Exclusives
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Why Brooks Macdonald’s retirement strategies could be timelier than ever
With sweeping demographic change and evolving regulation reshaping retirement planning, advisers are being called upon to do more than ever to help…
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Legal insight | What Kim Kardashian can teach professional advisers about divorce
This week is Good Divorce Week, which shines a spotlight on calmer, more constructive separations. In the following analysis for IFA Magazine,…
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We can’t accept a slowing housebuying process – Atom Bank
Written by David Castling, Head of Intermediary Distribution, Atom bank The housebuying process has a well-earned reputation for being slow and painful,…
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Beyond the finfluencers: AMI urges advisers to take the lead in online conversations
The latest Viewpoint research from the Association of Mortgage Intermediaries (AMI) reveals a significant opportunity for advisers to expand their influence and connect with…
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AFH Wealth Management publishes first IFA acquisitions white paper
AFH Wealth Management has commissioned a first-of-its kind white paper which explores the world of Independent Financial Adviser acquisitions. The landmark paper…
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How AI is changing the shape of compliance in financial services | Ted Datta, Moody’s
The debate around how artificial intelligence will impact employment continues to dominate headlines. But in the compliance industry, the momentum of AI…
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Lenders are using data deeper than credit scores – here’s why advisors should too
Written by Jamie Twiss, CEO of Carrington Labs For decades, credit scores have served as the primary measure of borrower readiness. Lenders have…
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Long-term thinking in a short-term world: the value of capital market assumptions in multi-asset portfolios, with Scottish Widows
In a world where headlines often drive short-term market reactions, staying focused on long-term investment goals can be challenging. In the following…
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Platforms, innovation and the need for “exquisite balance” to deliver what clients really want
As investment platforms face near-constant technological change, advisers and clients alike demand progress that is both cutting-edge and reliable. Drawing on lessons…
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Why the future of advice depends on who we train today. Guest insight from Hoxton Wealth CEO, Chris Ball
As the UK advice profession faces a growing talent and succession crisis, firms can no longer rely on luck to find the…
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