Long read
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BNY Investments and NextWealth UK retirement advice survey finds advisers evolving their propositions
Research from BNY Investments released today, reveals financial advisers are evolving retirement advice approaches to better address client planning needs, against a…
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Market perspectives: Middle East conflict, Columbia Threadneedle’s Willis assesses market impacts and implications
The latest military action in the Middle East has injected fresh uncertainty into global markets, following major combat operations launched by the…
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12 practical steps to help your clients prepare for the 2027 IHT changes
Aegon’s Elain Cruickshank shares practical tips to help advisers better support client needs given the changes, especially to pensions, that lie ahead.…
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Can the Draft Commonhold and Leasehold Reform Bill deliver on its objectives?
Written by Shabnam Ali-Khan – Partner, Russell-Cooke and a member of ALEP (Association of Leasehold Enfranchisement Practitioners) We now have the Draft Commonhold and Leasehold…
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January property transactions ease as professionals react to HMRC data
The latest figures from HMRC show that UK residential property transactions reached 94,680 in January 2026 on a seasonally adjusted basis, marginally down (by…
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UK cancer prevalence could rise 58% by 2045, say Macmillan and Scottish Widows
Macmillan Cancer Support and Scottish Widows have worked together on a groundbreaking initiative projecting how cancer prevalence in the UK is expected…
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Fintech ammonite-ai launches AI-powered Planbot, slashing report writing times for advice firms
Today, ammonite-ai is officially launching Planbot, its AI-powered report writing and file note software aimed at advisers and their businesses. With report…
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Pick ‘n’ mix platform strategies persist as Model-b seen as a trade-off in latest NextWealth report
The shape of the adviser platform market is being moulded less by headline model shifts and more by execution, according to NextWealth’s…
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The AI shift in risk, protection and advisory firms
As Kesh Thukaram, Co-Founder of Best Insurance and excitare.ai, sees it, the risk, protection and advisory landscape is undergoing one of the…
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How is AI delivering measurable impact across the mortgage and property sector? voices from the market
In a market defined by tight turnaround times, complex documentation and heightened regulatory scrutiny, the mortgage and property sector is under constant…
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