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Professional Adviser
@profadviser.bsky.social
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For financial advisers and paraplanners

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profadviser.bsky.social
Darius McDermott: The lessons from 2025 and opportunities ahead

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Darius McDermott: The lessons from 2025 and opportunities ahead
Darius McDermott predicts 2026 will be another 'noisy year' in the investment world. And as with 2025, keeping calm is likely to be important...
incm.pub
January 7, 2026 at 4:19 PM
profadviser.bsky.social
Protecting the vulnerable: Why economic abuse belongs on every firm's agenda

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Protecting the vulnerable: Why economic abuse belongs on every firm's agenda
PIMFA's Alexandra Roberts shares her insight on spotting economic abuse and how to deal with it...
incm.pub
January 7, 2026 at 4:18 PM
profadviser.bsky.social
Brooks Macdonald co-CIO and CCO exit in organisational reshuffle

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Brooks Macdonald co-CIO and CCO exit in organisational reshuffle
Brooks Macdonald is making changes to its organisational structure, with its co-chief investment officer (CIO) and chief commercial officer (CCO) both exiting the firm.
incm.pub
January 7, 2026 at 4:17 PM
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All the advice firm acquisitions that have taken place in 2026

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All the advice firm acquisitions that have taken place in 2026
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 the year…
incm.pub
January 7, 2026 at 2:08 PM
profadviser.bsky.social
Verso Group acquires Midlands-based Chartered financial planning firm

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Verso Group acquires Midlands-based Chartered financial planning firm
Consolidator Verso Group has acquired Midlands-based Chartered financial planning firm Everlong Wealth Limited (Everlong).
incm.pub
January 7, 2026 at 2:07 PM
profadviser.bsky.social
L&G joins with HSBC UK in annuity access push

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L&G joins with HSBC UK in annuity access push
Legal & General (L&G) has partnered with HSBC UK to give customers information and access to advice on annuities as they make retirement income decisions.
incm.pub
January 7, 2026 at 11:58 AM
profadviser.bsky.social
UK financial services M&A value doubles to £38bn

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UK financial services M&A value doubles to £38bn
Total disclosed deal value in the UK financial services sector rose from £19.7bn in 2024 to £38.0bn in 2025, driven by a notable rise in deals worth more than £1bn.
incm.pub
January 7, 2026 at 11:57 AM
profadviser.bsky.social
FCA Consolidation Review: Key actions for firms navigating M&A

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FCA Consolidation Review: Key actions for firms navigating M&A
Anthony Turner and Andy Peterkin share their legal insight on the FCA’s Consolidation Review and outline the key actions firms involved in M&A should take…
incm.pub
January 7, 2026 at 9:50 AM
profadviser.bsky.social
Government policy tops adviser concerns as firms focus on client retention

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Government policy tops adviser concerns as firms focus on client retention
Financial advisers are entering 2026 with a focus on servicing existing clients, as concerns over government policy and regulatory pressure continue to weigh on the profession, according to TFAS Compliance Services (TCS).
incm.pub
January 7, 2026 at 9:49 AM
profadviser.bsky.social
Advisers predict returns uptick in face of increased market volatility until 2030

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Advisers predict returns uptick in face of increased market volatility until 2030
Almost 90% of advisers expect a rise in returns over the next ten years, according to the latest Investor Confidence Barometer from Scottish Widows.
incm.pub
January 7, 2026 at 9:48 AM
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People Moves: Bentley Reid names chief operating officer

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People Moves: Bentley Reid names chief operating officer
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.
incm.pub
January 7, 2026 at 9:47 AM
profadviser.bsky.social
Adventures in AI: Managing security and data risks

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Adventures in AI: Managing security and data risks
Mike Morrows continues his series on AI, this time exploring six potential risks advisers need to be wary of...
incm.pub
January 6, 2026 at 5:04 PM
profadviser.bsky.social
Doug Brodie: Start where the client starts - income, not risk

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Doug Brodie: Start where the client starts - income, not risk
Doug Brodie continues his series of articles exploring the use of investment trusts to solve the drawdown problem...
incm.pub
January 6, 2026 at 5:03 PM
profadviser.bsky.social
Perspective inks JV with accountancy and professional services group

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Perspective inks JV with accountancy and professional services group
Accountancy and professional services group DJH has signed a joint venture with Perspective to create a wealth management offering.
incm.pub
January 6, 2026 at 5:02 PM
profadviser.bsky.social
UK tax changes for non-residents: The abolition of the dividend tax credit

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UK tax changes for non-residents: The abolition of the dividend tax credit
Tony Müdd explores UK tax changes for non-residents, specifically the abolition of the dividend tax credit...
incm.pub
January 6, 2026 at 10:50 AM
profadviser.bsky.social
Platform service improvement: Why the industry needs a collective voice

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Platform service improvement: Why the industry needs a collective voice
Platform service is improving, technically, but only in the thinnest possible increments, writes Steve Nelson...
incm.pub
January 6, 2026 at 10:49 AM
profadviser.bsky.social
People Moves: St. James's Place names director of investment solutions

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People Moves: St. James's Place names director of investment solutions
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.
incm.pub
January 6, 2026 at 10:48 AM
profadviser.bsky.social
Fairstone deputy chair Lee Hartley exits consolidator

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Fairstone deputy chair Lee Hartley exits consolidator
Fairstone Group deputy chair Lee Hartley has stepped down from the board of the consolidator.
incm.pub
January 6, 2026 at 10:47 AM
profadviser.bsky.social
Scaling Smarter: Unlocking Growth in a Changing Advice Market

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Scaling Smarter: Unlocking Growth in a Changing Advice Market
This webinar will discuss how IFAs and planning firms are navigating growth opportunities while juggling the cost to serve clients against the backdrop of consumer...
incm.pub
January 5, 2026 at 11:49 AM
profadviser.bsky.social
Paula Steele takes consultancy role after four decades with John Lamb Hill Oldridge

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Paula Steele takes consultancy role after four decades with John Lamb Hill Oldridge
John Lamb Hill Oldridge (JLHO) director Paula Steele has stepped back from her long-standing position at the protection specialist to take up a consultancy role.
incm.pub
January 5, 2026 at 11:48 AM
profadviser.bsky.social
CII director and PFS board member Gill White retires

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CII director and PFS board member Gill White retires
Chartered Insurance Institute (CII) director Gill White has retired from the professional body and from the Personal Finance Society (PFS) board.
incm.pub
January 5, 2026 at 11:47 AM
profadviser.bsky.social
EQ's John Spiers awarded MBE in New Year Honours List

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EQ's John Spiers awarded MBE in New Year Honours List
EQ Investors founder and chair John Spiers was among individuals recognised in the 2026 New Year Honours List.
incm.pub
January 5, 2026 at 9:39 AM
profadviser.bsky.social
Debt nation: Why financial education must become a national priority

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Debt nation: Why financial education must become a national priority
Without systemic change, Britain will remain a nation that learns about money only when the bailiffs call, writes Viktor Prokopenya
incm.pub
January 5, 2026 at 9:38 AM
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Andrew Goodwin: Financial advice in the age of bewilderment

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Andrew Goodwin: Financial advice in the age of bewilderment
Andrew Goodwin shines a light on the disconnect between appetite and appreciation...
incm.pub
January 5, 2026 at 9:37 AM
profadviser.bsky.social
Trump, Modi and US-India trade tensions – who cares?

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Trump, Modi and US-India trade tensions – who cares?
What does the relationship status of Molly-Mae Hague and Tommy Fury have to do with Tump, Modi and US-India trade tensions? (No, it's not a Christmas cracker joke). Gabriel Sacks reveals all...
incm.pub
January 2, 2026 at 12:50 PM