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advisers

Advisers need to gear up for a 'surge' in new clients

Your Business

Advisers need to gear up for a 'surge' in new clients

Six out of ten who do not get support are considering doing so

clock 26 June 2024 • 1 min read
Business loan debt for SJP advisers soars after record year in 2023

Companies

Business loan debt for SJP advisers soars after record year in 2023

A 10% increase in transactions has taken the total owned to £900m

clock 10 April 2024 • 1 min read
Advisers on 'dangerous ground' if they take tick-box regulation approach

Regulation

Advisers on 'dangerous ground' if they take tick-box regulation approach

‘They should embrace the spirit in which the regulation has been created’

clock 27 March 2024 • 1 min read
Consumer Duty offers advisers 'a point of difference'

Consumer Duty

Consumer Duty offers advisers 'a point of difference'

‘They have the opportunity to engage with clients on a flexible basis’

clock 11 March 2024 • 3 min read
Lack of increased provider satisfaction among industry

Your profession

Lack of increased provider satisfaction among industry

Most of the industry says satisfaction with providers has stayed the same

clock 27 February 2024 • 1 min read
Advisers fearful of further compliance and regulation

Your profession

Advisers fearful of further compliance and regulation

Pressure and workload are also taking a toll on advice business owners

clock 12 February 2024 • 1 min read
PlanHappy launches tech driven 'all in one' system for planners

Your Business

PlanHappy launches tech driven 'all in one' system for planners

Software package to support planners with development

clock 05 February 2024 • 1 min read
Advisers urged to encourage philanthropy amongst HNW clients

Your profession

Advisers urged to encourage philanthropy amongst HNW clients

To combat the financial services' 'philanthropy knowledge gulf'

clock 11 January 2024 • 2 min read
Mercer commits to UK advisers with improved investment offering

Companies

Mercer commits to UK advisers with improved investment offering

Sebastian Maciocia appointed as director of UK wealth management

clock 18 October 2023 • 1 min read
One in ten advisers looking to quit industry due to Consumer Duty

Consumer Duty

One in ten advisers looking to quit industry due to Consumer Duty

More than a third say regulations are harming their mental health

clock 11 September 2023 • 2 min read
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