Gender pay gap narrows as female financial planners outearn male peers

Advice firms enabled to ‘quickly and accurately’ provide information

Three in four Millennials use apps or websites to manage their finances

Advisers urge their peers focus on clients rather than money

Paraplanners outline role of technology in their profession

Advisers address questions surrounding the role of technology in planning

Phil Bray highlights importance of leveraging referrals as a cornerstone of success

Almost 40% found comfort in having family financial affairs in one place

Findings from M&G’s Family Wealth Unlocked report for 2023

The regulator outlines ‘key harms’ in letter to platform bosses