Related topic: Advice

AI use is moving beyond meeting notes, with 42% using or implementing it for report personalisation and 40% for suitability assessment and reporting.

77% of advisers are only generally aware, or not aware at all, of technology that can automatically evidence Consumer Duty compliance.

Thomas earned more than £173,000 in fees for providing unauthorised advice.

Steppl enables advice firms to create configurable client journeys that improve the client experience and reduce administration.

More than half of prospective first-time buyers believe it is difficult to get accepted for a mortgage.

63% report that clients are independently using AI tools in relation to their financial advice.

The Group has launched new solutions for brokers through its Mortgage Minds offering.

Emily Brand, head of family law at Boodle Hatfield LLP, explores the significant impact proposed cohabitation reforms could have on financial advisers, their relationship with clients...

Mortgage intermediaries handled a record number of cases during the second quarter of 2026, despite falling confidence in the wider mortgage market, according to the latest Mortgage...

Joe Aston, sales and commercial director at Aria Finance, says increasingly, the adviser’s role will be to interpret information, challenge misconceptions and apply professional...