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'Steering clients through minefields that have become the norm'

After four years of writing quarterly columns for Professional Adviser, in his last article Carl Lamb looks back on how the world has changed. ....

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Viticulture to adviser: Rachel Sartin on the terroir of advice

Jenna Brown talks to Chase de Vere Chartered adviser and WIFA winner Rachel Sartin about her former life as a French winery managing director, her finely tuned project management skills and overcoming imposter syndrome. ....

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PFS/CII saga reignites as ex-board member pens contentious open letter

Ex-Personal Finance Society (PFS) board member Vanessa Barnes has written an open letter to current chair Andy Briscoe asking a series of questions about the Chartered Insurance Institute;s (CII) continued retention of what she says is more than £10m funds belonging to PFS members. ....

Don Macintyre , Gordon Wilson , Professional Adviser , Your Profession ,

Could Consumer Duty push asset managers out of UK retail market?

Consumer Duty could risk forcing asset management firms to pull UK retail products, Cristian Angeloni finds. ....

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Advisers urged to have 'more informed talks' on investment risks

Advisers have been cautioned not to make short-term “emotionally driven decisions that could have a lasting impact” on long-term financial well-being. ....

Barry Maclennan , Professional Adviser , Embark Investments , Scottish Widows Investor Confidence Barometer , Embark Investments , Scottish Widows ,