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 August 2026: your go-to guide to global equity markets
The August 2026 edition of the Schroders Equity Lens is now available: Schroders Equity Lens Summary: The hyperscaler story has not changed dramatically:…
Rethinking pension wealth for a new IHT landscape
This practical case study explores estate planning strategies. Using a client scenario, it demonstrates how advisers can help clients reduce potential IHT…
The confidence gap: where advice proves its worth
M&G's new Investor Compass finds 83% of investors feel confident making decisions in volatile markets – yet volatility still tests emotions and…
How advisers are thinking and adapting
Career Development Week
The Chartered Institute for Securities & Investment (CISI), the UK's leading professional body and educational charity for financial services, is helping financial services professionals…
Find out more →
AI is everywhere – but it isn't replacing advice
74% of investors are using or considering AI tools – yet 96% of advised clients still value ongoing human advice. M&G's latest Investor Compass…
Find out more →
Have we forgotten what economic stability feels like?
Panacea celebrated its 20th anniversary this year, and I’ve been part of the business for 15 of those years. During that time, I’ve worked…
Find out more →
The real purpose of a fact find
Every financial planner is familiar with the fact find. Its purpose seems obvious enough: know your client.
Find out more →
The business that never gets written
Have you ever had a perfectly good opportunity slip through your fingers? Someone you could have helped, but it never quite went over the…
Find out more →Search Panacea’s library of insight, technical commentary and adviser resources to quickly find guidance on complex client and regulatory questions.