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Opinion

Andrew Goodwin: Advisers should help shape the future, not predict it

Your profession

Andrew Goodwin: Advisers should help shape the future, not predict it

'Disappointment erodes confidence and generates anxiety'

clock 04 March 2025 • 5 min read
Emotional support: Why AI cannot replace an adviser's crucial role

Technology

Emotional support: Why AI cannot replace an adviser's crucial role

'AI cannot give clients what they seem to value the most from a financial adviser'

clock 03 March 2025 • 4 min read
Post-Budget IHT planning: Gifting options in light of pension changes

Pensions

Post-Budget IHT planning: Gifting options in light of pension changes

Withdrawals need to be spent, sheltered or gifted

clock 03 March 2025 • 4 min read
Editor's view: What next after FCA's ongoing advice services findings

Your Business

Editor's view: What next after FCA's ongoing advice services findings

The editor's Friday Night Takeaway from 28 February

clock 28 February 2025 • 4 min read
Pension transfers: Transparency vital in push to raise standards

Pensions

Pension transfers: Transparency vital in push to raise standards

A glass half full for pension transfers?

clock 28 February 2025 • 3 min read
Platform innovation: Terry Huddart on Abrdn's Cash Solution

Wrap/platforms

Platform innovation: Terry Huddart on Abrdn's Cash Solution

'I see this as another positive market development'

clock 27 February 2025 • 5 min read
'Financial advice needs an age-related reboot': Why people shouldn't wait until 55

Your profession

'Financial advice needs an age-related reboot': Why people shouldn't wait until 55

Insight from UK's youngest-ever Fellow of the Personal Finance Society

clock 27 February 2025 • 4 min read
The great wealth shift: Embracing AI to engage multiple generations

Technology

The great wealth shift: Embracing AI to engage multiple generations

'The role of the financial adviser is evolving'

clock 26 February 2025 • 4 min read
Maximise tax efficiency in 2025: The case for advisers to embrace VCTs

VCTs / EIS

Maximise tax efficiency in 2025: The case for advisers to embrace VCTs

'VCTs make a compelling case as part of a diversified portfolio'

clock 24 February 2025 • 4 min read
Cutting clients' tax bills and investing in Britain's next billion-pound tech startup

VCTs / EIS

Cutting clients' tax bills and investing in Britain's next billion-pound tech startup

'Supporting early-stage, homegrown businesses is key to the UK's economic success'

clock 24 February 2025 • 3 min read
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