Short read
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Advisers predict strong year for US and UK equities
Research conducted by Aegon indicates that financial advisers anticipate recent positive performance in equities will continue in 2024. The Adviser Attitudes study, involving…
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Unlocking better customer outcomes through innovation
Written by Kay Westgarth, Sales Director at Standard Life Home Finance In the ever-evolving landscape of financial regulation, the recent introduction of…
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Why ARs should have their network CEO’s mobile number
By Ahmed Bawa, CEO of Rosemount Financial Solutions (IFA) One of the crucial elements in winning the trust of ARs is being…
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MorganAsh publishes vulnerability checklist to help firms meet Consumer Duty requirements
MorganAsh, a support services provider to financial services and the utilities sector, has published a 10-point checklist to help firms in meeting…
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Almost half (45%) of UK homebuyers would consider using an ethical finance provider that follows Islamic principles, finds Gatehouse Bank
Gatehouse Bank, a Shariah-compliant UK challenger bank, has published new data revealing that nearly half (45%) of UK homebuyers would consider using…
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Don’t hold off for better mortgage rates in the near future warns Continuum
Many homeowners and homebuyers are holding off on committing to a new fixed interest mortgage rate, hoping for rates to decrease in…
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Later life lending stands at a crossroads as 28% of advisers seek products which bridge mainstream and later life needs – Air
Air, the leading later-life lending platform, has today launched its inaugural Comprehensive Conversations Report, detailing the demographic changes and adviser needs fuelling the…
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Two in five UK employees would take a willing pay cut for better benefits
Two in five (40%) UK employees would choose a job that offers a lower salary, but generous employee benefits (i.e. income protection,…
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Clients increasingly turn to advisers because of HMRC helpline delays, Investec Wealth & Investment research shows
HMRC helpline delays are driving more clients to seek help from financial advisers with their tax planning, new research from wealth manager…
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Adviser firms need to follow regulatory trajectory on suitability to avoid non-compliance – Oxford Risk
Adviser firms need to adapt to changes in the regulatory approach to client investment suitability assessments and move away from a product-specific…
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