Related topic: Advice

Ash Borland, mortgage business coach at Ash Borland Consulting, says the submission call is not a formality - it is the moment the whole process either pays off or falls flat, and its...

Its new joined-up advice journey enables customers to explore alternatives to borrowing and all relevant lending options via a single adviser.

Monicio says the next stage of mortgage technology should focus on connectivity rather than adding more standalone platforms.

84% of HENRYs are open to financial advice, yet many consumers remain unaware of the full value advisers can provide.

The FCA says it expects "meaningful progress" over the next 12 to 18 months.

Advisers are being urged to make retirement planning a 'family affair'.

Ambitious growth plans sit alongside greater client servicing scrutiny, with half advisers servicing more clients than a year ago.

AI use is moving beyond meeting notes, with 42% using or implementing it for report personalisation and 40% for suitability assessment and reporting.

77% of advisers are only generally aware, or not aware at all, of technology that can automatically evidence Consumer Duty compliance.

Thomas earned more than £173,000 in fees for providing unauthorised advice.