Professional Adviser

'Designed by men, for men': Are women still being left out of the financial planning conversation?

Your profession

Isabel Baxter

16 May 2025 • 3 min read

Your profession

'Worrying' FCA findings flag lack of retirement preparation and pension savings

Fewer than 9% of people tapped into financial advice in previous 12 months

Isabel Baxter

16 May 2025 • 4 min read

Your profession

Vulnerability lens: Everything IFAs need to know about cognitive decline

Seven simple tips if an adviser suspects cognitive decline in a client...

Beth Yolland-Jones

16 May 2025 • 3 min read

Your profession

PA Asks: How interested are your clients in thematic investing?

Plus, who advisers' top celeb client would be, emojis, and vulnerability confidence

Professional Adviser

16 May 2025 • 1 min read

Your Business

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In-depth

'Designed by men, for men': Are women still being left out of the financial planning conversation?

'Worrying' FCA findings flag lack of retirement preparation and pension savings

Vulnerability lens: Everything IFAs need to know about cognitive decline

PA Asks: How interested are your clients in thematic investing?

Octopus CEO: 'Advisers are the GPs of money – but AI will do the heavy lifting'

The cash pile the government is fighting keeps growing

FCA private messaging crackdown not expected to expand to wealth management

Treasury delivers long-awaited PISCES framework; FCA rules due to follow

Timeline launches first multi-asset fund in bid to simplify investing for advisers

Pete Matthew: 'Arrogant' advisers need to 'get over themselves' to scale growth

Aviva's wealth net flows fall in Q1 as workplace scheme income drops

QROPS in a post-LTA world: Everything advisers need to know

Aviva confirms cancellation of chunk of £450m preference shares

Market Movers: UK economy grows 0.2% in March but slowdown fears linger

MPs urge one-year delay to farm inheritance tax reforms

Behind the advice: The hidden mental health struggles of financial advisers

IHT on pensions overhaul risks fuelling scams against 'fearful' public

Vulnerability lens: Everything IFAs need to know about cognitive decline

'Designed by men, for men': Are women still being left out of the financial planning conversation?

PA Asks: How interested are your clients in thematic investing?

Technology

Artificial intelligence in advice: Finding the winning formula

David Downie: Express trust registration - what advisers need to know

Planning on cusp of a 'golden age' as tech serves growing demand

Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

Regulation

Advertising watchdog upholds complaint against car rental 'investment' firm

FCA seeks feedback on cryptoasset trading regulation

Schroders becomes first to adopt all four SDR labels

Two convicted over role in £1.5m fake crypto investment fraud

Tax

Gifting, annuities and onshore bonds surge as IHT shake-up looms

Interconnections: SIPP/SSAS taxable property

Safeguarding clients in a world of increasing HMRC activity

IHT receipts swell to record £8.2bn for 2024/25

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Professional Adviser

Artificial intelligence in advice: Finding the winning formula

David Downie: Express trust registration - what advisers need to know

Planning on cusp of a 'golden age' as tech serves growing demand

Tilney Smith & Williamson sees gross inflows of £4.5bn in nine months

Advertising watchdog upholds complaint against car rental 'investment' firm

FCA seeks feedback on cryptoasset trading regulation

Schroders becomes first to adopt all four SDR labels

Two convicted over role in £1.5m fake crypto investment fraud

Gifting, annuities and onshore bonds surge as IHT shake-up looms

Interconnections: SIPP/SSAS taxable property

Safeguarding clients in a world of increasing HMRC activity

IHT receipts swell to record £8.2bn for 2024/25