Rise and fall of finfluencers: Shifting the advice landscape
Investors shift back to traditional advice as finfluencers’ popularity falls As the regulator takes action against social media posts from…
Sustainable financial planning and SDR: ‘It is no longer optional’
‘If advisers aren’t taking this seriously, they are in breach of the FCA rules’ With the Sustainability Disclosure Requirements (SDR)…
UK Gov’t launches third state pension age review
Increase in state pension age from 66 to 67 is scheduled for between 2026 and 2028 The government has launched…
Lack of tech integration hindering adviser revenues
Advisers still spending significant periods of time on manual tasks Nearly a third of financial advisers believe they could serve…
Debt, deficits, and market resilience: Is your portfolio prepared?
The world is awash in debt. In the US, government borrowing has surged past 100% of GDP, and the fiscal…
Wealth managers yet to benefit from ‘mind-blowing’ AI solutions
While a productivity crisis is troubling the wealth management c-suite, they fear advisers can become further demoralised by a new…
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