Exclusives
-
What younger clients expect from advisers, providers and customer services
With the oldest members of Gen Z approaching 30, the protection industry faces a crucial question: is it ready to engage the…
-
The AI procurement checklist for broker networks
As AI becomes increasingly embedded in the advice process, selecting the right technology partner is no longer just an IT decision. In…
-
Why 70–90% of widows leave their financial adviser and what IFAs can do about it
Gemma Livermore, international financial services marketing director at Seismic, looks at how advisers can build stronger relationships with widowed clients as trillions…
-
The Mills Review is a growth memo for advisers, not a threat
Among the advisers I speak to, the main reaction to the FCA’s Mills Review, has been unease, says Stuart Breyer, CEO, mallowstreet. At first glance, a 147-page…
-
A thriving economy comes from embracing change, not resisting it
Richard Cook, founder and CEO at Blackfinch Group, looks at how the Mansion House agenda could support growth by encouraging investment in…
-
The hidden cost of frozen care funding thresholds
Lisa Morgan, head of the nursing care fee recovery team at Hugh James Solicitors, considers the financial impact of England’s social care…
-
How the insurance and protection sector can improve awareness and understanding of protection among younger generations
How can the insurance and protection industry better engage younger generations? As cancer rates continue to rise among working-age adults and many remain…
-
Alternative assets are evolving. Should collectibles be part of the conversation?
Marilisa Rutigliano, founder and chief executive of alternative investment platform The Spirits Club, considers whether collectibles deserve a greater role in conversations…
-
Preparing your financial planning business for an AI-enabled future
As artificial intelligence continues to reshape the financial services landscape, many firms are asking what the future of advice will look like.…
-
Without a stronger route into ownership, planning reform will not translate into the level of housing delivery the market needs
Planning reform may be a key priority for government, but increasing housing supply also depends on giving more people the opportunity to…
IFA Talk Insurance and Protection is the new addition to the IFA Talk podcast family, where we discuss the latest topics relevant to Insurance and Protection professionals.
