Professional Adviser
4 days ago · News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance
About us | Professional Adviser
Jan 27, 2025 · Professional Adviser provides a must-read information service for UK-based regulated financial advisers, offering swift and comprehensive insight into developments in the financial services sector.
Financial planning shifts from 'sales-based to experience-based' …
3 days ago · The financial advice profession has moved from a sales-driven industry to one that prioritises client experience, inclusivity, and financial education, conference delegates have heard.
FCA: 'We need to deliver policy quickly' to tackle advice gap
3 days ago · The Financial Conduct Authority (FCA) has reaffirmed its commitment to narrowing the financial advice gap, with head of consumer investments market analysis & policy Sara Woodroffe stressing the ...
Adviser business owners upbeat as 80% report increased turnover
4 days ago · Some 80% of advice businesses saw turnover increase last year and more than two-thirds predict higher profits in 2025, according to the latest State of the Adviser Nation (SOTAN) report.
Consumer Duty has not gone far enough in advice profession
4 days ago · Speaking at The Lang Cat Live Divide and Conquer 2025 conference today (6 February), Okoro said there has not been enough radical change in the industry since the introduction of Consumer Duty in ...
Tough but manageable: The advice PII market in 2025
6 days ago · Weary advisers know only too well that the only certainties in life are death, taxes - and sorting out (PII). The overwhelming majority of financial advisers require compulsory PII to help protect ...
News - Professional Adviser
4 days ago · The latest News articles from Professional Adviser - Page 1
Financial advisers double down on client retention and acquisition …
Jan 16, 2025 · Unlimited access to real-time news, industry insights and market intelligence; Stay ahead of the curve with spotlights on emerging trends and technologies
Advisers must focus on long-term goals ahead of 2025 market …
Dec 17, 2024 · For clients feeling uncertain going into 2025, advisers should focus on their long-term financial goals rather than short-term market fluctuations, according to Morningstar Wealth.