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Smarter support: how AI is helping lenders keep pace with broker demand
Brokers today are under more pressure than ever to move quickly while navigating increasingly complex cases. For lenders,…
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Over 1 million young people to be out of meaningful work within two years as UK education system ‘fails loudly’
The UK is set to see over 830,000 young people unemployed and nearly 1.1 million classified as NEET…
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Pensions and inheritance tax: What’s changing from April 2027?
Tom Forrester, trainee financial planner at BRI Wealth Management, outlines the inheritance tax changes due to take effect…
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Seeking peace of mind in retirement: the continued appeal of a guaranteed income | L&G
Recent market and geopolitical volatility have once again highlighted the value of stability and certainty within retirement planning.…
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WealthAi launches AI-powered compliance solution for wealth managers
WealthAi, the AI operating system built for wealth management, is launching its Compliance Solution – an agentic AI…
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Opinion | Shock, suspense and interest rates
Michael Browne, global investment strategist at Franklin Templeton Institute, examines whether the current geopolitical turmoil will remain a…
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In Focus: engaging clients earlier is key to closing the protection gap
Engaging clients earlier in their financial journey is becoming increasingly important as traditional triggers for protection conversations are…
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Nearly half of Brits plan to stay local in retirement – here are the best places to retire in your region
Retirees want to find the best quality of life close to home, according to new research from David…
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Opinion | Why digital banks are outpacing wealth managers
Our ‘In Focus’ campaign this month explores how younger generations are reshaping the advice landscape, from where they…
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The effects of recent BR rule changes on IHT planning, according to tax-efficient investing experts
Recent changes to Business Relief (BR) rules have brought inheritance tax planning firmly back into focus for advisers…
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