Related topic: Advice

Two-thirds (65%) of generation Z and three-fifths (61%) of millennials have used AI tools for personal finance.

Average annual cases placed by mortgage advisers increased from 95 to 102.

Advisers will have an unusually high number of client touchpoints in a single year, providing multiple opportunities to deliver timely and relevant advice.

Financial advisers are uniquely positioned to help clients find fulfilment, not just financial security, Aegon says.

The new service had been designed to offer advisers choice in the way they managed their adherence to the regulator’s guidance.

Overall, IFAs think the Review will bring positive changes for clients.

'Later-in-life lending is no longer niche – so why are advisers still treating it that way?', James Tucker, CEO of Twenty7tec asks.

Over three quarters of advisers are looking to increase their assets under advice, however only a tenth have a clearly defined strategy to do so.

Terry Blackburn, founder of The Wealthy Advisers Club, explores how advisers can build high-performing, sustainable books of business.

Only 19% of UK adults across the UK use financial advice to manage all or some of their investments.