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opinion

Generative AI could hail the birth of the 'bionic financial adviser'

Technology

Generative AI could hail the birth of the 'bionic financial adviser'

Generative AI: A game changer for advice

clock 22 June 2023 • 6 min read
Executors' duties: Explaining the dangers of DIY probate

Tax planning

Executors' duties: Explaining the dangers of DIY probate

The hazards are plentiful when it comes to doing it yourself and probate

clock 21 June 2023 • 5 min read
The B Corp movement: Why Progeny made the commitment

Your Business

The B Corp movement: Why Progeny made the commitment

Why become a B Corp in the financial services sector?

clock 20 June 2023 • 4 min read
Good outcomes: Applying sustainability to Consumer Duty

Consumer Duty

Good outcomes: Applying sustainability to Consumer Duty

How sustainability fits into Consumer Duty compliance

clock 20 June 2023 • 6 min read
The gender confidence gap and the impact of advice

Your profession

The gender confidence gap and the impact of advice

When women seek advice the confidence gap closes significantly

clock 20 June 2023 • 4 min read
IHT planning: Trust traps advisers should be aware of

Tax planning

IHT planning: Trust traps advisers should be aware of

Practical matters and tax considerations to consider

clock 19 June 2023 • 4 min read
Unanswered questions around the removal of the lifetime allowance

Pensions

Unanswered questions around the removal of the lifetime allowance

'Unhelpful uncertainty' surrounds the fanfare of abolition

clock 19 June 2023 • 3 min read
Unhappy reading: Why is trust in financial services so low?

Your profession

Unhappy reading: Why is trust in financial services so low?

'Only the utilities sector scored lower in terms of trust'

clock 13 June 2023 • 4 min read
When the bank says no: Could SSAS funds be used instead?

Pensions

When the bank says no: Could SSAS funds be used instead?

SSAS are the forgotten option for pension planning

clock 13 June 2023 • 4 min read
Reform or abolish? Reasons why IHT needs to change

Tax planning

Reform or abolish? Reasons why IHT needs to change

IHT has been called the 'spectre that haunts us alongside death'

clock 13 June 2023 • 4 min read
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