He said: “We know all financial advisers are busy but we think they are often busy doing the wrong thing: sitting by a screen ...

McKenna discussed a comparison tool which allows advisers to score platforms on how well they interact with various ...

The government has concluded that no compensation will be paid to women affected by changes to the state pension age.

Advisers have to be clear of the culture they are trying to create if they want to build a £1bn business, a conference heard.

Technology and AI could “completely transform” the user experience, making advisers “heroes” - but only if they shift away ...

An appointed representative of Openwork has lost its application for an injunction against the network and now owes it ...

The new product to replace the Lifetime Isa, as announced at Budget, will only be for first-time buyers. An update from HMRC, published on Wednesday (January 28), confirmed the new product will scrap ...

AdvisoryAI has brought together its suite of artificial intelligence tools, allowing advisers to have a conversation with ...

saw record funds under management of £220bn last year as engagement with its advisers grew on the back of its new charging ...

TheCityUK and PwC have published a report setting out the actions needed for the UK to come out on top in the next era of ...

Talk of ‘Sell America’ has flooded headlines and market commentary in recent weeks, fuelled by concerns about rising US debt, political uncertainty under Donald Trump’s “America First” agenda and ...

Financial advice firms have historically been “tiny businesses” without the resources of large corporates to attract top talent into the profession.