Related topic: Advice

Nathan Reilly, chief customer officer at Twenty7tec, says providing the digital experience younger buyers increasingly expect, backed by access to a trusted adviser when they need it,...

Work-life balance worsens as hours increase, but improves with strong technology adoption.

92% of advised retiree households are satisfied with their retirement income compared with 47% of those who have never sought advice.

Firms are seeking more value from existing systems and exploring AI adoption, the research shows.

Cost is the most common reason for not seeking advice, cited by 28% of respondents.

Ash Borland, mortgage business coach at Ash Borland Consulting, says the submission call is not a formality - it is the moment the whole process either pays off or falls flat, and its...

Its new joined-up advice journey enables customers to explore alternatives to borrowing and all relevant lending options via a single adviser.

Monicio says the next stage of mortgage technology should focus on connectivity rather than adding more standalone platforms.

84% of HENRYs are open to financial advice, yet many consumers remain unaware of the full value advisers can provide.

The FCA says it expects "meaningful progress" over the next 12 to 18 months.