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News

Advisers told AI benefits will be reliant on their proactive engagement

Technology

Advisers told AI benefits will be reliant on their proactive engagement

‘This is now about the evolution to a full advice solution’

clock 04 June 2024 • 2 min read
'Growing' demand for special needs financial planning

Your profession

'Growing' demand for special needs financial planning

Parents of children with special needs often face unique financial challenges

clock 04 June 2024 • 2 min read
Milecross Financial acquires Surrey practice adding £40m in assets

Companies

Milecross Financial acquires Surrey practice adding £40m in assets

National advice firm’s second acquisition this year

clock 04 June 2024 • 1 min read
Intelliflo to roll advice firms onto Wealthlink offering from August

Technology

Intelliflo to roll advice firms onto Wealthlink offering from August

‘This is now about the evolution to a full advice solution’

clock 04 June 2024 • 1 min read
Advised protection sales predicted to grow this year

Protection

Advised protection sales predicted to grow this year

'Growing sense that protection advice is changing for the better'

clock 04 June 2024 • 2 min read
Nick Eatock: The 'advice journey gap' is the issue advisers must solve now

Technology

Nick Eatock: The 'advice journey gap' is the issue advisers must solve now

‘Firms must prioritise digital innovation to stay competitive’

clock 04 June 2024 • 1 min read
Karl Dines exits SimplyBiz to launch IFA support business

Companies

Karl Dines exits SimplyBiz to launch IFA support business

Financial services veteran launches Open Door Policy

clock 04 June 2024 • 1 min read
Advisers lack confidence in retirement strategy following FCA's review

Retirement

Advisers lack confidence in retirement strategy following FCA's review

Only 2% of advisers are confident in their retirement strategy

clock 04 June 2024 • 1 min read
P1 to offer digital Lombard loans to advisers' clients

Your profession

P1 to offer digital Lombard loans to advisers' clients

Loans will be available from £25,000 to £5m+

clock 04 June 2024 • 1 min read
Only 4% of Brits have considered being a financial adviser

Your profession

Only 4% of Brits have considered being a financial adviser

‘Limited awareness means the gap in future talent is widening’

clock 03 June 2024 • 2 min read
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