Short read
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AI overload: Are advisers building tech stacks when what they really need is one solution?
Artificial intelligence is rapidly becoming part of the adviser toolkit. What started as experimentation with tools like ChatGPT has quickly evolved into…
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Mortgage rates and human behaviour: why small changes create big reactions
Written by Sarah Thompson, Group Financial Services Director, Mortgage Scout Mortgage rates have returned to the headlines in recent weeks, with some…
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AJ Bell launches tax-free cash tracker to save 100 days of adviser telephone calls a year
AJ Bell Investcentre has launched a new pension commencement lump sum (PCLS) tracker, streamlining the PCLS process and saving valuable time for…
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UK expats fleeing Middle East could face UK tax residence and potentially a substantial tax bill
Hoxton Wealth’s Claire Spinks explains why UK expats fleeing escalating tensions in the Middle East for the safety of home may be…
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First time buyers reassessing their careers to get on the housing ladder as they face a £21k income gap
New research from Aldermore’s First Time Buyer Index reveals that more than a third of prospective FTBs (35%) need an average annual salary of…
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Vanishing act of sub-4% fixed rate mortgages
A cut to Bank of England Base Rate (BBR) looks increasingly unlikely, with the upheaval in mortgage re-pricing leading to a vanishing…
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Retirement planning: Dynamic Planner focuses on income preferences, not just risk tolerance
Understanding a client’s attitude to risk has long been a cornerstone of financial planning, but when it comes to retirement, advisers must…
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Scottish Widows strengthens distribution team with three senior appointments
Scottish Widows has made three senior hires to bolster its intermediary distribution capability and support its growth ambitions across the advised wealth market. Caroline Miller, who…
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LiveMore lowers minimum age to 40 as midlife mortgage crisis grows
LiveMore has reduced its minimum borrower age from 40 to 40, addressing increasing financial pressures faced by midlife borrowers and responding to…
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How Middle East tensions are shaping European markets | AJ Bell
Geopolitical tensions in the Middle East have heightened global economic risks, particularly through inflationary pressures and energy price volatility. European economies are…
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