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 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 …
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 …
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 …
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 …
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 …
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.