The impact of the Autumn Budget on clients is causing considerable concern among advisers across the UK.A significant 90% of financial advisers believe the Budget will…
Consumer Duty: An essential regulation left unaddressed by many advisers.39% of financial advisers have not communicated Consumer Duty to their clients.Royal London’s report reveals a communication…
Nearly half of financial advisers say investment performance isn’t the top factor for client satisfaction, according to a recent report.The 2024 Meaning of Value report from…
Advise Wise has joined forces with Comentis to enhance vulnerability support for advisers in later life sectors.The collaboration provides a new tool, integrated via API, allowing…
The cost of financial advice exams has been on a steady incline, creating challenges for aspiring advisers.In recent years, the Chartered Institute for Securities and Investment…
Recent changes to the inheritance tax regime have sparked a significant rise in demand for professional advisers.The Office for Budget Responsibility projects a sharp increase in…
The proportion of deaths subject to inheritance tax in the UK is projected to nearly double by 2029, according to forecasts.Currently, 5.1% of deaths are subject…
The rise in inheritance tax obligations signifies a growing financial challenge for UK citizens.Currently, only 5.1% of deaths are subject to inheritance tax, but this will…
Nearly all financial advisers are gearing up to integrate AI into their advisory processes, marking a significant shift in how financial advice is delivered.A recent poll…
