features

'Don't panic' — dealing with client emotions in a volatile market

Investment General

'Don't panic' — dealing with client emotions in a volatile market

Advisers remind financial planning ‘is about the 'longer-term view’

clock 03 March 2023 • 6 min read
How advisers deal with the power of online customer reviews   

Featured

How advisers deal with the power of online customer reviews   

Number of ‘cold’ enquiries received from online research increases

clock 22 February 2023 • 4 min read
Advisers and fund pickers on optimal portfolio construction

Investment

Advisers and fund pickers on optimal portfolio construction

Experts reveal what 2023 could have in store for client portfolios

clock 20 February 2023 • 5 min read
Could advisers and planners cope with a four day work week?

Your profession

Could advisers and planners cope with a four day work week?

A look at formalising a set-up away from the traditional five day week 

clock 14 February 2023 • 4 min read
I asked ChatGPT how to invest my pension... This is what it said

Pensions

I asked ChatGPT how to invest my pension... This is what it said

Cannot make recommendations but listed a range of popular funds

clock 13 February 2023 • 4 min read
Could the annuity revival mean retirement advice decline?

Income

Could the annuity revival mean retirement advice decline?

Recent shift to annuities could hit advice business status quo

clock 07 February 2023 • 3 min read
Educating the FCA: How industry bodies have responded to the SDR

Green

Educating the FCA: How industry bodies have responded to the SDR

Comparison viewed as 'the thief of joy' when it comes to the SDR

clock 07 February 2023 • 9 min read
Advisers see uptick in discussions on annuities alongside rate rises

Retirement income

Advisers see uptick in discussions on annuities alongside rate rises

People ‘tend to like the idea of a guaranteed income’

clock 02 February 2023 • 6 min read
'Operating in crisis mode': What we learned from tense PFS webinar

Your profession

'Operating in crisis mode': What we learned from tense PFS webinar

‘The damage could be irreversible,’ according to interim CEO

clock 23 January 2023 • 12 min read
Adviser conversations needed for protection to resonate with next gen

Protection

Adviser conversations needed for protection to resonate with next gen

PA's sister title COVER told younger people need more engagement

clock 04 January 2023 • 4 min read
Most read
01

The KISS principle: Keep it simple, stochastically

31 May 2023 • 5 min read
02

Women in Financial Advice Awards 2023: All the nominations!

25 May 2023 • 17 min read
03

St James's Place on the search for its next chief executive

30 May 2023 • 1 min read
04

Protection pay outs total edged toward £7bn in 2022 in record year

31 May 2023 • 2 min read
05

Industry Voice: Are investors picking up enough pennies in front of the inflation steamroller?

31 May 2023 • 6 min read