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Professional Adviser
@profadviser.bsky.social
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For financial advisers and paraplanners

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profadviser.bsky.social
Why psychological factors are critical for targeted support's success

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Why psychological factors are critical for targeted support's success
For targeted support, demographics don’t tell the whole story, writes Greg B Davies
incm.pub
November 14, 2025 at 2:12 PM
profadviser.bsky.social
Pre-Budget panic has 'got worse' with the current government

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Pre-Budget panic has 'got worse' with the current government
Client panic ahead of fiscal events such as the Autumn Budget has become worse since the current government came into power, behavioural expert James Woodfall told Professional Adviser.
incm.pub
November 14, 2025 at 12:03 PM
profadviser.bsky.social
Women in Financial Advice Awards 2025: Best pictures from the night

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Women in Financial Advice Awards 2025: Best pictures from the night
Professional Adviser proudly hosted the Women in Financial Advice Awards 2025 in association with LV on Wednesday (12 November).
incm.pub
November 14, 2025 at 12:02 PM
profadviser.bsky.social
Doug Brodie: Using investment trusts to solve the drawdown problem

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Doug Brodie: Using investment trusts to solve the drawdown problem
In the first of a series of articles for PA, Doug Brodie shares his views on how to use investment trusts to solve the drawdown problem...
incm.pub
November 14, 2025 at 9:53 AM
profadviser.bsky.social
Chancellor's potential salary sacrifice plan: A 'high risk gamble built on low quality data'

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Chancellor's potential salary sacrifice plan: A 'high risk gamble built on low quality data'
Joseph Warne shares his concerns about potential changes to salary sacrifice being considered by Rachel Reeves in her upcoming 26 November Budget...
incm.pub
November 14, 2025 at 9:52 AM
profadviser.bsky.social
FCA intends to 'conduct further work' on ongoing advice

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FCA intends to 'conduct further work' on ongoing advice
The Financial Conduct Authority (FCA) is going to be conducting further work on its ongoing advice review, delegates.
incm.pub
November 13, 2025 at 5:18 PM
profadviser.bsky.social
Advisers urged to track the next gen early and offer 'real work opportunities'

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Advisers urged to track the next gen early and offer 'real work opportunities'
Financial advisers have been urged to track down the next generation of talent early, delegates heard.
incm.pub
November 13, 2025 at 5:17 PM
profadviser.bsky.social
Women in Financial Advice Awards 2025: Winners' gallery

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Women in Financial Advice 2025 – winners' gallery
Professional Adviser proudly hosted the Women in Financial Advice Awards 2025 in association with LV last night (12 November).
incm.pub
November 13, 2025 at 3:08 PM
profadviser.bsky.social
PortfolioMetrix names Alex Funk as CEO

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PortfolioMetrix names Alex Funk as CEO
PortfolioMetrix has promoted Alex Funk to CEO, who will start the position on 1 January.
incm.pub
November 13, 2025 at 3:07 PM
profadviser.bsky.social
Mattioli Woods co-founder steps down as CEO

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Mattioli Woods co-founder steps down from CEO role
Mattioli Woods co-founder Ian Mattioli has stepped aside as CEO to become founding president of the firm.
incm.pub
November 13, 2025 at 1:00 PM
profadviser.bsky.social
Aviva's adviser platform delivers 14% rise in net flows to £3.5bn

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Aviva's adviser platform delivers 14% rise in net flows to £3.5bn
Aviva’s platform net flows have increased 14% to £3.5bn, compared with £3.1bn last year, which the insurer attributed to “strong inflows” and better retention across the adviser channel.
incm.pub
November 13, 2025 at 12:59 PM
profadviser.bsky.social
PFS' Carla Brown: 'We've built a stronger, more constructive relationship with the CII'

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PFS' Carla Brown: 'We've built a stronger, more constructive relationship with the CII'
The Personal Finance Society (PFS) has worked to improve on its relationship with the Chartered Insurance Institute (CII), its president Carla Brown told delegates.
incm.pub
November 13, 2025 at 12:58 PM
profadviser.bsky.social
WH Ireland confirms takeover approach from Team

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WH Ireland confirms takeover approach from Team
WH Ireland has confirmed it is in discussions with Team plc (Team) over a possible all-share offer that could see the two wealth managers combine.
incm.pub
November 13, 2025 at 12:57 PM
profadviser.bsky.social
Women in Financial Advice Awards 2025: All the winners revealed!

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Women in Financial Advice Awards 2025: All the winners revealed!
Professional Adviser is proud to reveal the winners of the Women in Financial Advice Awards 2025.
incm.pub
November 13, 2025 at 8:43 AM
profadviser.bsky.social
Paraplanners turn to AI amid rising workloads and regulatory pressure

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Paraplanners turn to AI amid rising workloads and regulatory pressure
Paraplanners are turning to artificial intelligence (AI) as regulatory pressures mount and workloads rise, Scottish Widows has found.
incm.pub
November 13, 2025 at 8:42 AM
profadviser.bsky.social
TISA CEO: Cash ISA limit cut would pose targeted support barrier

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TISA CEO: Cash ISA limit cut would pose targeted support barrier
Were a cut to the cash ISA limit to be announced in the upcoming Autumn Budget, this could pose a risk to firms’ ability to deliver “better outcomes” through the incoming targeted support regime, delegates at a TISA conference heard.
incm.pub
November 12, 2025 at 4:00 PM
profadviser.bsky.social
Sarasin & Partners launches retirement income strategies

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Sarasin & Partners launches retirement income strategies
Sarasin & Partners has launched two retirement income strategies, developed in partnership with financial advisers.
incm.pub
November 12, 2025 at 3:59 PM
profadviser.bsky.social
FNZ raises $650m in funding from institutional shareholders

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FNZ raises $650m in funding from institutional shareholders
Wealth management platform FNZ has secured $650m in new equity funding from its institutional shareholders.
incm.pub
November 12, 2025 at 3:58 PM
profadviser.bsky.social
An inclusive culture that starts at the top: LV=

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An inclusive culture that starts at the top: LV=
Katherine Carnegie, Chief Commercial Officer, shares her perspective on building a workplace, and product proposition, for everyone.
incm.pub
November 12, 2025 at 3:57 PM
profadviser.bsky.social
IHT on pensions 'horribly complex' for personal representatives

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IHT on pensions 'horribly complex' for personal representatives
The inheritance tax (IHT) on pensions changes will create a “horribly complex situation” for personal representatives (PRs), industry commentators have told Professional Adviser.
incm.pub
November 12, 2025 at 1:48 PM
profadviser.bsky.social
WBR Group launches IHT calculator ahead of rule changes

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WBR Group launches IHT calculator ahead of rule changes
WBR Group (WBR) has unveiled an inheritance tax (IHT) calculator for clients of financial advisers.
incm.pub
November 12, 2025 at 1:47 PM
profadviser.bsky.social
Partner Insight: Entering multi-asset's era

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Partner Insight: Entering multi-asset's era
Multi-asset investments are nothing new, but the backdrop in which they operate is changing drastically. Macroeconomic upheaval and different relationships between...
incm.pub
November 12, 2025 at 12:07 PM
profadviser.bsky.social
FSCS anticipates levy drop to £342m in 2026/27

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FSCS anticipates levy drop to £342m in 2026/27
The Financial Services Compensation Scheme (FSCS) has forecasted the total levy in 2026/27 at £342m, which represents a small decrease on 2025/26.
incm.pub
November 12, 2025 at 12:06 PM
profadviser.bsky.social
Government to reconsider rejection of Waspi compensation

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Government to reconsider rejection of Waspi compensation
The government is set to reconsider its decision to reject compensation for some 3.6 million women affected by changes to the state pension age.
incm.pub
November 12, 2025 at 12:05 PM
profadviser.bsky.social
Retirement confidence dips amid Budget speculation

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Retirement confidence dips amid Budget speculation
Retirement confidence has dipped to its lowest level in the last three years as pre-Budget speculation continues, Nucleus has said.
incm.pub
November 12, 2025 at 12:03 PM