Related topic: Advice

The review highlights the importance of the effective management of group-wide risks and due diligence in the acquisition process.

Only 10% of potential buyers have sought help to improve their finances.

80% of men cited confidence in recognising credible vs non-credible financial advice, yet a quarter have lost over £1,000 after following illegitimate advice.

The survey reveals how brokers feel about the technology and its potential to transform the mortgage and financial advice markets.

The tool aims to help advisers make more informed AI buying decisions. 

Financial advisers are increasingly embracing artificial intelligence (AI) to streamline operations and improve client service, but poor data quality and ongoing regulatory pressures...

A majority of financial advisers say clients are becoming increasingly anxious about potential tax and pension changes ahead of the Chancellor’s Budget on 26 November, according...

Younger financial advisers are generating a larger proportion of their revenue from new clients than older advisers, according to new research from NextWealth and Aegon.

Felicity Barnett, new build and affordable housing partnerships manager at Mortgage Advice Bureau, explores how advisers can work smarter — prioritising depth of knowledge,...

Half of advice firms now communicate with clients using digital messages via an app or portal, while a third of firms adopt client facing apps.