https://www.professionaladviser.com/news/4530910/dwp-consults-red-flag-address-emerging-ssas-transfer-concerns Professional Adviser en 2026-06-09 DWP consults on new red flag to address emerging SSAS transfer concerns Pensions,HMRC,SSAS https://www.professionaladviser.com/news/4530909/platforms-told-clean-transfer-charter-approaches Professional Adviser en 2026-06-09 Platforms told to 'clean up their data' as transfer charter approaches Wrap/platforms,Intellifo,The Platform Association,Platform Transfers,woven advice,David Moffat,Nicky Sevel,FCA,Data Management https://www.professionaladviser.com/opinion/4530492/owners-big-payday-about-advisers Professional Adviser en 2026-06-09 The owners have had a big payday: What about the advisers? Your Business,Roderic Rennison,Catalyst Partners,opinion https://www.professionaladviser.com/news/4530905/neil-woodford-w40-rejects-fca-characterisation-regrettable-civil-claim Professional Adviser en 2026-06-09 Neil Woodford's W4.0 rejects FCA's characterisation and 'regrettable' civil claim Regulation,Neil Woodford,Woodford IM,FCA https://www.professionaladviser.com/news/4530884/fca-deputy-ceo-regulator-scale-financial-inclusion-initiatives Professional Adviser en 2026-06-09 FCA deputy CEO: Regulator cannot scale financial inclusion initiatives alone Your profession,FCA,financial inclusion,Sarah Pritchard,Targeted support,Advice Sector,Treasury committee,open finance,Simplified advice,Regulation,legislation https://www.professionaladviser.com/news/4530867/fairstone-cardiff-hub-office Professional Adviser en 2026-06-09 Fairstone opens Cardiff hub office Companies,Wales,Steven Cooper,Fairstone,New office https://www.professionaladviser.com/news/4530866/intelliflo-adds-agentic-ai-platform-profession-reaches-inflection-point Professional Adviser en 2026-06-09 Intelliflo adds agentic AI to platform as profession reaches 'inflection point' Technology,IntelliFlo,Intelliflo Office,Intelliflo Innovate 2026,Nick Eatock,Technology,Artificial intelligence https://www.professionaladviser.com/news/4530854/advice-firms-join-aj-bell-investments-bespoke-mps-partnership Professional Adviser en 2026-06-09 Two advice firms join AJ Bell Investments' bespoke MPS partnership DFM & Model Portfolios,Aj Bell,Ian Aylward,Financial Initiatives,Blue Atlas Wealth,Oculus,MPS https://www.professionaladviser.com/news/4530838/validpath-adds-300m-assets-devon-firm-network Professional Adviser en 2026-06-09 ValidPath adds £300m assets Devon firm to network Companies,ValidPath,Mike LeGassick https://www.professionaladviser.com/news/4530837/continuum-office-cornwall Professional Adviser en 2026-06-09 Continuum opens office in Cornwall Companies,Continuum,New office,Cornwall https://www.professionaladviser.com/news/4530836/kingswood-moves-mattioli-woods-brand Professional Adviser en 2026-06-09 Kingswood moves under Mattioli Woods brand Companies,Mattioli Woods,Pollen Street Capital,Kingswood,Peter Mann,HSQ https://www.professionaladviser.com/news/4530822/discretionary-mps-assets-reached-200bn-last Professional Adviser en 2026-06-09 Discretionary MPS assets reached over £200bn last year DFM & Model Portfolios,NextWealth,MPS,discretionary fund management,Tatton,Quilter Wealth Select,Heather Hopkins,Strategic Partnerships,Co-Branding,Asset Growth,Active Portfolios,Passive Providers https://www.professionaladviser.com/news/4530810/fca-takes-civil-action-neil-woodford-w40-operating-authorisation Professional Adviser en 2026-06-08 FCA takes civil action against Neil Woodford and W4.0 for 'operating without authorisation' Investment,People,FCA,Neil Woodford,W4.0,Regulation https://www.professionaladviser.com/opinion/4530495/pension-transfers-remain-stuck-slow-lane Professional Adviser en 2026-06-08 Why pension transfers remain stuck in the slow lane Pensions,Lisa Picardo,PensionsBee,pension transfers,opinion https://www.professionaladviser.com/news/4530757/cohabitation-consultation-provide-improvement-parity Professional Adviser en 2026-06-08 Cohabitation consultation to provide 'improvement not parity' Your profession,Cohabitation,consultation,Unmarried Couples,inheritance,financial planning,Property Disputes,Dennis Hall,Andrew Tully,Lena Patel https://www.professionaladviser.com/news/4530769/fca-obtains-confiscation-order-ponzi-fraud-case Professional Adviser en 2026-06-08 FCA obtains £452,000 confiscation order in Ponzi fraud case Regulation,FCA,ponzi scheme,Confiscation Order,fraud,investment scam,financial crime,Pugh,Victim Compensation,enforcement,Regulation https://www.professionaladviser.com/news/4530763/nearly-half-pension-transfer-scam-alerts-unknown-reasons Professional Adviser en 2026-06-08 Nearly half of pension transfer scam alerts for unknown reasons Pensions,PensionBee,Maps,DWP,pension transfers,amber flags,Scam Alerts,Overseas Investments,financial services,Pension Safeguarding Guidance,Fraud Prevention https://www.professionaladviser.com/news/4055629/people-moves-pa Professional Adviser en 2026-06-08 People Moves: Financial Solutions adds Matt Ryder in mentoring role as MBR joins network People,People Moves https://www.professionaladviser.com/news/4530746/gs-prufund-coming-scottish-widows-platform Professional Adviser en 2026-06-08 M&G's PruFund coming to Scottish Widows Platform Investment,Retirement,PruFund,M&G,Scottish Widows,Clive Bolton,Jenny Davidson https://www.professionaladviser.com/opinion/4530632/andrew-tully-long-term-policy-framework-fix-uk-retirement-undersaving Professional Adviser en 2026-06-08 Andrew Tully: A long-term policy framework can fix the UK's retirement undersaving problem Pensions,Andrew Tully,nucleus,pensions,Pensions Commission https://www.professionaladviser.com/news/4530741/platforms-vie-attract-retail-investors-ahead-spacex-ipo Professional Adviser en 2026-06-08 Platforms vie to attract retail investors ahead of SpaceX IPO Platforms,SpaceX,IPO,elon musk,Aj Bell,Hargreaves Lansdown,eToro https://www.professionaladviser.com/news/4530742/guardian-launches-critical-illness-products Professional Adviser en 2026-06-08 Guardian launches two critical illness products Protection,Guardian https://www.professionaladviser.com/news/4528954/vanguard-uk-platform-awards-advisers-cast-votes Professional Adviser en 2026-06-08 Vanguard UK Platform Awards – Advisers, cast your votes Wrap/platforms,Vanguard UK Platform Awards,VUKPA https://www.professionaladviser.com/opinion/4530751/editors-view-advice-employers-culture-question Professional Adviser en 2026-06-05 Editor's view: Top advice employers and the culture question Your Business,Jen Frost,Editor's View,friday night takeaway,Best Financial Advisers to Work For 2026 https://www.professionaladviser.com/news/4119588/feel-friday-pa Professional Adviser en 2026-06-05 Feel Good Friday: Royal London opens applications for £10,000 women and girls' rugby grant Your profession https://www.professionaladviser.com/interview/4530705/active-etfs-esg-retirement-advice-challenge Professional Adviser en 2026-06-05 Active ETFs, ESG and the retirement advice challenge Investment,Professional Adviser TV,Ben Gilbert,Sarasin & Partners,active etf,esg,retirement planning https://www.professionaladviser.com/news/4530704/cohabitation-reforms-offer-unmarried-couples-financial-security Professional Adviser en 2026-06-05 Cohabitation reforms to offer unmarried couples 'more financial security' Your profession,Cohabitation,Ministry of Justice,David Lammy,Family law,Domestic Abuse,economic abuse,Inheritance Rights,Pre-Nuptial Agreements,Post-Nuptial Agreements,consultation,UK Government https://www.professionaladviser.com/news/4530679/orchard-practice-buys-wallis-wealth Professional Adviser en 2026-06-05 The Orchard Practice buys Wallis Wealth Companies,M&A,The Orchard Practice,Wallis Wealth,acquisitions https://www.professionaladviser.com/news/4530672/firm-launches-ai-powered-sipp-integration-project Professional Adviser en 2026-06-05 Firm launches AI-powered SIPP integration project Technology,pathlines pensions,Centology,SIPP,AI Integration,Pulse,Echo,Workflow Automation,Digital Onboarding,financial technology,adviser platform https://www.professionaladviser.com/news/4530668/platform-strong-pipeline-pe-acquirers Professional Adviser en 2026-06-05 M&A platform finds strong pipeline of non-PE acquirers Your profession,Melo,Project Exit,Ben Wright https://www.professionaladviser.com/news/4530678/investors-cash-us-equities-confidence-improves Professional Adviser en 2026-06-05 Investors move from cash to US equities as confidence improves Investment,Equities,US,North America,US equities,retail investors,Investment Association https://www.professionaladviser.com/news/4523866/advice-firm-acquisitions-2026 Professional Adviser en 2026-06-05 All the advice firm acquisitions that have taken place in 2026 Your Business https://www.professionaladviser.com/opinion/4530501/standing-crowd-wifa-entry-tips-judge-gillian-hepburn Professional Adviser en 2026-06-05 Standing out from the crowd: WIFA entry tips from judge Gillian Hepburn Your profession,WIFA 2026,Gillian Hepburn,Vanguard,opinion https://www.professionaladviser.com/feature/4530656/workplace-culture-thriving-financial-advice-practice Professional Adviser en 2026-06-04 Workplace culture and the thriving financial advice practice Your Business,Best Advisers to Work For 2026,Workplace Culture,Connor Broadley,Alex Twiss,Bespoke Advice,Suzi Lane,David James Wealth,James Reiss,Naomi Cross,Informed Financial Planning,Josh Richardson,Becketts,Andrew Walsh,Asia O'Sullivan,Castlegate,Humboldt,Ed Brophy https://www.professionaladviser.com/news/4530659/advisers-concerned-clients-misled-ai-research Professional Adviser en 2026-06-04 Advisers concerned clients are being misled by AI - research Your profession,AI,Artificial intelligence,OpenWork Partnership,Rob Barker,client relationships,hybrid advice,financial planning,market volatility,Inflation,Geopolitical Tensions,Interest rates https://www.professionaladviser.com/news/4530639/british-friendly-enters-immediate-annuity-market Professional Adviser en 2026-06-04 British Friendly enters immediate needs annuity market Long Term Care,British Friendly https://www.professionaladviser.com/news/4530634/arrested-suspected-153m-tiktok-tax-scam Professional Adviser en 2026-06-04 Two arrested over suspected £153m TikTok tax scam Regulation,HMRC,TikTok,Social Media https://www.professionaladviser.com/news/4530622/former-police-officer-charged-connection-720-investment-fraud Professional Adviser en 2026-06-04 Two including former police officer charged in connection with £720,000 investment fraud uncategorised,fraud,Investment Fraud https://www.professionaladviser.com/news/4530609/brooks-macdonald-strategic-partnerships-launches-help-ifa-firms-scale Professional Adviser en 2026-06-04 Brooks Macdonald Strategic Partnerships launches to help IFA firms scale Your Business,Brooks Macdonald,Andrea Montague,growth https://www.professionaladviser.com/opinion/4530524/active-funds-beating-msci-world-past-decade Professional Adviser en 2026-06-04 The active funds beating the MSCI World for the past decade Investment,Darius McDermott,Fund Calibre,MSCI World,opinion https://www.professionaladviser.com/news/4530599/quilter-cheviot-launches-financial-support-service-hnw-divorcees Professional Adviser en 2026-06-04 Quilter Cheviot launches financial support service for HNW divorcees Companies,Quilter Cheviot,financial planning,Beyond Settlement Divorce,HNW,divorce,investment management,financial adviser https://www.professionaladviser.com/news/4530594/transact-upgrades-api-improve-adviser-software-integration Professional Adviser en 2026-06-04 Transact upgrades API to improve adviser software integration Technology,Transact,API,Adviser Software,CRM,Financial advice,UK Advisers,Platform Integration https://www.professionaladviser.com/news/4530593/aj-bell-cut-mps-charges-012 Professional Adviser en 2026-06-03 AJ Bell to cut MPS charges by 20% to 0.12% DFM & Model Portfolios,Aj Bell,MPS,charges https://www.professionaladviser.com/news/4530592/mkc-wealth-adds-275m-aua-acquisitions-q1 Professional Adviser en 2026-06-03 MKC Wealth adds £275m in AUA from six acquisitions in Q1 Companies,MKC Wealth,financial planning,acquisitions,IFA Firms,Assets Under Administration,Dominic Rose https://www.professionaladviser.com/news/4530586/bowmore-wealth-group-adds-135m-aum-acquisitions Professional Adviser en 2026-06-03 Bowmore Wealth Group adds £135m in AUM with two acquisitions Companies,Bowmore Wealth Group,acquisitions https://www.professionaladviser.com/news/4530573/establishes-advisory-committee-aid-fox-multi-asset-range Professional Adviser en 2026-06-03 Downing establishes advisory committee to aid Fox multi-asset range Multi-Asset,Downing,Simon Evan-Cook https://www.professionaladviser.com/news/4530566/uk-adviser-platform-market-reaches-862bn-aua Professional Adviser en 2026-06-03 UK adviser platform market reaches £862bn in AUA Platforms,Defaqto,UK Adviser Platforms,Quilter,Assets Under Administration,financial planning,Aviva https://www.professionaladviser.com/report/4530413/best-financial-advisers-2026 Professional Adviser en 2026-06-03 The Best Financial Advisers to Work For in 2026 Your Business,Best Financial Advisers to Work for,Best Financial Advisers to Work For 2026,talent,recruitment,culture,Diversity ,Inclusion,succession planning https://www.professionaladviser.com/news/4530520/millions-retirement-trade-offs-fund-children-grandchildren-university-costs Professional Adviser en 2026-06-03 Millions make retirement trade-offs to fund children and grandchildren's university costs Retirement,Rathbones,Student Loans,student debt,Retirement https://www.professionaladviser.com/news/4530562/moderate-retirement-living-standards-reach-majority-savers-cliff-edge Professional Adviser en 2026-06-03 'Moderate' retirement living standards out of reach for majority as savers face 'cliff-edge' Pensions,PLSA Retirement Living Standards,pensions https://www.professionaladviser.com/opinion/4530483/commodity-allocations-volatile-landscape Professional Adviser en 2026-06-03 Commodity allocations in a volatile landscape Investment,Rob Gleeson,FE Investments,opinion https://www.professionaladviser.com/news/4530526/late-estate-planning-risks-adding-billions-govts-iht-coffers Professional Adviser en 2026-06-03 Late estate planning risks adding billions to govt's IHT coffers Estate planning,IHT on pensions,IHT,inheritance tax,Octopus Investments,Kristy Barr https://www.professionaladviser.com/news/4530529/fca-warns-premier-league-clubs-unauthorised-financial-firm-sponsorship-deals Professional Adviser en 2026-06-03 FCA warns Premier League clubs on unauthorised financial firm sponsorship deals Regulation,FCA,Unauthorised,Regulation https://www.professionaladviser.com/news/4530523/titan-square-mile-ceo-richard-romer-lee-retire Professional Adviser en 2026-06-02 Titan Square Mile CEO Richard Romer-Lee to retire People,Richard Romer-Lee,Titan Square Mile,Titan Wealth https://www.professionaladviser.com/opinion/4530474/markets-rising-despite-uncertain-world Professional Adviser en 2026-06-02 Why markets keep rising despite a more uncertain world Investment,Fahad Hassan,Albemarle Street Partners,opinion https://www.professionaladviser.com/news/4530516/advisers-report-50s-growing-chunk-client-banks Professional Adviser en 2026-06-02 Advisers report under 50s make up growing chunk of client banks Your profession https://www.professionaladviser.com/news/4530500/shackleton-buys-london-advice-firm Professional Adviser en 2026-06-02 Shackleton buys London advice firm Companies,Shackleton,Paul Feeney,Parallel,Hurst Point Group,financial planning,Creative Industries,acquisition https://www.professionaladviser.com/opinion/4529272/100-life-reshaping-financial-planning Professional Adviser en 2026-06-02 How the 100-year life is reshaping financial planning Your profession,Chris Ball,Hoxton Wealth,opinion https://www.professionaladviser.com/news/4530493/tax-significant-issue-clients-capital-loss-tops-concerns Professional Adviser en 2026-06-02 Tax a 'significant issue' for clients but capital loss tops concerns Your profession,schroders,Pulse Survey,UK Wealth,Tax planning,LTAFs,Jamie Fowler,Stuart Podmore https://www.professionaladviser.com/news/4530487/fidelius-law-firm-launch-joint-venture-ls-wealth Professional Adviser en 2026-06-02 Fidelius and law firm launch joint venture LS Wealth Companies,legal,joint venture,Fidelius https://www.professionaladviser.com/news/4530466/tatton-appoints-authorised-corporate-director-fund-range Professional Adviser en 2026-06-02 Tatton appoints authorised corporate director for fund range DFM & Model Portfolios,Multi-Asset,Tatton,Tatton IM https://www.professionaladviser.com/news/4530443/rosemount-financial-promotion-tool-built-ahead-ai-generated-nonsense Professional Adviser en 2026-06-02 Rosemount financial promotions tool built to get ahead of 'AI-generated nonsense' Technology,Rosemount Financial Solutions,AI tool,FCA,Finfluencer,Financial promotions,Ahmed Bawa,Zachary Bawa,Compliance,Technology,Artificial intelligence https://www.professionaladviser.com/news/4530462/scare-tactics-jargon-alienating-pension-savers Professional Adviser en 2026-06-02 'Scare tactics and jargon' alienating young pension savers Pensions,Gen Z,Kirsty Ross,People's Partnership,pensions https://www.professionaladviser.com/news/4530438/director-jailed-near-9m-investment-fraud Professional Adviser en 2026-06-01 Director jailed for near £9m investment fraud Regulation,Declan Nowell,Investment Fraud,ponzi scheme,Investing4you,CPS,Financial Conduct Authority,Forex Trading,financial crime,Humberside Police https://www.professionaladviser.com/opinion/4530006/transitioning-legacy-ai-native-technology Professional Adviser en 2026-06-01 Transitioning from legacy to AI-native technology in advice Technology,Brian Wagner,Rimbal,AI,Artificial intelligence,ValidPath,opinion https://www.professionaladviser.com/news/4530426/evelyn-partners-names-ceo-cfo-natwest-deal-nears-completion Professional Adviser en 2026-06-01 Evelyn Partners names CEO and CFO as NatWest deal nears completion Companies,NatWest,Chris Kenny,Din Mustaffa,Paul Geddes,Evelyn Partners,Emma Crystal,wealth management,CEO,acquisition,CFO https://www.professionaladviser.com/opinion/4529670/kession-ruling-reshape-risk-financial-promotion-ar-structures Professional Adviser en 2026-06-01 Why the Kession ruling could reshape risk across financial promotion and AR structures Your profession,Gareth Fatchett,FS Legal Solicitors,Kession,AR,Appointed representative,opinion https://www.professionaladviser.com/news/4530418/technology-emerging-markets-performing-sectors Professional Adviser en 2026-06-01 Technology and emerging markets top performing sectors in May Investment,Equities,Global,Emerging Markets,Global Funds,Asia Pacific,emerging markets,FE Analytics https://www.professionaladviser.com/advertisement/4530399/last-chance-mps-conference-explore-different-approaches-shifting-landscape Professional Adviser en 2026-06-01 Last chance: MPS conference to explore different approaches in shifting landscape uncategorised,MPS Showcase https://www.professionaladviser.com/news/4530395/quilter-invest-launches-targeted-support-offering Professional Adviser en 2026-06-01 Quilter Invest launches targeted support offering Regulation,Quilter,Quilter Invest,Targeted support,Attitudinal Targeted Support https://www.professionaladviser.com/news/4530384/proposed-simplified-advice-rules-unlikely-help-service-clients-advisers Professional Adviser en 2026-06-01 Proposed simplified advice rules unlikely to help service new clients, advisers say Regulation,FCA,Financial advice,CP26/10,pensions,Aj Bell,Survey,Annual Suitability Review,trail commission https://www.professionaladviser.com/news/4530393/salary-sacrifice-changes-million-cut-pension-saving Professional Adviser en 2026-06-01 Salary sacrifice changes to see 2.8 million cut back pension saving Pensions,Salary sacrifice,pension savings,UK Government,HMRC,Steve Webb,autumn budget,Policy Change,FOI https://www.professionaladviser.com/opinion/4530381/editors-view-feeling-heat Professional Adviser en 2026-05-29 Editor's view: Feeling the heat Your Business,friday night takeaway,Editor's View,Jen Frost https://www.professionaladviser.com/opinion/4529965/risks-opportunities-death-annual-review Professional Adviser en 2026-05-29 Risks and opportunities from the 'death of the annual review' Regulation,Graeme Devlin,Capco,FCA,opinion https://www.professionaladviser.com/news/4530363/rathbones-brings-responsible-investment-centre-excellence Professional Adviser en 2026-05-29 Rathbones brings together responsible investment in Centre of Excellence Investment,Rathbones,ESG investments,esg,sustainability,sustainable investment,stewardship https://www.professionaladviser.com/opinion/4529903/understanding-clients-emotional-journey-retirement Professional Adviser en 2026-05-29 Beyond the numbers: Understanding clients' emotional journey into retirement Pensions,Catherine Foot,Standard Life,Retirement,opinion https://www.professionaladviser.com/news/4530352/law-firm-seeks-former-sjp-ars-group-legal-action Professional Adviser en 2026-05-29 Law firm seeks out former SJP ARs for group legal action Companies,SJP,appointed representatives,Robertson Pugh Associates,legal action,Group Claim,Compliance Investigation https://www.professionaladviser.com/opinion/4529951/consistency-key-ensure-auditable-ai-outputs-advice Professional Adviser en 2026-05-29 Why consistency is key to ensure auditable AI outputs in advice Technology,Nawaz Mucadam,Flanks,AI,Artificial intelligence,opinion https://www.professionaladviser.com/opinion/4530008/rethinking-income-active-management-matters-income-investors Professional Adviser en 2026-05-29 Why active management matters more for income investors Investment,Rory Sandilands,Aegon Asset Management,active management,Passive investing,AI,Artificial intelligence,opinion https://www.professionaladviser.com/news-analysis/4530323/labour-leadership-contest-change-mean-iht-pensions Professional Adviser en 2026-05-28 Labour leadership contest: What a change could mean for IHT on pensions Tax planning,Estate planning,IHT,IHT planning,IHT on pensions,inheritance tax,Labour https://www.professionaladviser.com/opinion/4529822/energy-crisis-power-renewables-past-headwinds Professional Adviser en 2026-05-28 Can the energy crisis power renewables past their headwinds? Investment,Ian Aylward,Aj Bell,opinion https://www.professionaladviser.com/news/4530326/uk-portfolios-increase-fixed-income-allocations-amid-geopolitical-tensions-macroeconomic-uncertainty Professional Adviser en 2026-05-28 UK portfolios increase fixed income allocations amid geopolitical tensions and macroeconomic uncertainty Fixed Income,Equities,fixed income,Janus Henderson,UK Portfolios,Geopolitics https://www.professionaladviser.com/opinion/4529285/manufacturing-partner-selection-critical Professional Adviser en 2026-05-28 Co-manufacturing: Why partner selection is critical DFM & Model Portfolios,Ben Peele,PortfolioMetrix,Insourcing,opinion https://www.professionaladviser.com/news/4530317/advice-firms-report-clients-vulnerable-morganash Professional Adviser en 2026-05-28 Advice firms report that around four in ten clients are vulnerable - MorganAsh Your profession,MorganAsh,Andrew Gething,Consumer Duty,Customer Vulnerability,Vulnerable customers https://www.professionaladviser.com/interview/4529912/generation-advisers-meet-marble-financial-plannings-ryan-davies Professional Adviser en 2026-05-28 Next Generation Advisers: Meet Marble Financial Planning's Ryan Davies People,Ryan Davies,Marble Financial Planning,Next Generation Advisers,Next Generation Advisers series https://www.professionaladviser.com/news/4055708/market-movers-pa Professional Adviser en 2026-05-28 Market Movers: Oil prices inch higher following Iranian strikes on US airbase Markets,markets https://www.professionaladviser.com/news/4530301/foster-denovo-partners-fintech-advance-ai Professional Adviser en 2026-05-28 Foster Denovo partners with fintech to advance AI use Technology,Foster Denovo,Palindrome,helen lovett,Ian McKenna,Ed Beckett,Agentic AI,AI,Technology,Artificial intelligence https://www.professionaladviser.com/news/4530294/student-loans-impossible-financial-planning-question Professional Adviser en 2026-05-28 Student loans present 'almost impossible' financial planning question Your profession,Student Loans,Treasury committee,Alice Sanders,Claire Trott,Sam Patterson,financial planning,Great Wealth Transfer,Higher Education,Tax Thresholds https://www.professionaladviser.com/opinion/4529092/joined-advice-add-outcomes Professional Adviser en 2026-05-28 Why joined-up advice will add up to better outcomes Equity release,Will Hale,Key Equity Release,opinion https://www.professionaladviser.com/news/4530297/wealth-management-consolidation-pushes-investment-trusts-limits Professional Adviser en 2026-05-28 Wealth management consolidation pushes smaller investment trusts 'off-limits' Investment Trusts,Investment trusts,wealth management,Charlotte Cuthbertson,Richard Staveley,richard oldfield,Ken Wotton https://www.professionaladviser.com/opinion/4529002/tax-efficient-investments-client-ignored Professional Adviser en 2026-05-27 Tax-efficient investments: Client needs that cannot be ignored Tax planning,Tax-efficient Investing,Andrew Aldridge,Deepbridge Capital,tax-efficient investments,opinion https://www.professionaladviser.com/news/4530283/disabled-people-245-pension-gap Professional Adviser en 2026-05-27 Young disabled people face £245,000 pension gap Pensions,PensionBee,SENDA,rhiannon gogh,disability,UK Pensions,Retirement,Carers,Pension Gap,Pensions Commission,Timms Review,Ali Fanshawe https://www.professionaladviser.com/news-analysis/4529282/advice-consolidation-reputation-regulation-transforming-market Professional Adviser en 2026-05-27 Advice consolidation: Reputation, regulation and a transforming market Your profession,consolidation,Victoria Hicks,Gordon Flower,Roderic Rennison https://www.professionaladviser.com/news/4530280/octopus-legacy-legal-arm-adds-private-client-team Professional Adviser en 2026-05-27 Octopus Legacy legal arm adds private client team Estate planning,Octopus Legacy,Octopus,Estate planning,M&A,acquisitions https://www.professionaladviser.com/opinion/4529474/financial-misconduct-rising-expectations-rising-exposure Professional Adviser en 2026-05-27 Non-financial misconduct: Rising expectations and rising exposure Regulation,Sarah Jackman,Dentons,non-financial misconduct,FCA,opinion https://www.professionaladviser.com/feature/4530111/advice-firms-intentional-attracting-talent Professional Adviser en 2026-05-27 Why advice firms need to be 'more intentional' when attracting new talent Your Business,Financial advice,PFS,Quilter Academy,Graduate Recruitment,Career development,mentoring,professional development,recruitment https://www.professionaladviser.com/news/4529935/succession-alliance-tackle-completely-unregulated-space Professional Adviser en 2026-05-27 Succession Alliance to tackle 'completely unregulated' space this year Regulation,Succession Alliance,Consumer Duty Alliance,financial planning,FCA,Survey,Charter,succession planning https://www.professionaladviser.com/news/4530248/treasury-committee-student-loans-evidence-responses Professional Adviser en 2026-05-27 Treasury Committee's student loans call for evidence gets over 52,000 responses Your profession,student debt,Student Loans,Treasury committee https://www.professionaladviser.com/news/4530246/clearer-simplified-advice-guidance-drive-genuine-progress Professional Adviser en 2026-05-27 Clearer simplified advice guidance needed to 'drive genuine progress' Regulation,FCA,Simplified advice,Financial advice,PIMFA,Simon Harrington,Brian McLaughlin,Sam Christopher,Quilter,Consumer Duty,Annual Suitability Review https://www.professionaladviser.com/opinion/4528868/clients-expect-us-answer-everything Professional Adviser en 2026-05-27 Why clients expect us to have an answer for everything Your profession,Ahmed Bawa,Rosemount Financial Solutions (IFA),opinion