News

Self-reliance in financial guidance is the 'new selfishness'

Your profession

Self-reliance in financial guidance is the 'new selfishness'

Increasing number of clients taking own approach on financial advice

clock 26 June 2023 • 1 min read
Majority cite emotional reasons as motivation to hire a financial adviser

Your profession

Majority cite emotional reasons as motivation to hire a financial adviser

New Morningstar research delves into what attracts people to advice

clock 26 June 2023 • 1 min read
Majority of clients view ChatGPT as the 'future' of financial advice

Your profession

Majority of clients view ChatGPT as the 'future' of financial advice

Clients embrace ChatGPT’s potential to revolutionise financial advice

clock 23 June 2023 • 1 min read
A day in the life of an adviser: Bath-based Jamie Little

Adviser tips

A day in the life of an adviser: Bath-based Jamie Little

PA hears how advisers all across the nation structure their workdays

clock 23 June 2023 • 3 min read
Editor's View: Making moves right across the value chain

Adviser tips

Editor's View: Making moves right across the value chain

The editor's Friday Night Takeaway from 23 June

clock 23 June 2023 • 2 min read
Advice firms in line to feel base rate rise pinch on small businesses

Markets

Advice firms in line to feel base rate rise pinch on small businesses

The Bank of England has hiked rates by 50 basis points to 5%

clock 22 June 2023 • 1 min read
Fidelity platform brings first integration with Conquest software to UK

Your profession

Fidelity platform brings first integration with Conquest software to UK

Fidelity Adviser Solutions is the exclusive distributor of the Canadian software

clock 22 June 2023 • 1 min read
Latest interest rate hike sounds alarm bells on vulnerable clients

Economics / Markets

Latest interest rate hike sounds alarm bells on vulnerable clients

‘Chaos’ in mortgage market as advisers grapple with Consumer Duty

clock 22 June 2023 • 5 min read
Interest rates hiked 50 basis points to 13-year record high of 5%

Markets

Interest rates hiked 50 basis points to 13-year record high of 5%

'Clients have been living with high inflation and sustained rate rises'

clock 22 June 2023 • 3 min read
Consumer Duty has the ability to be 'incredibly positive' for clients

Consumer Duty

Consumer Duty has the ability to be 'incredibly positive' for clients

Advisers face challenge of providing evidence of fair value in their work

clock 22 June 2023 • 1 min read