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Professional Adviser @profadviser.bsky.social · 1d

Is ESG investment a cooling market? The EU and US approach explained

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Is ESG investment a cooling market? The EU and US approach explained

Vernon Dennis concludes his assessment of ESG in 2025 as he dives into the position in the EU and US...

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Professional Adviser @profadviser.bsky.social · 1d

Wesley Harrison on why integration discipline makes or breaks acquisitions

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Wesley Harrison on why integration discipline makes or breaks acquisitions

Benchmark head of financial planning Wesley Harrison joins the team in the studio to discuss the main things to consider when buying another business and the challenges of integration.

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Professional Adviser @profadviser.bsky.social · 1d

Reeves eyes income tax rise in Autumn Budget – report

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Reeves eyes income tax rise in Autumn Budget – report

Rachel Reeves is considering an income tax rise in the upcoming Autumn Budget, The Guardian reports.

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Professional Adviser @profadviser.bsky.social · 1d

Platform innovation: Terry Huddart on 7IM's Online Reporting

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Platform innovation: Terry Huddart on 7IM's Online Reporting

Terry Huddart continues his platform-based series for PA, this time with a look at 7IM’s Online Reporting facility...

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Professional Adviser @profadviser.bsky.social · 1d

Cooper Parry Wealth sets its sights on £6bn AUM in expansion push

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Cooper Parry Wealth sets its sights on £6bn AUM in expansion push

Cooper Parry Wealth (CPW) has set the target of £6bn in assets under management (AUM) as it aims to expand the business across the UK.

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Professional Adviser @profadviser.bsky.social · 1d

People Moves: Quanta Group makes senior leadership appointments

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People Moves: Quanta Group makes senior leadership appointments

In this live blog, Professional Adviser brings together all the people moves news in the advice industry, helping you to see the latest joiners and leavers.

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Professional Adviser @profadviser.bsky.social · 1d

Feel Good Friday: CII and PFS host annual apprenticeship awards

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Feel Good Friday: CII and PFS host annual apprenticeship awards

In this live blog, Professional Adviser brings together all the different good deeds happening across the industry, helping you to see how the industry is contributing positively to charitable initiatives, promoting the value of advice and boosting financial wellbeing.

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Professional Adviser @profadviser.bsky.social · 2d

Govt ignores pension tax lock call as petition responses top 18,500

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Govt ignores pension tax lock call as petition responses top 18,500

The government has rejected calls for the introduction of a pension tax lock despite a petition requesting such a measure attracting more than 18,500 signatures.

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Professional Adviser @profadviser.bsky.social · 2d

AFH Wealth Management adds £750m in FUM with Avidity acquisition

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AFH Wealth Management adds £750m in FUM with Avidity acquisition

AFH Wealth Management (AFH) has acquired St Albans-based firm Avidity Wealth Management (Avidity), adding £750m in funds under management (FUM).

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Professional Adviser @profadviser.bsky.social · 2d

FCA complaints: Pensions and investment gripes on the rise

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FCA complaints: Pensions and investment gripes on the rise

A total of 1.85 million complaints about financial services companies were received by the Financial Conduct Authority (FCA) in the first half of the year, according to latest figures.

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Professional Adviser @profadviser.bsky.social · 2d

St. James's Place FUM surpasses £200bn for first time

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St. James's Place FUM surpasses £200bn for first time

St. James’s Place (SJP) has achieved record funds under management of £212.4bn, up 12% year-to-date, passing the £200bn milestone for the first time.

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Professional Adviser @profadviser.bsky.social · 2d

7IM platform net sales hit £540m amid 'major transformation'

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7IM platform net sales hit £540m amid 'major transformation'

7IM has recorded its “best ever” net sales of £540m in Q2 2025, increasing by 93% since Q1 2024, its latest figures show.

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Professional Adviser @profadviser.bsky.social · 2d

L&G forecasts annual annuity volumes to more than double to £20bn by 2034

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L&G forecasts annual annuity volumes to more than double to £20bn by 2034

Legal & General (L&G) forecasts its annual retail annuities volumes will more than double to £20bn by 2034 as responsibility for retirement continues to shift from employers to individuals.

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Professional Adviser @profadviser.bsky.social · 2d

The challenges of scaling a financial planning business sustainably

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The challenges of scaling a financial planning business sustainably

Growing a financial planning firm is not easy, but allocating time and resource and assessing when it is appropriate to outsource will lead to better decision-making and outcomes, writes Roderic Rennison

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Professional Adviser @profadviser.bsky.social · 2d

AJ Bell reports record platform AUM of £103bn

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AJ Bell reports record platform AUM of £103bn

AJ Bell’s platform assets under administration (AUM) have reached £103.3bn, up 19% in the year, according to its latest figures.

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Professional Adviser @profadviser.bsky.social · 2d

How SIPPs and SSASs could help power the UK's energy goals

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How SIPPs and SSASs could help power the UK's energy goals

Caitlin Southall looks at the shift to net zero through the lens of SIPP and SSAS investment...

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Professional Adviser @profadviser.bsky.social · 2d

FCA to deliver 'fewer and faster' enforcement outcomes this year

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FCA to deliver 'fewer and faster' enforcement outcomes this year

The Financial Conduct Authority (FCA) expects to deliver more 30 enforcement outcomes this year, fewer than the 41 outcomes delivered last year.

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Professional Adviser @profadviser.bsky.social · 2d

Partner Insight: Tariffs are here to stay. What's next for investors?

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Partner Insight: Tariffs are here to stay. What's next for investors?

Explore how President Trump’s tariffs impact global trade, legal battles, and financial markets. Learn key strategies for investors facing uncertainty.

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Professional Adviser @profadviser.bsky.social · 3d

Reeves' rumoured ISA reforms risk 'harm' and diversification issues

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Reeves' rumoured ISA reforms risk 'harm' and diversification issues

The government’s rumoured ISA reforms could create complexity and risk limiting diversification, despite the policy’s aim of boosting investment in the UK, financial planners have warned.

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Professional Adviser @profadviser.bsky.social · 3d

Saturn raises £11.3m as it eyes adviser cost to serve benefits

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Saturn raises £11.3m as it eyes adviser cost to serve benefits

Artificial intelligence (AI) company Saturn is aiming to cut the cost to serve for financial advisers after a $15m (£11.3m) Series A funding round.

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Professional Adviser @profadviser.bsky.social · 3d

Rachel Reeves to launch National Insurance charge for LLP users - report

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Rachel Reeves to launch National Insurance charge for LLP users - report

Those who use limited liability partnerships (LLP), including some financial advice firms, lawyers, family doctors and accountants, may face a £2bn tax raid launched by chancellor Rachel Reeves, it has been reported.

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Professional Adviser @profadviser.bsky.social · 3d

Chancellor urged to tackle IHT 'flaw' for infected blood scandal compensation payments

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Chancellor urged to tackle IHT 'flaw' for infected blood scandal compensation payments

Senior representatives of STEP and The Association of Lifetime Lawyers (Lifetime Lawyers) have penned an open letter to chancellor Rachel Reeves calling for “urgent” inheritance tax (IHT) reform for victims of the infected blood scandal.

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Professional Adviser @profadviser.bsky.social · 3d

Quilter sees 61% jump in IFA inflows during third £2bn quarter

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Quilter sees 61% jump in IFA inflows during third £2bn quarter

Quilter has reported another strong quarter for adviser-driven business, with IFA channel net inflows jumping 61% year-on-year and helping the group secure its third successive quarter of net inflows above £2bn.

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Professional Adviser @profadviser.bsky.social · 3d

Aberdeen adviser outflows halve as service improvements start to pay off

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Aberdeen adviser outflows halve as service improvements start to pay off

Aberdeen Group has reported an improvement in adviser business outflows for the year to 30 September 2025, thanks to an “improvement in service levels”.

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Professional Adviser @profadviser.bsky.social · 3d

Advisers confident in client work but less so when it comes to innovation

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Advisers confident in client work but less so when it comes to innovation

Financial advisers are confident in their client work but are not as confident when it comes to their firm being set up to innovate and adapt to change, NextWealth has found.

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