1+ hour, 43+ min ago  (101+ words) Professional Adviser Advisory business owners have probably observed a fair amount of friction and miscommunication between advisers and paraplanners in previous businesses and rightly want to keep such issues from developing at their growing firms Firms typically adopt one of…...

4+ hour, 28+ min ago  (35+ words) News editor at Professional Adviser Retirees feel regret after rushing to take out tax-free cash 'Significant gap' found in HMRC's SIPP data 'Technical planning alone is no longer enough' Research from Owen James reveals...

5+ hour, 43+ min ago  (100+ words) Professional Adviser Consolidation in the UK advice market is often discussed in headline terms: who bought whom, and at what price However, what is becoming clear is that successful buy-and-build strategies are not just about a race for scale They…...

8+ hour, 56+ min ago  (106+ words) Professional Adviser The results of Dynamic Planner's Advice 2036 survey arrived this morning and, in a fit of nostalgia, I used my artificial intelligence assistant to find the 2026 edition It found it in under a second, auto-summarised it and it asked…...

8+ hour, 55+ min ago  (81+ words) Professional Adviser Over the next two decades, trillions of pounds in private wealth are expected to pass between generations in the UK, reshaping not only client relationships but also how wealth management and planning firms operate and grow For advisers,…...

1+ day, 2+ hour ago  (60+ words) News editor at Professional Adviser Natwest and Evelyn Partners "2. 7bn deal completes Tenet Group administration extended for another year Baroness Ros Altmann says the policy is "fraught with dangers" Aegon says triple lock debate is "not a simple case of keep…...

1+ day, 7+ hour ago  (40+ words) News editor at Professional Adviser Tenet Group administration extended for another year Government launches taskforce to tackle "1. 6bn in unclaimed child trust funds Failed advice network entered administration in June 2024 Formerly Vertus Asset Management Will depart following HY results...

1+ day, 4+ hour ago  (50+ words) Senior reporter at Professional Adviser Clifton Wealth Partnership snaps up Suffolk financial planning firm Lib Dem MP presents Child Savings Account Bill to House of Commons Research from Owen James reveals Brings total AUM to "4bn John Milne's bill passes for…...

1+ day, 5+ hour ago  (98+ words) Professional Adviser Statistics from the Wealthy Advisers Club showed 91. 7% of advisers believe generating more leads is essential this year The protection and mortgage adviser training community surveyed 114 advisers for its research in June Some 64. 7% of advisers also said lead generation…...

2+ day, 7+ hour ago  (89+ words) Professional Adviser The advice gap has been a perennial problem both for the country and for the advice profession Getting quality financial advice to more people " particularly earlier in life " has the potential to be transformative for their outcomes Meanwhile,…...