Financial advice

According to Quilter’s Value of Advice Report

Lydia Taft and Michael O’Neill launch Next Step Financial Planning

Some 39% of advice firms cite tax planning as a priority

Advisers not aware of digital tools that can help

760,000 child trust funds remain unclaimed

Hardy Michel and Alan Parr unpack the changing technological landscape

Almost half wrongly believe AI-generated financial information is regulated

Banks ‘uniquely positioned’ to provide advice to mass market

Sees majority exit from Foresight Group

Caring responsibilities often mean women have less left to put aside