Adviser Business
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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
The ever-expanding role of the modern adviser
Advisers are playing a bigger role in clients’ lives than ever before. But what does that mean in practice? Drawing on insights…
The evolution of CRPs: seeing the bigger picture
Explore independent research from AKG covering some of the most important issues facing advisers and their clients today. These reports provide valuable…
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:…
How advisers are thinking and adapting
The ever-expanding role of the modern adviser
Advisers are playing a bigger role in clients’ lives than ever before. But what does that mean in practice? Drawing on insights from Fidelity…
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Advice firms are embracing the AI revolution
Undoubtedly one of the biggest stories over the last couple of years or so has been how AI is revolutionising the way advice firms…
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What recruiters see on LinkedIn and how to make your profile stand out
You may have years of experience, strong qualifications and a track record of delivering results. But how much of that comes across when a…
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Why writing your own CV is harder than you think
Have you ever spent days, weeks or even months working on your CV, only to remain unsure whether it really does you justice? Perhaps…
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Firms Want Growth. Advisers Want Certainty. Can Both Get What They Need?
Wealth management firms are getting bigger as mergers and acquisitions continue. Many buy-and-builds are trying to grow through a mix of acquisitions and organic…
Find out more →Search Panacea’s library of insight, technical commentary and adviser resources to quickly find guidance on complex client and regulatory questions.