3+ day, 20+ hour ago  (39+ words) News editor at Professional Adviser Quilter gets FCA green light to offer targeted support The Private Office marks first acquisition in seven years Firms can expand potential client bases Product-led communication one of the biggest drivers of mistrust...

6+ day, 45+ min ago  (99+ words) Professional Adviser Most of us have stood in front of an abstract painting and felt completely lost We want to understand what the artist intended Research shows that providing contextual information helps and can lead to greater aesthetic appreciation of…...

6+ day, 18+ hour ago  (51+ words) News editor at Professional Adviser CII: Vulnerable client management is 'an opportunity for growth' Individuals taking pension lump sums early hits 116, 000 as IHT fears bite Takes tiered pricing approach Dust has settled on initial shakeout of the market, Next Wealth finds…...

6+ day, 15+ hour ago  (48+ words) HMRC apologises for complaints delays FCA eyes commission ban for VCTs & EIS 'The biggest demand is not for more insights, but for less administration' Calm Authority built by financial planners for advisers 'The firms that benefit most from AI will…...

2+ week, 6+ min ago  (77+ words) Professional Adviser Artificial intelligence (AI) has arrived for advised platforms but much of the conversation remains stuck at the extremes On one side are breathless claims that AI has the potential to replace conventional advice On the other is understandable…...

2+ week, 21+ hour ago  (108+ words) Professional Adviser The platform is designed to allow advisers to show up in a "credible and authentic way" Sims acknowledged: "There aren't many advisers out there posting frequently, and the ones that are, only post frequently for a month or…...

2+ week, 1+ day ago  (53+ words) Future-proofing firms: The case for Kids Saver strategies 2027 IHT: The clock is ticking How Replacement Business Relief helped preserve a "2 million legacy Keeping track of the ongoing consolidation in the advice industry From military and navy, professional sport, hospitality and…...

2+ week, 3+ day ago  (32+ words) News editor at Professional Adviser Aberdeen Adviser launches trust service on Wrap platform London IFA Maseco acquired by US advice firm Tom Bischler named CEO from 1 April Will join executive committee...

2+ week, 5+ day ago  (115+ words) Professional Adviser Having spent time on both sides of the fence, first as an adviser in an independent advice firm and now additionally as a founder in wealthtech, I've watched the same dynamic from two angles As an adviser, I…...

2+ week, 6+ day ago  (48+ words) Editor at Professional Adviser Chesnara highlights onshore bond demand with further platform linkups expected Mind the disabled saver junior ISA gap To "accelerate innovation and enhance the adviser experience" 'It's up to us to determine whether AI works for us…...