‘Engaging with new formats is not a vanity project for advisers anymore’ There is a running joke among the profession that you only need three things to be a ‘real’ financial planner, writes Justin Cash.…

Investors shift back to traditional advice as finfluencers’ popularity falls As the regulator takes action against social media posts from so-called finfluencers Sahar Nazir finds their popularity was already on the decline… Social media influencers…

‘If advisers aren’t taking this seriously, they are in breach of the FCA rules’ With the Sustainability Disclosure Requirements (SDR) coming into force, Isabel Baxter explores if the industry is open to making sustainable financial…

Advisers still spending significant periods of time on manual tasks Nearly a third of financial advisers believe they could serve 20 or more additional clients if their systems were fully integrated, FE Fundinfo research has…

The world is awash in debt. In the US, government borrowing has surged past 100% of GDP, and the fiscal deficit is at a level typically seen in wartime. Other major economies are in similar…

While a productivity crisis is troubling the wealth management c-suite, they fear advisers can become further demoralised by a new set of systems accompanying tech transformation Adoption rates will depend heavily on whether AI makes…

Chancellor Rachel Reeves has said the government and the industry are “united” when it comes to delivering for savers and the UK economy. During her Mansion House speech yesterday (15 July), Reeves said: “Pension funds…

The Wall Street Journal reported on Tuesday that Trump is expected to sign an executive order in the coming days allowing 401(k) plans to invest their assets in private equity. It’s a proposal that’s raising…

By researcher Abdurrahman Aydemir & Yarsan Ersan We examine the causal effect of education on financial outcomes related to stock markets and retirement savings, leveraging a major compulsory school reform and a unique data set…

“Families are looking into the future; they are also there for stewardship,” says EY’s Lauri Oinaala An innovative mindset, powered by digital fluency and openness to M&A, is helping family leaders to stay resilient, despite…