Sue Whitbread
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How advisers can help close the financial literacy gap by engaging young people early and focusing on five practical money essentials
Financial literacy in the UK is still patchy at best, with too many young people left to figure money out by trial…
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Five-year anniversary of a defining moment in stock market history: the path out of the pandemic
Today marks five years since Pfizer and BioNTech’s game-changing Covid-19 vaccine announcement — a moment that transformed the global investment landscape. As…
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Movember: Five things every man should know and every employer can support
With Movember starting, the charity that focusses on men’s mental and physical health states that there are five things every man should…
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I have been asked by a friend to be their executor. Should I agree?
It is a huge mark of respect that your friend is willing to entrust you with such an important role but it…
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UK onboarding costs hit £800 per new hire — how British businesses compare globally
British businesses have the weakest hiring intentions since 2020, according to a Bank of England survey, with businesses expected to keep employment…
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New data reveals 48% of workers have discussed salary with coworkers
A long standing unwritten rule in the workplace is that discussions surrounding salary are often avoided, but that could all be coming…
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Almost two thirds of mid-retirees have not had essential conversations about finances
Research by Aviva, a leading pension provider, and Age UK, the UK’s expert voice on ageing, has found that mid-retirees are navigating…
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Seven in ten Londoners plan on investing in the next 12 months
Seven in ten (69%) of Londoners are planning on investing in the next year as they seek higher returns than are on…
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Why advisers need to do more to encourage clients to have open conversations about money
Financial advisers may be skilled at helping their clients make the most of their money, but it is just as important to…
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FE fundinfo acquires Contengo, introducing a unique command centre module for financial advisers
FE fundinfo, a leading financial data company connecting the investment industry across the UK, Europe and Asia Pacific, today announced the acquisition…
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Rosemount Financial Solutions (IFA) adds 16 new advisers in growth drive
Rosemount Financial Solutions (IFA), the mortgage, protection, and financial planning network, added 16 new advisers to its ranks in Q3, representing another…
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Fidelity research shows advisers only spend one-third of their day with clients, and AI could unlock the ideal workday
Administrative and compliance responsibilities continue to dominate advisers’ workloads, according to the latest IFA DNA study from Fidelity Adviser Solutions. The annual research highlights how advisers…
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Government unveils modernised curriculum to equip young people with life and work skills – including financial education| reaction
The government has announced a sweeping overhaul of England’s national curriculum to ensure that young people leave school better prepared for modern…
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Bridging the AI trust gap: EV’s Chet Velani on why human insight remains the beating heart of financial advice
By Chet Velani, Managing Director at EV As artificial intelligence reshapes financial advice, the real differentiator won’t be speed or scale, it’ll…
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Artificial Intelligence bubble: How much longer can the rally continue?
The Artificial Intelligence boom has driven global equity gains, though bubble concerns persist. Daniel Casali, Chief Investment Strategist at Evelyn Partners, notes…
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Dynamic Planner achieves industry-first AI certification and adds new strategic hires to accelerate AI and data growth
Dynamic Planner, the UK’s leading digital advice platform, has further cemented its commitment to trusted AI, setting the industry standard and becoming…
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Rathbones Asset Management’s Thomson backs real-world winners of the AI revolution
Artificial intelligence (AI) is transforming industries far beyond Silicon Valley from eyewear and e-commerce to the infrastructure powering the digital economy, according…
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Financial imposter syndrome: the psychological condition quietly costing Brits
Psychologists have long recognised ‘Imposter Syndrome’ in the workplace and job market, but new evidence suggests it’s also affecting how Britons manage…
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Influence or illusion? One in four feel under pressure to act quickly on unsolicited investment advice from social media
Social media ‘finfluencers’ play an important role in building confidence by helping to make investing more relatable and accessible. However, new research from…
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UK firms turn to older workers and returners as skills gaps and shrinking talent pools bite
Two fifths of UK employers (40%) are actively hiring people returning from a career break, while around a third are actively hiring…
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