Related topic: Advice

Dan Scholey, chief product officer at Moneyhub, says advice firms must move beyond manual advice, embracing technology that creates scalable, compliant solutions - before unregulated...

intelliflo IQ automatically syncs with more than 190 fields in intelliflo office.

Over 90% of 18–34s surveyed were charged a broker fee, compared to 42% of over-55s.

We spoke to Karl Griffin, CEO and co-founder of JammJar, about why the conversation about AI's 'transformative potential' needs to move on, what the platform's latest Winter26 update...

Brokers’ top priority remains the ability to assess affordability using a broad range of assets rather than salaried income alone.

The training has been created to help adviser-focused brands deliver message consistency across their entire team.

Over 24 million adults expect no financial improvement in the next five years - how can advisers help to rebuild this trust?

Ifthikar Mohamed, mortgage adviser and director of MortgagX, says the broader impact of AI agents is not the automation of advice, but the rebalancing of the adviser’s role.

The new tool standardises meeting preparation by compiling key information ahead of reviews.

Sebastian Murphy, group director at JLM Mortgage Services, says in a market where no share is guaranteed, the strongest adviser defence remains a deep, trusted and ongoing relationship...