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Today’s News
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The most important sale for financial advisers…is themselves
More and more often, advisers are having to achieve the ultimate sale to clients, themselves. The rise in…
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Boardroom leadership needed to manage AI risks and drive trust
Chief executive officers (CEOs) and chief financial officers (CFOs) need to build trust in artificial intelligence (AI) by…
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St. James’s Place appoints Director of Investment Products
St. James’s Place (SJP) announces the appointment of Kunal Oak as Director of Investment Products. Kunal will be…
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New research reveals younger generations are suffering the most from current economic turmoil
New research from Close Brothers’ Workplace Financial Wellbeing Services digs into the financial wellbeing of the UK’s workforce. …
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LiveMore’s mortgage Matching Engine boosts borrowing
New data reveals that intermediaries using LiveMore’s Matching Engine secure a 41 per cent uplift in the loan…
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How and why advised clients’ financial wellbeing differs to that of the general public by Louis Williams, Dynamic Planner
Consumer Duty has raised the bar when it comes to the depth to which advisers must assess clients’…
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Two NS&I Premium Bonds holders from Hampshire and Outer London celebrate big win of £1 million
News from NS&I today has revealed that ERNIE has made May millionaires of two Premium Bonds holders from Hampshire…
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M&PI Podcast #8: The importance of having a survey when buying property with Matthew Cumber
Buying a property involves so many complexities and costs as advisers and brokers will know only too well.…
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Advisers urged to take action ahead of consumer duty deadline
The Equity Release Council (the Council) is reminding advisers of their responsibilities under the next phase of the…
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Industry reaction to latest Nationwide HPI data
Following the release of the Nationwide HPI data that showed UK house prices fell 0.4% month on month…
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