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
  • 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

Advisers must probe the 'why' in clients' financial decisions

Your profession

Advisers must probe the 'why' in clients' financial decisions

‘Most of the time clients do not know themselves’

clock 26 October 2023 • 1 min read
CII chief executive Alan Vallance to step down in 2024

Companies

CII chief executive Alan Vallance to step down in 2024

Vallance: Leading the CII has 'been a privilege'

clock 26 October 2023 • 2 min read
Sesame Bankhall to boost protection offering for advisers

Your profession

Sesame Bankhall to boost protection offering for advisers

Advisers will have access to full protection portfolio

clock 26 October 2023 • 1 min read
DB transfer values hit lowest month-end figure in five years

Your profession

DB transfer values hit lowest month-end figure in five years

XPS Transfer Value Index fell by more than 3% during September

clock 25 October 2023 • 1 min read
CII dispute results in PFS spending £1m on legal and advice costs

Companies

CII dispute results in PFS spending £1m on legal and advice costs

The process of strengthening its governance functions was ‘interrupted'

clock 25 October 2023 • 2 min read
Advisers urged to reconsider psychology in financial planning

Your profession

Advisers urged to reconsider psychology in financial planning

‘The best financial advisers take time to get to know their clients’

clock 25 October 2023 • 1 min read
FCA is managing out smaller firms it does not trust, industry says

Your profession

FCA is managing out smaller firms it does not trust, industry says

‘Consumer Duty regulations mark the end for smaller firms’

clock 25 October 2023 • 2 min read
Compensation falling for ill-advised DB transfers thanks to high gilt yields

Pensions

Compensation falling for ill-advised DB transfers thanks to high gilt yields

Redress has ranged between £100,000 and £150,000 since 2018

clock 24 October 2023 • 1 min read
Appetite for bonds not abating in face of 5% HM Treasury yields

Your profession

Appetite for bonds not abating in face of 5% HM Treasury yields

Yields hit a peak of 5.022% on 23 October

clock 24 October 2023 • 4 min read
Continuum sees adviser numbers increase by 15% year-on-year

Companies

Continuum sees adviser numbers increase by 15% year-on-year

Assets under advice have also increased by 22% at the national IFA

clock 24 October 2023 • 1 min read
265266267
  • 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