Related topic: Finance News

Nick Eatock, CEO of intelliflo, explores 2026 holds for the advice profession, including reflections on key lessons from 2025, the ongoing impact of Consumer Duty, expectations for...

Shifts ranged from altering investment portfolios and savings habits to adjusting pensions or gifting money.

The move means Bank Rate is at its lowest level in almost three years.

Simonne Llewellyn, chief executive of Finders International, explains how - with proper oversight and collaboration between regulated solicitors, probate genealogists, and financial...

Access FS, where 92% of advisers come from minority backgrounds, has launched the Equality Council with an eight-strong team of staff and advisers.

The research also shows that 67% of consumers are happy with an online-only advice service.

Advisers that have clear and defined profiles for their target clients are more likely to generate new clients from a wider range of channels.

Fewer than 5% of financial advisers have full AI policy, guidelines and sign-off.

The majority liable in 23/24 were likely to be basic rate taxpayers.

Less than 4% feel optimistic about the next six months.