Related topic: Advice

Advisers say Budget 'not as bad as feared’ - but frustration over endless tinkering dominates.

Advisers that have clear and defined profiles for their target clients are more likely to generate new clients from a wider range of channels.

Advisers can input their client's situation and the tool shows which Budget measures apply and the estimated cost.

The Playbook aims to provide a foundation for more effective marketing strategies.

Fewer than 5% of financial advisers have full AI policy, guidelines and sign-off.

The majority liable in 23/24 were likely to be basic rate taxpayers.

Jonathan Westhoff, chief executive of West Brom Building Society, explores potential changes to the cash ISA limit and how this itself is not likely to change people’s investment...

One in four UK adults have not received any financial advice about retirement planning.

55% of advisers say they are very or somewhat likely to change their AI tools in the next 12 months. 

68% of clients view advice as providing good or excellent value for money, a notable rise from 53% three years ago.