Your profession

Female client focus 'vital' as great wealth transfer comes

Intergenerational wealth planning importance

clock 06 February 2026
Watch now: What advisers need to know about VCT budget impact
VCTs / EIS

Watch now: What advisers need to know about VCT budget impact

Implications for planning for this tax year and the next

clock 03 February 2026
What advisers want from technology providers
Technology

What advisers want from technology providers

Innovation, or for things to just work better?

clock 23 January 2026
123
  • Contact Us
  • Marketing Solutions
  • About Incisive Media
  • Privacy Settings
  • Careers
  • Terms & Conditions
  • Policies
FOLLOW US
Incisive Media

© Incisive Business Media Limited, Published by Incisive Business Media Limited, New London House, 172 Drury Lane, London WC2B 5QR. Registered in England and Wales with company registration number 09178013. Part of Arc network, www.arc-network.com

DIGITAL PUBLISHER OF THE YEAR
right wallpaper ad