Long read
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Using technology to help clients save towards their retirement
By James Tucker, CEO of Twenty7tec It is generally accepted that the earlier people start saving for their retirement, the better. Yet…
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Industry experts react to Halifax HPI data
Following Halifax’s latest HPI data that showed property prices grew by +0.3% annually in March (vs +1.6% last month) with house prices…
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Is there a magic formula when buying or selling an advice business?
Wealth Holdings’ Acquisition Manager, Kayleigh Fox, has been talking to Brandon Russell about her career and the subtleties which enable effective exit…
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more2life, Standard Life Home Finance, and Comentis among latest firms to sign Comprehensive Conversations Manifesto – Air
– The manifesto for a new perspective on later life lending in the UK has now reached 70 signatories – Air has launched a…
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State Street Global Markets: Investors hesitate as equity holdings approach 15-year high and dry powder drains
The State Street Risk Appetite Index rebounded to 0.09 from 0.18 revealing a modest retreat in risk bias across the month of…
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Embracing AI to Stay Ahead of the Curve and Boost Customer Engagement
Written By Fraser Stewart, co-founder of Lyfeguard Artificial Intelligence (AI) essentially involves the application of computer technology to carry out tasks which…
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Investing in AIM shares within an ISA for IHT planning
Investing in Alternative Investment Market (AIM) listed shares in an ISA can make them fully tax efficient while forming part of a…
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NS&I begins sale of British Savings Bonds today paying 4.15% AER
As announced in the recent Budget, 3-year fixed-rate British Savings Bonds are now on sale at 4.15% gross/AER by NS&I The three-year…
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UK financial services falls behind in gender pay satisfaction and job security
New research shows the finance and insurance industry is making the most significant yearly improvements when it comes to the gender pay…
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Industry experts react to Nationwide House Price Index
Following Nationwide’s HPI for March that showed UK house prices up 1.6% compared with a year ago, industry experts have shared their…
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