Related topic: Advice

Four in 10 women would not feel confident managing household finances following the death of a partner, LV= research finds.

The new guide helps financial advisers identify, respond to and prevent financial and economic abuse affecting their clients.

The new integration enables advisers to transfer client data directly from a source system into Quilter’s platform via ZeroKey’s web browser extension.

James Lucas, director at Barcadia Media, says the government's new mortgage scheme could help first-time buyers purchase the same home with less mortgage debt, or take the same...

It is backed by five founding partners: Curvestone AI, JammJar, Keychain, Roma Finance and Instamo.

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.