Related topic: Advice

Louisa Ritchie, national account manager at Fleet Mortgages, explains why new government guidance provides an excellent opportunity for advisers to contact every landlord client.

Nick Eatock, CEO and co-founder at Intelliflo, believes agentic AI will help deliver bigger capacity gains, allowing advisers to focus more on the human judgement and personal...

Plannr will provide the central CRM and adviser operating system underpinning Openwork’s new technology suite.

Path90 is designed to help mortgage and protection firms build long-term value.

TwentyCi estimates that 4.6% of a typical mortgage adviser's past clients will put their property on the market for sale each year.

Mark Harrington, CEO of L&C Mortgages, outlines why developing new talent is critical to the long term sustainability of the mortgage advice and how creating clear career pathways...

John Netting, COO of specialist PI provider, BareRock, explains that whilst AI is highly useful for checking, a person should still always judge the advice.

Mencap Trust Company is urging IFAs to increase their knowledge to prevent people with a learning disability from losing their means-tested benefits.

Homeowners are turning to brokers to understand what any changes from the Budget, or the resulting impact on the economy, may mean for them.

65% of IFA firms surveyed are targeting revenue growth of 20% or more over the next 12 months, with almost one in five (19%) aiming for 50% growth or higher.