Exclusives
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Advice firms’ profitability blind spot | understanding client cost-to-serve
Most advice firms can quickly tell you their assets under management, recurring revenue and headcount. But far fewer can identify which individual…
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Beyond annual reviews: Oxford Risk comment on the case for dynamic suitability
Much of the commentary around CP26/10, the FCA’s consultation on simplifying pensions and investment advice rules, has focused on the “death of…
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AI will make humans the premium choice, says Ani Tech founder Samantha McBride
As AI adoption accelerates across financial planning, Samantha McBride, Founder of Ani Tech, believes the industry is only scratching the surface of…
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Customer vulnerability management: beyond training for Consumer Duty
Customer vulnerability management is moving rapidly up the regulatory agenda as firms look to meet rising expectations under Consumer Duty. In this…
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Tokenised funds and the evolution of the digital assets market: what advisers need to know
Fund tokenisation is emerging as a significant development in financial services, offering a new application of blockchain technology that focuses on efficiency…
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Cohabitation reform: why financial advisers need to prepare for a legal shake-up
As cohabitation becomes increasingly common in the UK, long-awaited legal reforms could transform the financial and inheritance rights of unmarried couples. For…
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The new bond regime: why it’s no longer simply about income
Global bond markets continue to offer some of the most attractive income levels in over a decade, but investors can no longer…
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Legal insight | Why are pre-nups more complex where clients operate across different jurisdictions?
Natasha Grande, co-founder and partner at specialist family law firm G&G Law, examines why pre-nuptial agreements become far more complex when clients…
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TERN’s bold vision for the future of adviser support in later life lending
In a rapidly evolving later life lending market, TERN, a new specialist adviser support network launched by Equity Release Group, has been…
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Bereavement support can’t begin at the point of crisis
Anyone who has experienced losing a loved one will know it is one of the most emotionally challenging periods in your life.…
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