Professional Adviser
2025年1月31日 · News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance
Darius McDermott: What will be the biggest story of 2025?
2025年1月2日 · 2024 has been a busy year, with elections and geopolitical strife clouding the outlook. Nevertheless, the backdrop of falling inflation and interest rates has generally been good for financial ...
Taking control: 2025 New Year's resolutions for advisers
2025年1月2日 · Brendan Llewellyn lists some resolution ideas for advisers to consider as we emerge from holiday hibernation and look ahead to 2025…
All the advice firm acquisitions that have taken place in 2025
2025年1月24日 · With consolidation continuing across the industry at rapid speeds, Professional Adviser is working on a rolling list of all the acquisitions and deals that have been agreed over the year…
Adviser-turned-compliance director: 'I understand where advisers …
2025年1月3日 · Pearce began her career as a part-time mortgage-adviser at Leeds Building Society and latterly became a compliance consultant. She progressed to become a financial planner and then held compliance ...
Why active management has a place in 2025 and beyond
2025年1月7日 · Unlimited access to real-time news, industry insights and market intelligence; Stay ahead of the curve with spotlights on emerging trends and technologies
PA Awards 2025: Adviser category shortlists revealed!
2024年11月26日 · Here they are. The first set of shortlists for the 2025 Professional Adviser Awards…
Tatton retains pole position on Defaqto's top ten MPS list
2025年1月9日 · Tatton Core Active proved to be the most recommended MPS investment solution in 2024, followed by its Tatton Core Balanced solution. The top two positions remained unchanged since its July update.
Navigating 'the most complex tax environment in decades'
2025 will be a pivotal year for financial advisers as they navigate an increasingly complex tax environment shaped by the Autumn Budget, Triple Point retail strategy director Diana French told ...
Initial 900 SIPP clients transfer out of stricken Hartley Pensions
2025年1月7日 · A total of 900 clients with assets worth £297m have been transferred out of failed Hartley Pensions (Hartley) by its administrators UHY Hacker Young.