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opinion

Is 'paraplanner' still the right title in a post-AI world?

Your Business

Is 'paraplanner' still the right title in a post-AI world?

‘In reality, paraplanners are essential collaborators, not mere assistants’

clock 13 November 2024 • 4 min read
Working out a client's income needs during a divorce

Your profession

Working out a client's income needs during a divorce

Advisers can play a crucial role in the preperation of Form E

clock 11 November 2024 • 4 min read
Everything advisers need to know about non-court dispute resolution

Your profession

Everything advisers need to know about non-court dispute resolution

Non-court dispute resolution can be more cost-effective and efficient

clock 07 November 2024 • 4 min read
What will the FCA's AI Lab mean for the wealth management industry?

Technology

What will the FCA's AI Lab mean for the wealth management industry?

Risk comes in how and where AI is deployed by wealth managers

clock 06 November 2024 • 4 min read
'Advice is on the brink of a tech-driven revolution'

Technology

'Advice is on the brink of a tech-driven revolution'

It’s advisers - armed with empathy and innovation - who will lead the charge

clock 04 November 2024 • 3 min read
Rio Stedford: Tackling lack of representation in financial services

Your profession

Rio Stedford: Tackling lack of representation in financial services

'Celebrate your wins openly, and remember, success is not a solo journey'

clock 04 November 2024 • 4 min read
Record protection payouts must spur advisers on

Protection

Record protection payouts must spur advisers on

These aren't products that sell themselves

clock 01 November 2024 • 5 min read
The challenges and opportunities for active managers

Investment

The challenges and opportunities for active managers

'We believe good active managers always have a place in a portfolio'

clock 29 October 2024 • 5 min read
How Labour can support investment management vibrancy

Regulation

How Labour can support investment management vibrancy

The formation of a new government – now just over 100 days’ old – has brightened the spotlight on UK financial services regulation, writes IIMI CEO Dani Hristova

clock 28 October 2024 • 4 min read
Sink or swim: A very deep dive into due diligence

Your profession

Sink or swim: A very deep dive into due diligence

'Minimising the likelihood of unpleasant surprises is a fundamental goal'

clock 24 October 2024 • 5 min read
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