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
    • Month in Review
  • 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
    • Home of Family Office 

    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

Morningstar

Used well, generative AI can benefit the advice relationship

Technology

Used well, generative AI can benefit the advice relationship

'Don't be shy about telling clients how they're benefitting from your use of AI'

clock 06 January 2025 • 4 min read
UK funds hit by £31.5bn in outflows so far in 2024

Investment

UK funds hit by £31.5bn in outflows so far in 2024

Passive UK-domiciled index funds gathered more than £14bn year-to-date

clock 26 November 2024 • 3 min read
Shifting the AI narrative: Collaboration, not challenge in advice

Technology

Shifting the AI narrative: Collaboration, not challenge in advice

AI is not about to replace financial advice from human IFAs

clock 07 August 2024 • 4 min read
Morningstar urges support for advisers amid high interest rates

Your profession

Morningstar urges support for advisers amid high interest rates

Morningstar’s Sanderson: ‘Industry is not good at supporting advisers’

clock 01 August 2024 • 2 min read
SDR enthusiasm among industry wanes as label date approaches

Green

SDR enthusiasm among industry wanes as label date approaches

FCA’s SDR labelling rules come into force in just three weeks

clock 09 July 2024 • 3 min read
Challenging markets can lead to investment opportunities

Investment

Challenging markets can lead to investment opportunities

Taking a longer-term view on falling asset prices

clock 18 June 2024 • 4 min read
Advisers should 'wake up' to intergenerational wealth transfer

Your profession

Advisers should 'wake up' to intergenerational wealth transfer

‘Advisers need to address the next generation as a new client segment’

clock 02 May 2024 • 1 min read
Financial Conduct Authority's regulation 'lacks coherent vision'

Your profession

Financial Conduct Authority's regulation 'lacks coherent vision'

‘It does feel like the wind has been in our faces over the past few months’

clock 01 May 2024 • 2 min read
Advice industry is 'constrained and has tight supply'

Your profession

Advice industry is 'constrained and has tight supply'

‘On the positive side, there is a big market to be served’

clock 01 May 2024 • 2 min read
PA360: Advisers urged to harness TikTok as attention spans decline

Your profession

PA360: Advisers urged to harness TikTok as attention spans decline

'I can see attention spans massively decreasing in the next few years’

clock 26 April 2024 • 1 min read
123
Most read
01

Brooks Macdonald completes Lift buy

03 February 2025 • 2 min read
02

Investment trusts: What the Saba saga means for advisers

03 February 2025 • 4 min read
03

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

03 February 2025 • 1 min read
04

Financial advisers neglecting cybersecurity at their own risk

03 February 2025 • 2 min read
05

Saba CEO lambasts investment trust 'UK boys club' ahead of crunch votes

03 February 2025 • 4 min read
  • 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&tag=morningstar