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May 9, 2022
Recruitment is a perennial problem in the IFA sector and Albemarle Street Partners' recent Coalition of the Independent research suggested there is a need for the development of a dedicated academy to train new advisers, says Charlie Parker. But the question is: who should pay for it?
April 29, 2022
In this month’s financial wellbeing column, Chris Budd looks at whether money creates happiness and offers a challenge to financial advisers…
April 29, 2022
Professional Adviser hosted its flagship event PA360 at The Brewery in London on 27 April 2022.
April 26, 2022
There are still a few spots remaining for advisers to go along to in-person PA Working Lunches events, in association with Orbis Investments, with a presentation from Heather Hopkins from the consultancy NextWealth.
April 13, 2022
The Financial Ombudsman Service (FOS) has sided with a client who complained he was not informed of changes to the management of his self-invested personal pension (SIPP after his IFA was bought by consolidator AFH Independent Financial Services.
April 6, 2022
Investment Week’s owner Incisive Media was today acquired by fast-growing global events, data and media platform Arc.
March 25, 2022
Russia's invasion of Ukraine sent shockwaves across the world and, as global markets plummeted in the wake of these deeply concerning events, financial advisers' attention turned to reassuring clients about the potential impact on their wealth and long-term savings. Simon Goldthorpe looks at how advisers can best do so during such tumultuous times...
March 3, 2022
Aviva has shelled out a whopping £385m to acquire private equity-backed IFA consolidator Succession and Tom Ellis thinks this might be the beginning of the endgame for private equity in financial advice...
March 2, 2022
In light of Aviva's mammoth £385m deal for advice firm Succession Wealth, Professional Adviser has gathered up all of the big provider-led advice acquisitions of the past 10 years since the Retail Distribution Review to highlight the return of the product creator in financial advice...
February 25, 2022
In this month’s financial wellbeing column, Chris Budd looks at the three steps to happiness – and why you need to start with step two.