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

Opinion

Advisory firms' user experience and the picnic problem

Investment

Advisory firms' user experience and the picnic problem

Spelling out ‘problem in chair, not in computer'

clock 18 September 2024 • 4 min read
Budget rumblings: Is Labour really going to axe pensions tax relief?

Pensions

Budget rumblings: Is Labour really going to axe pensions tax relief?

'Uncertainty caused by Budgets is it isn't helpful for financial planning'

clock 17 September 2024 • 5 min read
Net gains: What a tennis great can tell us about equity investing

Equities

Net gains: What a tennis great can tell us about equity investing

'When you lose every second point you learn not to dwell on every shot'

clock 16 September 2024 • 4 min read
Marriage material: What makes the ideal MPS partner?

DFM & Model Portfolios

Marriage material: What makes the ideal MPS partner?

If there was a Tinder for MPS what would make you swipe right?

clock 16 September 2024 • 4 min read
Editor's view: Getting cashflow modelling right

Your Business

Editor's view: Getting cashflow modelling right

The editor's Friday Night Takeaway from 13 September

clock 13 September 2024 • 2 min read
The power of cashflow modelling in retirement planning

Pensions

The power of cashflow modelling in retirement planning

'Done properly, cashflow modelling is particularly useful for retirement planning'

clock 13 September 2024 • 4 min read
Taming IHT: The relevant property regime and discretionary trusts

Tax planning

Taming IHT: The relevant property regime and discretionary trusts

IHT mitigation remains a driver for the creation of trusts

clock 12 September 2024 • 6 min read
Give the clients what they want: Why advisers must embrace tech

Technology

Give the clients what they want: Why advisers must embrace tech

Clients want fast, accessible, and personalised service

clock 12 September 2024 • 4 min read
Cashflow modelling: FCA interest should spur firms to review useage

Your Business

Cashflow modelling: FCA interest should spur firms to review useage

FCA asks firms to review their use of cash-flow modelling

clock 11 September 2024 • 5 min read
PII focus: What providers want to see from IFA policyholders

Your Business

PII focus: What providers want to see from IFA policyholders

Never been more crucial to address client vulnerability effectively

clock 11 September 2024 • 7 min read
303132
  • 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=opinion