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Your profession

Women in Financial Advice Awards 2024: All the nominations!

Your profession

Women in Financial Advice Awards 2024: All the nominations!

More than 1,500 nominations for 792 women from 337 companies

clock 08 May 2024 • 21 min read
WhatsApp for client communications gets tick of approval

Your profession

WhatsApp for client communications gets tick of approval

'Easier to confirm meetings via WhatsApp than calling'

clock 07 May 2024 • 1 min read
Editor's View: The time is right for a platform market takeover

Adviser tips

Editor's View: The time is right for a platform market takeover

The editor's Friday Night Takeaway from 3 May

clock 03 May 2024 • 1 min read
Adviser guide aims to 'demystify' Consumer Duty annual reporting

Your profession

Adviser guide aims to 'demystify' Consumer Duty annual reporting

Firms to produce first annual Consumer Duty board report

clock 02 May 2024 • 1 min read
Behavioural coaching a 'tough sell' among prospective clients

Your profession

Behavioural coaching a 'tough sell' among prospective clients

‘Clients overlook major sources of value from advisers’

clock 02 May 2024 • 1 min read
How fuzzy personal boundaries can lead to professional misconduct

Your profession

How fuzzy personal boundaries can lead to professional misconduct

Make ethics reviews part of regular team training and development

clock 02 May 2024 • 4 min read
Advisers to estimate inheritance tax liabilities with calculator

Your profession

Advisers to estimate inheritance tax liabilities with calculator

Advisers can calculate IHT liabilities based on future estate value

clock 02 May 2024 • 1 min read
Clients turn away from finfluencers to regulated advice

Your profession

Clients turn away from finfluencers to regulated advice

Demand for social media influencers who specialise in finance drops by 13%

clock 02 May 2024 • 2 min read
Advisers should 'wake up' to intergenerational wealth transfer

Your profession

Advisers should 'wake up' to intergenerational wealth transfer

‘Advisers need to address the next generation as a new client segment’

clock 02 May 2024 • 1 min read
AI adoption not a 'must' for advice industry but it can leverage services

Your profession

AI adoption not a 'must' for advice industry but it can leverage services

‘You are not struggling for clients, so it is a great place to be.’

clock 01 May 2024 • 1 min read
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