Nov 26, 2024 · Here they are. The first set of shortlists for the 2025 Professional Adviser Awards…

Dec 10, 2024 · 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 …

Nov 18, 2024 · In today's atmosphere of increasing regulatory complexity, thorough platform due diligence isn't just best practice - it's a fundamental requirement.

Jan 2, 2025 · Unlimited access to real-time news, industry insights and market intelligence; Stay ahead of the curve with spotlights on emerging trends and technologies

Dec 17, 2024 · For clients feeling uncertain going into 2025, advisers should focus on their long-term financial goals rather than short-term market fluctuations, according to Morningstar Wealth.

Apr 12, 2024 · In 2019, one of the biggest brands in investment management, Schroders, announced it was teaming up with one of the biggest brands in banking, Lloyds, to bring …

Sep 26, 2024 · It revealed that 25% of clients would consider leaving their current adviser if they do not modernise their technology offerings. Avaloq found that a willingness to embrace …

Mar 21, 2024 · Last night at the Professional Adviser Awards 2024, we celebrated the achievements of 24 firms who made the grade to be named a Best Financial Advisers to Work …

Jan 16, 2025 · Generative artificial intelligence (AI) exploded into our collective consciousness in 2023 with the launch of tools like ChatGPT. In 2024, major tech firms sought to leverage its …

Oct 14, 2024 · The percentage of respondents considering ESG is now 48%, having fallen from 66% in 2021, 60% in 2022 and 53% in 2023, according to the study conducted for the AIC by …