PA Adviser

PA Adviser is leading news site for financial advice businesses located in the UK and Channel Islands

[PA Adviser @PA_Adviser]

The PA Adviser Guide to Smoothing is now live 🎉
Cut through the myths, understand their role in supporting client outcomes and earn 30 minutes of accredited CPD.

Access the guide ➡️https://t.co/3wBL8B6d0j

#FinancialAdvisers #InvestmentInsights #CPD

[PA Adviser @PA_Adviser]

Investors hoping for a resurgence of active managers will have to keep waiting, as active managers have generally underperformed in the first half of 2026, according to AJ Bell’s latest Manager vs Machine report.

https://t.co/UHH9bP0NG9

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Canaccord Wealth has made four senior appointments to its UK wealth planning team.

https://t.co/NdMe01bChb

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Another year, another report on the dire state of the UK’s savings crisis. This is Groundhog Day realised, except, lessons are not being learned.

https://t.co/frlh6DGFJy

[PA Adviser @PA_Adviser]

The ongoing rise in popularity of managed portfolio services (MPS) is being boosted by a need to foster client confidence during market volatility, according to research by Nedgroup Investments.

https://t.co/4trmBljIf9

[PA Adviser @PA_Adviser]

Tatton, Timeline, and Quilter were the familiar names dominating Defaqto’s whole of market, most recommended managed portfolio service (MPS) rankings for the second quarter.

https://t.co/EMF6aEc9gr

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Clifton Wealth Partnership (CWP) has added £138m in assets under management via the acquisition of Morgan Law Financial Services.

https://t.co/mgAJdoCVbz

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Model portfolio services (MPS) have become a major feature of the investment landscape, with roughly 42% of firms outsourcing to DFM MPS in 2026, according to research by Morningstar Wealth and the Lang Cat earlier this year.

https://t.co/Tzu6asTIOW

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New rules linking pensions and IHT aim to improve transparency, but risk adding complexity and delays

https://t.co/5WqVPaKfeq

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Quilter has urged the Chancellor of the Exchequer to prevent damaging pension speculation ahead of the 2026 Budget.

https://t.co/I3666KbRRc

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Former Timeline business development manager Tim Field has joined the Pacific Asset Management team as director of multi-asset solutions.

https://t.co/gfb5Lq8Qkq

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Greater resilience at the short-dated end of the bond market could be the ‘new normal’ for investors, according to Aberdeen Investments.

https://t.co/AUJUPGTwgy

[PA Adviser @PA_Adviser]

The Pensions Dashboard Programme connection deadline of 31 October is approaching fast, and for specialist SIPP and SSAS operators, the practical demands of compliance are starting to bite.

https://t.co/KLNjpnH22F

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Diversification is key in these less stable, inflation-growth times, writes Albemarle’s Fahad Hassan

https://t.co/Iui3mwyofp

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Inheritance tax (IHT) receipts totalled £715m in April as the new tax year began, a fall from the £780m gathered in April 2025.

https://t.co/TJGuOyGHup

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The Financial Conduct Authority (FCA) has opened applications to ‘fast‑growing and innovative financial services businesses’ for direct support to help them grow.

https://t.co/zW3nckRi5M

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Quilter, Nucleus and Transact will represent more than a third of the total advised platform assets by 2030, according to Fundscape’s latest Platform Leaders, Laggards, Leapfroggers and Lynchpins report.

https://t.co/U3OXGNnriM

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Ferris Bueller was not wrong, life does move pretty fast

https://t.co/MKYTdz0AUK

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This traditional method of investing is not dead, but is going through a difficult period

https://t.co/LjH4CcwWNm

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Close to three quarters of retail investors (72%) do not hold any private market assets, according to research from Morningstar.

https://t.co/SlDh1T2yAR

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Wealth Club has appointed Alan Durrant as chair of the investment committee for its managed portfolio service (MPS).

https://t.co/f6XmWV95JJ