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
  • 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
    • Sahar Nazir
    • Isabel Baxter

    Featured Content

      • Cost of Living
      • Partner Insight
      • InvestmentIQ
      • Fidelity Adviser Solutions Hub

    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

Shackleton launches as national advice firm with four acquisitions

Your profession

Shackleton launches as national advice firm with four acquisitions

Skerritts Group rebrands to Shackleton

clock 02 December 2024 • 2 min read
Schroder and Victory Hill investment trusts become first trusts to publicly adopt SDR label

Green

Schroder and Victory Hill investment trusts become first trusts to publicly adopt SDR label

Adopted the ‘Sustainability Impact’ label under the FCA rules

clock 02 December 2024 • 2 min read
FCA fines adviser £1.4m over unsuitable DB pension transfers

Regulation

FCA fines adviser £1.4m over unsuitable DB pension transfers

Philip Pryke exposed clients to ‘significant’ risk of financial detriment

clock 29 November 2024 • 2 min read
AdvisoryAI unveils adviser app to support in-person meeting note taking

Technology

AdvisoryAI unveils adviser app to support in-person meeting note taking

Advisory AI’s app aims to eliminate manual note taking and transcribe

clock 28 November 2024 • 1 min read
Time is of the essence for pension transfers, advisers say

Pensions

Time is of the essence for pension transfers, advisers say

More than half highlighted that they are taking one to six months

clock 28 November 2024 • 3 min read
Platform service worsens as cost of living spurs clients to move assets

Your profession

Platform service worsens as cost of living spurs clients to move assets

'People are needing cash more than ever right now'

clock 28 November 2024 • 2 min read
PA Awards 2025: Adviser Firm of the Year shortlists revealed!

Your profession

PA Awards 2025: Adviser Firm of the Year shortlists revealed!

The industry's best advice firms from across the UK

clock 28 November 2024 • 2 min read
FCA softens enforcement approach following backlash

Your profession

FCA softens enforcement approach following backlash

Final decision in Q1 2025

clock 28 November 2024 • 2 min read
ZeroKey integrates with Iress' Xplan to eliminate manual data entry for advisers

Technology

ZeroKey integrates with Iress' Xplan to eliminate manual data entry for advisers

Gives financial advisers ‘even greater’ access to data

clock 28 November 2024 • 2 min read
Majority of advisers offboarding more clients than usual

Your profession

Majority of advisers offboarding more clients than usual

Advisers expect offboarding to increase in next 12 months

clock 27 November 2024 • 1 min read
149150151
  • 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