financial advice

Reputation is key to clients when selecting an adviser

Adviser / Broking

Reputation is key to clients when selecting an adviser

Reputation was more important to women

clock 07 March 2024 • 2 min read
FCA quizzes 20 advice firms on Consumer Duty compliance

Adviser / Broking

FCA quizzes 20 advice firms on Consumer Duty compliance

Questions about ongoing services in response to Consumer Duty

clock 15 February 2024 • 1 min read
FCA: 'Huge opportunity for firms to shape the advice sector'

Adviser / Broking

FCA: 'Huge opportunity for firms to shape the advice sector'

Calls on firms to embrace the regulator’s proposals

clock 09 February 2024 • 2 min read
Craven Street Wealth acquires Punter Southall's financial planning division

Adviser / Broking

Craven Street Wealth acquires Punter Southall's financial planning division

Clients will continue with existing advisers

clock 26 January 2024 • 1 min read
Only one third of adults would look to an adviser to discuss finances: LV=

Adviser / Broking

Only one third of adults would look to an adviser to discuss finances: LV=

Most would use consumer finance websites

clock 06 October 2023 • 2 min read
Lack of trust in advisers labelled as main advice gap perpetuator

Adviser / Broking

Lack of trust in advisers labelled as main advice gap perpetuator

'We have Chartered now, but maybe Chartered is not enough'

clock 12 May 2023 • 2 min read
The importance of training and nurturing the next generation of advisers

Adviser / Broking

The importance of training and nurturing the next generation of advisers

"It is all of our responsibilities to be guides, mentors, leaders, teachers"

clock 26 January 2023 • 7 min read
Financial wellbeing concerns rise amid cost-of-living crisis

Individual Protection

Financial wellbeing concerns rise amid cost-of-living crisis

MetLife UK finds

clock 11 July 2022 • 1 min read
Male paraplanners twice as likely to want to be an adviser than females: Quilter

Adviser / Broking

Male paraplanners twice as likely to want to be an adviser than females: Quilter

‘Time to break the vicious cycle’

clock 01 June 2022 • 2 min read
Tiina Björk: Why financial advice is failing women and how to turn the tide

Adviser / Broking

Tiina Björk: Why financial advice is failing women and how to turn the tide

'Consumers expect advice that chimes with their own experiences, preferences and needs'

clock 17 November 2021 • 4 min read