Business and Development
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Advisers fully leveraging technology outperform peers in record numbers, intelliflo’s eAdviser Index reveals
Financial advice firms fully embracing technology generated per adviser 119% more recurring revenue, 105% more revenue, 86% more assets under advice, and…
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LoA Data Checklist gains industry momentum as advisers are invited to shape next phase
The new LoA Data Checklist Standard, designed to streamline and standardise Letters of Authority (LoA) data, is gaining significant traction, with over…
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MorganAsh adds support tracking to MARS to strengthen customer vulnerability management for firms
MorganAsh, the support services provider to the financial services and utilities sectors, has announced new functionality and key upgrades to its award-winning…
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Why financial advice is failing under-represented groups – and how we can fix it | Guest insight from Truly Independent’s Cara Robinson
Too many people still regard financial advice as a luxury, not a necessity — and the result is a profession that’s underserving…
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Saturn refreshes brand as client numbers double in three months
Saturn refreshes brand as client numbers double in three months Saturn is now the AI and data partner to more than 350…
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AI in Advice – two thirds of financial planning firms say tech will shape the future
Financial planning firms across the UK are significantly ramping up investment in technology, with AI seen as a transformative force that could…
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CII says institutions must be held accountable for AI outcome
In recommendations submitted to the Treasury Select Committee (TSC), the Chartered Insurance Institute (CII) says institutions and individuals must be held accountable…
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50% of advisers seeing higher client demand as wealth tax uncertainty bites
Uncertainty, confusion and fear stemming from Rachel Reeves’s first Budget in October 2024 are contributing to higher demand for advice from both…
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CISI announces Hylko Zingstra ACSI as new South East branch president
The Chartered Institute for Securities & Investment is delighted to announce Hylko Zingstra ACSI as the new South East branch president. He takes…
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Shackleton launch a new division
Chartered Financial Advisers, Shackleton, has announced the launch of a Personal Injury and Court of Protection Division. This important development has been…
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