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

advisers

Söderberg & Partners buys Benchmark

Companies

Söderberg & Partners buys Benchmark

Takes assets under advice to £140bn

clock 06 July 2026 • 2 min read
Wesleyan launches two with profits funds for advisers

Your profession

Wesleyan launches two with profits funds for advisers

Available on Aberdeen, Nucleus, Wealthtime and Hubwise platforms

clock 03 July 2026 • 2 min read
Firms urged to build 'fit-for-purpose' processes amid FCA bereavement review

Regulation

Firms urged to build 'fit-for-purpose' processes amid FCA bereavement review

Financial advice firms ‘lack a clear service strategy for bereaved clients'

clock 18 May 2026 • 5 min read
Isio looks to add private assets to MPS

DFM & Model Portfolios

Isio looks to add private assets to MPS

Head of distribution cites ‘growing’ demand among advisers

clock 18 May 2026 • 3 min read
Advisers need to gear up for a 'surge' in new clients

Your Business

Advisers need to gear up for a 'surge' in new clients

Six out of ten who do not get support are considering doing so

clock 26 June 2024 • 1 min read
Business loan debt for SJP advisers soars after record year in 2023

Companies

Business loan debt for SJP advisers soars after record year in 2023

A 10% increase in transactions has taken the total owned to £900m

clock 10 April 2024 • 1 min read
Advisers on 'dangerous ground' if they take tick-box regulation approach

Regulation

Advisers on 'dangerous ground' if they take tick-box regulation approach

‘They should embrace the spirit in which the regulation has been created’

clock 27 March 2024 • 1 min read
Consumer Duty offers advisers 'a point of difference'

Consumer Duty

Consumer Duty offers advisers 'a point of difference'

‘They have the opportunity to engage with clients on a flexible basis’

clock 11 March 2024 • 3 min read
Lack of increased provider satisfaction among industry

Your profession

Lack of increased provider satisfaction among industry

Most of the industry says satisfaction with providers has stayed the same

clock 27 February 2024 • 1 min read
Advisers fearful of further compliance and regulation

Your profession

Advisers fearful of further compliance and regulation

Pressure and workload are also taking a toll on advice business owners

clock 12 February 2024 • 1 min read
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
Loading.gif?page type=listing page&tag=advisers