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Your profession

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
Long-term financial planning proving increasingly difficult

Your profession

Long-term financial planning proving increasingly difficult

Cash ISAs were the preferred vehicle for those planning over the long-term

clock 01 May 2024 • 1 min read
Financial Conduct Authority's regulation 'lacks coherent vision'

Your profession

Financial Conduct Authority's regulation 'lacks coherent vision'

‘It does feel like the wind has been in our faces over the past few months’

clock 01 May 2024 • 2 min read
Advice industry is 'constrained and has tight supply'

Your profession

Advice industry is 'constrained and has tight supply'

‘On the positive side, there is a big market to be served’

clock 01 May 2024 • 2 min read
Juggling two careers: An IFA's journey on and off the basketball court

Your profession

Juggling two careers: An IFA's journey on and off the basketball court

'Advice and basketball both require teamwork and accountability'

clock 01 May 2024 • 4 min read
FOS reports 'concerning' 20% rise in financial complaints

Your profession

FOS reports 'concerning' 20% rise in financial complaints

'It is always concerning to see complaint levels continue to rise'

clock 01 May 2024 • 1 min read
Eight more advice firms join CCLA's sustainability group

Your profession

Eight more advice firms join CCLA's sustainability group

Allowing advisers to engage with listed firms on sustainability issues

clock 01 May 2024 • 2 min read
Advisers can boost client communication by embracing AI

Technology

Advisers can boost client communication by embracing AI

Effective utilisation of AI offers great potential client benefits

clock 01 May 2024 • 4 min read
Addressing the need for fresh talent in the advice industry

Your profession

Addressing the need for fresh talent in the advice industry

‘Firms must offer compelling reasons for advisers to stay’

clock 01 May 2024 • 9 min read
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