https://www.professionaladviser.com/interview/4538261/wifa-2026-headline-sponsor-video-lv-coo-anita-fernqvist-talks-female-representation-financial-services Professional Adviser en 2026-11-03 WIFA 2026 headline sponsor video: LV= COO Anita Fernqvist talks female representation in advice Your profession,WIFA 2026,LV= https://www.professionaladviser.com/news/4538319/fca-responds-treasury-committee-concerns-potential-budget-leak Professional Adviser en 2026-11-03 FCA responds to Treasury Committee concerns over potential Budget leak Your profession,FCA,Treasury committee,Dame Meg Hillier,Nikhil Rathi,HM Treasury https://www.professionaladviser.com/news/4538318/adults-lacking-mental-capacity-gain-access-child-trust-funds Professional Adviser en 2026-11-03 Young adults lacking mental capacity will gain access to Child Trust Funds Your profession,Child Trust Funds,Financial Services Bill,UK Treasury,Lucy Rigby,SENDA,Ali Fanshawe,The Investing and Saving Alliance,TISA,Mark Westwell,rhiannon gogh,John Milne,Junior ISA,Disability Inclusion,Mental capacity,financial planning https://www.professionaladviser.com/news/4538244/fca-warns-octopus-investments-clone-firm Professional Adviser en 2026-11-03 FCA warns of Octopus Investments clone firm Companies,Octopus Investments,clone firm,FCA https://www.professionaladviser.com/news/4538292/fca-brings-esg-ratings-providers-scope-sensible-evolution Professional Adviser en 2026-11-03 FCA brings ESG ratings providers under scope for first time in 'sensible evolution' Regulation,Green,FCA,ESG ratings,ESG Ratings Providers,Laura Dawes,sustainable finance https://www.professionaladviser.com/news/4538290/lync-wealth-management-adds-210m-assets-south-east-acquisitions Professional Adviser en 2026-11-03 Lync Wealth Management adds £210m in assets with South East acquisitions Companies,Lync Wealth Management,Latham Consultancy,Scott Financial,7IM Group,Paul Scott,Wendy Scott,Mark Latham,Agustin Fernandez,financial planning,acquisition,wealth management,Fleet Hampshire https://www.professionaladviser.com/news/4538286/dwp-tpr-fca-launch-consultation-guided-retirement-help-resurrect-pensions Professional Adviser en 2026-11-03 DWP, TPR and FCA launch consultation on guided retirement to help 'resurrect' pensions Pensions,FCA,TPR,DWP,torsten bell,Therese Chambers,Richard Knox,pensions https://www.professionaladviser.com/sponsored/4536913/future-growth-investing Professional Adviser en 2026-11-03 Watch PA's Working Lunch with Baillie Gifford - The future of growth investing Investment,Baillie Gifford,working lunch,Growth Investing,Long-Term Investing,investment strategy,equities,Investment Opportunities,Market Trends https://www.professionaladviser.com/news/4538270/hoxton-wealth-100m-pe-backing-aspirity-partners Professional Adviser en 2026-11-03 Hoxton Wealth gets £100m PE backing from Aspirity Partners Companies,Hoxton Wealth,Aspirity Partners,Chris Ball,private equity https://www.professionaladviser.com/news/4538269/openwork-targets-minutes-client-savings-technology-suite-roll Professional Adviser en 2026-11-03 Openwork targets 60 minutes per client savings through technology suite roll out Technology,The Openwork Partnership,openwork,Seccl,Plannr,Technology https://www.professionaladviser.com/news/4538268/albemarle-street-partners-launches-etf-model-portfolios Professional Adviser en 2026-11-03 Albemarle Street Partners launches ETF model portfolios DFM & Model Portfolios,ETFs,Albemarle Street Partners,WisdomTree,WisdomTree Portfolio Solutions,ETFs https://www.professionaladviser.com/news/4538267/just-no-longer-just-just Professional Adviser en 2026-11-03 Just no longer just Just Companies,Just Group,Just,just retirement https://www.professionaladviser.com/feature/4537877/advisers-clients-benefit-overcoming-philanthropy-reluctance Professional Adviser en 2026-11-02 Why advisers and clients could benefit from overcoming philanthropy 'reluctance' Your profession,Philanthropy Advice,High Net Worth Individuals,Charities Aid Foundation,CAF,Philanthropy Training,Y Tree,Castlefield,Olivia Bowen,Philippa Cornish,Eliana Sydes,Boyes Turner,Matthew Briggs,Estate planning,wealth management https://www.professionaladviser.com/news/4538217/quilter-financial-planning-joins-protection-distributors-group Professional Adviser en 2026-11-02 Quilter Financial Planning joins the Protection Distributors Group Companies,Protection,Quilter Financial Planning,Protection Distributors Group,PDG,Quilter Foundation,Emma Thomson,Rachel Trundle,Gordon Henderson,Money Ready,London Foundation for Banking and Finance,Financial education https://www.professionaladviser.com/news-analysis/4537690/platforms-association-transfer-charter-solve Professional Adviser en 2026-11-02 The Platforms Association's transfer charter can only solve part of the problem Platforms,Platforms Association Transfer Charter,TPA,STAR,FCA,Parmenion,Fundment,Origo Transfer Index,Hartley Pensions,TRIG,Fidelity Adviser Solutions,ISA Transfers,SIPP transfers,Consumer Duty,Pensions Ombudsman https://www.professionaladviser.com/news/4538201/sarasin-asset-management-launches-us-client-mps-uk-advisers Professional Adviser en 2026-11-02 Sarasin Asset Management launches US client MPS for UK advisers DFM & Model Portfolios,Sarasin Asset Management,Nick Wood,MPS https://www.professionaladviser.com/news/4538199/plannr-names-guy-tolhurst-ceo Professional Adviser en 2026-11-02 Plannr names Guy Tolhurst as CEO People,Plannr,Guy Tolhurst,financial services,Fintel,Gareth Thompson,Defaqto,Operating Systems,Technology Innovation,UK Financial Advice,Enterprise Integration,investment research,Artificial intelligence,CRM Technology,Business Transformation https://www.professionaladviser.com/opinion/4537688/low-cost-ai-human-helm-save-pi-claim Professional Adviser en 2026-11-02 Why low-cost AI still needs a human at the helm to save advisers from a PI claim Your Business,Your profession,John Netting,barerock,FCA,PII,PII cover,opinion https://www.professionaladviser.com/news/4523866/advice-firm-acquisitions-2026 Professional Adviser en 2026-11-02 All the advice firm acquisitions that have taken place in 2026 Your Business https://www.professionaladviser.com/news/4538183/natwest-private-banking-wealth-management-income-surges-128-evelyn-integration Professional Adviser en 2026-11-02 NatWest private banking and wealth management income surges on Evelyn integration Companies,NatWest,Evelyn Partners,NatWest Group,Coutts https://www.professionaladviser.com/news/4538164/brits-spotting-horror-movie-warning-signs-investment-red-flags Professional Adviser en 2026-11-02 Brits better at spotting horror movie warning signs than investment red flags Investment,FCA,Investment Red Flags,Lucy Castledine,Artificial intelligence,young investors,Financial advice,Investment Products,Consumer Research,investment scams,UK Survey,Pressure Tactics,Financial Conduct Authority https://www.professionaladviser.com/news/4055629/people-moves-pa Professional Adviser en 2026-11-02 People Moves: Standard Life hires CEO of retirement solutions and group CIO People,People Moves https://www.professionaladviser.com/opinion/4538160/friday-night-takeaway-devil-budget Professional Adviser en 2026-10-30 News editor's view: The devil in the Budget detail Your profession,John Healey,Autumn Budget 2026,News editor's view,friday night takeaway https://www.professionaladviser.com/feature/4538100/whats-spooking-financial-advisers-halloween Professional Adviser en 2026-10-30 What's spooking financial advisers this Halloween? Your profession,Stuart White,Daniel Nilsson,Claire Trott,St James's Place,Isio Investment Management,Impax Asset Management,halloween https://www.professionaladviser.com/news/4538135/fscs-updates-claims-position-pension-firms Professional Adviser en 2026-10-30 FSCS updates claims position for two pension firms Companies,Forthplus Pensions,Planet Pensions,Brite Advisors,iPensions,SIPP,Optimum Pension Administrators,Integrated-Capabilities,liquidation,The Optimus Retirement Benefit Scheme,default,Claims Investigation,compensation,pension transfers https://www.professionaladviser.com/news/4538130/budget-26-protection-health-impact Professional Adviser en 2026-10-30 Budget 26: The protection and health impact Protection,Protection,Autumn Budget 2026 https://www.professionaladviser.com/news/4119588/feel-friday-pa Professional Adviser en 2026-10-30 Feel Good Friday: CISI urges financial planners to give 'one hour' to upcoming Financial Planning Week Your profession https://www.professionaladviser.com/opinion/4537681/real-test-ai-gains-access-advice Professional Adviser en 2026-10-30 The real test of AI? Who gains access to advice Technology,Alistair Morgan,Iress UK,Artificial intelligence,AI,opinion https://www.professionaladviser.com/news/4538127/starter-isa-investment-industry-calls-education-incentives-simplicity Professional Adviser en 2026-10-30 Starter ISA: Investment industry calls for education, incentives and simplicity ISAs,Autumn Budget 2026,Starter ISA https://www.professionaladviser.com/opinion/4537761/funding-advice-firm-acquisition-lenders Professional Adviser en 2026-10-29 Funding an advice firm acquisition and what lenders really want to see Your Business,Simon Palmer,Smart Funding Solutions,mergers and acquisitions,M&A,acquisitions,opinion https://www.professionaladviser.com/opinion/4537577/clients-best-retirement-portfolio Professional Adviser en 2026-10-29 Do clients already own the best retirement portfolio? Pensions,Alex Funk,PortfolioMetrix,Retirement Portfolio,Drawdown,Pension freedom,opinion https://www.professionaladviser.com/opinion/4538098/andrew-tully-immediate-priorities-advisers-following-mixed-picture-budget Professional Adviser en 2026-10-29 Andrew Tully: Immediate priorities for advisers following 'mixed picture' Budget Your profession,nucleus,Andrew Tully,Autumn Budget 2026 https://www.professionaladviser.com/opinion/4537589/sell-grow-navigating-growth-succession-exit-planning Professional Adviser en 2026-10-29 Sell or grow? Navigating growth, succession and exit planning Your Business,Roderic Rennison,The Catalysts,succession planning,Exit strategy,mergers and acquisitions,M&A,opinion https://www.professionaladviser.com/news/4538081/treasury-committee-flags-potential-bank-tax-budget-leak-fca-treasury Professional Adviser en 2026-10-29 Treasury Committee flags potential bank tax Budget leak to FCA and Treasury Regulation,HM Treasury,FCA,Treasury committee,John Healey,Meg Hillier,Nikhil Rathi,Autumn Budget 2026 https://www.professionaladviser.com/news/4538069/budget-26-key-takeaways-healeys-budget Professional Adviser en 2026-10-29 Budget 26: Key takeaways from Healey's first Budget Economics / Markets,John Healey,UK Budget 26,Autumn Budget 2026 https://www.professionaladviser.com/news/4538068/sjp-hits-record-2424bn-fum-q3-flows-drop-67 Professional Adviser en 2026-10-29 SJP hits record £242.4bn FUM but Q3 flows drop by 67% Companies,St James's Place,Mark FitzPatrick,SJP https://www.professionaladviser.com/opinion/4537590/ai-volatility-reminder-diversification-fund-count Professional Adviser en 2026-10-29 AI volatility is a reminder that diversification is more than just fund count Technology,Investment,Louis Hutchings,Nedgroup Investments,Diversification,portfolio construction,AI,Artificial intelligence,opinion https://www.professionaladviser.com/opinion/4537683/failing-protect-client-income-oversight-neglect Professional Adviser en 2026-10-29 Is failing to protect a client's income an oversight or neglect? Protection,Kevin Carr,Carr Consulting,Protection,Income Protection,FCA,opinion https://www.professionaladviser.com/news/4538046/budget-26-initial-relief-advisers-irritation Professional Adviser en 2026-10-29 Budget 26: Initial relief from advisers turns to 'irritation at the detail' Your profession,Budget 26,Healey,OBR,Office for Budget Responsibility,Dennis Hall,Hollee Vivian,Keith Churchouse,Starter ISA,British ISA,cash ISA,BADR,fiscal policy,capital gains tax https://www.professionaladviser.com/news/4538057/budget-26-savings-income-tax-rate-rise-44-earners Professional Adviser en 2026-10-29 Budget 26: Savings income tax rate to rise to 44% for higher earners Your profession,Autumn Budget 2026 https://www.professionaladviser.com/news/4538037/budget-2026-income-tax-threshold-freeze-remains-april-2031 Professional Adviser en 2026-10-28 Budget 26: Income tax threshold freeze remains until April 2031 Tax planning,Budget 2026,Autumn Budget 2026 https://www.professionaladviser.com/news/4538035/iht-pensions-technical-changes-ahead-2027-start Professional Adviser en 2026-10-28 IHT on pensions gets technical changes ahead of 2027 start Tax planning,inheritance tax,pensions,HMRC,IHT,IHT on pensions https://www.professionaladviser.com/news/4538031/budget-26-frustrating-vct-tax-relief-absent-budget-despite-lobbying Professional Adviser en 2026-10-28 Budget 26: 'Frustrating' VCT tax relief absent from Budget despite lobbying VCTs / EIS,Autumn Budget 2026 https://www.professionaladviser.com/news/4538028/budget-26-obr-slashes-fiscal-headroom-15bn-2029-middle-east-shock Professional Adviser en 2026-10-28 Budget 26: OBR slashes fiscal headroom to £15bn by 2029/30 after Middle East shock UK,Autumn Budget 2026 https://www.professionaladviser.com/news/4538027/budget-26-stamp-duty-shares-swapped-securities-transfer-tax Professional Adviser en 2026-10-28 Budget 26: Stamp Duty on shares to be swapped for Securities Transfer Tax Investment,Autumn Budget 2026 https://www.professionaladviser.com/news/4538021/budget-26-cgt-headline-rates-untouched-following-speculation Professional Adviser en 2026-10-28 Budget 26: CGT headline rates untouched following speculation Tax planning,Autumn Budget 2026,CGT https://www.professionaladviser.com/news/4538019/budget-26-business-asset-disposal-relief-threshold-halved-500 Professional Adviser en 2026-10-28 Budget 26: Business asset disposal relief threshold halved to £500,000 Your profession,Autumn Budget 2026 https://www.professionaladviser.com/news/4538015/budget-26-government-rid-tax-rule-lump-sum-death-benefits Professional Adviser en 2026-10-28 Budget 26: Government to get rid of two-year tax rule on lump sum death benefits Pensions,Autumn Budget 2026 https://www.professionaladviser.com/news/4538017/budget-26-20k-cash-isa-annual-allowance-reinstated-starter-product-introduced Professional Adviser en 2026-10-28 Budget 26: £20k Cash ISA annual allowance reinstated as Starter product introduced ISAs,Budget 26,cash ISA,ISA Allowance,Starter ISA,First Time Buyer ISA,Autumn Budget 2026 https://www.professionaladviser.com/news/4538010/budget-26-property-income-tax-rates-rise-percentage Professional Adviser en 2026-10-28 Budget 26: Property income tax rates to rise by four percentage points Your profession,Autumn Budget 2026 https://www.professionaladviser.com/news/4538006/budget-26-small-business-rate-relief-threshold-increased-struggling-sectors Professional Adviser en 2026-10-28 Budget 26: Small business rate relief threshold increased to £18,000 for struggling sectors Your profession,Autumn Budget 2026 https://www.professionaladviser.com/news/4538004/budget-26-lisa-penalty-reform-promised-property-purchases-450 Professional Adviser en 2026-10-28 Budget 26: LISA penalty reform promised for property purchases over £450,000 ISAs,Autumn Budget 2026,lifetime LISA,first time buyers,First Time Buyer ISA,ISA,John Healey https://www.professionaladviser.com/news/4538000/budget-26-pensioners-shielded-income-tax Professional Adviser en 2026-10-28 Budget 26: State pensioners to be shielded from income tax Pensions,Autumn Budget 2026,state pension https://www.professionaladviser.com/news/4537973/investment-tax-relief-rises-amid-recent-budget-measures Professional Adviser en 2026-10-28 Investment tax relief rises by smallest amount in four years amid recent Budget measures Investment,ISAs,Investment Tax Relief,Bowmore Financial Planning,ISA,HMRC,John Healey https://www.professionaladviser.com/news/4537972/budget-media-watch-chancellor-set-cancel-cash-isa-allowance-cut Professional Adviser en 2026-10-28 Budget Media Watch: Chancellor set to cancel cash ISA allowance cut ISAs,ISA Allowance,John Healey,UK Chancellor,Budget 26,Autumn Budget 2026 https://www.professionaladviser.com/opinion/4537379/economic-abuse-advisers-understand-hidden-form-financial-harm Professional Adviser en 2026-10-28 Economic abuse: Why advisers need to understand this hidden form of financial harm Your profession,Shelley Read,Royal London,economic abuse,Consumer Duty,opinion https://www.professionaladviser.com/blog/4536694/autumn-budget-2026-reports-suggest-cgt-income-tax-equalisation-table Professional Adviser en 2026-10-28 Autumn Budget 2026: Reports suggest CGT/income tax equalisation off the table UK,Your profession,Tax planning,Investment,Autumn Budget 2026,UK Budget https://www.professionaladviser.com/news/4537947/proposed-group-action-sjp-secures-funding Professional Adviser en 2026-10-27 Proposed group action against SJP secures funding Companies,AR Group Claim,Robertson Pugh Associates,SJP,Elizabeth Robertson,legal action,Group Litigation,appointed representatives,FCA Compliance,class action,Adviser Contracts,Business Compensation https://www.professionaladviser.com/news/4537937/fscs-claims-dfm-enters-administration Professional Adviser en 2026-10-27 FSCS opens claims against DFM as it enters administration Companies,Bullseye,FCA https://www.professionaladviser.com/opinion/4537930/growth-raises-cost-money Professional Adviser en 2026-10-27 When growth raises the cost of money Fixed Income,Albemarle Street Partners,Fahad Hassan https://www.professionaladviser.com/opinion/4537512/platform-ready-april-pension-iht-changes Professional Adviser en 2026-10-27 Are you platform-ready for April's pension IHT changes? Tax planning,Ben Hammond,AheadMG,inheritance tax,IHT,IHT on pensions,opinion https://www.professionaladviser.com/analysis/4537556/deal-dive-bigger-advice-deals-coming Professional Adviser en 2026-10-27 Deal Dive: The bigger advice deals keep coming Your profession,Deal Dive https://www.professionaladviser.com/analysis/4537913/budget-26-pensions-industry-expecting Professional Adviser en 2026-10-27 Budget 26: What is the pensions industry expecting? Pensions,Budget 26,pensions,John Healey,hymans robertson,Aptia,Alastair Meeks,Aviva,Eleanor Daplyn,Pensions UK,sackers,Autumn Budget 2026 https://www.professionaladviser.com/news/4055708/market-movers-pa Professional Adviser en 2026-10-27 Market Movers: UK markets open in the red ahead of Healey's first Budget Markets,markets https://www.professionaladviser.com/news/4537896/defaqto-launch-rating-funds-portfolios Professional Adviser en 2026-10-27 Defaqto to launch rating for newer funds and portfolios Investment,Defaqto,RSMR https://www.professionaladviser.com/news/4537874/blevins-franks-partners-onelife-adviser-digital-access-push Professional Adviser en 2026-10-27 Blevins Franks partners with OneLife in adviser digital access push Companies,Blevins Franks,OneLife,European Client Solutions,ECS,Palindrome,Heather Appleton,Digital Onboarding,wealth management,financial technology,Cross-Border Advice,Luxembourg Model,Investor Protection,Client experience,Regulatory Compliance https://www.professionaladviser.com/news/4537893/chancellor-straitjacket-low-key-budget-anticipated Professional Adviser en 2026-10-27 Chancellor in 'straitjacket' with low-key Budget anticipated Your profession,Investment,Tax planning,Andy Burnham,John Healey,Autumn Budget 2026 https://www.professionaladviser.com/news/4537819/aspiring-adviser-passes-ciis-r05-exam-setback Professional Adviser en 2026-10-26 Aspiring young adviser passes CII's R05 after exam setback People,George Garton,CII,Jon Dunckley,Chartered Insurance Institute,R05 Exam https://www.professionaladviser.com/opinion/4537376/budget-clients-surplus-spoken Professional Adviser en 2026-10-26 Before the Budget: Is your client's 'surplus' already spoken for? Tax planning,Phillip Wickenden,The 3rd Act,inheritance tax,Cashflow modelling,retirement planning,Gifting https://www.professionaladviser.com/news/4537866/fca-urges-private-market-firms-review-conflict-management-amid-rapid-growth Professional Adviser en 2026-10-26 FCA urges private market firms to review conflict management amid rapid growth Investment,FCA,private markets https://www.professionaladviser.com/news/4537857/ifa-enters-liquidation-investment-advice-complaints Professional Adviser en 2026-10-26 IFA enters liquidation after investment advice complaints Companies,Chandler King,IFA,Financial Conduct Authority,FCA,Financial Ombudsman Service,FOS,Berkeley House Capital,Godwin Capital,Prosper Capital,Alternative Investment Funds,investment advice,pensions,Financial Services Compensation Scheme,Creditors Voluntary Liquidation https://www.professionaladviser.com/news/4537830/plum-approved-targeted-support-eyes-advice-market Professional Adviser en 2026-10-26 Plum approved for targeted support as it eyes advice market Companies,Plum,FCA,Targeted support,Advisory License,investment advice,AI Technology,Vanguard,Barclays,Royal London,Quilter,Zopa Bank,Aviva,Legal & General https://www.professionaladviser.com/news/4537839/finli-swoops-advice-firms-q3 Professional Adviser en 2026-10-26 Finli swoops for five advice firms in Q3 Companies,Finli,acquisitions https://www.professionaladviser.com/news/4537829/budget-media-watch-healey-raise-tax-free-allowance-low-income-pensioners Professional Adviser en 2026-10-26 Budget Media Watch: Healey to raise tax-free allowance for low-income state pensioners Pensions,Tax planning,Autumn Budget 2026,John Healey,Income tax,state pension https://www.professionaladviser.com/opinion/4537524/advice-firms-scale-losing-soul Professional Adviser en 2026-10-26 How advice firms can scale without losing their soul Your Business,Apiramy Jeyarajah,Nedgroup Investments,consolidation,FCA,opinion https://www.professionaladviser.com/news/4537814/fos-received-3600-pension-complaints-april-september Professional Adviser en 2026-10-26 FOS received 3,600 pension complaints between April and September Your profession,FOS,Financial Ombudsman Service,Pension Complaints,Banking Complaints,Credit Complaints,Insurance Complaints,current accounts,credit cards,Fraud and Scams,AI Tools,Motor Finance Commission,Financial Products https://www.professionaladviser.com/opinion/4537826/editors-view-bring-budget Professional Adviser en 2026-10-23 Editor's View: Bring on the Budget Your profession,Autumn Budget 2026,Editor's View,friday night takeaway https://www.professionaladviser.com/news/4537803/thousands-nhs-workers-mccloud-tax-action Professional Adviser en 2026-10-23 Thousands of NHS workers yet to take McCloud tax action Tax planning,NHS Pension Scheme,HMRC,McCloud Remedy,MediFintech,Jack Needham https://www.professionaladviser.com/news/4537802/fcas-nick-hulme-departs Professional Adviser en 2026-10-23 FCA's Nick Hulme departs People,Financial Conduct Authority,FCA,sara woodroffe,Nick Hulme,Consumer Investments,The Independent Football Regulator,Adviser survey,wealth management,pensions,Consumer Duty Alliance,financial planning https://www.professionaladviser.com/news/4537787/budget-media-watch-farming-iht-turn-looks Professional Adviser en 2026-10-23 Budget Media Watch: Farming IHT U-turn looks less likely Tax planning,Estate planning,Autumn Budget 2026,IHT,IHT planning,inheritance tax https://www.professionaladviser.com/news/4537785/fairstone-buys-west-country Professional Adviser en 2026-10-23 Fairstone buys in West Country Companies,Fairstone,1st Financial Group,Fairstone Taunton,Phil Higginson,Rob McDonell,Foundation Financial Planning,DBO Programme,wealth management,financial planning,investment management,mortgage advice,Somerset,West Country https://www.professionaladviser.com/news/4537786/fintel-names-exec-chair-buys-mortgage-brain-38m-deal Professional Adviser en 2026-10-23 Fintel names exec chair as it buys Mortgage Brain in £38m deal Technology,Technology,mortgages,Mortgage Brain,Fintel,Phil Smith,Matt Timmins https://www.professionaladviser.com/opinion/4537318/fca-mps-review-help-raise-industry-standards Professional Adviser en 2026-10-22 Why the FCA MPS review will help raise industry standards DFM & Model Portfolios,Regulation,Henry Cobbe,Elston Consulting,DFM,MPS,MPS Review,FCA,opinion https://www.professionaladviser.com/news/4537769/rathbones-improvement-plan-track-skilled-person-review Professional Adviser en 2026-10-22 Rathbones' improvement plan on track after Skilled Person review Companies,Rathbones,Skilled Person Review,FCA https://www.professionaladviser.com/news/4537766/rathbones-predicts-vision-ifp-s166-notice-costs-hit-25m Professional Adviser en 2026-10-22 Rathbones predicts Vision IFP s166 notice costs could hit £2.5m Companies,vision ifp,Rathbones,Section 166 Notice,Financial Conduct Authority,FCA https://www.professionaladviser.com/news/4537763/fca-stands-firm-advocating-legislative-change-ai Professional Adviser en 2026-10-22 FCA stands firm on not advocating for legislative change on AI Regulation,Technology,FCA,Artificial intelligence,AI Regulation,Consumer Understanding,financial crime,Simplified advice,Targeted support,Social Media Platforms,Ofcom,Consumer Duty Alliance,Investment Culture,Financial Promotion,Fraud Prevention https://www.professionaladviser.com/news/4537750/fca-leeds-office Professional Adviser en 2026-10-22 FCA to move Leeds office Regulation,FCA,Leeds,Financial Conduct Authority https://www.professionaladviser.com/news/4537740/ai-uk-leading-advisers-474bn-influence Professional Adviser en 2026-10-22 AI becomes one of UK's leading 'advisers' with £47.4bn under influence Technology,the lang cat,Saturn,Artificial intelligence,AI,Mark Polson,Amal Jolly,Financial advice https://www.professionaladviser.com/opinion/4537334/mind-gap-advisers-key-role-closing-gender-pension-divide Professional Adviser en 2026-10-22 Mind the gap: Why advisers have a key role in closing the gender pension divide Pensions,Julia Peake,nucleus,pension gender gap,pensions gender gap,opinion https://www.professionaladviser.com/news/4537727/fca-small-firms-guide-help-businesses-respond-proportionate Professional Adviser en 2026-10-22 FCA small firms guide to help businesses respond in 'proportionate' way Regulation,FCA,Consumer Duty,sara woodroffe,Consumer Duty Alliance https://www.professionaladviser.com/news/4537713/aj-bell-reports-record-platform-aum-126bn Professional Adviser en 2026-10-22 AJ Bell reports record platform AUM of £126bn Platforms,Wrap/platforms,Aj Bell,Michael Summersgill,Platforms https://www.professionaladviser.com/opinion/4537513/tiktok-trust-chatgpt Professional Adviser en 2026-10-22 In TikTok we trust? Just ask ChatGPT Technology,Anna Plotnek,PLOTT,Artificial intelligence,AI,opinion https://www.professionaladviser.com/news/4537692/fca-deputy-ceo-confirms-simplified-advice-rules-published-soon Professional Adviser en 2026-10-22 FCA deputy CEO confirms simplified advice rules will be published 'soon' Regulation,FCA,Simplified Advice Rules,Targeted support,Pritchard,Kate Tuckley,Financial Ombudsman Service,Investment Association,Firm Checker,Savvy the squirrel,Emil the Seal,Consumer Investments,Advice Guidance Boundary,Regulation,financial services https://www.professionaladviser.com/opinion/4537536/clients-adviser Professional Adviser en 2026-10-21 What do younger clients really want from their adviser? Your profession,Justin Cash,Younger Clients,Great Wealth Transfer,intergenerational wealth transfers,Millennials,Gen Z https://www.professionaladviser.com/opinion/4537658/darius-mcdermott-asia-broadening-investment-story Professional Adviser en 2026-10-21 Darius McDermott: Asia's broadening investment story Investment,Darius McDermott,FundCalibre,Asia,opinion https://www.professionaladviser.com/news/4537684/cgt-receipts-hit-113bn-amid-budget-speculation Professional Adviser en 2026-10-21 CGT receipts hit £1.13bn amid Budget speculation Tax planning,CGT,HMRC,UK Treasury https://www.professionaladviser.com/news/4537663/aberdeen-shares-slide-continued-adviser-outflows Professional Adviser en 2026-10-21 Aberdeen shares slide on continued adviser outflows Companies,Aberdeen,Aberdeen Adviser,Jason Windsor https://www.professionaladviser.com/news/4537659/fca-bans-fines-ceo-misconduct-led-losses-mini-bonds Professional Adviser en 2026-10-21 FCA bans and fines ex-CEO after misconduct led to £4m losses in mini-bonds Regulation,FCA,mini-bonds,Vector Wealth,Jeffrey Dawkins,Kadir Kanizi,Therese Chambers,Investor Losses,Regulatory Action,Banned Directors,Financial Penalties,Senior Management Ban,Risky Investments https://www.professionaladviser.com/news/4537648/uk-inflation-jumps-forecast-35-dose-reality Professional Adviser en 2026-10-21 UK inflation jumps higher than forecast to 3.5% in 'dose of reality' Economics / Markets,UK Inflation,Bank of England https://www.professionaladviser.com/news/4537647/wealth-acquires-accumulate-wealth-management Professional Adviser en 2026-10-21 First Wealth acquires Accumulate Wealth Management Companies,First Wealth,Accumulate Wealth Management,Geoff Airey,Anthony Villis,financial planning,Leadership Succession,Client Continuity,Compliance,FCA Authorisation,Regulatory Autonomy,Kent