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News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance
- 53articles · 30d
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- Aug 17, 2026earliest in window
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News
Advisers making more deliberate decisions on which clients fit ongoing services
4+ day, 1+ hour ago (33+ words) News editor at Professional Adviser Trio of planning firms attain CISI chartered status Advisers see clients arrive with AI-generated plans Smart Financial, Grovely Financial and Chancery Lane Income Planners Major expansion in Scotland...
Advisers see clients arrive with AI-generated plans
4+ day, 21+ hour ago (46+ words) News editor at Professional Adviser FCA: Simplified advice rules update imminent; MPS review outcome set for 2027 Absolute adds to North West hub with £280m AUA firm Advisers not aware of digital tools that can help Raising the standard of understanding Available…...
Alex Cowan-Sanluis: Platforms are hiding in the bell curve
6+ day, 17+ hour ago (90+ words) Professional Adviser The client banks of most advice businesses, when mapped on a graph by amount of assets, resemble a bell curve The majority sit in the broad middle: steady accumulators, retirees drawing income, and households with ISAs, pensions and…...
Are financial services middle managers stuck between a rock and a hard place?
2+ week, 6+ day ago (84+ words) Professional Adviser Culture starts at the top, shaped by the words and actions of senior management However, it is middle managers and client-facing staff who live and breathe a firm's culture day-to-day Culture is therefore organic: it adapts to the…...
Darius McDermott: Electrification's second act
2+ week, 6+ day ago (97+ words) Professional Adviser Sustainable power used to be considered a megatrend, but has become deeply unfashionable in recent years as Donald Trump rowed back on support for the sector and inflationary pressures weighed heavily on development costs However, two fossil fuel…...
AI pace of change catches some off guard, but 'high returns bring high risks"
3+ week, 2+ day ago (47+ words) Editor at Professional Adviser CEO banned and fined over fake claims in bank and Reading FC bids Editor's view: Still counting on targeted support 'We therefore need to go way beyond knitting together active and passive approaches' In the second…...
Are VCTs still 'the next best thing' for clients?
3+ week, 3+ day ago (50+ words) Senior reporter at Professional Adviser 'They're angry about tax': Why some UK clients are looking to move away FE Fundinfo launches AI assistant for advisers 'By acting now, advisers can help clients avoid the January scramble' Response to report on…...
Tributes paid to financial services technology specialist Murray Ginn
3+ week, 3+ day ago (41+ words) News editor at Professional Adviser Fairstone acquires Belfast advice firm Canaccord Wealth acquires EFG's wealth business David Miller joins the business ‘You don’t need to be amazing at maths to be an adviser’ After more than a decade leading the…...