Adviser Business
Practical Adviser Support Hub
Guides, commentary and resources designed to help you work more effectively and run better businesses.
Practical guidance for day-to-day adviser business needs
AI Guide
A practical guide to using AI in advice, covering opportunities, risks and the considerations advisers need to keep in mind.
Find out more →HR Guide
Practical support for small and medium adviser firms covering core people, process and policy considerations.
Find out more →Marketing Guide
Practical ideas and guidance to help adviser firms think more clearly about marketing, positioning and communication.
Find out more →Recent guidance from across the industry
Schroders Equity Lens July 2026: your go-to guide to global equity markets
A market rotation, and how to respond to stagflation concerns.
A Guide to Effective Personal Branding
Gary Vaynerchuk, the highly regarded entrepreneur, author, speaker, and marketing guru once said: "Your personal brand is your reputation and your reputation…
When consensus fails: EM research in practice
A new paper by investment manager Alex Summers explains how Baillie Gifford’s Emerging Markets Team seeks to use deep and differentiated research…
How advisers are thinking and adapting
You are the target: how cybercriminals exploit people, not systems
Taking care of how you store your credentials and who is granted access to your data plays a significant role in protecting both your…
Find out more →
Helping clients with their financial wellness
If you’ve ever felt that clients’ money worries run deeper than the numbers, this five part video series from Fidelity Adviser Solutions is for…
Find out more →
Award-winning technical support, ten years running
M&G has been named Best Technical Support for Paraplanners at the Professional Paraplanner Awards 2026 – for the 10th year in a row -…
Find out more →
94% of clients say trust matters most. So why don’t advisers study it?
According to Vanguard research, 94% of clients say trust in their adviser is critical to their overall satisfaction.
Find out more →
Helping clients stop living in life’s waiting room
One of the most common assumptions people make is this:“I’ll be happy when…”I’ll be happy when I can retire.I’ll be happy when the mortgage…
Find out more →Search Panacea’s library of insight, technical commentary and adviser resources to quickly find guidance on complex client and regulatory questions.