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June 24, 2022
Professional Adviser has had six editors in its 21 years since inception. In this article, each speaks of their time in charge and the seismic changes in the advice profession each of them witnessed...
June 20, 2022
Investment scams are certainly not a new phenomenon, writes Simon Goldthorpe, but they have never been more prominent or sophisticated than in recent times. Here he looks at three ways advisers can tackle fraudsters and their tactics…
June 16, 2022
Former IFP chief executive Nick Cann’s life changed beyond comprehension when he suffered a stroke in 2013. Here Nick, known throughout the profession for his positivity, motivation and sense of humour, shares his story as part of PA’s 21st birthday coverage...
June 14, 2022
The Chartered Institute for Securities & Investment (CISI) has revealed the appointment of Tracy Vegro OBE as its CEO.
June 13, 2022
Lumin Wealth has bought £85m assets under management South East firm Ashridge Wealth Management in its fifth acquisition since launching in 2010.
May 31, 2022
Private equity-backed Progeny has expanded its presence in the south of England through its latest acquisition for an undisclosed sum.
May 23, 2022
Private equity, use of technology in financial advice and the business of financial advice were just a few of the important topics adviser firm CEOs Keith Churchouse and Tim Sargisson addressed during an interview at PA360.
May 18, 2022
To really help a client, the adviser needs to help them understand the choices that are important, assist the client to become a better chooser, and set an example by being a better chooser themselves, writes Chris Jones
May 12, 2022
Charlie Parker, MD of Albermarle Street Partners, has said the amount of private equity money entering financial advice is “extraordinary”.
May 10, 2022
The Edit is Professional Adviser’s short, pacey highlights show for its major events like PA360.