Related topic: Blogs

James Tucker, CEO of Twenty7tec, says by combining accessible technology, clear communication and timely personal advice, firms can give younger clients the convenience they expect...

Emily Hollands, group head of intermediary sales and distribution at Precise, says for many buyers, the waiting game is over - not because conditions have dramatically improved, but...

Sebastian Murphy, group director at JLM Mortgage Services, says Burnham may have ruled out major property tax reform in the short term, but he should not mistake that for a reason to...

Grant Seaton, head of intermediary lending at Cumberland Building Society, says Making Tax Digital may have been introduced as a change to tax reporting, but its biggest impact could...

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...

Jake Sandford, head of data and analytics at Smart Money People, says by grouping negative comments into themes such as communication, customer service or the process, you can quickly...

Paul Huxter, head of intermediary sales and distribution at West One, reflects on the opportunities that remain for smaller landlords despite the Renters’ Rights Act and other...

Mark Wood, chairman of Everest Funeral Concierge UK, explores the FCA’s review into how investment platforms, advisers and wealth managers support bereaved customers and why its...

Jake Sandford, head of data and analytics at Smart Money People, says that although an NPS measures how customers feel about their overall experience with your business, it's only one...

Richard Ardron, chief commercial officer at TFAS Enterprises, explores what advisers should be looking for when considering adopting AI and how they can demonstrate that their use of...