Professional Adviser
4 days ago · News, blogs and analysis on investment, insurance, mortgages, pensions, regulation, technology and retail finance
Chancellor's move to pause Pensions Review 'deeply disappointing'
Dec 16, 2024 · Chancellor Rachel Reeves’ decision to indefinitely pause the second phase of the government’s Pensions Review has been met with disappointment from across the industry.
The state of financial vulnerability in 2024 and what 2025 holds
Dec 20, 2024 · In this article, Richard Farr looks back on some of the progress that has been made on financial vulnerability this year, and shares some thoughts on what 2025 may bring...
FCA unveils final pensions dashboards rules
Nov 11, 2024 · The Financial Conduct Authority (FCA) has shared its regulatory framework for pensions dashboards services firms, confirming the commercial dashboard rules.
Brown Advisory changes leadership structure with co-CEO …
Jan 14, 2025 · Brown Advisory has promoted Logie Fitzwilliams to serve as co-CEO and co-president alongside current CEO and president Mike Hankin. The move is set to address the growing needs of clients and ...
All the advice firm acquisitions that have taken place in 2025
Jan 20, 2025 · With consolidation continuing across the industry at rapid speeds, Professional Adviser is working on a rolling list of all the acquisitions and deals that have been agreed over the year…
Why 'polluter pays' isn't as simple as it seems
Dec 20, 2024 · Unlimited access to real-time news, industry insights and market intelligence; Stay ahead of the curve with spotlights on emerging trends and technologies
Why active management has a place in 2025 and beyond
Jan 7, 2025 · Unlimited access to real-time news, industry insights and market intelligence; Stay ahead of the curve with spotlights on emerging trends and technologies
No more IHT relief on pensions: How to maximise alternative tax ...
Dec 19, 2024 · With pension pots set to be included in an individual’s estate for IHT from 2027, financial planner Jordan Wheatley explains the importance of diversification and why high-net-worth individuals ...
CII corporate chartered status overhaul to proceed this quarter
2 days ago · The Chartered Insurance Institute (CII) is pushing ahead with plans to review corporate chartered status this quarter. The professional body is understood to be about to begin a consultation phase ...