Technology

Only 25% of advisers hunting for new clients under 35 - report

Your profession

Only 25% of advisers hunting for new clients under 35 - report

Underserved younger demographic

clock 22 June 2022 • 2 min read
Tech-savvy advice firms generate '44% more revenue per adviser'

Your Business

Tech-savvy advice firms generate '44% more revenue per adviser'

59% more ongoing revenue

clock 10 May 2022 • 2 min read
Partner insight: How technology is improving outcomes for investors

Investment

Partner insight: How technology is improving outcomes for investors

Cutting-edge data analysis tools are delivering benefits to investors that add significant value over time

clock 07 March 2022 • 1 min read
Partner insight: How technology is empowering investment decision-making

Technology

Partner insight: How technology is empowering investment decision-making

The human brain is vulnerable to emotional, investment bias, but technology can help to improve outcomes for investors

clock 23 February 2022 • 1 min read
Behind Unique Financial Planning's strategy for growth

Your Business

Behind Unique Financial Planning's strategy for growth

'Technology, diversity and risk management'

clock 30 November 2021 • 2 min read
Chris Jones: How advice firms can grow profits in a high inflation world

Your Business

Chris Jones: How advice firms can grow profits in a high inflation world

Keep on truckin’ – or take a different road?

clock 12 November 2021 • 6 min read
Advisers show 'unprecedented' appetite for technology - NextWealth

Technology

Advisers show 'unprecedented' appetite for technology - NextWealth

Latest NextWealth research

clock 15 September 2021 • 2 min read
Asset managers plan to increase investment in AI, survey finds

Technology

Asset managers plan to increase investment in AI, survey finds

Poll conducted by Temenos

clock 26 August 2021 • 1 min read
Investors expect post-pandemic recovery despite new Covid variant fears

Investment

Investors expect post-pandemic recovery despite new Covid variant fears

Barclays Smart Investor research

clock 23 August 2021 • 1 min read
Keith Churchouse: Advice community 'nothing if not adaptable'

Your profession

Keith Churchouse: Advice community 'nothing if not adaptable'

Roll with it

clock 23 July 2021 • 3 min read
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01

Curtis Banks chief executive steps down

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02

Chris Davies: Consumer Duty unpicked - what advisers need to do next

11 August 2022 • 7 min read
03

Aviva UK boss: Expect more consolidation from Succession

10 August 2022 • 2 min read
04

VouchedFor reveals top five Consumer Duty 'gaps'

11 August 2022 • 3 min read
05

Man jailed for 12 months for multiple bogus medical claims

09 August 2022 • 2 min read