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
    • Equities Hub - in association with Capital Group
    • Multi-asset content 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

Financial advice is vital for 80% of insurance customers

Your profession

Financial advice is vital for 80% of insurance customers

Two thirds would not accept overly lengthy delays

clock 08 January 2024 • 1 min read
Most advice firms use risk profiling tools but recognise limitations

Your Business

Most advice firms use risk profiling tools but recognise limitations

Advisers score risk profiling tools 7.6 out of 10 for effectiveness

clock 08 January 2024 • 1 min read
Advisers urged to use different approaches for spenders and savers

Your profession

Advisers urged to use different approaches for spenders and savers

Most advisers use the same profiling tool and set of questions

clock 08 January 2024 • 2 min read
PA Awards 2024: Adviser category shortlists revealed!

Your profession

PA Awards 2024: Adviser category shortlists revealed!

The industry’s best in ESG, marketing, paraplanning, D&I, and more

clock 08 January 2024 • 3 min read
Triple lock 'the elephant in the room' impacting saver sentiment

Pensions

Triple lock 'the elephant in the room' impacting saver sentiment

Follows the chancellor’s 2p cut to NI which took effect on Saturday

clock 08 January 2024 • 1 min read
Deputy Editor's View: New Year's resolutions in full flow

Adviser tips

Deputy Editor's View: New Year's resolutions in full flow

The deputy editor's Friday Night Takeaway from 5 January

clock 08 January 2024 • 2 min read
National Insurance cut 'will make financial planning challenging'

Your profession

National Insurance cut 'will make financial planning challenging'

Industry professionals weigh in on the immediate impact of NI cut

clock 05 January 2024 • 4 min read
Advice/guidance review 'will not close advice gap for good'

Your profession

Advice/guidance review 'will not close advice gap for good'

Advisers reveal their doubts about the FCA’s advice/guidance review

clock 05 January 2024 • 1 min read
Perspective adds £190m in AUM with double acquisition

Companies

Perspective adds £190m in AUM with double acquisition

The consolidator now manages £8bn in client assets and has 140 planners

clock 05 January 2024 • 2 min read
Video: PA's top news stories of the week — New Year Honours; SG Wealth Management; Pensions and divorce

Investment

Video: PA's top news stories of the week — New Year Honours; SG Wealth Management; Pensions and divorce

A look at the biggest stories from the world of the adviser industry this week...

clock 05 January 2024 • 1 min read
196197198
  • 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