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First-time buyers Whatsapp their broker at least weekly, finds Santander’s latest Broker Perception Barometer
Brokers remain the backbone of the homebuying journey in today’s ever-changing economic backdrop, with two-thirds (63%) of borrowers…
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To eliminate GIGO, why complex data needs a KISS revival | Insights for advisers from Raw Knowledge MD, Preya Patel
As wealth management data grows ever more complex, the sector faces a critical challenge: without clean, auditable information,…
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Part 1: Surviving the current market storm, with Royal London’s Trevor Greetham
In a recent episode of our IFA Talk podcast, we welcomed Trevor Greetham, Head of Multi-Asset at Royal…
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Improving retirement outcomes and economic growth: the win-win of a better-saved nation
Royal London and Oxford Economics have today launched a landmark report, ‘Higher auto-enrolment contributions, pension adequacy and economic outcomes.’…
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Plannr Launches new mobile app, extending fully integrated client portal
Plannr Technologies Ltd, the modern, API-first CRM provider for financial advice firms, today announced the launch of its…
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Simplybiz Mortgages and FIBA add sourcing partners to specialist property finance panel
Following the launch of their joint initiative, the Specialist Property Finance Panel, in January, Simplybiz Mortgages and the…
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Financial advice needs humans and AI tools working in tandem, say ammonite AI founders
Faster delivery of quality advice requires advisers, paraplanners and administrators working in tandem with the AI tools they…
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IFS: New disability benefit awards continue to fall but remain well above pre-pandemic levels
In a briefing note released today, the IFS is highlighting that between mid-2021 and mid-2024, the number of…
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Propertymark CEO discusses market resilience, AI and the future of home moving with fellow property guru Phil Spencer
Nathan Emerson, CEO of Propertymark, has appeared on the latest episode of the Move iQ Podcast to discuss…
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Only 14% of employees are on track to retire when planned
New research by high-interest savings platform Flagstone shows that just 14% of people are ‘on track’ to retire at their desired…
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