Sahar Nazir

News Editor at Professional Adviser

News Editor at @Profadviser Previously at @retailgazette

Featured in: Favicon

professionaladviser.com Favicon

dailymail.co.uk Favicon

walesonline.co.uk Favicon

birminghammail.co.uk Favicon

getsurrey.co.uk Favicon

hulldailymail.co.uk Favicon

3blmedia.com Favicon

retailgazette.co.uk Favicon

investmentweek.co.uk Favicon

internationalinvestment.net + 9 more

Articles

Bespoke investment services see rising demand as advisers prepare for further growth

2 days ago | professionaladviser.com | Sahar Nazir

The wealth and asset management firm found that more individuals, particularly within an ageing UK population, are turning to financial advisers for tailored investment services as they seek to secure their financial futures in retirement. This shift reflects growing concerns among clients about whether they will have sufficient resources and make the right decisions to maintain their standard of living later in life.
'AI will do to financial services what the internet has done to retail'

2 days ago | professionaladviser.com | Sahar Nazir

Speaking at The Lang Cat's 2025 Catwalk event yesterday (5 June), Wardle emphasised that AI will be a significant step in the growth of the advice sector, "just like how the internet helped grow the retail industry". She noted that technology is currently in a position where firms can utilise agentic AI. Wardle also said she finds it "infuriating" that there are barriers that result in data not being clear and "this is holding back innovation" in the sector.
Northumberland firm declared failed by FSCS over pensions advice

2 days ago | professionaladviser.com | Sahar Nazir

PCM Asset Management lost FCA authorisation in 2019 The Financial Services Compensation Scheme (FSCS) has declared PCM Asset Management in default after receiving a claim against the firm relating to pension advice.
FIF25: Microsoft's Garfield - Every job will be 'touched' by AI

3 days ago | professionaladviser.com | Sahar Nazir

Speaking at the Future of Investment Festival yesterday (4 June), Garfield outlined a framework for understanding the economic and operational impact of AI on the industry, urging firms to prepare for what he called the "next wave of transformation" in knowledge-based work. "Every employee will have a co-pilot. Every business process will have an agent," he told delegates.
FIF 25: Advisers 'apprehensive' about committing to lower-cost bases

3 days ago | professionaladviser.com | Sahar Nazir

Clever IM’s George Cliff spoke at the Future of Investment Festival Advisers who understand value beyond cost are apprehensive about committing to lower-cost bases, according to Clever Investment Management research director George Cliff.
Advisers not using AI have 'no fighting chance going forward'

4 days ago | professionaladviser.com | Sahar Nazir

Speaking to Professional Adviser, Breyer said AI can serve as a powerful tool to boost adviser productivity and improve compliance – but only when implemented with the right strategy and clear use cases. "There's no panacea," he said. "Don't look for one AI tool to do everything.
How Octopus Money is building its 'advice-for-all' model

5 days ago | professionaladviser.com | Sahar Nazir

The firm has repositioned itself as a business focused on helping everyone – not just the wealthy – with their finances. In doing so, it is looking to quietly rewriting the rulebook on how financial advice can scale. Handcock, who spoke to PA as she marks two years as CEO at the business, said Octopus Money's model allows the business to "never say no to anyone," a concept that has fuelled its triple-digit growth. "We're proud of proving that a single front door works," Handcock said.
Advised platforms hit record £22.1bn in Q1 sales as outflows ease

5 days ago | professionaladviser.com | Sahar Nazir

Q1 2025 brings strongest net inflows in nearly three years as advised market stabilises The advised platform sector saw a strong start to 2025, with gross sales reaching an all-time high of £22.10bn in the first quarter, according to the latest data from consultancy The Lang Cat.
FCA begins major clean-up of firm permissions

1 week ago | professionaladviser.com | Sahar Nazir

The regulator said the updates follow a detailed internal review that found some of its data was outdated, inaccurate, or contained minor errors. These included legacy restrictions that no longer reflect firms' current permissions, business models, or regulatory obligations. "These changes are part of our commitment to being a smarter, more efficient regulator," the FCA stated.
'No major shift' in adviser platform priorities despite Consumer Duty

1 week ago | professionaladviser.com | Sahar Nazir

The firm said the core factors financial advisers prioritise when selecting platforms have remained largely unchanged since 2022. Analysis of Defaqto Engage found that the top 20 research filters used by advisers in 2025 are almost identical to previous years. Defaqto insight manager Darren Winfield said: "The features advisers prioritise when evaluating platforms have remained remarkably consistent.