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Interview

Beyond London: Adviser opportunities in regional investment

Investment

Beyond London: Adviser opportunities in regional investment

Hugi Clarke unpacks the regional growth agenda

clock 31 July 2026 • 1 min read
PlannerPal CEO: 'Not all integrations are equal'

Technology

PlannerPal CEO: 'Not all integrations are equal'

Xplan integration intended to tackle poor data quality and fragmented workflows

clock 30 July 2026 • 3 min read
Rathbones CEO Sorrell: FCA review to weigh on near-term growth

Companies

Rathbones CEO Sorrell: FCA review to weigh on near-term growth

‘I have to be held to account together with the rest of the team’

clock 29 July 2026 • 4 min read
Next Generation Advisers: Meet Handelsbanken Wealth's Michael Dodds

People

Next Generation Advisers: Meet Handelsbanken Wealth's Michael Dodds

‘The people I've looked up to have never been driven by commission or product sales’

clock 24 July 2026 • 3 min read
What an Andy Burnham government could mean for tax

Tax planning

What an Andy Burnham government could mean for tax

Tax expert Alex Ranahan discusses wealth tax prospects and CGT/income tax equalisation

clock 17 July 2026 • 1 min read
Carla Brown on PFS/CII relationship reset and how chartered status is 'essential'

Your profession

Carla Brown on PFS/CII relationship reset and how chartered status is 'essential'

PFS president and chair joins Professional Adviser in the studio

clock 10 July 2026 • 1 min read
Corbel Partners co-founders target adviser continuity over consolidation

People

Corbel Partners co-founders target adviser continuity over consolidation

Network is ‘not a general acquirer’

clock 07 July 2026 • 5 min read
'A lot of fear out there': SJP's Claire Trott on IHT on pensions

Tax planning

'A lot of fear out there': SJP's Claire Trott on IHT on pensions

‘Any change drives advice’, head of advice says

clock 29 June 2026 • 3 min read
Big interview: True Potential Wealth Management CEO Stuart Dodson

Companies

Big interview: True Potential Wealth Management CEO Stuart Dodson

Firm has made ‘very good progress’ with redress programme

clock 23 June 2026 • 7 min read
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 • 1 min read
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