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
    • Editor's View
    • People Moves
    • Market Movers
    • Feel Good Friday
    • Professional Adviser TV
  • Your Business
    • Recruitment
    • Platforms
    • MPS
    • Education
    • Technology
    • Paraplanning
    • Diversity
    • Succession planning
  • Your Profession
    • Pensions
    • Investment
    • Regulation
    • ESG
    • Protection
    • Estate planning
    • Tax planning
    • Retirement
  • Consumer Duty
  • Events
  • About

    Authors

    • Jen Frost
    • Jenna Brown
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

    • Cost of Living
    • Partner Insight
    • InvestmentIQ
    • PA360 Watchlist

    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

News

Clients experiencing fraud can become vulnerable 'in an instant'

Your profession

Clients experiencing fraud can become vulnerable 'in an instant'

It can be ‘hard’ for firms to convince customers they are being scammed

clock 29 October 2024 • 3 min read
Donre Advisory-owned SIPP operator enters administration

Regulation

Donre Advisory-owned SIPP operator enters administration

PSG SIPP administered schemes transferred or to be acquired

clock 29 October 2024 • 2 min read
Foster Denovo snaps up Leicestershire-based advice firm

Companies

Foster Denovo snaps up Leicestershire-based advice firm

80Twenty brings in more than half a billion of funds under management

clock 29 October 2024 • 2 min read
FCA rulebook review input call could be 'a little premature'

Regulation

FCA rulebook review input call could be 'a little premature'

Deadline for post-Consumer Duty rule change feedback is 31 October

clock 29 October 2024 • 2 min read
Hargreaves Lansdown flows slow following PE takeover deal

Companies

Hargreaves Lansdown flows slow following PE takeover deal

CEO says firm is ‘particularly mindful’ of upcoming Budget

clock 29 October 2024 • 2 min read
Rosemount adds eight advice firms in a quarter

Companies

Rosemount adds eight advice firms in a quarter

CEO argues advisers often ‘feel overlooked and treated as a number’ in other networks

clock 29 October 2024 • 2 min read
FSCS declares two firms failed over pensions advice

Companies

FSCS declares two firms failed over pensions advice

Lifeboat fund also updates on alternative fund manager MCI Global Investment Advisors

clock 28 October 2024 • 2 min read
Financial planning firm Boosst becomes employee-owned

Companies

Financial planning firm Boosst becomes employee-owned

100% of shares transferred to the EOT without imposing any third-party debt

clock 28 October 2024 • 2 min read
Openwork receives minority investment from Bain Capital

Companies

Openwork receives minority investment from Bain Capital

Following the network’s hunt for minority investor support in 2023

clock 28 October 2024 • 2 min read
FCA fines CEO £350,000 over CGT liability issues

Tax planning

FCA fines CEO £350,000 over CGT liability issues

Wise CEO broke senior manager conduct rule

clock 28 October 2024 • 1 min read
113114115
  • 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&section=news