Jenny Hunter
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Linda Johnstone, Head of Investment Proposition at Novia Global explains how advisers can help clients manage investor anxiety
Let’s face it, market volatility has been giving everyone whiplash lately. From geopolitical shocks to economic uncertainty, there’s been no shortage of…
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What financial advisers really think about tech, AI and the next-gen wealth shift…FE fundinfo’s David Scholes discusses their recent adviser survey results
Chances are you’ve heard the words ‘AI’ and ‘generational wealth transfer’ more than once. These are two of the biggest topics shaping…
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CPI holds at 3.4% – but data doubts linger…industry experts react to inflation news
With the latest UK inflation figures out today, financial advisers will be weighing up what it all means for clients—especially with a…
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3.4% CPI keeps pressure on mortgage rates and market sentiment. Mortgage and Property experts have their say…
Today’s inflation figures offer little in the way of surprises—but for those in the mortgage and property market, the implications are still…
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Number of people making lump-sum withdrawals from their pensions as soon as they can reaches post-pandemic high of 120,000
120,000 individuals made lump-sum withdrawals from their pensions as soon as they could last year*, up 10% on the previous year, says…
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What’s next for advice? Succession’s Graham Nicoll on culture, consolidation and closing the gap
In an ever-evolving world of financial advice, change is the only constant. Whether it’s the wave of consolidation reshaping the advice landscape,…
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Is the CISI’s gold standard Certified Financial Planner™designation worth the climb? We hear from four financial professionals who have gone for gold…
When it comes to carving out a successful career in financial planning, there are several professional qualifications to choose from. But ask…
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Finding your study strategy for professional qualifications – we offer practical tips for advisers and paraplanners studying for exams
Let’s face it—balancing a career in financial advice with the demands of professional exams can sometimes feel like juggling chainsaws on a…
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Saturn’s co-founders discuss the future of financial advice in an AI-driven world
AI – it’s the buzzword on everyone’s lips, and the financial advice sector is no exception. In a recent episode of IFA…
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Fixing the letter of authority process with consistency and collaboration – FLAG and Criterion lead the way
The letter of authority (LOA) process has been a long-standing source of frustration in financial services, and despite efforts to streamline it,…
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