Professional Adviser

Andrew Goodwin: Five basic principles for choosing a platform

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Andrew Goodwin

27 May 2025 • 4 min read

Your profession

FCA urges financial services to help shape regulation as AI and crypto reshape markets

Market oversight director Dominic Holland calls on firms to contribute to futureproofing regulatory frameworks

Sahar Nazir

27 May 2025 • 1 min read

Companies

Openwork and Bain Capital's £120m deal completes

Investment group Bain snaps up 30% ownership

Cameron Roberts

27 May 2025 • 2 min read

Your profession

'Advisers lead, not follow': Morningstar's Sanderson calls for adviser-led innovation

Segmentation, tech integration, and adviser empowerment are ‘critical’

Sahar Nazir

27 May 2025 • 2 min read

Your Business

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In-depth

Andrew Goodwin: Five basic principles for choosing a platform

FCA urges financial services to help shape regulation as AI and crypto reshape markets

Openwork and Bain Capital's £120m deal completes

'Advisers lead, not follow': Morningstar's Sanderson calls for adviser-led innovation

Family investment companies – an alternative to trusts

Deal Dive: How Q1 M&A shaped up

Aberdeen director Michael O'Brien dies unexpectedly

Why multi-asset solutions needn't lead to murky waters

Market Movers: European markets rally on news of Trump tariff talks

News editor's view: In a world of noise, the advice sector seeks control

Professional Adviser TV: FOS inaction and claims culture 'draining' advice industry

AJ Bell platform assets hit £90bn AUA as 'advisers value efficiency'

Feel Good Friday: Evelyn Partners launches industry 'padel cup' to raise funds for charity

AI on trial: FCA's Live Testing opens new path for advisers

Future of Investment Festival 2025

Professional Adviser Working Lunches 2025

Professional Adviser Northern Powerhouse Retreat 2025

FCA urges financial services to help shape regulation as AI and crypto reshape markets

'Advisers lead, not follow': Morningstar's Sanderson calls for adviser-led innovation

News editor's view: In a world of noise, the advice sector seeks control

AJ Bell platform assets hit £90bn AUA as 'advisers value efficiency'

Professional Adviser TV: FOS inaction and claims culture 'draining' advice industry

Ann-Marie Atkins: Advisers must be 'more collaborative' for better client outcomes

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

Family investment companies – an alternative to trusts

Partner Insight: Tax benefits of Drip-feed Drawdown

The only way is up: Tax year starts with 'predictable and substantial' IHT receipt rise

Government 'refusing' to back up IHT clawback claim, trade groups argue

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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

Family investment companies – an alternative to trusts

Partner Insight: Tax benefits of Drip-feed Drawdown

The only way is up: Tax year starts with 'predictable and substantial' IHT receipt rise

Government 'refusing' to back up IHT clawback claim, trade groups argue