Related topic: Advice

36% of UK advisers plan to increase existing clients’ assets under their advice in an effort to grow their business organically.

Sebastian Murphy, group director at JLM Mortgage Services, warns that 'enhanced advice’ could create a three-tier environment where we have ‘enhanced’,...

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.