“The client isn't being sold at. They're being looked after.”
Financial advice firms ‘lack a clear service strategy for bereaved clients'
Supporting protection as part of holistic planning
“This is an important moment for the advice market”
Yorkshire Building Society research
Review to focus on platforms, advisers and wealth managers
Fintel Services has appointed Christine Newell as head of the Financial Intermediary Broker Association (FIBA) and mortgage training officer.
“The technology is evolving faster than many of us can imagine”
Week commencing 4 May 2026