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Professional Adviser

Professional Adviser

Articles by Professional Adviser

Retirement confidence: Why are women still lagging behind?

Pensions

Retirement confidence: Why are women still lagging behind?

'If we don't do better, the gender pensions gap won't be closing any time soon'

clock 14 January 2025 • 4 min read
 Regulatory directives to watch out for in 2025

Regulation

Regulatory directives to watch out for in 2025

Key ongoing directives firms should factor into their business planning

clock 13 January 2025 • 5 min read
New year, same duty of care: Are you leaving smaller clients out in the cold?

Your Business

New year, same duty of care: Are you leaving smaller clients out in the cold?

'For clients with lower assets, there are trusted homes out there'

clock 10 January 2025 • 4 min read
Chris Justham: WPS - wrestlemania portfolio solutions

Investment

Chris Justham: WPS - wrestlemania portfolio solutions

'There has been a not-so-quiet change to how communication is happening'

clock 09 January 2025 • 4 min read
Compliance: Five tips for speeding up the process

Your Business

Compliance: Five tips for speeding up the process

'Compliance is a notoriously time-consuming responsibility'

clock 09 January 2025 • 5 min read
Vigilance still the best defence against ever-sophisticated AI scammers

Your profession

Vigilance still the best defence against ever-sophisticated AI scammers

'These days you can't even trust what is in front of your eyes'

clock 08 January 2025 • 3 min read
Keeping pace with technology: What next for robo-advice?

Technology

Keeping pace with technology: What next for robo-advice?

'Robo-advice as a term probably won't survive'

clock 07 January 2025 • 4 min read
Why active management has a place in 2025 and beyond

Investment

Why active management has a place in 2025 and beyond

'Active management costs more. But it can also deliver more'

clock 07 January 2025 • 3 min read
Creating a culture of belonging for LGBTQ+ professionals

Your profession

Creating a culture of belonging for LGBTQ+ professionals

'At LGBT Great, we've seen first-hand what's possible when firms commit to meaningful change'

clock 06 January 2025 • 3 min read
Survival of the fittest: Certification regime under the spotlight

Regulation

Survival of the fittest: Certification regime under the spotlight

Has been described as overly complicated and prescriptive

clock 06 January 2025 • 5 min read
345
Most read
01

'A marathon not a sprint': Frankie Smith on her first year running an advice business

04 February 2025 • 4 min read
02

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
03

Advisers face growing pressure to justify platform switches - The Lang Cat

03 February 2025 • 1 min read
04

FOS upholds complaint against Options Pensions over SIPP due diligence failure

04 February 2025 • 2 min read
05

Tough but manageable: The advice PII market in 2025

04 February 2025 • 9 min read
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