Advisers are increasingly advocating for stronger compliance protocols when integrating AI into financial advice, a recent survey reveals.57% of financial advisers express the need for enhanced…
Financial advice is transforming with a push towards a hybrid model, balancing technology and personal interaction.Clients demand both digital interfaces and human input, pushing financial planners…
AI integration in financial advice is advancing rapidly, though compliance remains a key hurdle.A significant 57% of financial advisers highlight the need for improved compliance when…
The Women in Financial Advice Awards 2024 celebrated achievements in the industry.Held in London, the event brought together leading figures in financial advice.Jenna Brown and Zoe…
A recent survey has revealed growing confusion among older adults regarding estate planning.The Autumn Budget has sparked renewed interest in seeking professional financial advice.Older adults, especially…
A recent survey reveals a significant shift in consumer behaviour towards seeking financial advice after the latest Autumn Budget.The survey conducted involved 645 UK adults, highlighting…
The Financial Conduct Authority (FCA) has taken decisive action against two individuals, Steven Hodgson and Paul Adams, for failings in pension transfer advice.Inadequate advice was given…
HT Legal Ltd achieves a landmark legal win, securing significant compensation for a client let down by prior financial advice and schemes.A client endured years of…
Foster Denovo, a national IFA, has expanded its footprint in the East Midlands through the acquisition of 80Twenty.This acquisition is the company’s fifth in 12 months…
MPowered Mortgages has announced a reduction in its 2-year fixed mortgage rates by up to 0.30%.The changes are effective from 5.30pm, Monday, 28 October, reflecting adjustments…
