Related topic: Advice

The training has been created to help adviser-focused brands deliver message consistency across their entire team.

Over 24 million adults expect no financial improvement in the next five years - how can advisers help to rebuild this trust?

Ifthikar Mohamed, mortgage adviser and director of MortgagX, says the broader impact of AI agents is not the automation of advice, but the rebalancing of the adviser’s role.

The new tool standardises meeting preparation by compiling key information ahead of reviews.

Sebastian Murphy, group director at JLM Mortgage Services, says in a market where no share is guaranteed, the strongest adviser defence remains a deep, trusted and ongoing relationship...

Nick Eatock, CEO of Intelliflo, looks at how AI, better-quality data and rising client expectations are accelerating change across advice firms, with technology now forming the...

Of those who have spoken to a financial adviser about their retirement plans, just 7% were presented with equity release as an option unprompted.

Reynolds advised his customers to invest in high-risk and unsuitable products while at the same time hiding high exit fees and forging documents. 

A new FOI request reveals a market undergoing significant structural change, with DA application approvals plummeting by 75% between 2020 and 2024.

Mark Eaton, chief operating officer at April Mortgages, warns that 2026 could be the year direct exclusive pricing stops being taboo and starts being normal.