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Author profile

Julia Bahr

Julia Bahr

Julia Bahr was senior reporter at Professional Adviser between October 2021 and March 2023.

Articles by Julia Bahr

Succession planning: Why slow and steady gets you the best results     

Your Business

Succession planning: Why slow and steady gets you the best results     

Buying early named key measure of successful succession planning

clock 12 December 2022 • 5 min read
What it takes to become a good leader in financial planning

Your Business

What it takes to become a good leader in financial planning

Empowering people key to effective leadership, experts say

clock 12 December 2022 • 7 min read
Third of UK adults doubt government will restore pension security 

Pensions

Third of UK adults doubt government will restore pension security 

Action needed to protect retirees and pension savers, experts say

clock 25 November 2022 • 2 min read
Third of UK retirees need 'more support' before making decisions       

Your profession

Third of UK retirees need 'more support' before making decisions       

Advisers have the toughest role to play in retirement planning, experts say

clock 24 November 2022 • 2 min read
FCA warns of 'inaccurate' information from Hartley Pensions

Pensions

FCA warns of 'inaccurate' information from Hartley Pensions

Pension director email claims customers’ pension funds at risk

clock 24 November 2022 • 2 min read
PFS introduces Consumer Duty good practice adviser guide   

Regulation

PFS introduces Consumer Duty good practice adviser guide   

Guidance to help firms carry out Consumer Duty in a practical way

clock 23 November 2022 • 4 min read
Autumn Statement 22: Freeze on income tax thresholds extended

Tax Planning

Autumn Statement 22: Freeze on income tax thresholds extended

Chancellor says thresholds will be reduced from £150,000 to £125,140

clock 17 November 2022 • 4 min read
Consumer Duty rules drive advice firms to run their own platforms

Platforms

Consumer Duty rules drive advice firms to run their own platforms

Investment platforms integral to professional advice, experts say

clock 16 November 2022 • 5 min read
Hybrid platform to tackle advice gap with automated planning

Your profession

Hybrid platform to tackle advice gap with automated planning

Advisers enabled to ‘jump in’ and help clients during planning process

clock 16 November 2022 • 2 min read
Ninety One reports 8% drop in AUM driven by £3.2bn client outflows

Your Business

Ninety One reports 8% drop in AUM driven by £3.2bn client outflows

Client assets at the firm decrease £132bn amid tough economic climate

clock 15 November 2022 • 2 min read
234
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Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
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FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

Acquisitions rise in 2024 as 'smaller IFA firms exit market'

04 February 2025 • 1 min read
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