Simple Financial Planning has partnered with London-based fintech Sikoia to “transform” broker workflows through secure ...

The Financial Conduct Authority is set to look at claims management companies submitting high volumes of complaints to the Fos but achieving low uphold rates.

Financial advisers can “really concentrate” on the coaching and financial plan if they can be “open to change and adapt” to an AI-supported business.

James Godrich joined JM Finn in 2015 and is fund manager of the CSI service portfolios. Before working at JM Finn he was an ...

Vanguard has given clients an extra month to “consider their options” before it introduces a monthly fee. The £4 charge for those investing less than £32,000 was due to come into force on Friday ...

Paraplanners and IFA administrators do not need to fear losing their jobs to the AI revolution: but they do need to evolve with it.

Picture this: a client sits across from you, nervous but hopeful. They’ve worked hard, saved diligently, and now they’re asking, “Can I afford to retire?” It’s a moment where trust and clarity are ...

Best consumer outcomes must always be at the forefront of advisers’ minds - but sometimes the consumer needs to understand their own selves and financial needs better.

Cyber criminals are “actively targeting” financial advisers, the head of consultancy F&TRC has warned. Speaking at the Empowering Advice Through Technology conference in London’s Pullman hotel today ...

Legislation speeding through the House of Lords will be a ‘nightmare’ for insurers and platforms who “cannot get their act ...

The ban on contingent charging has had very little impact on fees, although the number of defined benefit transfers has ...

Over 15,000 customers were active in the equity release market in the final quarter of 2024 as the market showed “encouraging signs of recovery”.