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Professional Adviser
2 天
FCA targets pension transfers and SIPPs in major review
The regulatory framework for pension projections, defined contribution (DC) pension transfers and consolidation, and ...
Professional Adviser
2 天
Hybrid advice market 'pioneers' revealed by Defaqto
Defaqto has revealed the leading propositions in the last 12 months when it comes to hybrid advice. With an ageing population ...
Opinion
Professional Adviser
2 天
Opinion
Women and wealth: A new era of financial empowerment?
Financial planner Olivia Perry looks at the shift of wealth into the hands of women and says advisers can be valuable ...
Opinion
Professional Adviser
6 天
Opinion
Whistleblower's rights under watered down FCA's name and shame plans
Thomas Beale looks at the FCA’s revised name and shame plans and asks what it means for whistleblower’s rights… In November, ...
Professional Adviser
5 天
Milecross Financial closes out 2024 with fourth IFA acquisition
National advice firm Milecross Financial has bought Buckinghamshire-based The Martin Cliffe Practice (TMCP) in its fourth ...
Opinion
Professional Adviser
4 天
Opinion
Why data management could be the key to securing a 'buy and build' exit
Christian Davis explains why businesses that invest in their data infrastructure could broaden their appeal to ‘buy and build ...
Professional Adviser
5 天
FCA: Expect action on vulnerable client treatment next year
Treatment of vulnerable clients will be a key focus of the Financial Conduct Authority’s (FCA) work in the first half of next ...
Opinion
Professional Adviser
3 天
Opinion
Playing to your strengths when building professional connections
As a young adviser, developing professional connections and networking are particularly important as you build your own ...
Professional Adviser
3 天
PA360: Secure your place as adviser conference returns to London
Professional Adviser is pleased to announce the return of its PA360 conference to London next May, with keynote speaker ...
Professional Adviser
5 天
'It's just not good enough' – service continues to frustrate advisers
Advisers continue to face hurdles on products and services a year into Consumer Duty, with a recent study having highlighted ...
Opinion
Professional Adviser
4 天
Opinion
Changes to agricultural and business relief explained
The chancellor, in her Autumn Budget announced a whole raft of changes to get the economy growing, some that came in ...
Professional Adviser
5 天
Sarasin & Partners to provide bespoke MPS for advice firm
London-based asset manager Sarasin & Partners has partnered with advice firm MPA Financial Management to create bespoke model ...
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